Bank of Montreal’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
$1.96M Sell
38,223
-1,217
-3% -$62.4K ﹤0.01% 1366
2025
Q1
$2.28M Sell
39,440
-625
-2% -$36.2K ﹤0.01% 1270
2024
Q4
$2.14M Sell
40,065
-10,586
-21% -$566K ﹤0.01% 1330
2024
Q3
$2.9M Sell
50,651
-1,918
-4% -$110K ﹤0.01% 1368
2024
Q2
$2.64M Buy
52,569
+4,738
+10% +$238K ﹤0.01% 1379
2024
Q1
$2.44M Buy
47,831
+4,787
+11% +$244K ﹤0.01% 1361
2023
Q4
$2.22M Buy
+43,044
New +$2.22M ﹤0.01% 1368
2023
Q3
Sell
-42,604
Closed -$2.52M 3585
2023
Q2
$2.52M Sell
42,604
-2,712
-6% -$160K ﹤0.01% 1434
2023
Q1
$2.62M Buy
45,316
+3,139
+7% +$182K ﹤0.01% 1390
2022
Q4
$2.51M Buy
42,177
+6,562
+18% +$391K ﹤0.01% 1423
2022
Q3
$1.79K Sell
35,615
-33,228
-48% -$1.67K ﹤0.01% 1583
2022
Q2
$4.1K Buy
68,843
+42,579
+162% +$2.54K ﹤0.01% 1274
2022
Q1
$1.58M Buy
26,264
+1,527
+6% +$91.7K ﹤0.01% 1695
2021
Q4
$1.42M Buy
24,737
+4,513
+22% +$259K ﹤0.01% 1718
2021
Q3
$1.21M Buy
20,224
+973
+5% +$58.1K ﹤0.01% 2202
2021
Q2
$1.2M Buy
19,251
+6
+0% +$373 ﹤0.01% 2250
2021
Q1
$1.28M Sell
19,245
-6,565
-25% -$435K ﹤0.01% 1751
2020
Q4
$1.46M Buy
25,810
+5,327
+26% +$302K ﹤0.01% 1668
2020
Q3
$1.05M Sell
20,483
-2,113
-9% -$109K ﹤0.01% 1661
2020
Q2
$1.18M Buy
22,596
+6,176
+38% +$324K ﹤0.01% 1584
2020
Q1
$921K Sell
16,420
-11,593
-41% -$650K ﹤0.01% 1550
2019
Q4
$2.01M Buy
28,013
+6,451
+30% +$462K ﹤0.01% 1568
2019
Q3
$1.62M Sell
21,562
-9,320
-30% -$699K ﹤0.01% 1530
2019
Q2
$2.23M Buy
30,882
+2,955
+11% +$213K ﹤0.01% 1379
2019
Q1
$1.97M Sell
27,927
-35,252
-56% -$2.48M ﹤0.01% 1475
2018
Q4
$3.76M Sell
63,179
-114
-0.2% -$6.78K ﹤0.01% 1113
2018
Q3
$3.71M Sell
63,293
-10,309
-14% -$605K ﹤0.01% 1239
2018
Q2
$4.21M Sell
73,602
-10,435
-12% -$597K ﹤0.01% 1159
2018
Q1
$4.52M Buy
84,037
+6,983
+9% +$376K ﹤0.01% 1114
2017
Q4
$4.6M Buy
77,054
+8,819
+13% +$526K ﹤0.01% 1091
2017
Q3
$3.89M Sell
68,235
-76
-0.1% -$4.33K ﹤0.01% 1204
2017
Q2
$4.17M Buy
68,311
+45,412
+198% +$2.77M ﹤0.01% 1166
2017
Q1
$1.35M Buy
22,899
+2,338
+11% +$137K ﹤0.01% 1620
2016
Q4
$1.15M Buy
20,561
+983
+5% +$55.1K ﹤0.01% 1673
2016
Q3
$1.13M Buy
19,578
+1,916
+11% +$110K ﹤0.01% 1628
2016
Q2
$1.11M Sell
17,662
-410
-2% -$25.9K ﹤0.01% 1649
2016
Q1
$1.12M Sell
18,072
-88
-0.5% -$5.43K ﹤0.01% 1590
2015
Q4
$986K Buy
18,160
+1,116
+7% +$60.6K ﹤0.01% 1612
2015
Q3
$918K Sell
17,044
-2,323
-12% -$125K ﹤0.01% 1466
2015
Q2
$944K Sell
19,367
-3,442
-15% -$168K ﹤0.01% 1541
2015
Q1
$1.23M Buy
22,809
+2,924
+15% +$157K ﹤0.01% 1426
2014
Q4
$1.12M Buy
19,885
+3,805
+24% +$215K ﹤0.01% 1409
2014
Q3
$729K Buy
16,080
+1,648
+11% +$74.7K ﹤0.01% 1569
2014
Q2
$753K Buy
14,432
+3,326
+30% +$174K ﹤0.01% 1563
2014
Q1
$526K Sell
11,106
-1,170
-10% -$55.4K ﹤0.01% 1608
2013
Q4
$532K Buy
12,276
+294
+2% +$12.7K ﹤0.01% 1534
2013
Q3
$538K Sell
11,982
-1,476
-11% -$66.3K ﹤0.01% 1466
2013
Q2
$537K Buy
+13,458
New +$537K ﹤0.01% 1416