IFP Advisors’s NorthWestern Energy NWE Stock Holding History

IFP Advisors’s Portfolio NWE Stock Details NWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.6K	Buy	285 +193	+210%	+$9.9K	﹤0.01%	2715
2025 Q1	$5.32K	Buy	92 +37	+67%	+$2.14K	﹤0.01%	2817
2024 Q4	$2.94K	Buy	55 +18	+49%	+$962	﹤0.01%	2967
2024 Q3	$2.12K	Hold	37	–	–	﹤0.01%	2902
2024 Q2	$1.85K	Hold	37	–	–	﹤0.01%	2828
2024 Q1	$1.88K	Hold	37	–	–	﹤0.01%	2716
2023 Q4	$1.88K	Sell	37 -417	-92%	-$21.2K	﹤0.01%	2697
2023 Q3	$21.8K	Buy	454 +2	+0.4%	+$96	﹤0.01%	1903
2023 Q2	$25.7K	Hold	452	–	–	﹤0.01%	1895
2023 Q1	$24K	Buy	452 +2	+0.4%	+$106	﹤0.01%	1938
2022 Q4	$24K	Hold	450	–	–	﹤0.01%	2756
2022 Q3	$24K	Hold	450	–	–	﹤0.01%	2928
2022 Q2	$24K	Hold	450	–	–	﹤0.01%	2703
2022 Q1	$24K	Buy	450 +413	+1,116%	+$22K	﹤0.01%	2703
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	2771
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	2820
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	2737
2021 Q1	$2K	Sell	37 -317	-90%	-$17.1K	﹤0.01%	2663
2020 Q4	$20K	Hold	354	–	–	﹤0.01%	1802
2020 Q3	$17K	Sell	354 -13	-4%	-$624	﹤0.01%	1709
2020 Q2	$20K	Hold	367	–	–	﹤0.01%	1570
2020 Q1	$22K	Hold	367	–	–	﹤0.01%	1439
2019 Q4	$27K	Hold	367	–	–	﹤0.01%	1495
2019 Q3	$28K	Buy	+367	New	+$28K	﹤0.01%	1618
2019 Q1	–	Sell	-439	Closed	-$26K	–	3047
2018 Q4	$26K	Sell	439 -26	-6%	-$1.54K	﹤0.01%	1954
2018 Q3	$27K	Hold	465	–	–	﹤0.01%	2265
2018 Q2	$27K	Sell	465 -96	-17%	-$5.57K	﹤0.01%	2267
2018 Q1	$34K	Hold	561	–	–	﹤0.01%	2037
2017 Q4	$34K	Sell	561 -1,330	-70%	-$80.6K	﹤0.01%	2032
2017 Q3	$108K	Buy	1,891 +280	+17%	+$16K	﹤0.01%	1499
2017 Q2	$98K	Hold	1,611	–	–	﹤0.01%	1528
2017 Q1	$95K	Sell	1,611 -215	-12%	-$12.7K	﹤0.01%	1511
2016 Q4	$104K	Buy	1,826 +16	+0.9%	+$911	0.01%	1421
2016 Q3	$104K	Buy	1,810 +95	+6%	+$5.46K	0.01%	1332
2016 Q2	$108K	Buy	+1,715	New	+$108K	0.01%	1290
2016 Q1	–	Sell	-2,293	Closed	-$124K	–	3066
2015 Q4	$124K	Buy	+2,293	New	+$124K	0.01%	1048