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Accel Wealth Management’s NorthWestern Energy NWE Stock Holding History

Accel Wealth 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
2022
Q3 		– Sell
-1,529
Closed -$88K – 1086
2022
Q2 		$88K Hold
1,529
– – 0.05% 254
2022
Q1 		$93K Buy
1,529
+16
+1% +$936 0.05% 265
2021
Q4 		$86K Buy
+1,513
New +$86K 0.04% 283

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Accel Wealth Management's NWE Position: Q3 2022 in Review

Accel Wealth Management sold out of NorthWestern Energy (NWE) in Q3 2022, closing a stake of 1,529 shares — an estimated $88K sold.

Accel Wealth Management first reported a position in NWE in Q4 2021 and held it in 3 quarters. The position peaked at $93K in Q1 2022. 288 funds tracked by Wall St. Rank hold NWE as of Q3 2022.

  • Accel Wealth Management reported no remaining NorthWestern Energy position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 1,529 NorthWestern Energy shares in Q3 2022, an estimated $88K.
  • Accel Wealth Management first reported a position in NorthWestern Energy in Q4 2021 and held it in 3 quarters.
  • Accel Wealth Management's NorthWestern Energy position peaked at $93K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.