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Vectors Research Management’s NorthWestern Energy NWE Stock Holding History

Vectors Research 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
Q3 		– Sell
-100
Closed -$6K – 365
2022
Q2 		$6K Hold
100
– – ﹤0.01% 422
2022
Q1 		$6K Hold
100
– – ﹤0.01% 400
2021
Q4 		$6K Hold
100
– – ﹤0.01% 484
2021
Q3 		$6K Buy
+100
New +$6.21K ﹤0.01% 404

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vectors Research Management's NWE Position: Q3 2022 in Review

Vectors Research Management sold out of NorthWestern Energy (NWE) in Q3 2022, closing a stake of 100 shares — an estimated $6K sold.

Vectors Research Management first reported a position in NWE in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 287 funds tracked by Wall St. Rank hold NWE as of Q3 2022.

  • Vectors Research Management reported no remaining NorthWestern Energy position as of Q3 2022 after selling out during the quarter.
  • Vectors Research Management sold 100 NorthWestern Energy shares in Q3 2022, an estimated $6K.
  • Vectors Research Management first reported a position in NorthWestern Energy in Q3 2021 and held it in 4 quarters.
  • Vectors Research Management's NorthWestern Energy position peaked at $6K in Q2 2022.
  • 287 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.