Truepoint Inc’s NorthWestern Energy NWE Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-4,216	Closed	-$203K	–	262
2023 Q3	$203K	Buy	+4,216	New	+$225K	0.01%	195

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truepoint Inc's NWE Position: Q4 2023 in Review

Truepoint Inc sold out of NorthWestern Energy (NWE) in Q4 2023, closing a stake of 4,216 shares — an estimated $203K sold.

Truepoint Inc first reported a position in NWE in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 278 funds tracked by Wall St. Rank hold NWE as of Q4 2023.

Truepoint Inc reported no remaining NorthWestern Energy position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 4,216 NorthWestern Energy shares in Q4 2023, an estimated $203K.
Truepoint Inc first reported a position in NorthWestern Energy in Q3 2023 and held it in 1 quarter.
Truepoint Inc's NorthWestern Energy position peaked at $203K in Q3 2023.
278 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.