MFS New Discovery Value Portfolio NWE Holdings History
MFS New Discovery Value Portfolio's NorthWestern Energy Group Inc Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST III held 9,678.00 shares of NorthWestern Energy Group Inc(NWE), totaling $560,070.00. This investment constitutes 1.3% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST III now holds 0.02% of the outstanding NorthWestern Energy Group Inc(NWE) stock.
The initial trade took place in 2023Q3. And since then MFS New Discovery Value Portfolio has made 4 purchases of NWE, at an average price of $51.69, for a total of 12,980.00 shares. In addition, there have been 3 sales at an average price of $53.98 for 3,302.00 shares. Based on historical transaction data and NWE's current price of $52.29, MFS New Discovery Value Portfolio's estimated gain on his NWE holdings is $13,312.96, reflecting a 1.98% gain to date.
MFS New Discovery Value Portfolio NWE ($52.29) Holding Chart
MFS New Discovery Value Portfolio NWE ($52.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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