JPMorgan Chase & Co’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
296,304
-32,288
| -10% | -$1.66M | ﹤0.01% | 1902 |
|
|
2025
Q1 | $19M | Sell |
328,592
-86,573
| -21% | -$5.01M | ﹤0.01% | 1737 |
|
|
2024
Q4 | $22.2M | Sell |
415,165
-103,647
| -20% | -$5.54M | ﹤0.01% | 1672 |
|
|
2024
Q3 | $29.7M | Sell |
518,812
-372,287
| -42% | -$21.3M | ﹤0.01% | 1471 |
|
|
2024
Q2 | $44.6M | Sell |
891,099
-520,978
| -37% | -$26.1M | ﹤0.01% | 1196 |
|
|
2024
Q1 | $71.9M | Sell |
1,412,077
-303,258
| -18% | -$15.4M | 0.01% | 1020 |
|
|
2023
Q4 | $87.3M | Sell |
1,715,335
-436,718
| -20% | -$22.2M | 0.01% | 880 |
|
|
2023
Q3 | $103M | Sell |
2,152,053
-27,680
| -1% | -$1.33M | 0.01% | 738 |
|
|
2023
Q2 | $124M | Buy |
2,179,733
+29,126
| +1% | +$1.65M | 0.01% | 693 |
|
|
2023
Q1 | $124M | Buy |
2,150,607
+233,827
| +12% | +$13.5M | 0.02% | 668 |
|
|
2022
Q4 | $114M | Buy |
1,916,780
+6,393
| +0.3% | +$379K | 0.02% | 672 |
|
|
2022
Q3 | $94.1M | Sell |
1,910,387
-208
| -0% | -$10.3K | 0.01% | 700 |
|
|
2022
Q2 | $113M | Sell |
1,910,595
-147,323
| -7% | -$8.68M | 0.02% | 664 |
|
|
2022
Q1 | $124M | Sell |
2,057,918
-353,609
| -15% | -$21.4M | 0.02% | 706 |
|
|
2021
Q4 | $138M | Buy |
2,411,527
+30,225
| +1% | +$1.73M | 0.02% | 677 |
|
|
2021
Q3 | $136M | Sell |
2,381,302
-61,514
| -3% | -$3.52M | 0.02% | 678 |
|
|
2021
Q2 | $147M | Sell |
2,442,816
-29,780
| -1% | -$1.79M | 0.02% | 677 |
|
|
2021
Q1 | $161M | Sell |
2,472,596
-82,070
| -3% | -$5.35M | 0.02% | 605 |
|
|
2020
Q4 | $149M | Buy |
2,554,666
+57,543
| +2% | +$3.36M | 0.02% | 591 |
|
|
2020
Q3 | $121M | Buy |
2,497,123
+105,157
| +4% | +$5.09M | 0.02% | 591 |
|
|
2020
Q2 | $130M | Buy |
2,391,966
+16,368
| +0.7% | +$892K | 0.03% | 535 |
|
|
2020
Q1 | $142M | Sell |
2,375,598
-20,401
| -0.9% | -$1.22M | 0.03% | 443 |
|
|
2019
Q4 | $172M | Buy |
2,395,999
+134,496
| +6% | +$9.64M | 0.03% | 446 |
|
|
2019
Q3 | $170M | Sell |
2,261,503
-7,971
| -0.4% | -$598K | 0.03% | 457 |
|
|
2019
Q2 | $163M | Buy |
2,269,474
+35,973
| +2% | +$2.59M | 0.03% | 487 |
|
|
2019
Q1 | $157M | Sell |
2,233,501
-296,203
| -12% | -$20.9M | 0.03% | 470 |
|
|
2018
Q4 | $150M | Buy |
2,529,704
+1,242
| +0% | +$73.8K | 0.03% | 454 |
|
|
2018
Q3 | $148M | Buy |
2,528,462
+76,651
| +3% | +$4.5M | 0.03% | 510 |
|
|
2018
Q2 | $140M | Sell |
2,451,811
-309,006
| -11% | -$17.7M | 0.03% | 514 |
|
|
2018
Q1 | $149M | Buy |
2,760,817
+122,240
| +5% | +$6.58M | 0.03% | 477 |
|
|
2017
Q4 | $158M | Buy |
2,638,577
+80,226
| +3% | +$4.79M | 0.03% | 450 |
|
|
2017
Q3 | $147M | Buy |
2,558,351
+54,059
| +2% | +$3.11M | 0.03% | 475 |
|
|
2017
Q2 | $153M | Sell |
2,504,292
-100,786
| -4% | -$6.15M | 0.03% | 446 |
|
|
2017
Q1 | $153M | Buy |
2,605,078
+167,754
| +7% | +$9.85M | 0.03% | 435 |
|
|
2016
Q4 | $139M | Buy |
2,437,324
+691,889
| +40% | +$39.3M | 0.03% | 449 |
|
|
2016
Q3 | $100M | Buy |
1,745,435
+227,498
| +15% | +$13.1M | 0.02% | 512 |
|
|
2016
Q2 | $95.7M | Sell |
1,517,937
-49,611
| -3% | -$3.13M | 0.02% | 526 |
|
|
2016
Q1 | $96.8M | Sell |
1,567,548
-25,601
| -2% | -$1.58M | 0.02% | 511 |
|
|
2015
Q4 | $86.4M | Sell |
1,593,149
-154,471
| -9% | -$8.38M | 0.02% | 563 |
|
|
2015
Q3 | $94.1M | Buy |
1,747,620
+9,623
| +0.6% | +$518K | 0.03% | 531 |
|
|
2015
Q2 | $84.7M | Sell |
1,737,997
-112,689
| -6% | -$5.49M | 0.02% | 627 |
|
|
2015
Q1 | $99.5M | Sell |
1,850,686
-49,597
| -3% | -$2.67M | 0.02% | 599 |
|
|
2014
Q4 | $108M | Sell |
1,900,283
-21,138
| -1% | -$1.2M | 0.02% | 580 |
|
|
2014
Q3 | $87.2M | Sell |
1,921,421
-96,992
| -5% | -$4.4M | 0.02% | 631 |
|
|
2014
Q2 | $105M | Sell |
2,018,413
-198,707
| -9% | -$10.4M | 0.03% | 549 |
|
|
2014
Q1 | $105M | Buy |
2,217,120
+59,837
| +3% | +$2.84M | 0.03% | 518 |
|
|
2013
Q4 | $93.5M | Buy |
2,157,283
+40,773
| +2% | +$1.77M | 0.03% | 527 |
|
|
2013
Q3 | $95.1M | Buy |
2,116,510
+66,104
| +3% | +$2.97M | 0.03% | 533 |
|
|
2013
Q2 | $81.8M | Buy |
+2,050,406
| New | +$81.8M | 0.03% | 541 |
|