Exited position

Joel Greenblatt’s Northwestern Energy Group In (NWE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2018Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares9.87KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Northwestern Energy Group In in Q2 2018. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q2 2020, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2020
Sold the entire position−8.23K shares · No shares reported at quarter-end
Q1 2020
Bought 18.7% more+1.30K shares · 8.23K shares reported after the change
Filing context

Quarter-end price $59.80 · Estimated holding basis $63.45

Q4 2019
Sold 9.6% of the position−734 shares · 6.93K shares remained
Filing context

Quarter-end price $71.70 · Estimated holding basis $64.13

Q3 2019
Sold 22.3% of the position−2.20K shares · 7.67K shares remained
Filing context

Quarter-end price $75.01 · Estimated holding basis $64.13

Q2 2019
Bought 33.2% more+2.46K shares · 9.87K shares reported after the change
Filing context

Quarter-end price $72.17 · Estimated holding basis $64.13

Q1 2019
Bought 46.3% more+2.34K shares · 7.41K shares reported after the change
Filing context

Quarter-end price $70.46 · Estimated holding basis $61.47

Portfolio importance

How important was Northwestern Energy Group In in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2020
Last reported rank#724of 1055 reported positions
Peak portfolio weight0.0%Q1 2020
Best historical rank#711Q2 2019
At peak importanceQ1 2020
NWE
0.0%
Largest holding
1.4%
Cross-investor discovery

Who else owns Northwestern Energy Group In?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
NWE0.0% of reported portfolio
Explore Northwestern Energy Group In across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$68.522026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.