Arete Wealth 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
$254K Buy
4,949
+64
+1% +$3.29K 0.02% 614
2025
Q1
$283K Sell
4,885
-3
-0.1% -$174 0.02% 556
2024
Q4
$261K Hold
4,888
0.02% 606
2024
Q3
$279K Buy
+4,888
New +$279K 0.02% 543