Harvest Group Wealth Management’s NorthWestern Energy NWE Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-9	Closed	-$1K	–	486
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	518
2020 Q3	$0	Buy	9 +6	+200%	+$319	﹤0.01%	754
2020 Q2	$0	Hold	3	–	–	﹤0.01%	742
2020 Q1	$0	Sell	3 -64	-96%	-$4.56K	﹤0.01%	839
2019 Q4	$4K	Hold	67	–	–	﹤0.01%	443
2019 Q3	$5K	Hold	67	–	–	0.01%	416
2019 Q2	$4K	Hold	67	–	–	0.01%	402
2019 Q1	$5K	Buy	+67	New	+$4.4K	﹤0.01%	390

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's NWE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of NorthWestern Energy (NWE) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in NWE in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2019. 251 funds tracked by Wall St. Rank hold NWE as of Q1 2021.

Harvest Group Wealth Management reported no remaining NorthWestern Energy position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 9 NorthWestern Energy shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in NorthWestern Energy in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's NorthWestern Energy position peaked at $5K in Q3 2019.
251 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.