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JPL Wealth Management’s NorthWestern Energy NWE Stock Holding History

JPL 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 		$2.08K Hold
29
– – ﹤0.01% 1058
2026
Q1 		$1.91K Buy
+29
New +$1.96K ﹤0.01% 982

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

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

JPL Wealth Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 29 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

JPL Wealth Management first reported a position in NWE in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • JPL Wealth Management held 29 shares of NorthWestern Energy worth $2.08K as of Q2 2026.
  • JPL Wealth Management left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • JPL Wealth Management first reported a position in NorthWestern Energy in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.