Janney Montgomery Scott
NWE icon

Janney Montgomery Scott’s NorthWestern Energy NWE Stock Holding History

Janney Montgomery Scott’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
-5,674
Closed -$322K – 2711
2023
Q2 		$322K Sell
5,674
-155
-3% -$9.06K ﹤0.01% 2182
2023
Q1 		$337K Sell
5,829
-900
-13% -$51.4K ﹤0.01% 1980
2022
Q4 		$399K Buy
6,729
+700
+12% +$38.2K ﹤0.01% 1920
2022
Q3 		$297K Sell
6,029
-275
-4% -$15.1K ﹤0.01% 2017
2022
Q2 		$371K Buy
6,304
+363
+6% +$21.6K ﹤0.01% 1780
2022
Q1 		$359K Buy
5,941
+205
+4% +$12K ﹤0.01% 1802
2021
Q4 		$328K Buy
+5,736
New +$326K ﹤0.01% 1955

Other funds holding NWE

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return