Inspire Investing’s NorthWestern Energy NWE Stock Holding History

Inspire Investing’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 Q3	–	Sell	-3,604	Closed	-$212K	–	809
2022 Q2	$212K	Sell	3,604 -305	-8%	-$18.2K	0.03%	560
2022 Q1	$236K	Sell	3,909 -493	-11%	-$28.9K	0.03%	517
2021 Q4	$252K	Buy	4,402 +442	+11%	+$25.1K	0.03%	373
2021 Q3	$227K	Sell	3,960 -3,300	-45%	-$205K	0.03%	665
2021 Q2	$437K	Buy	7,260 +220	+3%	+$14.3K	0.06%	390
2021 Q1	$459K	Buy	+7,040	New	+$416K	0.07%	320
2020 Q4	–	Sell	-7,182	Closed	-$349K	–	664
2020 Q3	$349K	Buy	7,182 +1,850	+35%	+$98.2K	0.1%	222
2020 Q2	$291K	Buy	5,332 +531	+11%	+$30.8K	0.1%	224
2020 Q1	$287K	Buy	+4,801	New	+$342K	0.11%	224
2018 Q1	–	Sell	-963	Closed	-$57K	–	530
2017 Q4	$57K	Buy	+963	New	+$58K	0.05%	474

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Inspire Investing's NWE Position: Q3 2022 in Review

Inspire Investing sold out of NorthWestern Energy (NWE) in Q3 2022, closing a stake of 3,604 shares — an estimated $212K sold.

Inspire Investing first reported a position in NWE in Q4 2017 and held it in 10 quarters. The position peaked at $459K in Q1 2021. 287 funds tracked by Wall St. Rank hold NWE as of Q3 2022.

Inspire Investing reported no remaining NorthWestern Energy position as of Q3 2022 after selling out during the quarter.
Inspire Investing sold 3,604 NorthWestern Energy shares in Q3 2022, an estimated $212K.
Inspire Investing first reported a position in NorthWestern Energy in Q4 2017 and held it in 10 quarters.
Inspire Investing's NorthWestern Energy position peaked at $459K in Q1 2021.
287 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.