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CAPTRUST FINANCIAL ADVISORS: NWE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on NWE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 26,940 NWE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,940 shares
    Change vs previous 13F -64,178 shares

    <0.01% of the 13F portfolio, value $1,929,412.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,118 shares
    Change vs previous 13F +70,239 shares

    0.01% of the 13F portfolio, value $6,008,347.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,879 shares
    Change vs previous 13F +5,961 shares

    <0.01% of the 13F portfolio, value $1,347,550.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,918 shares
    Change vs previous 13F +4,650 shares

    <0.01% of the 13F portfolio, value $874,353.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,268 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $526,748.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,844 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $280,322.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,344 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $232,230.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,321.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).