Money Concepts Capital’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 | $1.01M | Sell |
19,624
-9,869
| -33% | -$506K | 0.07% | 240 |
|
|
2025
Q1 | $1.71M | Sell |
29,493
-6,960
| -19% | -$403K | 0.13% | 156 |
|
|
2024
Q4 | $1.95M | Buy |
36,453
+715
| +2% | +$38.2K | 0.15% | 149 |
|
|
2024
Q3 | $2.04M | Sell |
35,738
-759
| -2% | -$43.4K | 0.16% | 139 |
|
|
2024
Q2 | $1.83M | Buy |
36,497
+170
| +0.5% | +$8.51K | 0.15% | 147 |
|
|
2024
Q1 | $1.85M | Buy |
36,327
+119
| +0.3% | +$6.06K | 0.17% | 151 |
|
|
2023
Q4 | $1.84M | Buy |
36,208
+268
| +0.7% | +$13.6K | 0.17% | 144 |
|
|
2023
Q3 | $1.73M | Buy |
35,940
+1,708
| +5% | +$82.1K | 0.18% | 142 |
|
|
2023
Q2 | $1.94M | Sell |
34,232
-206,422
| -86% | -$11.7M | 0.2% | 128 |
|
|
2023
Q1 | $14M | Sell |
240,654
-3,899
| -2% | -$226K | 0.78% | 40 |
|
|
2022
Q4 | $14.5M | Buy |
244,553
+11,715
| +5% | +$695K | 0.65% | 42 |
|
|
2022
Q3 | $11.5M | Buy |
232,838
+205,549
| +753% | +$10.1M | 0.68% | 41 |
|
|
2022
Q2 | $1.65M | Sell |
27,289
-1,131
| -4% | -$68.4K | 0.15% | 151 |
|
|
2022
Q1 | $1.72M | Buy |
28,420
+5,664
| +25% | +$343K | 0.1% | 209 |
|
|
2021
Q4 | $1.3M | Buy |
+22,756
| New | +$1.3M | 0.11% | 186 |
|
|
2021
Q1 | $1.23M | Sell |
18,918
-558
| -3% | -$36.4K | 0.1% | 192 |
|
|
2020
Q4 | $1.14M | Buy |
+19,476
| New | +$1.14M | 0.1% | 168 |
|