Heartland Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
69,504
+13,202
| +23% | +$677K | 0.2% | 161 |
|
|
2025
Q1 | $3.26M | Hold |
56,302
| – | – | 0.19% | 162 |
|
|
2024
Q4 | $3.01M | Hold |
56,302
| – | – | 0.16% | 156 |
|
|
2024
Q3 | $3.22M | Buy |
+56,302
| New | +$3.22M | 0.17% | 152 |
|
|
2022
Q4 | – | Sell |
-31,264
| Closed | -$1.54M | – | 189 |
|
|
2022
Q3 | $1.54M | Sell |
31,264
-65,283
| -68% | -$3.22M | 0.12% | 168 |
|
|
2022
Q2 | $5.69M | Sell |
96,547
-8,132
| -8% | -$479K | 0.4% | 112 |
|
|
2022
Q1 | $6.33M | Sell |
104,679
-23,214
| -18% | -$1.4M | 0.39% | 114 |
|
|
2021
Q4 | $7.31M | Sell |
127,893
-20,778
| -14% | -$1.19M | 0.43% | 112 |
|
|
2021
Q3 | $8.51M | Buy |
148,671
+37,402
| +34% | +$2.14M | 0.51% | 79 |
|
|
2021
Q2 | $6.7M | Buy |
111,269
+67,363
| +153% | +$4.06M | 0.39% | 114 |
|
|
2021
Q1 | $2.86M | Buy |
+43,906
| New | +$2.86M | 0.18% | 172 |
|