American Portfolios Advisors’s NorthWestern Energy NWE Stock Holding History

American Portfolios Advisors’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 Q1	–	Sell	-22	Closed	-$1.58K	–	2870
2019 Q4	$1.58K	Buy	+22	New	+$1.59K	﹤0.01%	2624
2019 Q2	–	Sell	-395	Closed	-$27.8K	–	2773
2019 Q1	$27.8K	Buy	+395	New	+$25.9K	﹤0.01%	1441
2018 Q4	–	Sell	-209	Closed	-$12.3K	–	2522
2018 Q3	$12.3K	Sell	209 -45	-18%	-$2.67K	﹤0.01%	1674
2018 Q2	$14.5K	Buy	+254	New	+$13.8K	﹤0.01%	1574

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's NWE Position: Q1 2020 in Review

American Portfolios Advisors sold out of NorthWestern Energy (NWE) in Q1 2020, closing a stake of 22 shares — an estimated $1.58K sold.

American Portfolios Advisors first reported a position in NWE in Q2 2018 and held it in 4 quarters. The position peaked at $27.8K in Q1 2019. 267 funds tracked by Wall St. Rank hold NWE as of Q1 2020.

American Portfolios Advisors reported no remaining NorthWestern Energy position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 22 NorthWestern Energy shares in Q1 2020, an estimated $1.58K.
American Portfolios Advisors first reported a position in NorthWestern Energy in Q2 2018 and held it in 4 quarters.
American Portfolios Advisors's NorthWestern Energy position peaked at $27.8K in Q1 2019.
267 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.