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	–	2018
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's NWE Position: Q1 2025 in Review

Atria Wealth Solutions sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 12,080 shares — an estimated $646K sold.

Atria Wealth Solutions first reported a position in NWE in Q1 2023 and held it in 8 quarters. The position peaked at $646K in Q4 2024. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

Atria Wealth Solutions reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 12,080 NorthWestern Energy shares in Q1 2025, an estimated $646K.
Atria Wealth Solutions first reported a position in NorthWestern Energy in Q1 2023 and held it in 8 quarters.
Atria Wealth Solutions's NorthWestern Energy position peaked at $646K in Q4 2024.
344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.