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Triad Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Triad 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
Q3 		– Sell
-23
Closed -$1.15K – 617
2024
Q2 		$1.15K Buy
+23
New +$1.16K ﹤0.01% 854

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American Century Companies
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State Street
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RRAM
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Triad Wealth Partners's NWE Position: Q3 2024 in Review

Triad Wealth Partners sold out of NorthWestern Energy (NWE) in Q3 2024, closing a stake of 23 shares — an estimated $1.15K sold.

Triad Wealth Partners first reported a position in NWE in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 313 funds tracked by Wall St. Rank hold NWE as of Q3 2024.

  • Triad Wealth Partners reported no remaining NorthWestern Energy position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 23 NorthWestern Energy shares in Q3 2024, an estimated $1.15K.
  • Triad Wealth Partners first reported a position in NorthWestern Energy in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's NorthWestern Energy position peaked at $1.15K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.