Tompkins Financial’s NorthWestern Energy NWE Stock Holding History

Tompkins Financial’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
2021 Q1	–	Sell	-30	Closed	-$2K	–	494
2020 Q4	$2K	Buy	+30	New	+$1.67K	﹤0.01%	424

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tompkins Financial's NWE Position: Q1 2021 in Review

Tompkins Financial sold out of NorthWestern Energy (NWE) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Tompkins Financial first reported a position in NWE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 251 funds tracked by Wall St. Rank hold NWE as of Q1 2021.

Tompkins Financial reported no remaining NorthWestern Energy position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 30 NorthWestern Energy shares in Q1 2021, an estimated $2K.
Tompkins Financial first reported a position in NorthWestern Energy in Q4 2020 and held it in 1 quarter.
Tompkins Financial's NorthWestern Energy position peaked at $2K in Q4 2020.
251 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.