Gradient Investments’s NorthWestern Energy NWE Stock Holding History

Gradient Investments’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
2021 Q4	–	Sell	-31	Closed	-$2K	–	1296
2021 Q3	$2K	Buy	+31	New	+$1.93K	﹤0.01%	1017

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gradient Investments's NWE Position: Q4 2021 in Review

Gradient Investments sold out of NorthWestern Energy (NWE) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Gradient Investments first reported a position in NWE in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 281 funds tracked by Wall St. Rank hold NWE as of Q4 2021.

Gradient Investments reported no remaining NorthWestern Energy position as of Q4 2021 after selling out during the quarter.
Gradient Investments sold 31 NorthWestern Energy shares in Q4 2021, an estimated $2K.
Gradient Investments first reported a position in NorthWestern Energy in Q3 2021 and held it in 1 quarter.
Gradient Investments's NorthWestern Energy position peaked at $2K in Q3 2021.
281 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.