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NWE icon

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
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return