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Johnson Financial Group Inc (Wisconsin)’s NorthWestern Energy NWE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-2,241
Closed -$130K – 847
2025
Q1 		$130K Buy
2,241
+2,137
+2,055% +$116K 0.01% 427
2024
Q4 		$5.61K Sell
104
-2,257
-96% -$123K ﹤0.01% 715
2024
Q3 		$135K Buy
+2,361
New +$126K 0.01% 407

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RRAM
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Macquarie Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NWE Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 2,241 shares — an estimated $130K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NWE in Q3 2024 and held it in 3 quarters. The position peaked at $135K in Q3 2024. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,241 NorthWestern Energy shares in Q2 2025, an estimated $130K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in NorthWestern Energy in Q3 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s NorthWestern Energy position peaked at $135K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.