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HHM Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

HHM Wealth Advisors’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
Q3 		– Sell
-171
Closed -$8.56K – 812
2024
Q2 		$8.56K Buy
+171
New +$8.64K ﹤0.01% 571

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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

HHM Wealth Advisors's NWE Position: Q3 2024 in Review

HHM Wealth Advisors sold out of NorthWestern Energy (NWE) in Q3 2024, closing a stake of 171 shares — an estimated $8.56K sold.

HHM Wealth Advisors first reported a position in NWE in Q2 2024 and held it in 1 quarter. The position peaked at $8.56K in Q2 2024. 313 funds tracked by Wall St. Rank hold NWE as of Q3 2024.

  • HHM Wealth Advisors reported no remaining NorthWestern Energy position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 171 NorthWestern Energy shares in Q3 2024, an estimated $8.56K.
  • HHM Wealth Advisors first reported a position in NorthWestern Energy in Q2 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's NorthWestern Energy position peaked at $8.56K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.