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Pension & Wealth Management Advisors’s NorthWestern Energy NWE Stock Holding History

Pension & Wealth Management Advisors’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
2023
Q2 		– Sell
-19
Closed -$1.1K – 302
2023
Q1 		$1.1K Buy
+19
New +$1.08K ﹤0.01% 292

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Pension & Wealth Management Advisors's NWE Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of NorthWestern Energy (NWE) in Q2 2023, closing a stake of 19 shares — an estimated $1.1K sold.

Pension & Wealth Management Advisors first reported a position in NWE in Q1 2023 and held it in 1 quarter. The position peaked at $1.1K in Q1 2023. 290 funds tracked by Wall St. Rank hold NWE as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining NorthWestern Energy position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 19 NorthWestern Energy shares in Q2 2023, an estimated $1.1K.
  • Pension & Wealth Management Advisors first reported a position in NorthWestern Energy in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's NorthWestern Energy position peaked at $1.1K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.