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TFO Wealth Partners’s NorthWestern Energy NWE Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-12
Closed -$611 – 887
2023
Q4 		$611 Sell
12
-1
-8% -$50 ﹤0.01% 284
2023
Q3 		$738 Buy
+13
New +$693 ﹤0.01% 348

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American Century Companies
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State Street
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RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Victory Capital Management
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's NWE Position: Q1 2024 in Review

TFO Wealth Partners sold out of NorthWestern Energy (NWE) in Q1 2024, closing a stake of 12 shares — an estimated $611 sold.

TFO Wealth Partners first reported a position in NWE in Q3 2023 and held it in 2 quarters. The position peaked at $738 in Q3 2023. 304 funds tracked by Wall St. Rank hold NWE as of Q1 2024.

  • TFO Wealth Partners reported no remaining NorthWestern Energy position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 NorthWestern Energy shares in Q1 2024, an estimated $611.
  • TFO Wealth Partners first reported a position in NorthWestern Energy in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's NorthWestern Energy position peaked at $738 in Q3 2023.
  • 304 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.