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Jeppson Wealth Management’s NorthWestern Energy NWE Stock Holding History

Jeppson Wealth Management’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Hold
6,857
– – 0.14% 142
2026
Q1 		$452K Hold
6,857
– – 0.14% 133
2025
Q4 		$443K Sell
6,857
-100
-1% -$6.33K 0.14% 133
2025
Q3 		$408K Sell
6,957
-400
-5% -$22.1K 0.13% 140
2025
Q2 		$377K Sell
7,357
-150
-2% -$8.29K 0.13% 138
2025
Q1 		$434K Sell
7,507
-200
-3% -$10.9K 0.16% 129
2024
Q4 		$412K Sell
7,707
-170
-2% -$9.24K 0.15% 132
2024
Q3 		$451K Buy
7,877
+125
+2% +$6.67K 0.16% 126
2024
Q2 		$388K Sell
7,752
-122
-2% -$6.16K 0.15% 134
2024
Q1 		$401K Sell
7,874
-480
-6% -$23.4K 0.16% 137
2023
Q4 		$425K Buy
+8,354
New +$417K 0.18% 124
2023
Q3 		– Sell
-3,620
Closed -$205K – 194
2023
Q2 		$205K Sell
3,620
-11
-0.3% -$643 0.09% 182
2023
Q1 		$210K Buy
3,631
+150
+4% +$8.56K 0.09% 184
2022
Q4 		$207K Sell
3,481
-2,402
-41% -$131K 0.09% 190
2022
Q3 		$290K Buy
+5,883
New +$323K 0.13% 141

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Jeppson Wealth Management's NWE Position: Q2 2026 in Review

Jeppson Wealth Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 6,857 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #142.

Jeppson Wealth Management first reported a position in NWE in Q3 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Jeppson Wealth Management held 6,857 shares of NorthWestern Energy worth $491K as of Q2 2026.
  • Jeppson Wealth Management left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up 0.14% of Jeppson Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Jeppson Wealth Management first reported a position in NorthWestern Energy in Q3 2022 and has held it in 15 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.