Jupiter Asset Management’s NorthWestern Energy NWE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.02M | Sell |
117,404
-53,647
| -31% | -$2.75M | 0.05% | 263 |
|
2025
Q1 | $9.9M | Buy |
+171,051
| New | +$9.9M | 0.09% | 222 |
|
2024
Q1 | – | Sell |
-126,952
| Closed | -$6.46M | – | 496 |
|
2023
Q4 | $6.46M | Sell |
126,952
-54,192
| -30% | -$2.76M | 0.06% | 241 |
|
2023
Q3 | $8.71M | Buy |
+181,144
| New | +$8.71M | 0.1% | 214 |
|
2021
Q1 | – | Sell |
-87,171
| Closed | -$5.08M | – | 631 |
|
2020
Q4 | $5.08M | Buy |
87,171
+25,229
| +41% | +$1.47M | 0.05% | 309 |
|
2020
Q3 | $3.01M | Buy |
+61,942
| New | +$3.01M | 0.03% | 375 |
|