JP Morgan Private Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$502K	Sell	10,453 -1,031	-9%	-$55K	﹤0.01%	1243
2023 Q2	$652K	Sell	11,484 -9,043	-44%	-$529K	﹤0.01%	927
2023 Q1	$1.19M	Sell	20,527 -1,309	-6%	-$74.7K	﹤0.01%	1091
2022 Q4	$1.3M	Buy	21,836 +105	+0.5%	+$5.73K	﹤0.01%	1029
2022 Q3	$1.07M	Sell	21,731 -629	-3%	-$34.5K	﹤0.01%	1097
2022 Q2	$1.32M	Sell	22,360 -1,198	-5%	-$71.3K	﹤0.01%	999
2022 Q1	$1.43M	Buy	23,558 +1,220	+5%	+$71.4K	﹤0.01%	1049
2021 Q4	$1.28M	Sell	22,338 -83	-0.4%	-$4.72K	﹤0.01%	1116
2021 Q3	$1.28M	Buy	22,421 +737	+3%	+$45.8K	﹤0.01%	1099
2021 Q2	$1.31M	Buy	21,684 +2,437	+13%	+$159K	﹤0.01%	1070
2021 Q1	$1.25M	Buy	19,247 +1,661	+9%	+$98.2K	﹤0.01%	943
2020 Q4	$1.02M	Buy	17,586 +964	+6%	+$53.6K	﹤0.01%	1004
2020 Q3	$808K	Buy	16,622 +10,588	+175%	+$562K	﹤0.01%	968
2020 Q2	$329K	Buy	6,034 +416	+7%	+$24.1K	﹤0.01%	1269
2020 Q1	$336K	Buy	+5,618	New	+$401K	﹤0.01%	1088

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NWE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its NorthWestern Energy (NWE) stake by 9% in Q3 2023, selling an estimated $55K and leaving 10,453 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

JP Morgan Private Wealth Advisors first reported a position in NWE in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.43M in Q1 2022. 274 funds tracked by Wall St. Rank hold NWE as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,453 shares of NorthWestern Energy worth $502K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,031 NorthWestern Energy shares in Q3 2023, an estimated $55K.
NorthWestern Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1243 holding.
JP Morgan Private Wealth Advisors first reported a position in NorthWestern Energy in Q1 2020 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's NorthWestern Energy position peaked at $1.43M in Q1 2022.
274 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.