A detailed history of Ever Source Wealth Advisors, LLC transactions in Northwestern Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 316 shares of NWE stock, worth $16,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
316
Previous 1,514 79.13%
Holding current value
$16,511
Previous $75,000 76.0%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$48.68 - $57.27 $58,318 - $68,609
-1,198 Reduced 79.13%
316 $18,000
Q2 2024

Aug 13, 2024

BUY
$47.9 - $52.85 $7,185 - $7,927
150 Added 11.0%
1,514 $75,000
Q1 2024

Jun 11, 2024

SELL
$46.59 - $51.47 $14,116 - $15,595
-303 Reduced 18.18%
1,364 $69,000
Q4 2023

Feb 09, 2024

BUY
$46.55 - $53.6 $73,967 - $85,170
1,589 Added 2037.18%
1,667 $84,000
Q3 2023

Nov 03, 2023

SELL
$47.87 - $58.01 $191 - $232
-4 Reduced 4.88%
78 $3,000
Q2 2023

Aug 04, 2023

SELL
$56.01 - $61.07 $35,062 - $38,229
-626 Reduced 88.42%
82 $4,000
Q1 2023

May 11, 2023

BUY
$53.5 - $59.79 $36,915 - $41,255
690 Added 3833.33%
708 $40,000
Q4 2022

Feb 09, 2023

SELL
$49.48 - $59.83 $106,035 - $128,215
-2,143 Reduced 99.17%
18 $1,000
Q3 2022

Nov 07, 2022

BUY
$49.28 - $60.49 $30,060 - $36,898
610 Added 39.33%
2,161 $106,000
Q2 2022

Aug 01, 2022

BUY
$54.58 - $62.72 $84,653 - $97,278
1,551 New
1,551 $91,000

Others Institutions Holding NWE

About NORTHWESTERN CORP


  • Ticker NWE
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 57,778,700
  • Market Cap $3.02B
  • Description
  • NorthWestern Corporation, doing business as NorthWestern Energy, provides electricity and natural gas to residential, commercial, and various industrial customers. The company operates through Electric and Natural Gas segments. It generates, purchases, transmits, and distributes electricity; and produces, purchases, stores, transmits, and distri...
More about NWE
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.