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TwinBeech Capital’s NorthWestern Energy NWE Stock Holding History

TwinBeech Capital’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
Q4 		– Sell
-7,495
Closed -$429K – 740
2021
Q3 		$429K Buy
+7,495
New +$466K 0.03% 448
2021
Q1 		– Sell
-4,469
Closed -$261K – 605
2020
Q4 		$261K Buy
+4,469
New +$248K 0.04% 378

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TwinBeech Capital's NWE Position: Q4 2021 in Review

TwinBeech Capital sold out of NorthWestern Energy (NWE) in Q4 2021, closing a stake of 7,495 shares — an estimated $429K sold.

TwinBeech Capital first reported a position in NWE in Q4 2020 and held it in 2 quarters. The position peaked at $429K in Q3 2021. 281 funds tracked by Wall St. Rank hold NWE as of Q4 2021.

  • TwinBeech Capital reported no remaining NorthWestern Energy position as of Q4 2021 after selling out during the quarter.
  • TwinBeech Capital sold 7,495 NorthWestern Energy shares in Q4 2021, an estimated $429K.
  • TwinBeech Capital first reported a position in NorthWestern Energy in Q4 2020 and held it in 2 quarters.
  • TwinBeech Capital's NorthWestern Energy position peaked at $429K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2021.

Based on TwinBeech Capital's 13F filing for Q4 2021, filed 14 Feb 2022.