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EP Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

EP Wealth Advisors’s Portfolio NWE Stock Details NWE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,802
Closed -$203K – 1347
2024
Q4 		$203K Buy
+3,802
New +$203K ﹤0.01% 1077