Spire Wealth Management’s NorthWestern Energy NWE Stock Holding History

Spire 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 Q2	–	Sell	-1,459	Closed	-$84.4K	–	2486
2023 Q1	$84.4K	Sell	1,459 -55	-4%	-$3.14K	﹤0.01%	1016
2022 Q4	$90K	Buy	+1,514	New	+$82.6K	0.01%	785
2022 Q3	–	Sell	-134	Closed	-$8K	–	2475
2022 Q2	$8K	Buy	134 +1	+0.8%	+$60	﹤0.01%	1998
2022 Q1	$8K	Hold	133	–	–	﹤0.01%	2115
2021 Q4	$8K	Hold	133	–	–	﹤0.01%	2455
2021 Q3	$8K	Hold	133	–	–	﹤0.01%	2165
2021 Q2	$8K	Sell	133 -1	-0.7%	-$65	﹤0.01%	2204
2021 Q1	$9K	Buy	+134	New	+$7.93K	﹤0.01%	2449

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Spire Wealth Management's NWE Position: Q2 2023 in Review

Spire Wealth Management sold out of NorthWestern Energy (NWE) in Q2 2023, closing a stake of 1,459 shares — an estimated $84.4K sold.

Spire Wealth Management first reported a position in NWE in Q1 2021 and held it in 8 quarters. The position peaked at $90K in Q4 2022. 290 funds tracked by Wall St. Rank hold NWE as of Q2 2023.

Spire Wealth Management reported no remaining NorthWestern Energy position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 1,459 NorthWestern Energy shares in Q2 2023, an estimated $84.4K.
Spire Wealth Management first reported a position in NorthWestern Energy in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's NorthWestern Energy position peaked at $90K in Q4 2022.
290 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.