NorthWestern Energy Group, Inc.
NWE- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001993004
No open-market purchases or sales by NorthWestern Energy Group, Inc. insiders were filed in the last 90 days; 376 institutions reported holding it in 13F filings for Q2 2026, worth $4.21B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 376
- +7 vs. Q1 2026
- Shares held
- 58.9M
- −790.7K (−1.3%) vs. Q1 2026
- Total value
- $4.21B
- +$278.1M (+7.1%) vs. Q1 2026
- New holders
- 37
- 129 more added
- Sold out
- 30
- 135 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 376 | $4.21B |
| Q1 2026 | 373 | $3.94B |
| Q4 2025 | 358 | $3.89B |
| Q3 2025 | 329 | $3.39B |
| Q2 2025 | 335 | $3.11B |
| Q1 2025 | 344 | $3.44B |
| Q4 2024 | 323 | $3.23B |
| Q3 2024 | 313 | $3.41B |
| Q2 2024 | 298 | $2.99B |
| Q1 2024 | 302 | $3.12B |
| Q4 2023 | 278 | $3.16B |
| Q3 2023 | 274 | $2.85B |
| Q2 2023 | 290 | $3.31B |
| Q1 2023 | 291 | $3.43B |
| Q4 2022 | 301 | $3.38B |
| Q3 2022 | 288 | $2.78B |
| Q2 2022 | 280 | $3.37B |
| Q1 2022 | 275 | $3.47B |
| Q4 2021 | 281 | $3.27B |
| Q3 2021 | 265 | $2.82B |
| Q2 2021 | 262 | $2.90B |
| Q1 2021 | 251 | $3.13B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,070,752 | $649.6M | 0.01% | +789,222+9.5% | Added |
| Vanguard Portfolio Management LLC | 3,548,697 | $254.2M | 0.01% | +58,960+1.7% | Added |
| Vanguard Capital Management LLC | 2,790,136 | $199.8M | 0.00% | +7,429+0.3% | Added |
| State Street Corp | 2,431,546 | $174.1M | 0.01% | +96,465+4.1% | Added |
| Geode Capital Management, LLC | 1,788,900 | $128.1M | 0.01% | +94,546+5.6% | Added |
| Franklin Resources Inc | 1,581,525 | $113.3M | 0.02% | −40,442−2.5% | Reduced |
| Neuberger Berman Group LLC | 1,357,486 | $97.3M | 0.06% | +82,960+6.5% | Added |
| Balyasny Asset Management LLC | 1,285,897 | $92.1M | 0.17% | +375,337+41.2% | Added |
| American Century Companies Inc | 1,238,268 | $88.7M | 0.04% | −319,599−20.5% | Reduced |
| Systematic Financial Management LP | 1,121,956 | $80.4M | 1.60% | −10,109−0.9% | Reduced |
| CNH Partners LLC | 1,094,832 | $78.4M | 1.12% | +12,885+1.2% | Added |
| Millennium Management LLC | 1,064,119 | $76.2M | 0.05% | −250,369−19.0% | Reduced |
| Goldman Sachs Group Inc | 1,051,382 | $75.3M | 0.01% | −299,520−22.2% | Reduced |
| Dimensional Fund Advisors LP | 1,035,633 | $74.2M | 0.01% | +12,403+1.2% | Added |
| Citigroup Inc | 1,023,760 | $73.3M | 0.03% | +285,122+38.6% | Added |
| Alliancebernstein L.P. | 1,061,407 | $70.0M | 0.02% | +245,094+30.0% | Added |
| Hudson Bay Capital Management LP | 903,026 | $64.7M | 0.30% | +278,017+44.5% | Added |
| FMR LLC | 861,126 | $61.7M | 0.00% | +92,498+12.0% | Added |
| Northern Trust Corp | 824,542 | $59.1M | 0.01% | +14,982+1.9% | Added |
| Morgan Stanley | 821,726 | $58.9M | 0.00% | +48,525+6.3% | Added |
| Nomura Asset Management International Inc. | 806,508 | $57.8M | 0.09% | −81,467−9.2% | Reduced |
| River Road Asset Management, LLC | 796,943 | $57.1M | 0.63% | −208,859−20.8% | Reduced |
| Charles Schwab Investment Management Inc | 786,289 | $56.3M | 0.01% | −25,386−3.1% | Reduced |
