Commonwealth Equity Services
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Commonwealth Equity Services’s NorthWestern Energy NWE Stock Holding History

Commonwealth Equity Services’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.05M Buy
59,466
+5,642
+10% +$289K ﹤0.01% 1681
2025
Q1 		$3.12M Buy
53,824
+6,284
+13% +$364K ﹤0.01% 1602
2024
Q4 		$2.54M Buy
47,540
+3,734
+9% +$200K ﹤0.01% 1702
2024
Q3 		$2.51M Buy
43,806
+4,626
+12% +$265K ﹤0.01% 1662
2024
Q2 		$1.96M Buy
39,180
+6,179
+19% +$309K ﹤0.01% 1797
2024
Q1 		$1.68M Buy
33,001
+12,105
+58% +$617K ﹤0.01% 1888
2023
Q4 		$1.06M Sell
20,896
-45
-0.2% -$2.29K ﹤0.01% 2134
2023
Q3 		$1.01M Sell
20,941
-143
-0.7% -$6.87K ﹤0.01% 2062
2023
Q2 		$1.2M Sell
21,084
-2,503
-11% -$142K ﹤0.01% 1964
2023
Q1 		$1.36K Sell
23,587
-1,123
-5% -$65 ﹤0.01% 1827
2022
Q4 		$1.47M Buy
24,710
+2,420
+11% +$144K ﹤0.01% 1699
2022
Q3 		$1.1M Sell
22,290
-195
-0.9% -$9.61K ﹤0.01% 1827
2022
Q2 		$1.33M Buy
22,485
+204
+0.9% +$12K ﹤0.01% 1681
2022
Q1 		$1.35M Buy
22,281
+842
+4% +$50.9K ﹤0.01% 1764
2021
Q4 		$1.23M Buy
21,439
+249
+1% +$14.2K ﹤0.01% 1841
2021
Q3 		$1.21M Buy
21,190
+386
+2% +$22.1K ﹤0.01% 1777
2021
Q2 		$1.25M Buy
20,804
+531
+3% +$32K ﹤0.01% 1758
2021
Q1 		$1.32M Buy
20,273
+4,200
+26% +$274K ﹤0.01% 1601
2020
Q4 		$937K Buy
16,073
+79
+0.5% +$4.61K ﹤0.01% 1696
2020
Q3 		$777K Buy
15,994
+2,569
+19% +$125K ﹤0.01% 1655
2020
Q2 		$731K Buy
+13,425
New +$731K ﹤0.01% 1617
2017
Q4 		– Sell
-4,526
Closed -$258K – 2708
2017
Q3 		$258K Buy
4,526
+1,042
+30% +$59.4K ﹤0.01% 2086
2017
Q2 		$213K Buy
+3,484
New +$213K ﹤0.01% 2174