Creative Planning’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $279K | Buy |
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|
2017
Q3 | $220K | Buy |
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|
2017
Q2 | $72K | Sell |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $67K | Sell |
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|
2016
Q3 | $75K | Buy |
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|
2016
Q2 | $68K | Buy |
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|
2016
Q1 | $62K | Sell |
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|
2015
Q4 | $63K | Buy |
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|
2015
Q3 | $58K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $54K | Hold |
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|
2014
Q4 | $57K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $52K | Hold |
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|
2014
Q1 | $47K | Sell |
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|
2013
Q4 | $60K | Hold |
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|
2013
Q3 | $62K | Hold |
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|
2013
Q2 | $55K | Buy |
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