Zacks Investment Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
10,814
+558
| +5% | +$28.6K | ﹤0.01% | 463 |
|
|
2025
Q1 | $594K | Buy |
10,256
+5,391
| +111% | +$312K | 0.01% | 456 |
|
|
2024
Q4 | $260K | Buy |
4,865
+528
| +12% | +$28.2K | ﹤0.01% | 579 |
|
|
2024
Q3 | $248K | Buy |
+4,337
| New | +$248K | ﹤0.01% | 594 |
|
|
2023
Q3 | – | Sell |
-5,445
| Closed | -$309K | – | 682 |
|
|
2023
Q2 | $309K | Buy |
5,445
+1,417
| +35% | +$80.4K | ﹤0.01% | 524 |
|
|
2023
Q1 | $233K | Buy |
4,028
+252
| +7% | +$14.6K | ﹤0.01% | 559 |
|
|
2022
Q4 | $224K | Buy |
+3,776
| New | +$224K | ﹤0.01% | 547 |
|
|
2016
Q2 | – | Sell |
-8,017
| Closed | -$495K | – | 687 |
|
|
2016
Q1 | $495K | Buy |
8,017
+2,137
| +36% | +$132K | 0.02% | 451 |
|
|
2015
Q4 | $319K | Buy |
5,880
+80
| +1% | +$4.34K | 0.01% | 464 |
|
|
2015
Q3 | $312K | Hold |
5,800
| – | – | 0.01% | 504 |
|
|
2015
Q2 | $283K | Sell |
5,800
-1,237
| -18% | -$60.4K | 0.01% | 543 |
|
|
2015
Q1 | $379K | Buy |
7,037
+1,637
| +30% | +$88.2K | 0.01% | 468 |
|
|
2014
Q4 | $306K | Sell |
5,400
-1,810
| -25% | -$103K | 0.01% | 508 |
|
|
2014
Q3 | $327K | Sell |
7,210
-8,660
| -55% | -$393K | 0.01% | 491 |
|
|
2014
Q2 | $828K | Buy |
15,870
+5,098
| +47% | +$266K | 0.03% | 296 |
|
|
2014
Q1 | $511K | Sell |
10,772
-15,643
| -59% | -$742K | 0.02% | 389 |
|
|
2013
Q4 | $1.14M | Buy |
26,415
+2,187
| +9% | +$94.7K | 0.05% | 223 |
|
|
2013
Q3 | $1.09M | Buy |
24,228
+3,787
| +19% | +$170K | 0.05% | 225 |
|
|
2013
Q2 | $816K | Buy |
+20,441
| New | +$816K | 0.04% | 246 |
|