CI Investments Inc
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CI Investments Inc’s NorthWestern Energy NWE Stock Holding History

CI Investments Inc’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
2021
Q4 		– Sell
-1,628
Closed -$93K – 1392
2021
Q3 		$93K Buy
1,628
+95
+6% +$5.9K ﹤0.01% 876
2021
Q2 		$92K Buy
1,533
+575
+60% +$37.4K ﹤0.01% 888
2021
Q1 		$62K Buy
958
+15
+2% +$887 ﹤0.01% 864
2020
Q4 		$55K Buy
943
+380
+67% +$21.1K ﹤0.01% 826
2020
Q3 		$27K Buy
+563
New +$29.9K ﹤0.01% 814

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T. Rowe Price Associates
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JP Morgan Chase
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
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CI Investments Inc's NWE Position: Q4 2021 in Review

CI Investments Inc sold out of NorthWestern Energy (NWE) in Q4 2021, closing a stake of 1,628 shares — an estimated $93K sold.

CI Investments Inc first reported a position in NWE in Q3 2020 and held it in 5 quarters. The position peaked at $93K in Q3 2021. 281 funds tracked by Wall St. Rank hold NWE as of Q4 2021.

  • CI Investments Inc reported no remaining NorthWestern Energy position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 1,628 NorthWestern Energy shares in Q4 2021, an estimated $93K.
  • CI Investments Inc first reported a position in NorthWestern Energy in Q3 2020 and held it in 5 quarters.
  • CI Investments Inc's NorthWestern Energy position peaked at $93K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.