HighTower Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $511K | Buy |
+7,742
| New | +$524K | ﹤0.01% | 2692 |
|
|
2025
Q3 | – | Sell |
-4,753
| Closed | -$244K | – | 3993 |
|
|
2025
Q2 | $244K | Sell |
4,753
-319
| -6% | -$17.6K | ﹤0.01% | 3112 |
|
|
2025
Q1 | $294K | Sell |
5,072
-504
| -9% | -$27.4K | ﹤0.01% | 2880 |
|
|
2024
Q4 | $298K | Buy |
5,576
+117
| +2% | +$6.36K | ﹤0.01% | 2891 |
|
|
2024
Q3 | $318K | Sell |
5,459
-109
| -2% | -$5.82K | ﹤0.01% | 2774 |
|
|
2024
Q2 | $287K | Buy |
5,568
+189
| +4% | +$9.55K | ﹤0.01% | 2745 |
|
|
2024
Q1 | $281K | Buy |
5,379
+263
| +5% | +$12.8K | ﹤0.01% | 2727 |
|
|
2023
Q4 | $264K | Sell |
5,116
-1,166
| -19% | -$58.2K | ﹤0.01% | 2801 |
|
|
2023
Q3 | $296K | Buy |
6,282
+521
| +9% | +$27.8K | ﹤0.01% | 2611 |
|
|
2023
Q2 | $331K | Buy |
5,761
+1,290
| +29% | +$75.4K | ﹤0.01% | 2499 |
|
|
2023
Q1 | $267K | Sell |
4,471
-210
| -4% | -$12K | ﹤0.01% | 2546 |
|
|
2022
Q4 | $289K | Buy |
+4,681
| New | +$255K | ﹤0.01% | 2497 |
|
|
2019
Q2 | – | Sell |
-17,147
| Closed | -$1.2M | – | 2473 |
|
|
2019
Q1 | $1.2M | Buy |
+17,147
| New | +$1.13M | 0.01% | 1057 |
|
|
2018
Q4 | – | Sell |
-3,986
| Closed | -$235K | – | 2317 |
|
|
2018
Q3 | $235K | Buy |
+3,986
| New | +$236K | ﹤0.01% | 1865 |
|
|
2017
Q2 | – | Sell |
-12,314
| Closed | -$726K | – | 2298 |
|
|
2017
Q1 | $726K | Sell |
12,314
-2,963
| -19% | -$170K | 0.01% | 1172 |
|
|
2016
Q4 | $871K | Sell |
15,277
-7,898
| -34% | -$444K | 0.01% | 1027 |
|
|
2016
Q3 | $1.33M | Sell |
23,175
-2,873
| -11% | -$171K | 0.02% | 811 |
|
|
2016
Q2 | $1.64M | Buy |
+26,048
| New | +$1.54M | 0.02% | 687 |
|
|
2015
Q2 | – | Sell |
-39,191
| Closed | -$2.11M | – | 1683 |
|
|
2015
Q1 | $2.11M | Buy |
39,191
+7,330
| +23% | +$404K | 0.03% | 566 |
|
|
2014
Q4 | $1.8M | Buy |
31,861
+760
| +2% | +$39.7K | 0.03% | 619 |
|
|
2014
Q3 | $1.41M | Buy |
31,101
+22,163
| +248% | +$1.07M | 0.02% | 665 |
|
|
2014
Q2 | $466K | Buy |
+8,938
| New | +$430K | 0.01% | 1076 |
|
Other funds holding NWE
VPM
VCM
