Lenox Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Lenox 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
2021 Q2	–	Sell	-20	Closed	-$1K	–	770
2021 Q1	$1K	Buy	+20	New	+$1.18K	﹤0.01%	654
2020 Q2	–	Sell	-45	Closed	-$3K	–	732
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	523
2019 Q4	$3K	Hold	45	–	–	﹤0.01%	553
2019 Q3	$3K	Buy	+45	New	+$3.25K	﹤0.01%	464

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's NWE Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of NorthWestern Energy (NWE) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in NWE in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2020. 262 funds tracked by Wall St. Rank hold NWE as of Q2 2021.

Lenox Wealth Advisors reported no remaining NorthWestern Energy position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 20 NorthWestern Energy shares in Q2 2021, an estimated $1K.
Lenox Wealth Advisors first reported a position in NorthWestern Energy in Q3 2019 and held it in 4 quarters.
Lenox Wealth Advisors's NorthWestern Energy position peaked at $3K in Q1 2020.
262 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.