O'Shaughnessy Asset 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
Q2 | $347K | Sell |
|
|||||
|
2025
Q1 | $502K | Buy |
|
|||||
|
2024
Q4 | $421K | Buy |
|
|||||
|
2024
Q3 | $368K | Buy |
|
|||||
|
2024
Q2 | $251K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $14K | Hold |
|
|||||
|
2021
Q2 | $15K | Hold |
|
|||||
|
2021
Q1 | $16K | Hold |
|
|||||
|
2020
Q4 | $14K | Hold |
|
|||||
|
2020
Q3 | $12K | Sell |
|
|||||
|
2020
Q2 | $22K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $28K | Buy |
|