Toronto Dominion Bank’s NorthWestern Energy NWE Stock Holding History

Toronto Dominion Bank’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 Q3	–	Sell	-4	Closed	–	–	1875
2023 Q2	$0	Sell	4 -6	-60%	-$351	﹤0.01%	1697
2023 Q1	$1K	Buy	+10	New	+$571	﹤0.01%	1388
2022 Q2	–	Sell	-6	Closed	–	–	1710
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1810
2021 Q4	$0	Buy	+6	New	+$341	﹤0.01%	1845
2020 Q4	–	Sell	-75	Closed	-$4K	–	1411
2020 Q3	$4K	Buy	75 +24	+47%	+$1.27K	﹤0.01%	1122
2020 Q2	$3K	Buy	51 +47	+1,175%	+$2.72K	﹤0.01%	1159
2020 Q1	$0	Buy	+4	New	+$285	﹤0.01%	1385
2019 Q4	–	Sell	-24	Closed	-$2K	–	1489
2019 Q3	$2K	Buy	24 +20	+500%	+$1.44K	﹤0.01%	1377
2019 Q2	$0	Sell	4 -20	-83%	-$1.42K	﹤0.01%	1662
2019 Q1	$2K	Buy	+24	New	+$1.57K	﹤0.01%	1433
2018 Q4	–	Sell	-49	Closed	-$3K	–	1601
2018 Q3	$3K	Buy	+49	New	+$2.91K	﹤0.01%	1269

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Toronto Dominion Bank's NWE Position: Q3 2023 in Review

Toronto Dominion Bank sold out of NorthWestern Energy (NWE) in Q3 2023, closing a stake of 4 shares.

Toronto Dominion Bank first reported a position in NWE in Q3 2018 and held it in 11 quarters. The position peaked at $4K in Q3 2020. 274 funds tracked by Wall St. Rank hold NWE as of Q3 2023.

Toronto Dominion Bank reported no remaining NorthWestern Energy position as of Q3 2023 after selling out during the quarter.
Toronto Dominion Bank sold 4 NorthWestern Energy shares in Q3 2023.
Toronto Dominion Bank first reported a position in NorthWestern Energy in Q3 2018 and held it in 11 quarters.
Toronto Dominion Bank's NorthWestern Energy position peaked at $4K in Q3 2020.
274 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2023.

Based on Toronto Dominion Bank's 13F filing for Q3 2023, filed 14 Nov 2023.