Physician Wealth Advisors, Inc. NWE — NORTHWESTERN CORP

Ownership history in Physician Wealth Advisors, Inc.  ·  25 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported NORTHWESTERN CORP (NWE) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows NWE at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NWE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in NORTHWESTERN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NWE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NWE stock page Physician Wealth Advisors, Inc. fund profile Physician Wealth Advisors, Inc. full holdings
How Physician Wealth Advisors, Inc. held NWE — position size vs. price
% of Fund (quarterly)    NWE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,325 -500 -10.4% 0.04% $310K 2026-07-20 $71.88
2026 Q1 UNCHANGED — — — 4,825 — 0% 0.04% $318K 2026-04-24 $70.52
2025 Q4 UNCHANGED — — — 4,825 — 0% 0.04% $311K 2026-01-29 $66.32
2025 Q3 ADDED — — — 4,825 +46 +1.0% 0.04% $283K 2025-11-04 $59.10
2025 Q2 UNCHANGED — — — 4,779 — 0% 0.04% $245K 2025-07-14 $50.43
2025 Q1 UNCHANGED — — — 4,779 — 0% 0.05% $277K 2025-04-28 $55.74
2024 Q4 UNCHANGED — — — 4,779 — 0% 0.04% $255K 2025-02-12 $50.69
2024 Q3 UNCHANGED — — — 4,779 — 0% 0.05% $269K 2024-10-16 $52.71
2024 Q2 UNCHANGED — — — 4,779 — 0% 0.05% $252K 2024-07-17 $49.03
2024 Q1 REDUCED — — — 4,779 -4 -0.1% 0.05% $229K 2024-04-17 $43.78
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NWE

As of 2026 Q2 — sorted by position size

First PREMIER Bank 3Y 7Y 1.18% HAGER INVESTMENT MANAGEMENT SERVICES, LLC 0.68% River Road Asset Management, LLC 3Y 7Y 0.63% Oliver Luxxe Assets LLC 3Y 7Y 0.57% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.12% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.08% Accurate Wealth Management, LLC 3Y 0.06% Legacy Wealth Asset Management, LLC 3Y 0.05% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.04% HENNESSY ADVISORS INC 3Y 7Y 0.04%

FAQ About Physician Wealth Advisors, Inc. and NWE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning NWE?

Physician Wealth Advisors, Inc. reported NWE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NWE position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for NWE was 0.05% in 2024 Q3.

What is the latest reported NWE position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 4,325 shares, equal to 0.04% of portfolio, with an estimated market value of $310K.

What does the chart on this NWE ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly NWE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Physician Wealth Advisors, Inc. time their NWE position?

Based on 13F filing dates vs. subsequent NWE price moves, Physician Wealth Advisors, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NWE relative to SPY over the holding period was -5.8%.

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