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Integrated Advisors Network’s NorthWestern Energy NWE Stock Holding History

Integrated Advisors Network’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
2023
Q3 		– Sell
-16,137
Closed -$916K – 689
2023
Q2 		$916K Buy
+16,137
New +$943K 0.05% 304

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Integrated Advisors Network's NWE Position: Q3 2023 in Review

Integrated Advisors Network sold out of NorthWestern Energy (NWE) in Q3 2023, closing a stake of 16,137 shares — an estimated $916K sold.

Integrated Advisors Network first reported a position in NWE in Q2 2023 and held it in 1 quarter. The position peaked at $916K in Q2 2023. 274 funds tracked by Wall St. Rank hold NWE as of Q3 2023.

  • Integrated Advisors Network reported no remaining NorthWestern Energy position as of Q3 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 16,137 NorthWestern Energy shares in Q3 2023, an estimated $916K.
  • Integrated Advisors Network first reported a position in NorthWestern Energy in Q2 2023 and held it in 1 quarter.
  • Integrated Advisors Network's NorthWestern Energy position peaked at $916K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.