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Cetera Advisors’s NorthWestern Energy NWE Stock Holding History

Cetera 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
2024
Q1 		$555K Buy
+10,904
New +$532K ﹤0.01% 1531

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Advisors's NWE Position: Q1 2024 in Review

Cetera Advisors opened a new position in NorthWestern Energy (NWE) in Q1 2024: 10,904 shares worth $555K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings.

304 funds tracked by Wall St. Rank hold NWE as of Q1 2024.

  • Cetera Advisors held 10,904 shares of NorthWestern Energy worth $555K as of Q1 2024.
  • NorthWestern Energy was a new Cetera Advisors position in Q1 2024.
  • NorthWestern Energy made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1531 holding.
  • 304 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.