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Affiance Financial’s NorthWestern Energy NWE Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-161
Closed -$9.55K – 314
2022
Q4 		$9.55K Buy
+161
New +$8.78K ﹤0.01% 302

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Affiance Financial's NWE Position: Q1 2023 in Review

Affiance Financial sold out of NorthWestern Energy (NWE) in Q1 2023, closing a stake of 161 shares — an estimated $9.55K sold.

Affiance Financial first reported a position in NWE in Q4 2022 and held it in 1 quarter. The position peaked at $9.55K in Q4 2022. 289 funds tracked by Wall St. Rank hold NWE as of Q1 2023.

  • Affiance Financial reported no remaining NorthWestern Energy position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 161 NorthWestern Energy shares in Q1 2023, an estimated $9.55K.
  • Affiance Financial first reported a position in NorthWestern Energy in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's NorthWestern Energy position peaked at $9.55K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.