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Ruedi Wealth Management’s NorthWestern Energy NWE Stock Holding History

Ruedi Wealth Management’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
Q1 		– Sell
-80
Closed -$4.75K – 279
2022
Q4 		$4.75K Buy
+80
New +$4.36K ﹤0.01% 180

Other funds holding NWE

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's NWE Position: Q1 2023 in Review

Ruedi Wealth Management sold out of NorthWestern Energy (NWE) in Q1 2023, closing a stake of 80 shares — an estimated $4.75K sold.

Ruedi Wealth Management first reported a position in NWE in Q4 2022 and held it in 1 quarter. The position peaked at $4.75K in Q4 2022. 289 funds tracked by Wall St. Rank hold NWE as of Q1 2023.

  • Ruedi Wealth Management reported no remaining NorthWestern Energy position as of Q1 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 80 NorthWestern Energy shares in Q1 2023, an estimated $4.75K.
  • Ruedi Wealth Management first reported a position in NorthWestern Energy in Q4 2022 and held it in 1 quarter.
  • Ruedi Wealth Management's NorthWestern Energy position peaked at $4.75K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2023.

Based on Ruedi Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.