| Norges Bank | 780,561 | $55.9M | 0.01% | +780,561 | New |
| Bank of America Corp | 758,501 | $54.3M | 0.00% | −44,966−5.6% | Reduced |
| Bank of New York Mellon Corp | 743,940 | $53.3M | 0.01% | −10,619−1.4% | Reduced |
| UBS Group AG | 739,681 | $53.0M | 0.01% | −254,847−25.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 623,112 | $44.6M | 0.10% | +77,079+14.1% | Added |
| GW&K Investment Management, LLC | 571,934 | $41.0M | 0.32% | −7,694−1.3% | Reduced |
| First Trust Advisors LP | 562,654 | $40.3M | 0.02% | −67,340−10.7% | Reduced |
| Gabelli Funds LLC | 539,200 | $38.6M | 0.25% | −9,500−1.7% | Reduced |
| Massachusetts Financial Services Co | 513,743 | $36.8M | 0.01% | −26,893−5.0% | Reduced |
| Nuveen, LLC | 506,874 | $36.3M | 0.01% | +19,835+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 498,960 | $35.7M | 0.19% | +498,960 | New |
| ProShare Advisors LLC | 490,527 | $35.1M | 0.05% | +6,112+1.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 467,128 | $33.5M | 0.09% | −17,297−3.6% | Reduced |
| Raymond James Financial Inc | 416,053 | $29.8M | 0.01% | −39,517−8.7% | Reduced |
| Vanguard Fiduciary Trust Co | 410,667 | $29.4M | 0.01% | +13,756+3.5% | Added |
| Qube Research & Technologies Ltd | 367,334 | $26.3M | 0.03% | −427,084−53.8% | Reduced |
| Highbridge Capital Management LLC | 358,197 | $26.0M | 0.89% | +70,879+24.7% | Added |
| William Blair Investment Management, LLC | 336,472 | $24.1M | 0.07% | −90,008−21.1% | Reduced |
| Invesco Ltd. | 323,844 | $23.2M | 0.00% | −30,117−8.5% | Reduced |
| Fort Baker Capital Management LP | 318,094 | $22.8M | 1.81% | +5,067+1.6% | Added |
| Caxton Associates LLP | 312,172 | $22.4M | 0.42% | −345,090−52.5% | Reduced |
| JPMorgan Chase & Co | 305,076 | $22.3M | 0.00% | −15,692−4.9% | Reduced |
| MetLife Investment Management | 309,145 | $22.1M | 0.10% | +4,643+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 286,606 | $20.5M | 0.02% | +11,441+4.2% | Added |
| Verition Fund Management LLC | 280,664 | $20.1M | 0.14% | +251,608+865.9% | Added |
| Squarepoint Ops LLC | 277,545 | $19.9M | 0.04% | +58,577+26.8% | Added |
| Gamco Investors, Inc. Et Al | 267,350 | $19.1M | 0.17% | −7,000−2.6% | Reduced |
| Legal & General Group Plc | 248,405 | $17.8M | 0.00% | −21,885−8.1% | Reduced |
| Principal Financial Group Inc | 237,671 | $17.0M | 0.01% | +12,507+5.6% | Added |
| AQR Capital Management LLC | 232,486 | $16.7M | 0.01% | −425,220−64.7% | Reduced |
| Man Group plc | 211,085 | $15.1M | 0.03% | −188,707−47.2% | Reduced |
| Magnetar Financial LLC | 206,856 | $14.8M | 0.14% | +8,396+4.2% | Added |
| Rhumbline Advisers | 204,481 | $14.6M | 0.01% | +8,709+4.4% | Added |
| State of Wisconsin Investment Board | 190,509 | $13.6M | 0.03% | −34,741−15.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 183,299 | $13.1M | 0.01% | −32,840−15.2% | Reduced |
| D. E. Shaw & Co., Inc. | 145,729 | $10.4M | 0.01% | −30,828−17.5% | Reduced |
| UBS Asset Management Americas Inc | 138,393 | $9.91M | 0.00% | +748+0.5% | Added |
| Russell Investments Group, Ltd. | 130,410 | $9.34M | 0.01% | +27,879+27.2% | Added |
