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Steward Financial Group’s NorthWestern Energy NWE Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+18
New +$960 ﹤0.01% 1484
2022
Q3 		– Sell
-10
Closed – – 917
2022
Q2 		$0 Buy
+10
New +$595 ﹤0.01% 1246

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Financial Group's NWE Position: Q3 2023 in Review

Steward Financial Group opened a new position in NorthWestern Energy (NWE) in Q3 2023: 18 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NWE as recently as Q2 2022.

Steward Financial Group first reported a position in NWE in Q2 2022 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold NWE as of Q3 2023.

  • Steward Financial Group held 18 shares of NorthWestern Energy worth $0 as of Q3 2023.
  • NorthWestern Energy was a new Steward Financial Group position in Q3 2023.
  • NorthWestern Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1484 holding.
  • Steward Financial Group first reported a position in NorthWestern Energy in Q2 2022 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.