Convergence Investment Partners’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
20,768
-85
-0.4% -$4.36K 0.27% 140
2025
Q1
$1.21M Buy
20,853
+84
+0.4% +$4.86K 0.33% 103
2024
Q4
$1.11M Sell
20,769
-73
-0.4% -$3.9K 0.25% 138
2024
Q3
$1.19M Sell
20,842
-479
-2% -$27.4K 0.32% 104
2024
Q2
$1.07M Buy
+21,321
New +$1.07M 0.31% 104
2019
Q4
Sell
-3,582
Closed -$269K 289
2019
Q3
$269K Sell
3,582
-12,594
-78% -$946K 0.07% 196
2019
Q2
$1.17M Buy
+16,176
New +$1.17M 0.28% 135