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Voleon Capital Management’s NorthWestern Energy NWE Stock Holding History

Voleon Capital 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
2020
Q1 		– Sell
-17,000
Closed -$1.22M – 99
2019
Q4 		$1.22M Buy
+17,000
New +$1.23M 0.07% 144

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voleon Capital Management's NWE Position: Q1 2020 in Review

Voleon Capital Management sold out of NorthWestern Energy (NWE) in Q1 2020, closing a stake of 17,000 shares — an estimated $1.22M sold.

Voleon Capital Management first reported a position in NWE in Q4 2019 and held it in 1 quarter. The position peaked at $1.22M in Q4 2019. 267 funds tracked by Wall St. Rank hold NWE as of Q1 2020.

  • Voleon Capital Management reported no remaining NorthWestern Energy position as of Q1 2020 after selling out during the quarter.
  • Voleon Capital Management sold 17,000 NorthWestern Energy shares in Q1 2020, an estimated $1.22M.
  • Voleon Capital Management first reported a position in NorthWestern Energy in Q4 2019 and held it in 1 quarter.
  • Voleon Capital Management's NorthWestern Energy position peaked at $1.22M in Q4 2019.
  • 267 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2020.

Based on Voleon Capital Management's 13F filing for Q1 2020.