Jones Financial Companies
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Jones Financial Companies’s NorthWestern Energy NWE Stock Holding History

Jones Financial Companies’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 		$312K Sell
4,244
-3,240
-43% -$230K ﹤0.01% 2405
2026
Q1 		$488K Buy
7,484
+6,287
+525% +$426K ﹤0.01% 2056
2025
Q4 		$77.3K Hold
1,197
– – ﹤0.01% 2319
2025
Q3 		$69.5K Buy
1,197
+1,195
+59,750% +$66K ﹤0.01% 2234
2025
Q2 		$102 Hold
2
– – ﹤0.01% 3948
2025
Q1 		$114 Sell
2
-149
-99% -$8.1K ﹤0.01% 3615
2024
Q4 		$8.07K Hold
151
– – ﹤0.01% 2604
2024
Q3 		$8.65K Hold
151
– – ﹤0.01% 2261
2024
Q2 		$7.56K Buy
+151
New +$7.63K ﹤0.01% 1843

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

Jones Financial Companies's NWE Position: Q2 2026 in Review

Jones Financial Companies reduced its NorthWestern Energy (NWE) stake by 43% in Q2 2026, selling an estimated $230K and leaving 4,244 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Jones Financial Companies first reported a position in NWE in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Jones Financial Companies held 4,244 shares of NorthWestern Energy worth $312K as of Q2 2026.
  • Jones Financial Companies sold 3,240 NorthWestern Energy shares in Q2 2026, an estimated $230K.
  • NorthWestern Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2405 holding.
  • Jones Financial Companies first reported a position in NorthWestern Energy in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's NorthWestern Energy position peaked at $488K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.