Wipfli Financial Advisors’s NorthWestern Energy NWE Stock Holding History

Wipfli Financial Advisors’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	$39K	Buy	+796	New	+$43.7K	﹤0.01%	1228

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wipfli Financial Advisors's NWE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NorthWestern Energy (NWE) in Q3 2022: 796 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings.

288 funds tracked by Wall St. Rank hold NWE as of Q3 2022.

Wipfli Financial Advisors held 796 shares of NorthWestern Energy worth $39K as of Q3 2022.
NorthWestern Energy was a new Wipfli Financial Advisors position in Q3 2022.
NorthWestern Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1228 holding.
288 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.