Money Concepts Capital’s NorthWestern Energy NWE Stock Holding History

Money Concepts Capital’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
2025 Q3	–	Sell	-19,624	Closed	-$1.01M	–	487
2025 Q2	$1.01M	Sell	19,624 -9,869	-33%	-$545K	0.07%	240
2025 Q1	$1.71M	Sell	29,493 -6,960	-19%	-$378K	0.13%	156
2024 Q4	$1.95M	Buy	36,453 +715	+2%	+$38.9K	0.15%	149
2024 Q3	$2.04M	Sell	35,738 -759	-2%	-$40.5K	0.16%	139
2024 Q2	$1.83M	Buy	36,497 +170	+0.5%	+$8.59K	0.15%	147
2024 Q1	$1.85M	Buy	36,327 +119	+0.3%	+$5.8K	0.17%	151
2023 Q4	$1.84M	Buy	36,208 +268	+0.7%	+$13.4K	0.17%	144
2023 Q3	$1.73M	Buy	35,940 +1,708	+5%	+$91K	0.18%	142
2023 Q2	$1.94M	Sell	34,232 -206,422	-86%	-$12.1M	0.2%	128
2023 Q1	$14M	Sell	240,654 -3,899	-2%	-$223K	0.78%	40
2022 Q4	$14.5M	Buy	244,553 +11,715	+5%	+$639K	0.65%	42
2022 Q3	$11.5M	Buy	232,838 +205,549	+753%	+$11.3M	0.68%	41
2022 Q2	$1.65M	Sell	27,289 -1,131	-4%	-$67.3K	0.15%	151
2022 Q1	$1.72M	Buy	28,420 +5,664	+25%	+$331K	0.1%	209
2021 Q4	$1.3M	Buy	+22,756	New	+$1.29M	0.11%	186
2021 Q1	$1.23M	Sell	18,918 -558	-3%	-$33K	0.1%	192
2020 Q4	$1.14M	Buy	+19,476	New	+$1.08M	0.1%	168

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

American Century Companies

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return