| New York Life Investment Management LLC | 128,309 | $9.19M | 0.06% | −1,690−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 126,975 | $9.09M | 0.01% | −149,029−54.0% | Reduced |
| Swiss National Bank | 123,383 | $8.84M | 0.00% | +1,900+1.6% | Added |
| Polar Asset Management Partners Inc. | 122,834 | $8.80M | 0.16% | +101,847+485.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,415 | $8.34M | 0.04% | −10,971−8.6% | Reduced |
| Mutual of America Capital Management LLC | 113,419 | $8.12M | 0.08% | −6,696−5.6% | Reduced |
| Yaupon Capital Management LP | 110,131 | $7.89M | 0.26% | +5,209+5.0% | Added |
| LMR Partners LLP | 103,552 | $7.42M | 0.05% | +87,700+553.2% | Added |
| First PREMIER Bank | 101,716 | $7.29M | 1.18% | −1,876−1.8% | Reduced |
| Ameriprise Financial Inc | 99,835 | $7.15M | 0.00% | −2,440−2.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 98,142 | $7.03M | 0.02% | +500+0.5% | Added |
| Ancora Advisors, LLC | 97,785 | $7.00M | 0.14% | −440−0.4% | Reduced |
| South Dakota Investment Council | 92,137 | $6.60M | 0.11% | −974−1.0% | Reduced |
| Kintayl Capital LP | 89,342 | $6.40M | 3.08% | −80,713−47.5% | Reduced |
| Weiss Asset Management LP | 87,518 | $6.27M | 0.07% | +31,242+55.5% | Added |
| Price T Rowe Associates Inc | 84,449 | $6.05M | 0.00% | +12,567+17.5% | Added |
| BW Gestao de Investimentos Ltda. | 83,862 | $6.01M | 0.14% | +83,862 | New |
| Great West Life Assurance Co | 83,987 | $6.01M | 0.01% | +2,460+3.0% | Added |
| Cerity Partners LLC | 80,264 | $5.75M | 0.01% | −5,101−6.0% | Reduced |
| Deutsche Bank AG | 78,467 | $5.62M | 0.00% | −239,245−75.3% | Reduced |
| Conning Inc. | 77,076 | $5.52M | 0.17% | 00.0% | Unchanged |
| First Manhattan Co | 76,982 | $5.51M | 0.01% | −855−1.1% | Reduced |
| Jupiter Topco LLC | 76,104 | $5.45M | 0.00% | +76,104 | New |
| Commonwealth Equity Services, LLC | 71,705 | $5.14M | 0.01% | +529+0.7% | Added |
| California State Teachers Retirement System | 70,339 | $5.04M | 0.00% | −4,964−6.6% | Reduced |
| Public Sector Pension Investment Board | 70,176 | $5.03M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 68,248 | $4.89M | 0.01% | −4,184−5.8% | Reduced |
| Magellan Asset Management Ltd | 67,305 | $4.82M | 0.11% | +1,431+2.2% | Added |
| Wedge Capital Management L L P | 66,778 | $4.78M | 0.08% | −3,255−4.6% | Reduced |
| Wells Fargo & Company | 65,518 | $4.69M | 0.00% | +18,778+40.2% | Added |
| Retirement Systems of Alabama | 63,617 | $4.56M | 0.01% | −11,711−15.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,595 | $4.34M | 0.18% | −100−0.2% | Reduced |
| Fifth Third Bancorp | 59,485 | $4.26M | 0.01% | −8,443−12.4% | Reduced |
| Maryland State Retirement & Pension System | 58,045 | $4.16M | 0.07% | +3,036+5.5% | Added |
| Envestnet Asset Management Inc | 57,806 | $4.14M | 0.00% | +1,854+3.3% | Added |
| Mathes Company, Inc. | 56,055 | $4.01M | 1.25% | −200−0.4% | Reduced |
| Oliver Luxxe Assets LLC | 53,748 | $3.85M | 0.57% | −28,698−34.8% | Reduced |
| Heartland Advisors Inc | 53,687 | $3.85M | 0.17% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 52,422 | $3.75M | 0.44% | 00.0% | Unchanged |