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Continuum Advisory’s NorthWestern Energy NWE Stock Holding History

Continuum Advisory’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
-78
Closed -$4.28K – 1933
2024
Q3 		$4.28K Hold
78
– – ﹤0.01% 1199
2024
Q2 		$3.91K Hold
78
– – ﹤0.01% 1136
2024
Q1 		$4.04K Buy
+78
New +$3.81K ﹤0.01% 1109

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 $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continuum Advisory's NWE Position: Q4 2024 in Review

Continuum Advisory sold out of NorthWestern Energy (NWE) in Q4 2024, closing a stake of 78 shares — an estimated $4.28K sold.

Continuum Advisory first reported a position in NWE in Q1 2024 and held it in 3 quarters. The position peaked at $4.28K in Q3 2024. 323 funds tracked by Wall St. Rank hold NWE as of Q4 2024.

  • Continuum Advisory reported no remaining NorthWestern Energy position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 78 NorthWestern Energy shares in Q4 2024, an estimated $4.28K.
  • Continuum Advisory first reported a position in NorthWestern Energy in Q1 2024 and held it in 3 quarters.
  • Continuum Advisory's NorthWestern Energy position peaked at $4.28K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.