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VisionPoint Advisory Group’s NorthWestern Energy NWE Stock Holding History

VisionPoint Advisory Group’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
-3
Closed -$144 – 827
2023
Q3 		$144 Buy
+3
New +$160 ﹤0.01% 661

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's NWE Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of NorthWestern Energy (NWE) in Q4 2023, closing a stake of 3 shares — an estimated $144 sold.

VisionPoint Advisory Group first reported a position in NWE in Q3 2023 and held it in 1 quarter. The position peaked at $144 in Q3 2023. 278 funds tracked by Wall St. Rank hold NWE as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining NorthWestern Energy position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3 NorthWestern Energy shares in Q4 2023, an estimated $144.
  • VisionPoint Advisory Group first reported a position in NorthWestern Energy in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's NorthWestern Energy position peaked at $144 in Q3 2023.
  • 278 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.