Jim Simons’s NorthWestern Energy NWE Stock Holding History

Jim Simons’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
2025 Q4	–	Sell	-31,426	Closed	-$1.84M	–	3600
2025 Q3	$1.84M	Sell	31,426 -153,700	-83%	-$8.48M	﹤0.01%	2129
2025 Q2	$9.5M	Buy	185,126 +45,400	+32%	+$2.51M	0.01%	1085
2025 Q1	$8.09M	Buy	139,726 +131,400	+1,578%	+$7.14M	0.01%	1123
2024 Q4	$445K	Buy	+8,326	New	+$453K	﹤0.01%	2897
2024 Q1	–	Sell	-56,226	Closed	-$2.86M	–	3956
2023 Q4	$2.86M	Sell	56,226 -236,700	-81%	-$11.8M	﹤0.01%	1718
2023 Q3	$14.1M	Buy	292,926 +177,986	+155%	+$9.49M	0.02%	733
2023 Q2	$6.52M	Sell	114,940 -96,786	-46%	-$5.66M	0.01%	1261
2023 Q1	$12.3M	Buy	211,726 +126,400	+148%	+$7.22M	0.02%	976
2022 Q4	$5.06M	Buy	85,326 +38,600	+83%	+$2.11M	0.01%	1514
2022 Q3	$2.3M	Sell	46,726 -65,700	-58%	-$3.61M	﹤0.01%	1926
2022 Q2	$6.63M	Buy	112,426 +99,026	+739%	+$5.9M	0.01%	1355
2022 Q1	$811K	Sell	13,400 -224,326	-94%	-$13.1M	﹤0.01%	2867
2021 Q4	$13.6M	Buy	237,726 +120,600	+103%	+$6.85M	0.02%	916
2021 Q3	$6.71M	Sell	117,126 -59,400	-34%	-$3.69M	0.01%	1283
2021 Q2	$10.6M	Buy	+176,526	New	+$11.5M	0.01%	1133
2021 Q1	–	Sell	-52,726	Closed	-$3.07M	–	3588
2020 Q4	$3.07M	Sell	52,726 -214,700	-80%	-$11.9M	﹤0.01%	1877
2020 Q3	$13M	Sell	267,426 -39,500	-13%	-$2.1M	0.01%	982
2020 Q2	$16.7M	Sell	306,926 -37,904	-11%	-$2.2M	0.01%	930
2020 Q1	$20.6M	Buy	344,830 +261,326	+313%	+$18.6M	0.02%	756
2019 Q4	$5.99M	Sell	83,504 -240,185	-74%	-$17.3M	﹤0.01%	1742
2019 Q3	$24.3M	Buy	323,689 +266,363	+465%	+$19.2M	0.02%	860
2019 Q2	$4.14M	Sell	57,326 -23,900	-29%	-$1.7M	﹤0.01%	1915
2019 Q1	$5.72M	Sell	81,226 -209,192	-72%	-$13.7M	0.01%	1715
2018 Q4	$17.3M	Buy	290,418 +131,492	+83%	+$8.07M	0.02%	976
2018 Q3	$9.32M	Buy	158,926 +30,200	+23%	+$1.79M	0.01%	1403
2018 Q2	$7.37M	Buy	128,726 +23,000	+22%	+$1.25M	0.01%	1539
2018 Q1	$5.69M	Buy	105,726 +90,226	+582%	+$4.77M	0.01%	1732
2017 Q4	$925K	Sell	15,500 -153,826	-91%	-$9.27M	﹤0.01%	2689
2017 Q3	$9.64M	Buy	169,326 +144,300	+577%	+$8.61M	0.01%	1353
2017 Q2	$1.53M	Sell	25,026 -29,074	-54%	-$1.77M	﹤0.01%	2401
2017 Q1	$3.18M	Sell	54,100 -41,300	-43%	-$2.37M	﹤0.01%	1983
2016 Q4	$5.42M	Buy	95,400 +51,300	+116%	+$2.88M	0.01%	1602
2016 Q3	$2.54M	Buy	+44,100	New	+$2.63M	﹤0.01%	2047
2016 Q2	–	Sell	-23,800	Closed	-$1.47M	–	3458
2016 Q1	$1.47M	Buy	+23,800	New	+$1.37M	﹤0.01%	2395
2015 Q1	–	Sell	-54,500	Closed	-$3.08M	–	3298
2014 Q4	$3.08M	Buy	54,500 +32,974	+153%	+$1.72M	0.01%	1555
2014 Q3	$976K	Sell	21,526 -64,300	-75%	-$3.09M	﹤0.01%	2037
2014 Q2	$4.48M	Buy	85,826 +20,979	+32%	+$1.01M	0.01%	1284
2014 Q1	$3.08M	Buy	64,847 +44,921	+225%	+$2.03M	0.01%	1539
2013 Q4	$863K	Sell	19,926 -78,600	-80%	-$3.51M	﹤0.01%	2148
2013 Q3	$4.43M	Buy	98,526 +38,896	+65%	+$1.63M	0.01%	1228
2013 Q2	$2.38M	Buy	+59,630	New	+$2.45M	0.01%	1480

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jim Simons's NWE Position: Q4 2025 in Review

Jim Simons sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 31,426 shares — an estimated $1.84M sold.

Jim Simons first reported a position in NWE in Q2 2013 and held it in 41 quarters. The position peaked at $24.3M in Q3 2019. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

Jim Simons reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 31,426 NorthWestern Energy shares in Q4 2025, an estimated $1.84M.
Jim Simons first reported a position in NorthWestern Energy in Q2 2013 and held it in 41 quarters.
Jim Simons's NorthWestern Energy position peaked at $24.3M in Q3 2019.
357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.