Vanguard Personalized Indexing Management’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
7,870
-903
| -10% | -$46.3K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $508K | Sell |
8,773
-75
| -0.8% | -$4.34K | 0.01% | 1105 |
|
|
2024
Q4 | $473K | Buy |
8,848
+1,035
| +13% | +$55.3K | 0.01% | 1137 |
|
|
2024
Q3 | $447K | Buy |
7,813
+639
| +9% | +$36.6K | 0.01% | 1145 |
|
|
2024
Q2 | $359K | Buy |
7,174
+1,281
| +22% | +$64.2K | 0.01% | 1188 |
|
|
2024
Q1 | $300K | Sell |
5,893
-5,833
| -50% | -$297K | 0.01% | 1262 |
|
|
2023
Q4 | $597K | Buy |
11,726
+7,429
| +173% | +$378K | 0.02% | 903 |
|
|
2023
Q3 | $207K | Sell |
4,297
-4,252
| -50% | -$204K | 0.01% | 1289 |
|
|
2023
Q2 | $485K | Sell |
8,549
-938
| -10% | -$53.2K | 0.01% | 907 |
|
|
2023
Q1 | $549K | Buy |
+9,487
| New | +$549K | 0.02% | 828 |
|