Position in NWE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,849,540
+$698,101 QoQ
Shares Held
305,076
-4.9% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,832,564 across 40 Utilities - Regulated Electric names. NWE ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,849,540 | 305,076 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $21,151,439 | 320,768 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,724,200 | 243,635 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $18,677,186 | 318,669 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $15,200,393 | 296,304 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $19,015,614 | 328,592 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $22,194,717 | 415,165 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $29,686,418 | 518,812 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $44,626,234 | 891,099 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $71,917,077 | 1,412,077 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $87,293,395 | 1,715,335 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $103,427,664 | 2,152,053 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $123,721,640 | 2,179,733 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $124,434,117 | 2,150,607 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $113,741,720 | 1,916,780 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $94,143,868 | 1,910,387 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $112,591,360 | 1,910,595 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $124,483,455 | 2,057,918 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $137,842,880 | 2,411,527 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $136,448,602 | 2,381,302 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $147,106,377 | 2,442,816 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $161,213,256 | 2,472,596 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $148,962,572 | 2,554,666 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $121,460,060 | 2,497,123 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $130,409,984 | 2,391,966 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $142,132,026 | 2,375,598 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||