Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s NorthWestern Energy NWE Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$366K Buy
+5,551
New +$376K ﹤0.01% 3095
2024
Q1 		– Sell
-3,937
Closed -$200K – 3377
2023
Q4 		$200K Sell
3,937
-315
-7% -$15.7K ﹤0.01% 2906
2023
Q3 		$204K Sell
4,252
-925
-18% -$49.3K ﹤0.01% 2800
2023
Q2 		$294K Buy
5,177
+1,441
+39% +$84.2K ﹤0.01% 2540
2023
Q1 		$216K Sell
3,736
-11
-0.3% -$628 ﹤0.01% 2762
2022
Q4 		$222K Buy
+3,747
New +$204K ﹤0.01% 2666
2022
Q3 		– Sell
-3,731
Closed -$220K – 3133
2022
Q2 		$220K Buy
+3,731
New +$222K ﹤0.01% 2643

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