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Ashton Thomas Private Wealth’s NorthWestern Energy NWE Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-57
Closed -$2.85K – 1416
2024
Q2 		$2.85K Buy
+57
New +$2.88K ﹤0.01% 1683

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Ashton Thomas Private Wealth's NWE Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of NorthWestern Energy (NWE) in Q3 2024, closing a stake of 57 shares — an estimated $2.85K sold.

Ashton Thomas Private Wealth first reported a position in NWE in Q2 2024 and held it in 1 quarter. The position peaked at $2.85K in Q2 2024. 313 funds tracked by Wall St. Rank hold NWE as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining NorthWestern Energy position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 57 NorthWestern Energy shares in Q3 2024, an estimated $2.85K.
  • Ashton Thomas Private Wealth first reported a position in NorthWestern Energy in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's NorthWestern Energy position peaked at $2.85K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.