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CSat Investment Advisory’s NorthWestern Energy NWE Stock Holding History

CSat Investment 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
2020
Q4 		– Sell
-205
Closed -$10K – 809
2020
Q3 		$10K Buy
205
+31
+18% +$1.65K ﹤0.01% 1047
2020
Q2 		$9K Buy
+174
New +$10.1K ﹤0.01% 1061

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CSat Investment Advisory's NWE Position: Q4 2020 in Review

CSat Investment Advisory sold out of NorthWestern Energy (NWE) in Q4 2020, closing a stake of 205 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in NWE in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 256 funds tracked by Wall St. Rank hold NWE as of Q4 2020.

  • CSat Investment Advisory reported no remaining NorthWestern Energy position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 205 NorthWestern Energy shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in NorthWestern Energy in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's NorthWestern Energy position peaked at $10K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.