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SYSTM Wealth Solutions’s NorthWestern Energy NWE Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-19,714
Closed -$1M – 869
2024
Q1 		$1M Buy
19,714
+5,144
+35% +$251K 0.13% 200
2023
Q4 		$741K Buy
+14,570
New +$727K 0.1% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SYSTM Wealth Solutions's NWE Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of NorthWestern Energy (NWE) in Q2 2024, closing a stake of 19,714 shares — an estimated $1M sold.

SYSTM Wealth Solutions first reported a position in NWE in Q4 2023 and held it in 2 quarters. The position peaked at $1M in Q1 2024. 298 funds tracked by Wall St. Rank hold NWE as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining NorthWestern Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19,714 NorthWestern Energy shares in Q2 2024, an estimated $1M.
  • SYSTM Wealth Solutions first reported a position in NorthWestern Energy in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's NorthWestern Energy position peaked at $1M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.