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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NWE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NWE Position History
NorthWestern Energy Group, Inc. • Utilities
Quarters held
5
Latest value
$639K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $826K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $630K |
| Q3 2026 | $639K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $639K | 8.6K | — | — |
| Q2 2026 | $630K | 8.7K | — | — |
| Q1 2026 | $1.1M | 16.6K | — | — |
| Q4 2025 | $1.1M | 17.7K | — | — |
| Q3 2025 | $826K | 14.0K | — | — |
Other funds holding NWE
$397.7M
$384.4M
$363.9M
$349.7M
$328.7M
$328.3M
$319.5M
$174.1M