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ClearAlpha Technologies’s NorthWestern Energy NWE Stock Holding History

ClearAlpha Technologies’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
Q4 		– Sell
-25,340
Closed -$1.45M – 194
2024
Q3 		$1.45M Buy
+25,340
New +$1.35M 0.4% 33
2024
Q2 		– Sell
-8,164
Closed -$416K – 303
2024
Q1 		$416K Buy
+8,164
New +$398K 0.18% 181

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearAlpha Technologies's NWE Position: Q4 2024 in Review

ClearAlpha Technologies sold out of NorthWestern Energy (NWE) in Q4 2024, closing a stake of 25,340 shares — an estimated $1.45M sold.

ClearAlpha Technologies first reported a position in NWE in Q1 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 323 funds tracked by Wall St. Rank hold NWE as of Q4 2024.

  • ClearAlpha Technologies reported no remaining NorthWestern Energy position as of Q4 2024 after selling out during the quarter.
  • ClearAlpha Technologies sold 25,340 NorthWestern Energy shares in Q4 2024, an estimated $1.45M.
  • ClearAlpha Technologies first reported a position in NorthWestern Energy in Q1 2024 and held it in 2 quarters.
  • ClearAlpha Technologies's NorthWestern Energy position peaked at $1.45M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2024.

Based on ClearAlpha Technologies's 13F filing for Q4 2024, filed 14 Feb 2025.