First Horizon Advisors’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
Q2 | $13.2K | Hold |
258
| – | – | ﹤0.01% | 1573 |
|
|
2025
Q1 | $14.9K | Hold |
258
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q4 | $13.8K | Hold |
258
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q3 | $14.8K | Sell |
258
-18
| -7% | -$961 | ﹤0.01% | 1493 |
|
|
2024
Q2 | $13.8K | Buy |
276
+18
| +7% | +$909 | ﹤0.01% | 1415 |
|
|
2024
Q1 | $13.1K | Hold |
258
| – | – | ﹤0.01% | 1490 |
|
|
2023
Q4 | $13.1K | Hold |
258
| – | – | ﹤0.01% | 1494 |
|
|
2023
Q3 | $12.4K | Hold |
258
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q2 | $14.6K | Hold |
258
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q1 | $14.9K | Hold |
258
| – | – | ﹤0.01% | 1381 |
|
|
2022
Q4 | $15.3K | Hold |
258
| – | – | ﹤0.01% | 1363 |
|
|
2022
Q3 | $12K | Hold |
258
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q2 | $15K | Buy |
+258
| New | +$15.4K | ﹤0.01% | 1405 |
|
|
2022
Q1 | – | Sell |
-314
| Closed | -$17K | – | 2112 |
|
|
2021
Q4 | $17K | Buy |
314
+83
| +36% | +$4.72K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $13K | Hold |
231
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q2 | $13K | Sell |
231
-110
| -32% | -$7.16K | ﹤0.01% | 1263 |
|
|
2021
Q1 | $22K | Hold |
341
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q4 | $19K | Hold |
341
| – | – | ﹤0.01% | 904 |
|
|
2020
Q3 | $16K | Hold |
341
| – | – | ﹤0.01% | 892 |
|
|
2020
Q2 | $18K | Hold |
341
| – | – | ﹤0.01% | 836 |
|
|
2020
Q1 | $20K | Hold |
341
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $24K | Hold |
341
| – | – | ﹤0.01% | 800 |
|
|
2019
Q3 | $25K | Hold |
341
| – | – | ﹤0.01% | 772 |
|
|
2019
Q2 | $24K | Sell |
341
-64
| -16% | -$4.54K | ﹤0.01% | 816 |
|
|
2019
Q1 | $28K | Hold |
405
| – | – | ﹤0.01% | 698 |
|
|
2018
Q4 | $24K | Hold |
405
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $23K | Hold |
405
| – | – | ﹤0.01% | 835 |
|
|
2018
Q2 | $23K | Hold |
405
| – | – | ﹤0.01% | 855 |
|
|
2018
Q1 | $21K | Hold |
405
| – | – | ﹤0.01% | 788 |
|
|
2017
Q4 | $22K | Hold |
405
| – | – | ﹤0.01% | 798 |
|
|
2017
Q3 | $23K | Hold |
405
| – | – | ﹤0.01% | 746 |
|
|
2017
Q2 | $24K | Hold |
405
| – | – | ﹤0.01% | 712 |
|
|
2017
Q1 | $24K | Hold |
405
| – | – | ﹤0.01% | 751 |
|
|
2016
Q4 | $22K | Hold |
405
| – | – | ﹤0.01% | 769 |
|
|
2016
Q3 | $22K | Hold |
405
| – | – | ﹤0.01% | 763 |
|
|
2016
Q2 | $25K | Sell |
405
-400
| -50% | -$23.7K | ﹤0.01% | 707 |
|
|
2016
Q1 | $45K | Buy |
805
+351
| +77% | +$20.2K | 0.01% | 568 |
|
|
2015
Q4 | $24K | Sell |
454
-198
| -30% | -$10.8K | ﹤0.01% | 677 |
|
|
2015
Q3 | $35K | Sell |
652
-39
| -6% | -$2.03K | 0.01% | 626 |
|
|
2015
Q2 | $33K | Sell |
691
-43
| -6% | -$2.22K | ﹤0.01% | 667 |
|
|
2015
Q1 | $39K | Sell |
734
-88
| -11% | -$4.85K | 0.01% | 625 |
|
|
2014
Q4 | $47K | Buy |
822
+18
| +2% | +$939 | 0.01% | 562 |
|
|
2014
Q3 | $36K | Buy |
804
+115
| +17% | +$5.53K | 0.01% | 626 |
|
|
2014
Q2 | $32K | Buy |
689
+140
| +26% | +$6.73K | ﹤0.01% | 683 |
|
|
2014
Q1 | $25K | Buy |
549
+38
| +7% | +$1.72K | ﹤0.01% | 709 |
|
|
2013
Q4 | $22K | Sell |
511
-4
| -0.8% | -$178 | ﹤0.01% | 710 |
|
|
2013
Q3 | $23K | Buy |
515
+200
| +63% | +$8.37K | ﹤0.01% | 627 |
|
|
2013
Q2 | $13K | Buy |
+315
| New | +$13K | 0.01% | 461 |
|
Other funds holding NWE
RRAM
First Horizon Advisors's NWE Position: Q2 2025 in Review
First Horizon Advisors held its NorthWestern Energy (NWE) position steady in Q2 2025 at 258 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.
First Horizon Advisors first reported a position in NWE in Q2 2013 and has held it in 48 quarters since. The position peaked at $47K in Q4 2014. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.
- First Horizon Advisors held 258 shares of NorthWestern Energy worth $13.2K as of Q2 2025.
- First Horizon Advisors left its NorthWestern Energy share count unchanged in Q2 2025.
- NorthWestern Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1573 holding.
- First Horizon Advisors first reported a position in NorthWestern Energy in Q2 2013 and has held it in 48 quarters since.
- First Horizon Advisors's NorthWestern Energy position peaked at $47K in Q4 2014.
- 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.