Harbor Investment Advisory’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,147
Closed -$65.1K 1292
2023
Q2
$65.1K Buy
1,147
+249
+28% +$14.6K 0.01% 631
2023
Q1
$52K Hold
898
0.01% 693
2022
Q4
$53.3K Hold
898
0.01% 680
2022
Q3
$44K Hold
898
0.01% 731
2022
Q2
$53K Hold
898
0.01% 692
2022
Q1
$54K Hold
898
0.01% 732
2021
Q4
$51K Sell
898
-206
-19% -$11.7K 0.01% 740
2021
Q3
$63K Hold
1,104
0.01% 667
2021
Q2
$66K Sell
1,104
-114
-9% -$7.42K 0.01% 628
2021
Q1
$79K Hold
1,218
0.01% 545
2020
Q4
$71K Buy
1,218
+350
+40% +$19.5K 0.01% 539
2020
Q3
$42K Buy
868
+428
+97% +$22.7K 0.01% 550
2020
Q2
$24K Buy
440
+20
+5% +$1.16K 0.01% 593
2020
Q1
$25K Buy
+420
New +$30K 0.01% 535

Other funds holding NWE

Harbor Investment Advisory's NWE Position: Q3 2023 in Review

Harbor Investment Advisory sold out of NorthWestern Energy (NWE) in Q3 2023, closing a stake of 1,147 shares — an estimated $65.1K sold.

Harbor Investment Advisory first reported a position in NWE in Q1 2020 and held it in 14 quarters. The position peaked at $79K in Q1 2021. 274 funds tracked by Wall St. Rank hold NWE as of Q3 2023.

  • Harbor Investment Advisory reported no remaining NorthWestern Energy position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,147 NorthWestern Energy shares in Q3 2023, an estimated $65.1K.
  • Harbor Investment Advisory first reported a position in NorthWestern Energy in Q1 2020 and held it in 14 quarters.
  • Harbor Investment Advisory's NorthWestern Energy position peaked at $79K in Q1 2021.
  • 274 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.