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Jupiter Investment Management’s NorthWestern Energy NWE Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-9,577
Closed -$686K – 456
2019
Q4 		$686K Buy
+9,577
New +$690K 0.01% 339
2019
Q3 		– Sell
-668
Closed -$48K – 478
2019
Q2 		$48K Sell
668
-105,650
-99% -$7.5M ﹤0.01% 323
2019
Q1 		$7.49M Buy
106,318
+491
+0.5% +$32.2K 0.07% 158
2018
Q4 		$6.29M Buy
105,827
+36,390
+52% +$2.23M 0.06% 164
2018
Q3 		$4.07M Buy
+69,437
New +$4.12M 0.03% 201

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's NWE Position: Q1 2020 in Review

Jupiter Investment Management sold out of NorthWestern Energy (NWE) in Q1 2020, closing a stake of 9,577 shares — an estimated $686K sold.

Jupiter Investment Management first reported a position in NWE in Q3 2018 and held it in 5 quarters. The position peaked at $7.49M in Q1 2019. 267 funds tracked by Wall St. Rank hold NWE as of Q1 2020.

  • Jupiter Investment Management reported no remaining NorthWestern Energy position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 9,577 NorthWestern Energy shares in Q1 2020, an estimated $686K.
  • Jupiter Investment Management first reported a position in NorthWestern Energy in Q3 2018 and held it in 5 quarters.
  • Jupiter Investment Management's NorthWestern Energy position peaked at $7.49M in Q1 2019.
  • 267 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.