Sutton Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Sutton Wealth Advisors’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	-4	Closed	-$237	–	1306
2022 Q4	$237	Buy	+4	New	+$218	﹤0.01%	1582
2017 Q3	–	Sell	-307	Closed	-$18.7K	–	1098
2017 Q2	$18.7K	Hold	307	–	–	0.01%	551
2017 Q1	$18K	Hold	307	–	–	0.02%	548
2016 Q4	$17.5K	Sell	307 -634	-67%	-$35.7K	0.02%	536
2016 Q3	$54.1K	Hold	941	–	–	0.05%	244
2016 Q2	$59.3K	Hold	941	–	–	0.06%	225
2016 Q1	$58.1K	Buy	+941	New	+$54.3K	0.06%	227

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Sutton Wealth Advisors's NWE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of NorthWestern Energy (NWE) in Q1 2023, closing a stake of 4 shares — an estimated $237 sold.

Sutton Wealth Advisors first reported a position in NWE in Q1 2016 and held it in 7 quarters. The position peaked at $59.3K in Q2 2016. 289 funds tracked by Wall St. Rank hold NWE as of Q1 2023.

Sutton Wealth Advisors reported no remaining NorthWestern Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 NorthWestern Energy shares in Q1 2023, an estimated $237.
Sutton Wealth Advisors first reported a position in NorthWestern Energy in Q1 2016 and held it in 7 quarters.
Sutton Wealth Advisors's NorthWestern Energy position peaked at $59.3K in Q2 2016.
289 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.