Carson Wealth (CWM LLC)’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Buy |
30,506
+47
| +0.2% | +$3.18K | 0.01% | 1191 |
|
|
2025
Q4 | $1.97M | Buy |
30,459
+4,334
| +17% | +$274K | 0.01% | 1159 |
|
|
2025
Q3 | $1.53M | Buy |
26,125
+22,121
| +552% | +$1.22M | ﹤0.01% | 1210 |
|
|
2025
Q2 | $205K | Buy |
4,004
+949
| +31% | +$52.5K | ﹤0.01% | 2153 |
|
|
2025
Q1 | $177K | Buy |
3,055
+842
| +38% | +$45.8K | ﹤0.01% | 2005 |
|
|
2024
Q4 | $118K | Buy |
2,213
+708
| +47% | +$38.5K | ﹤0.01% | 2179 |
|
|
2024
Q3 | $86K | Buy |
1,505
+513
| +52% | +$27.4K | ﹤0.01% | 2297 |
|
|
2024
Q2 | $50K | Buy |
992
+579
| +140% | +$29.3K | ﹤0.01% | 2479 |
|
|
2024
Q1 | $21K | Sell |
413
-714
| -63% | -$34.8K | ﹤0.01% | 2883 |
|
|
2023
Q4 | $57K | Buy |
1,127
+939
| +499% | +$46.9K | ﹤0.01% | 2092 |
|
|
2023
Q3 | $9K | Sell |
188
-101
| -35% | -$5.38K | ﹤0.01% | 3198 |
|
|
2023
Q2 | $16K | Buy |
289
+43
| +17% | +$2.51K | ﹤0.01% | 2791 |
|
|
2023
Q1 | $14K | Buy |
246
+91
| +59% | +$5.2K | ﹤0.01% | 2752 |
|
|
2022
Q4 | $9K | Buy |
155
+125
| +417% | +$6.82K | ﹤0.01% | 2872 |
|
|
2022
Q3 | $1K | Sell |
30
-181
| -86% | -$9.94K | ﹤0.01% | 3712 |
|
|
2022
Q2 | $12K | Sell |
211
-1
| -0.5% | -$60 | ﹤0.01% | 2470 |
|
|
2022
Q1 | $13K | Sell |
212
-20
| -9% | -$1.17K | ﹤0.01% | 2332 |
|
|
2021
Q4 | $13K | Buy |
+232
| New | +$13.2K | ﹤0.01% | 2210 |
|
|
2021
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2021
Q1 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2020
Q4 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2020
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2020
Q1 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2019
Q3 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2019
Q2 | $1.77M | Hold |
29,341
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $1.77M | Buy |
29,341
+29,323
| +162,906% | +$1.92M | 0.01% | 469 |
|
|
2018
Q4 | $1K | Sell |
18
-20
| -53% | -$1.23K | ﹤0.01% | 1950 |
|
|
2018
Q3 | $2K | Buy |
38
+1
| +3% | +$59 | ﹤0.01% | 1543 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2.01K | ﹤0.01% | 1400 |
|
Other funds holding NWE
Carson Wealth (CWM LLC)'s NWE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its NorthWestern Energy (NWE) stake by 0.15% in Q1 2026, buying an estimated $3.18K and bringing the position to 30,506 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1191.
Carson Wealth (CWM LLC) first reported a position in NWE in Q2 2018 and has held it in 31 quarters since. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.
- Carson Wealth (CWM LLC) held 30,506 shares of NorthWestern Energy worth $2.01M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 47 NorthWestern Energy shares in Q1 2026, an estimated $3.18K.
- NorthWestern Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1191 holding.
- Carson Wealth (CWM LLC) first reported a position in NorthWestern Energy in Q2 2018 and has held it in 31 quarters since.
- 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.