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Liberty One Investment Management’s NorthWestern Energy NWE Stock Holding History

Liberty One Investment Management’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
2025
Q1 		– Sell
-136,960
Closed -$7.32M – 154
2024
Q4 		$7.32M Sell
136,960
-3,837
-3% -$209K 0.79% 28
2024
Q3 		$8.06M Sell
140,797
-3,043
-2% -$163K 0.82% 27
2024
Q2 		$7.2M Buy
143,840
+1,059
+0.7% +$53.5K 0.81% 28
2024
Q1 		$7.27M Buy
142,781
+2,038
+1% +$99.4K 0.82% 28
2023
Q4 		$7.16M Buy
140,743
+3,411
+2% +$170K 0.88% 29
2023
Q3 		$6.6M Sell
137,332
-70,420
-34% -$3.75M 0.96% 28
2023
Q2 		$11.8M Buy
207,752
+166
+0.1% +$9.71K 1.53% 25
2023
Q1 		$12M Buy
207,586
+3,376
+2% +$193K 1.64% 25
2022
Q4 		$12.1M Buy
204,210
+1,594
+0.8% +$86.9K 1.74% 25
2022
Q3 		$9.98M Buy
202,616
+22,963
+13% +$1.26M 1.64% 26
2022
Q2 		$10.8M Sell
179,653
-14,467
-7% -$861K 1.84% 24
2022
Q1 		$11.7M Buy
194,120
+5,593
+3% +$327K 1.78% 24
2021
Q4 		$10.8M Buy
188,527
+7,316
+4% +$416K 1.62% 25
2021
Q3 		$10.4M Buy
181,211
+1,558
+0.9% +$96.8K 1.77% 26
2021
Q2 		$10.8M Buy
179,653
+4,423
+3% +$288K 1.83% 24
2021
Q1 		$11.4M Buy
175,230
+61,961
+55% +$3.67M 2.04% 22
2020
Q4 		$6.61M Buy
113,269
+7,153
+7% +$398K 1.24% 26
2020
Q3 		$5.16M Buy
106,116
+8,980
+9% +$477K 1.06% 26
2020
Q2 		$5.3M Buy
97,136
+8,753
+10% +$507K 1.19% 26
2020
Q1 		$5.29M Sell
88,383
-4,075
-4% -$291K 1.36% 25
2019
Q4 		$6.63M Buy
+92,458
New +$6.66M 1.43% 25

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty One Investment Management's NWE Position: Q1 2025 in Review

Liberty One Investment Management sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 136,960 shares — an estimated $7.32M sold.

Liberty One Investment Management first reported a position in NWE in Q4 2019 and held it in 21 quarters. The position peaked at $12.1M in Q4 2022. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

  • Liberty One Investment Management reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 136,960 NorthWestern Energy shares in Q1 2025, an estimated $7.32M.
  • Liberty One Investment Management first reported a position in NorthWestern Energy in Q4 2019 and held it in 21 quarters.
  • Liberty One Investment Management's NorthWestern Energy position peaked at $12.1M in Q4 2022.
  • 344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Liberty One Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.