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McClarren Financial Advisors’s NorthWestern Energy NWE Stock Holding History

McClarren Financial 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
Q1 		– Sell
-1,034
Closed -$61K – 424
2022
Q4 		$61K Buy
1,034
+11
+1% +$600 0.06% 131
2022
Q3 		$50K Buy
+1,023
New +$56.2K 0.05% 125

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McClarren Financial Advisors's NWE Position: Q1 2023 in Review

McClarren Financial Advisors sold out of NorthWestern Energy (NWE) in Q1 2023, closing a stake of 1,034 shares — an estimated $61K sold.

McClarren Financial Advisors first reported a position in NWE in Q3 2022 and held it in 2 quarters. The position peaked at $61K in Q4 2022. 289 funds tracked by Wall St. Rank hold NWE as of Q1 2023.

  • McClarren Financial Advisors reported no remaining NorthWestern Energy position as of Q1 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,034 NorthWestern Energy shares in Q1 2023, an estimated $61K.
  • McClarren Financial Advisors first reported a position in NorthWestern Energy in Q3 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's NorthWestern Energy position peaked at $61K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2023.

Based on McClarren Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.