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