Creative Planning’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 | $548K | Buy |
10,678
+303
| +3% | +$15.5K | ﹤0.01% | 2383 |
|
|
2025
Q1 | $600K | Buy |
10,375
+1,552
| +18% | +$89.8K | ﹤0.01% | 2117 |
|
|
2024
Q4 | $472K | Buy |
8,823
+887
| +11% | +$47.4K | ﹤0.01% | 2271 |
|
|
2024
Q3 | $454K | Buy |
7,936
+143
| +2% | +$8.18K | ﹤0.01% | 2190 |
|
|
2024
Q2 | $390K | Buy |
7,793
+851
| +12% | +$42.6K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $354K | Buy |
6,942
+1,744
| +34% | +$88.8K | ﹤0.01% | 2101 |
|
|
2023
Q4 | $265K | Buy |
+5,198
| New | +$265K | ﹤0.01% | 2180 |
|
|
2023
Q3 | – | Sell |
-4,038
| Closed | -$229K | – | 2879 |
|
|
2023
Q2 | $229K | Buy |
+4,038
| New | +$229K | ﹤0.01% | 2108 |
|
|
2019
Q3 | – | Sell |
-2,992
| Closed | -$216K | – | 1921 |
|
|
2019
Q2 | $216K | Hold |
2,992
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q1 | $211K | Buy |
+2,992
| New | +$211K | ﹤0.01% | 1538 |
|
|
2018
Q1 | – | Sell |
-4,673
| Closed | -$279K | – | 1945 |
|
|
2017
Q4 | $279K | Buy |
4,673
+808
| +21% | +$48.2K | ﹤0.01% | 1394 |
|
|
2017
Q3 | $220K | Buy |
3,865
+2,692
| +229% | +$153K | ﹤0.01% | 1520 |
|
|
2017
Q2 | $72K | Sell |
1,173
-12
| -1% | -$737 | ﹤0.01% | 2208 |
|
|
2017
Q1 | $70K | Buy |
1,185
+12
| +1% | +$709 | ﹤0.01% | 2196 |
|
|
2016
Q4 | $67K | Sell |
1,173
-131
| -10% | -$7.48K | ﹤0.01% | 2136 |
|
|
2016
Q3 | $75K | Buy |
1,304
+223
| +21% | +$12.8K | ﹤0.01% | 2039 |
|
|
2016
Q2 | $68K | Buy |
1,081
+81
| +8% | +$5.1K | ﹤0.01% | 1922 |
|
|
2016
Q1 | $62K | Sell |
1,000
-164
| -14% | -$10.2K | ﹤0.01% | 1931 |
|
|
2015
Q4 | $63K | Buy |
1,164
+85
| +8% | +$4.6K | ﹤0.01% | 1911 |
|
|
2015
Q3 | $58K | Buy |
+1,079
| New | +$58K | ﹤0.01% | 1928 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$54K | – | 2270 |
|
|
2015
Q1 | $54K | Hold |
1,000
| – | – | ﹤0.01% | 1967 |
|
|
2014
Q4 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 1902 |
|
|
2014
Q3 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1976 |
|
|
2014
Q2 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 1843 |
|
|
2014
Q1 | $47K | Sell |
1,000
-379
| -27% | -$17.8K | ﹤0.01% | 1828 |
|
|
2013
Q4 | $60K | Hold |
1,379
| – | – | ﹤0.01% | 1480 |
|
|
2013
Q3 | $62K | Hold |
1,379
| – | – | ﹤0.01% | 1391 |
|
|
2013
Q2 | $55K | Buy |
+1,379
| New | +$55K | ﹤0.01% | 1329 |
|