Retireful LLC’s NorthWestern Energy NWE Stock Holding History

Retireful LLC’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	-4,478	Closed	-$259K	–	110
2023 Q1	$259K	Buy	+4,478	New	+$256K	0.08%	66

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Retireful LLC's NWE Position: Q2 2023 in Review

Retireful LLC sold out of NorthWestern Energy (NWE) in Q2 2023, closing a stake of 4,478 shares — an estimated $259K sold.

Retireful LLC first reported a position in NWE in Q1 2023 and held it in 1 quarter. The position peaked at $259K in Q1 2023. 289 funds tracked by Wall St. Rank hold NWE as of Q2 2023.

Retireful LLC reported no remaining NorthWestern Energy position as of Q2 2023 after selling out during the quarter.
Retireful LLC sold 4,478 NorthWestern Energy shares in Q2 2023, an estimated $259K.
Retireful LLC first reported a position in NorthWestern Energy in Q1 2023 and held it in 1 quarter.
Retireful LLC's NorthWestern Energy position peaked at $259K in Q1 2023.
289 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.