Deroy & Devereaux Private Investment Counsel’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 | $3.23M | Sell |
63,020
-1,595
| -2% | -$81.8K | 0.17% | 86 |
|
2025
Q1 | $3.74M | Buy |
64,615
+1,875
| +3% | +$108K | 0.22% | 75 |
|
2024
Q4 | $3.35M | Buy |
62,740
+535
| +0.9% | +$28.6K | 0.19% | 83 |
|
2024
Q3 | $3.56M | Buy |
62,205
+375
| +0.6% | +$21.5K | 0.2% | 79 |
|
2024
Q2 | $3.1M | Buy |
61,830
+1,020
| +2% | +$51.1K | 0.19% | 80 |
|
2024
Q1 | $3.1M | Buy |
60,810
+900
| +2% | +$45.8K | 0.19% | 83 |
|
2023
Q4 | $3.05M | Sell |
59,910
-4,410
| -7% | -$224K | 0.2% | 80 |
|
2023
Q3 | $3.09M | Buy |
64,320
+3,348
| +5% | +$161K | 0.23% | 77 |
|
2023
Q2 | $3.46M | Buy |
60,972
+2,215
| +4% | +$126K | 0.24% | 71 |
|
2023
Q1 | $3.4M | Buy |
58,757
+2,420
| +4% | +$140K | 0.26% | 71 |
|
2022
Q4 | $3.34M | Buy |
56,337
+187
| +0.3% | +$11.1K | 0.26% | 70 |
|
2022
Q3 | $2.77M | Buy |
56,150
+75
| +0.1% | +$3.7K | 0.24% | 76 |
|
2022
Q2 | $3.3M | Buy |
56,075
+825
| +1% | +$48.6K | 0.27% | 68 |
|
2022
Q1 | $3.34M | Buy |
55,250
+1,085
| +2% | +$65.6K | 0.24% | 74 |
|
2021
Q4 | $3.1M | Buy |
54,165
+1,075
| +2% | +$61.4K | 0.23% | 79 |
|
2021
Q3 | $3.04M | Sell |
53,090
-715
| -1% | -$41K | 0.24% | 72 |
|
2021
Q2 | $3.24M | Sell |
53,805
-430
| -0.8% | -$25.9K | 0.24% | 72 |
|
2021
Q1 | $3.54M | Buy |
+54,235
| New | +$3.54M | 0.28% | 63 |
|