WR Wealth Planners’s NorthWestern Energy NWE Stock Holding History

WR Wealth Planners’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
2024 Q4	$36.5K	Buy	682 +3	+0.4%	+$163	0.01%	358
2024 Q3	$38.9K	Buy	679 +29	+4%	+$1.55K	0.01%	375
2024 Q2	$32.5K	Buy	650 +33	+5%	+$1.67K	0.01%	379
2024 Q1	$31.4K	Buy	+617	New	+$30.1K	0.01%	390
2023 Q4	–	Sell	-567	Closed	-$27.3K	–	627
2023 Q3	$27.3K	Sell	567 -305	-35%	-$16.3K	0.01%	393
2023 Q2	$49.5K	Buy	872 +30	+4%	+$1.75K	0.02%	318
2023 Q1	$48.7K	Buy	+842	New	+$48.1K	0.02%	323

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's NWE Position: Q4 2024 in Review

WR Wealth Planners increased its NorthWestern Energy (NWE) stake by 0.44% in Q4 2024, buying an estimated $163 and bringing the position to 682 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #358.

WR Wealth Planners first reported a position in NWE in Q1 2023 and has held it in 7 quarters since. The position peaked at $49.5K in Q2 2023. 323 funds tracked by Wall St. Rank hold NWE as of Q4 2024.

WR Wealth Planners held 682 shares of NorthWestern Energy worth $36.5K as of Q4 2024.
WR Wealth Planners bought 3 NorthWestern Energy shares in Q4 2024, an estimated $163.
NorthWestern Energy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #358 holding.
WR Wealth Planners first reported a position in NorthWestern Energy in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's NorthWestern Energy position peaked at $49.5K in Q2 2023.
323 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.