SJS Investment Consulting’s NorthWestern Energy NWE Stock Holding History

SJS Investment Consulting’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
2026 Q2	$9.45K	Buy	132 +115	+676%	+$8.15K	﹤0.01%	1100
2026 Q1	$1.12K	Buy	17 +4	+31%	+$271	﹤0.01%	1427
2025 Q4	$840	Buy	13 +8	+160%	+$507	﹤0.01%	1358
2025 Q3	$294	Hold	5	–	–	﹤0.01%	1378
2025 Q2	$257	Sell	5 -4	-44%	-$221	﹤0.01%	1308
2025 Q1	$521	Hold	9	–	–	﹤0.01%	1236
2024 Q4	$482	Hold	9	–	–	﹤0.01%	1252
2024 Q3	$515	Buy	9 +1	+13%	+$53	﹤0.01%	1317
2024 Q2	$401	Buy	8 +3	+60%	+$152	﹤0.01%	1362
2024 Q1	$255	Hold	5	–	–	﹤0.01%	1444
2023 Q4	$255	Sell	5 -2	-29%	-$100	﹤0.01%	1418
2023 Q3	$337	Hold	7	–	–	﹤0.01%	1344
2023 Q2	$398	Buy	7 +1	+17%	+$58	﹤0.01%	1234
2023 Q1	$348	Hold	6	–	–	﹤0.01%	1253
2022 Q4	$356	Buy	6 +2	+50%	+$109	﹤0.01%	1307
2022 Q3	$0	Buy	+4	New	+$220	﹤0.01%	1389

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SJS Investment Consulting's NWE Position: Q2 2026 in Review

SJS Investment Consulting increased its NorthWestern Energy (NWE) stake by 676% in Q2 2026, buying an estimated $8.15K and bringing the position to 132 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

SJS Investment Consulting first reported a position in NWE in Q3 2022 and has held it in 16 quarters since. 168 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

SJS Investment Consulting held 132 shares of NorthWestern Energy worth $9.45K as of Q2 2026.
SJS Investment Consulting bought 115 NorthWestern Energy shares in Q2 2026, an estimated $8.15K.
NorthWestern Energy made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1100 holding.
SJS Investment Consulting first reported a position in NorthWestern Energy in Q3 2022 and has held it in 16 quarters since.
168 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.