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Gen-Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Gen-Wealth Partners’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
2024
Q4 		– Sell
-380
Closed -$20.5K – 669
2024
Q3 		$20.5K Hold
380
– – 0.01% 440
2024
Q2 		$19K Hold
380
– – 0.01% 428
2024
Q1 		$19.4K Buy
+380
New +$18.5K 0.01% 422

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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gen-Wealth Partners's NWE Position: Q4 2024 in Review

Gen-Wealth Partners sold out of NorthWestern Energy (NWE) in Q4 2024, closing a stake of 380 shares — an estimated $20.5K sold.

Gen-Wealth Partners first reported a position in NWE in Q1 2024 and held it in 3 quarters. The position peaked at $20.5K in Q3 2024. 323 funds tracked by Wall St. Rank hold NWE as of Q4 2024.

  • Gen-Wealth Partners reported no remaining NorthWestern Energy position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 380 NorthWestern Energy shares in Q4 2024, an estimated $20.5K.
  • Gen-Wealth Partners first reported a position in NorthWestern Energy in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's NorthWestern Energy position peaked at $20.5K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.