Capital Fund Management (CFM)’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 | $1.3M | Buy |
25,402
+3,791
| +18% | +$194K | ﹤0.01% | 711 |
|
2025
Q1 | $1.25M | Buy |
+21,611
| New | +$1.25M | ﹤0.01% | 625 |
|
2024
Q2 | – | Sell |
-37,007
| Closed | -$1.88M | – | 956 |
|
2024
Q1 | $1.88M | Buy |
37,007
+11,413
| +45% | +$581K | 0.01% | 489 |
|
2023
Q4 | $1.3M | Buy |
+25,594
| New | +$1.3M | ﹤0.01% | 571 |
|
2018
Q3 | – | Sell |
-9,600
| Closed | -$550K | – | 1095 |
|
2018
Q2 | $550K | Buy |
+9,600
| New | +$550K | ﹤0.01% | 683 |
|
2013
Q3 | – | Sell |
-15,279
| Closed | -$610K | – | 935 |
|
2013
Q2 | $610K | Buy |
+15,279
| New | +$610K | 0.01% | 620 |
|