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Tortoise Investment Management’s NorthWestern Energy NWE Stock Holding History

Tortoise Investment Management’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
2022
Q1 		– Sell
-199
Closed -$11K – 690
2021
Q4 		$11K Buy
+199
New +$11.3K ﹤0.01% 474
2016
Q3 		– Sell
-205
Closed -$13K – 496
2016
Q2 		$13K Buy
+205
New +$12.1K ﹤0.01% 284

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tortoise Investment Management's NWE Position: Q1 2022 in Review

Tortoise Investment Management sold out of NorthWestern Energy (NWE) in Q1 2022, closing a stake of 199 shares — an estimated $11K sold.

Tortoise Investment Management first reported a position in NWE in Q2 2016 and held it in 2 quarters. The position peaked at $13K in Q2 2016. 276 funds tracked by Wall St. Rank hold NWE as of Q1 2022.

  • Tortoise Investment Management reported no remaining NorthWestern Energy position as of Q1 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 199 NorthWestern Energy shares in Q1 2022, an estimated $11K.
  • Tortoise Investment Management first reported a position in NorthWestern Energy in Q2 2016 and held it in 2 quarters.
  • Tortoise Investment Management's NorthWestern Energy position peaked at $13K in Q2 2016.
  • 276 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2022.

Based on Tortoise Investment Management's 13F filing for Q1 2022, filed 6 May 2022.