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JFS Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

JFS Wealth Advisors’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 		$3.73K Buy
52
+15
+41% +$1.06K ﹤0.01% 1400
2026
Q1 		$2.44K Buy
37
+14
+61% +$948 ﹤0.01% 1447
2025
Q4 		$1.49K Buy
23
+14
+156% +$886 ﹤0.01% 1628
2025
Q3 		$528 Sell
9
-3
-25% -$166 ﹤0.01% 1752
2025
Q2 		$616 Sell
12
-21
-64% -$1.16K ﹤0.01% 1659
2025
Q1 		$1.91K Buy
33
+7
+27% +$381 ﹤0.01% 1487
2024
Q4 		$1.39K Sell
26
-1
-4% -$54 ﹤0.01% 1606
2024
Q3 		$1.54K Buy
27
+1
+4% +$53 ﹤0.01% 1586
2024
Q2 		$1.3K Buy
26
+7
+37% +$354 ﹤0.01% 1594
2024
Q1 		$968 Buy
19
+7
+58% +$341 ﹤0.01% 1667
2023
Q4 		$611 Sell
12
-2
-14% -$100 ﹤0.01% 1766
2023
Q3 		$673 Sell
14
-18
-56% -$960 ﹤0.01% 1683
2023
Q2 		$1.82K Hold
32
– – ﹤0.01% 1419
2023
Q1 		$1.85K Buy
32
+5
+19% +$285 ﹤0.01% 1399
2022
Q4 		$1.6K Buy
27
+4
+17% +$218 ﹤0.01% 1458
2022
Q3 		$1K Sell
23
-9
-28% -$494 ﹤0.01% 1608
2022
Q2 		$2K Buy
32
+9
+39% +$536 ﹤0.01% 1358
2022
Q1 		$1K Buy
23
+13
+130% +$761 ﹤0.01% 1695
2021
Q4 		$1K Buy
+10
New +$568 ﹤0.01% 1486

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

JFS Wealth Advisors's NWE Position: Q2 2026 in Review

JFS Wealth Advisors increased its NorthWestern Energy (NWE) stake by 41% in Q2 2026, buying an estimated $1.06K and bringing the position to 52 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

JFS Wealth Advisors first reported a position in NWE in Q4 2021 and has held it in 19 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • JFS Wealth Advisors held 52 shares of NorthWestern Energy worth $3.73K as of Q2 2026.
  • JFS Wealth Advisors bought 15 NorthWestern Energy shares in Q2 2026, an estimated $1.06K.
  • NorthWestern Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1400 holding.
  • JFS Wealth Advisors first reported a position in NorthWestern Energy in Q4 2021 and has held it in 19 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.