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Convergence Investment Partners’s NorthWestern Energy NWE Stock Holding History

Convergence Investment Partners’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
2025
Q3 		– Sell
-20,768
Closed -$1.07M – 276
2025
Q2 		$1.07M Sell
20,768
-85
-0.4% -$4.7K 0.27% 140
2025
Q1 		$1.21M Buy
20,853
+84
+0.4% +$4.57K 0.33% 103
2024
Q4 		$1.11M Sell
20,769
-73
-0.4% -$3.97K 0.25% 138
2024
Q3 		$1.19M Sell
20,842
-479
-2% -$25.6K 0.32% 104
2024
Q2 		$1.07M Buy
+21,321
New +$1.08M 0.31% 104
2019
Q4 		– Sell
-3,582
Closed -$269K – 289
2019
Q3 		$269K Sell
3,582
-12,594
-78% -$908K 0.07% 196
2019
Q2 		$1.17M Buy
+16,176
New +$1.15M 0.28% 135

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