ALPS Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
20,123
-144
| -0.7% | -$7.39K | 0.01% | 493 |
|
|
2025
Q1 | $1.17M | Buy |
20,267
+1,464
| +8% | +$84.7K | 0.01% | 440 |
|
|
2024
Q4 | $1.01M | Buy |
18,803
+2,784
| +17% | +$149K | 0.01% | 475 |
|
|
2024
Q3 | $917K | Buy |
16,019
+1,272
| +9% | +$72.8K | 0.01% | 516 |
|
|
2024
Q2 | $739K | Buy |
14,747
+1,973
| +15% | +$98.8K | 0.01% | 518 |
|
|
2024
Q1 | $651K | Buy |
12,774
+1,944
| +18% | +$99K | ﹤0.01% | 559 |
|
|
2023
Q4 | $551K | Buy |
10,830
+1,536
| +17% | +$78.2K | ﹤0.01% | 590 |
|
|
2023
Q3 | $447K | Buy |
9,294
+4,259
| +85% | +$205K | ﹤0.01% | 613 |
|
|
2023
Q2 | $286K | Buy |
5,035
+1,560
| +45% | +$88.5K | ﹤0.01% | 903 |
|
|
2023
Q1 | $201K | Buy |
+3,475
| New | +$201K | ﹤0.01% | 984 |
|
|
2022
Q3 | – | Sell |
-5,045
| Closed | -$297K | – | 1157 |
|
|
2022
Q2 | $297K | Buy |
+5,045
| New | +$297K | ﹤0.01% | 817 |
|