CAPTRUST Financial Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $259K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $82K | Buy |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q4 | $6K | Buy |
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