TCI Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-75
Closed -$4.34K 1540
2023
Q1
$4.34K Hold
75
﹤0.01% 1626
2022
Q4
$4.45K Hold
75
﹤0.01% 1601
2022
Q3
$4K Hold
75
﹤0.01% 1645
2022
Q2
$4K Hold
75
﹤0.01% 1663
2022
Q1
$4K Hold
75
﹤0.01% 1748
2021
Q4
$4K Hold
75
﹤0.01% 1862
2021
Q3
$4K Hold
75
﹤0.01% 1784
2021
Q2
$5K Hold
75
﹤0.01% 1462
2021
Q1
$5K Hold
75
﹤0.01% 1283
2020
Q4
$4K Hold
75
﹤0.01% 989
2020
Q3
$4K Buy
75
+18
+32% +$956 ﹤0.01% 867
2020
Q2
$3K Sell
57
-11
-16% -$637 ﹤0.01% 937
2020
Q1
$4K Sell
68
-179
-72% -$12.8K ﹤0.01% 781
2019
Q4
$18K Hold
247
0.01% 572
2019
Q3
$19K Sell
247
-47
-16% -$3.39K 0.01% 505
2019
Q2
$21K Hold
294
0.01% 464
2019
Q1
$21K Hold
294
0.01% 490
2018
Q4
$17K Hold
294
0.01% 510
2018
Q3
$17K Hold
294
0.01% 535
2018
Q2
$17K Hold
294
0.01% 521
2018
Q1
$16K Hold
294
0.01% 530
2017
Q4
$18K Hold
294
0.01% 516
2017
Q3
$17K Hold
294
0.01% 491
2017
Q2
$18K Hold
294
0.01% 475
2017
Q1
$17K Hold
294
0.01% 472
2016
Q4
$17K Hold
294
0.01% 521
2016
Q3
$17K Hold
294
0.01% 471
2016
Q2
$19K Hold
294
0.01% 455
2016
Q1
$18K Hold
294
0.01% 463
2015
Q4
$16K Buy
+294
New +$16K 0.01% 474

Other funds holding NWE

TCI Wealth Advisors's NWE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NorthWestern Energy (NWE) in Q2 2023, closing a stake of 75 shares — an estimated $4.34K sold.

TCI Wealth Advisors first reported a position in NWE in Q4 2015 and held it in 30 quarters. The position peaked at $21K in Q2 2019. 290 funds tracked by Wall St. Rank hold NWE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining NorthWestern Energy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 75 NorthWestern Energy shares in Q2 2023, an estimated $4.34K.
  • TCI Wealth Advisors first reported a position in NorthWestern Energy in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's NorthWestern Energy position peaked at $21K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.