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Matthew Hamilton Rosenberg’s NorthWestern Energy NWE Stock Holding History

Matthew Hamilton Rosenberg’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
Q4 		– Sell
-70
Closed -$3.49K – 954
2023
Q3 		$3.36K Buy
+70
New +$3.73K ﹤0.01% 721

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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Matthew Hamilton Rosenberg's NWE Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of NorthWestern Energy (NWE) in Q4 2023, closing a stake of 70 shares — an estimated $3.49K sold.

Matthew Hamilton Rosenberg first reported a position in NWE in Q3 2023 and held it in 1 quarter. The position peaked at $3.36K in Q3 2023. 278 funds tracked by Wall St. Rank hold NWE as of Q4 2023.

  • Matthew Hamilton Rosenberg reported no remaining NorthWestern Energy position as of Q4 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 70 NorthWestern Energy shares in Q4 2023, an estimated $3.49K.
  • Matthew Hamilton Rosenberg first reported a position in NorthWestern Energy in Q3 2023 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's NorthWestern Energy position peaked at $3.36K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.