Back to NWE
Physician Wealth Advisors, Inc. → NWE
Physician Wealth Advisors, Inc. NWE Position History
NorthWestern Energy Group, Inc. • Utilities
Quarters held
5
Latest value
$296K
Q3 2026
Peak value
$318K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $283K |
| Q4 2025 | $311K |
| Q1 2026 | $318K |
| Q2 2026 | $310K |
| Q3 2026 | $296K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296K | 4.3K | — | — |
| Q2 2026 | $310K | 4.3K | — | — |
| Q1 2026 | $318K | 4.8K | — | — |
| Q4 2025 | $311K | 4.8K | — | — |
| Q3 2025 | $283K | 4.8K | — | — |
Other funds holding NWE
$397.7M
$384.4M
$363.9M
$349.7M
$328.7M
$328.3M
$319.5M
$174.1M