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Atria Wealth Solutions’s NorthWestern Energy NWE Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-12,080
Closed -$646K – 2019
2024
Q4 		$646K Buy
12,080
+1,565
+15% +$85.1K 0.01% 1128
2024
Q3 		$602K Buy
10,515
+1,906
+22% +$102K 0.01% 1146
2024
Q2 		$431K Buy
8,609
+1,583
+23% +$80K ﹤0.01% 1310
2024
Q1 		$362K Buy
7,026
+619
+10% +$30.2K ﹤0.01% 1425
2023
Q4 		$326K Buy
6,407
+1,890
+42% +$94.3K ﹤0.01% 1437
2023
Q3 		$217K Sell
4,517
-719
-14% -$38.3K ﹤0.01% 1647
2023
Q2 		$297K Buy
5,236
+1,340
+34% +$78.3K ﹤0.01% 1447
2023
Q1 		$225K Buy
+3,896
New +$222K ﹤0.01% 1602

Other funds holding NWE

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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RRAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return