Meritage Portfolio Management’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.14M Sell
2025
Q2
$4.77M Sell
2025
Q1
$5.47M Buy
2024
Q4
$3.11M Sell
2024
Q3
$3.49M Buy
2024
Q2
$232K Sell
2024
Q1
$236K Sell
2023
Q4
$249K Sell
2023
Q3
$2.65M Sell
2023
Q2
$4.95M Buy
2023
Q1
$4.8M Buy
2022
Q4
$4.82M Buy
2022
Q3
$3.84M Buy
2022
Q2
$3.1M Buy
2022
Q1
$3.13M Buy
2021
Q4
$2.88M Buy
2021
Q3
$201K Buy