CIBC Private Wealth Group’s NorthWestern Energy NWE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
4,746
-496
-9% -$25.4K ﹤0.01% 1039
2025
Q1
$287K Buy
5,242
+488
+10% +$26.7K ﹤0.01% 967
2024
Q4
$249K Buy
4,754
+422
+10% +$22.1K ﹤0.01% 1075
2024
Q3
$248K Buy
4,332
+145
+3% +$8.3K ﹤0.01% 1092
2024
Q2
$204K Buy
4,187
+1,881
+82% +$91.7K ﹤0.01% 1091
2024
Q1
$117K Buy
+2,306
New +$117K ﹤0.01% 1329