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IndexIQ Advisors’s NorthWestern Energy NWE Stock Holding History

IndexIQ 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
2022
Q1 		$415K Buy
+6,866
New +$402K 0.01% 486
2021
Q1 		– Sell
-3,501
Closed -$204K – 1264
2020
Q4 		$204K Buy
3,501
+362
+12% +$20.1K 0.01% 903
2020
Q3 		$153K Buy
3,139
+171
+6% +$9.08K 0.01% 834
2020
Q2 		$162K Sell
2,968
-71
-2% -$4.11K 0.01% 768
2020
Q1 		$182K Buy
+3,039
New +$217K 0.01% 632

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IndexIQ Advisors's NWE Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in NorthWestern Energy (NWE) in Q1 2022: 6,866 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in NWE as recently as Q4 2020.

IndexIQ Advisors first reported a position in NWE in Q1 2020 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold NWE as of Q1 2022.

  • IndexIQ Advisors held 6,866 shares of NorthWestern Energy worth $415K as of Q1 2022.
  • NorthWestern Energy was a new IndexIQ Advisors position in Q1 2022.
  • NorthWestern Energy made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #486 holding.
  • IndexIQ Advisors first reported a position in NorthWestern Energy in Q1 2020 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.