Parallel Advisors’s NorthWestern Energy NWE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42K Buy
819
+121
+17% +$6.21K ﹤0.01% 1812
2025
Q1
$40.4K Sell
698
-115
-14% -$6.65K ﹤0.01% 1751
2024
Q4
$43.5K Buy
813
+286
+54% +$15.3K ﹤0.01% 1700
2024
Q3
$30.2K Buy
527
+45
+9% +$2.58K ﹤0.01% 1849
2024
Q2
$24.1K Buy
482
+236
+96% +$11.8K ﹤0.01% 1859
2024
Q1
$12.6K Sell
246
-37
-13% -$1.89K ﹤0.01% 2210
2023
Q4
$14.4K Sell
283
-118
-29% -$6.02K ﹤0.01% 2127
2023
Q3
$19.3K Sell
401
-225
-36% -$10.8K ﹤0.01% 1863
2023
Q2
$35.6K Sell
626
-298
-32% -$16.9K ﹤0.01% 1572
2023
Q1
$53.5K Buy
924
+551
+148% +$31.9K ﹤0.01% 1350
2022
Q4
$22.2K Buy
373
+90
+32% +$5.35K ﹤0.01% 1670
2022
Q3
$14K Buy
283
+80
+39% +$3.96K ﹤0.01% 1829
2022
Q2
$12K Buy
203
+15
+8% +$887 ﹤0.01% 1891
2022
Q1
$11K Buy
188
+11
+6% +$644 ﹤0.01% 1960
2021
Q4
$10K Sell
177
-287
-62% -$16.2K ﹤0.01% 2103
2021
Q3
$27K Buy
464
+132
+40% +$7.68K ﹤0.01% 1568
2021
Q2
$20K Buy
332
+119
+56% +$7.17K ﹤0.01% 1668
2021
Q1
$14K Buy
213
+44
+26% +$2.89K ﹤0.01% 1748
2020
Q4
$10K Buy
169
+18
+12% +$1.07K ﹤0.01% 1769
2020
Q3
$7K Sell
151
-61
-29% -$2.83K ﹤0.01% 1880
2020
Q2
$11K Sell
212
-1
-0.5% -$52 ﹤0.01% 1673
2020
Q1
$12K Sell
213
-473
-69% -$26.6K ﹤0.01% 1525
2019
Q4
$49K Hold
686
﹤0.01% 1040
2019
Q3
$51K Buy
686
+22
+3% +$1.64K ﹤0.01% 973
2019
Q2
$48K Sell
664
-90
-12% -$6.51K ﹤0.01% 913
2019
Q1
$53K Buy
754
+183
+32% +$12.9K 0.01% 834
2018
Q4
$33K Buy
571
+167
+41% +$9.65K ﹤0.01% 897
2018
Q3
$24K Buy
404
+30
+8% +$1.78K ﹤0.01% 1069
2018
Q2
$21K Buy
374
+237
+173% +$13.3K ﹤0.01% 1036
2018
Q1
$7K Sell
137
-47
-26% -$2.4K ﹤0.01% 1419
2017
Q4
$11K Hold
184
﹤0.01% 1266
2017
Q3
$11K Sell
184
-5
-3% -$299 ﹤0.01% 1254
2017
Q2
$11K Buy
189
+19
+11% +$1.11K ﹤0.01% 1277
2017
Q1
$10K Sell
170
-80
-32% -$4.71K ﹤0.01% 1231
2016
Q4
$14K Buy
+250
New +$14K ﹤0.01% 994