6M
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6 Meridian’s NorthWestern Energy NWE Stock Holding History

6 Meridian’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
Q2 		– Sell
-8,173
Closed -$489K – 427
2020
Q1 		$489K Buy
8,173
+58
+0.7% +$4.14K 0.05% 257
2019
Q4 		$582K Buy
8,115
+309
+4% +$22.3K 0.05% 281
2019
Q3 		$586K Sell
7,806
-17
-0.2% -$1.23K 0.06% 214
2019
Q2 		$564K Buy
7,823
+135
+2% +$9.59K 0.06% 218
2019
Q1 		$541K Sell
7,688
-671
-8% -$44K 0.05% 203
2018
Q4 		$497K Sell
8,359
-94
-1% -$5.77K 0.06% 237
2018
Q3 		$496K Sell
8,453
-107
-1% -$6.35K 0.05% 303
2018
Q2 		$490K Sell
8,560
-203
-2% -$11K 0.05% 267
2018
Q1 		$471K Buy
8,763
+1,439
+20% +$76.1K 0.05% 270
2017
Q4 		$437K Buy
+7,324
New +$441K 0.05% 317

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return