McDonald Partners’s NorthWestern Energy NWE Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-4	Closed	-$229	–	576
2021 Q4	$229	Buy	+4	New	+$227	﹤0.01%	541

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McDonald Partners's NWE Position: Q1 2022 in Review

McDonald Partners sold out of NorthWestern Energy (NWE) in Q1 2022, closing a stake of 4 shares — an estimated $229 sold.

McDonald Partners first reported a position in NWE in Q4 2021 and held it in 1 quarter. The position peaked at $229 in Q4 2021. 276 funds tracked by Wall St. Rank hold NWE as of Q1 2022.

McDonald Partners reported no remaining NorthWestern Energy position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 4 NorthWestern Energy shares in Q1 2022, an estimated $229.
McDonald Partners first reported a position in NorthWestern Energy in Q4 2021 and held it in 1 quarter.
McDonald Partners's NorthWestern Energy position peaked at $229 in Q4 2021.
276 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.