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PTC
Private Trust Company’s
NorthWestern Energy
NWE
Stock Holding History
Private Trust Company’s Portfolio
NWE Stock Details
NWE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-100
Closed
-$4.81K
–
2389
2023
Q3
$4.81K
Hold
100
–
–
﹤0.01%
1892
2023
Q2
$5.68K
Sell
100
-5
-5%
-$292
﹤0.01%
1840
2023
Q1
$6.08K
Hold
105
–
–
﹤0.01%
1781
2022
Q4
$6K
Hold
105
–
–
﹤0.01%
1749
2022
Q3
$5K
Hold
105
–
–
﹤0.01%
1677
2022
Q2
$6K
Buy
+105
New
+$6.25K
﹤0.01%
1701
2014
Q4
–
Sell
-100
Closed
-$5K
–
888
2014
Q3
$5K
Hold
100
–
–
﹤0.01%
1314
2014
Q2
$5K
Hold
100
–
–
﹤0.01%
1297
2014
Q1
$5K
Hold
100
–
–
﹤0.01%
1185
2013
Q4
$4K
Hold
100
–
–
﹤0.01%
1240
2013
Q3
$4K
Buy
100
+40
+67%
+$1.67K
﹤0.01%
1203
2013
Q2
$2K
Buy
+60
New
+$2.47K
﹤0.01%
1359
Other funds holding NWE
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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