Steward Partners Investment Advisory’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Sell |
603
-403
| -40% | -$20.7K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $58.2K | Buy |
1,006
+35
| +4% | +$2.03K | ﹤0.01% | 2304 |
|
|
2024
Q4 | $51.9K | Buy |
971
+465
| +92% | +$24.9K | ﹤0.01% | 2317 |
|
|
2024
Q3 | $28.9K | Buy |
506
+6
| +1% | +$343 | ﹤0.01% | 2486 |
|
|
2024
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 2424 |
|
|
2024
Q1 | $25.5K | Sell |
500
-124
| -20% | -$6.32K | ﹤0.01% | 2416 |
|
|
2023
Q4 | $31.7K | Buy |
624
+2
| +0.3% | +$102 | ﹤0.01% | 2165 |
|
|
2023
Q3 | $29.9K | Buy |
622
+1
| +0.2% | +$48 | ﹤0.01% | 2134 |
|
|
2023
Q2 | $35.2K | Buy |
621
+2
| +0.3% | +$113 | ﹤0.01% | 2030 |
|
|
2023
Q1 | $35.8K | Sell |
619
-117
| -16% | -$6.77K | ﹤0.01% | 2001 |
|
|
2022
Q4 | $43.7K | Buy |
736
+236
| +47% | +$14K | ﹤0.01% | 1894 |
|
|
2022
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 2114 |
|
|
2022
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 2064 |
|
|
2022
Q1 | $30K | Hold |
500
| – | – | ﹤0.01% | 2175 |
|
|
2021
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 2163 |
|
|
2021
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 2156 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | ﹤0.01% | 4218 |
|
|
2021
Q1 | $32.6K | Hold |
500
| – | – | ﹤0.01% | 2218 |
|
|
2020
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 1927 |
|
|
2020
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 1827 |
|
|
2020
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1665 |
|
|
2020
Q1 | $29K | Sell |
500
-1,000
| -67% | -$58K | ﹤0.01% | 1471 |
|
|
2019
Q4 | $107K | Hold |
1,500
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q3 | $112K | Sell |
1,500
-800
| -35% | -$59.7K | ﹤0.01% | 1046 |
|
|
2019
Q2 | $165K | Buy |
+2,300
| New | +$165K | 0.01% | 875 |
|
|
2018
Q4 | – | Sell |
-2,300
| Closed | -$135K | – | 1684 |
|
|
2018
Q3 | $135K | Hold |
2,300
| – | – | 0.01% | 831 |
|
|
2018
Q2 | $132K | Buy |
+2,300
| New | +$132K | 0.01% | 765 |
|