Meeder Advisory Services’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
10,134
-79
| -0.8% | -$4.05K | 0.03% | 367 |
|
|
2025
Q1 | $591K | Sell |
10,213
-1,590
| -13% | -$92K | 0.04% | 326 |
|
|
2024
Q4 | $631K | Sell |
11,803
-1,386
| -11% | -$74.1K | 0.04% | 309 |
|
|
2024
Q3 | $755K | Buy |
13,189
+1,546
| +13% | +$88.5K | 0.05% | 274 |
|
|
2024
Q2 | $583K | Buy |
11,643
+5,289
| +83% | +$265K | 0.04% | 294 |
|
|
2024
Q1 | $324K | Buy |
6,354
+1,997
| +46% | +$102K | 0.03% | 340 |
|
|
2023
Q4 | $222K | Buy |
+4,357
| New | +$222K | 0.03% | 398 |
|