Foundry Partners’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $618K | Buy |
10,673
+1,088
| +11% | +$63K | 0.03% | 224 |
|
|
2024
Q4 | $512K | Sell |
9,585
-416
| -4% | -$22.2K | 0.03% | 239 |
|
|
2024
Q3 | $572K | Buy |
10,001
+2
| +0% | +$114 | 0.03% | 242 |
|
|
2024
Q2 | $501K | Buy |
9,999
+2,885
| +41% | +$144K | 0.03% | 243 |
|
|
2024
Q1 | $362K | Sell |
7,114
-1,471
| -17% | -$74.9K | 0.02% | 242 |
|
|
2023
Q4 | $437K | Buy |
8,585
+3,245
| +61% | +$165K | 0.03% | 238 |
|
|
2023
Q3 | $257K | Hold |
5,340
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $303K | Buy |
5,340
+1,395
| +35% | +$79.2K | 0.02% | 282 |
|
|
2023
Q1 | $228K | Hold |
3,945
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $234K | Buy |
+3,945
| New | +$234K | 0.01% | 292 |
|
|
2021
Q1 | – | Sell |
-76,192
| Closed | -$4.44M | – | 444 |
|
|
2020
Q4 | $4.44M | Sell |
76,192
-1,386
| -2% | -$80.8K | 0.17% | 171 |
|
|
2020
Q3 | $3.77M | Buy |
+77,578
| New | +$3.77M | 0.18% | 160 |
|