NorthWestern Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of NorthWestern Corporation (NWE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in NorthWestern Corporation
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Quarterly reported holdings in NorthWestern Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 4.8k | 58.61 |
| 2025-06-30 | $245k | 4.8k | 51.30 |
| 2025-03-31 | $277k | 4.8k | 57.87 |
| 2024-12-31 | $256k | 4.8k | 53.46 |
| 2024-09-30 | $270k | 4.8k | 56.39 |
| 2024-06-30 | $252k | 4.8k | 52.72 |
| 2024-03-31 | $229k | 4.8k | 47.90 |
| 2023-12-31 | $229k | 4.8k | 47.87 |
| 2023-09-30 | $236k | 4.8k | 49.39 |
| 2023-06-30 | $274k | 4.8k | 57.23 |
| 2023-03-31 | $281k | 4.8k | 59.04 |
| 2022-12-31 | $270k | 4.8k | 56.80 |
| 2022-09-30 | $240k | 4.8k | 50.45 |
| 2022-06-30 | $258k | 4.8k | 54.24 |
| 2022-03-31 | $325k | 5.5k | 59.09 |
| 2021-12-31 | $315k | 5.5k | 57.27 |
| 2021-09-30 | $314k | 5.5k | 57.09 |
| 2021-06-30 | $338k | 5.5k | 61.45 |
| 2021-03-31 | $363k | 5.5k | 66.00 |
| 2020-12-31 | $320k | 5.5k | 58.18 |
| 2020-09-30 | $295k | 5.5k | 53.64 |
| 2020-06-30 | $313k | 5.5k | 56.91 |