HM Payson & Co’s NorthWestern Energy NWE Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-17	Closed	-$973	–	1116
2024 Q3	$973	Buy	+17	New	+$908	﹤0.01%	1027

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HM Payson & Co's NWE Position: Q4 2024 in Review

HM Payson & Co sold out of NorthWestern Energy (NWE) in Q4 2024, closing a stake of 17 shares — an estimated $973 sold.

HM Payson & Co first reported a position in NWE in Q3 2024 and held it in 1 quarter. The position peaked at $973 in Q3 2024. 323 funds tracked by Wall St. Rank hold NWE as of Q4 2024.

HM Payson & Co reported no remaining NorthWestern Energy position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 17 NorthWestern Energy shares in Q4 2024, an estimated $973.
HM Payson & Co first reported a position in NorthWestern Energy in Q3 2024 and held it in 1 quarter.
HM Payson & Co's NorthWestern Energy position peaked at $973 in Q3 2024.
323 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.