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NEXT Financial Holdings’s NorthWestern Energy NWE Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$399K Buy
+5,665
New +$372K 0.1% 155

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NEXT Financial Holdings's NWE Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in NorthWestern Energy (NWE) in Q1 2019: 5,665 shares worth $399K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

288 funds tracked by Wall St. Rank hold NWE as of Q1 2019.

  • NEXT Financial Holdings held 5,665 shares of NorthWestern Energy worth $399K as of Q1 2019.
  • NorthWestern Energy was a new NEXT Financial Holdings position in Q1 2019.
  • NorthWestern Energy made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #155 holding.
  • 288 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.