PWMAI
NWE icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s NorthWestern Energy NWE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-19
Closed -$1.1K – 302
2023
Q1 		$1.1K Buy
+19
New +$1.08K ﹤0.01% 292

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NWE Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of NorthWestern Energy (NWE) in Q2 2023, closing a stake of 19 shares — an estimated $1.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NWE in Q1 2023 and held it in 1 quarter. The position peaked at $1.1K in Q1 2023. 290 funds tracked by Wall St. Rank hold NWE as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining NorthWestern Energy position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 19 NorthWestern Energy shares in Q2 2023, an estimated $1.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NorthWestern Energy in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NorthWestern Energy position peaked at $1.1K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.