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Meridian Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Meridian Wealth 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
2021
Q2 		– Sell
-104
Closed -$6K – 872
2021
Q1 		$6K Buy
+104
New +$6.15K ﹤0.01% 624

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Bank of New York Mellon
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
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Meridian Wealth Partners's NWE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of NorthWestern Energy (NWE) in Q2 2021, closing a stake of 104 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in NWE in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 262 funds tracked by Wall St. Rank hold NWE as of Q2 2021.

  • Meridian Wealth Partners reported no remaining NorthWestern Energy position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 104 NorthWestern Energy shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in NorthWestern Energy in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's NorthWestern Energy position peaked at $6K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.