JAM
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Jupiter Asset Management’s NorthWestern Energy NWE Stock Holding History

Jupiter Asset 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
2025
Q3 		– Sell
-117,404
Closed -$6.02M – 514
2025
Q2 		$6.02M Sell
117,404
-53,647
-31% -$2.97M 0.05% 263
2025
Q1 		$9.9M Buy
+171,051
New +$9.3M 0.09% 222
2024
Q1 		– Sell
-126,952
Closed -$6.46M – 496
2023
Q4 		$6.46M Sell
126,952
-54,192
-30% -$2.7M 0.06% 241
2023
Q3 		$8.71M Buy
+181,144
New +$9.66M 0.1% 214
2021
Q1 		– Sell
-87,171
Closed -$5.08M – 631
2020
Q4 		$5.08M Buy
87,171
+25,229
+41% +$1.4M 0.05% 309
2020
Q3 		$3.01M Buy
+61,942
New +$3.29M 0.03% 377

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