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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, Q1 2021

Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2021. 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
251
No complete 13F data for Q4 2020
Shares held
48.1M
No complete 13F data for Q4 2020
Total value
$3.13B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 251 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ1 2021: $3.13B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$3.13B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NWE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,498,428$488.9M0.01%––
Vanguard Group Inc5,141,651$335.2M0.01%––
American Century Companies Inc3,535,397$230.5M0.17%––
JPMorgan Chase & Co2,472,596$161.2M0.02%––
State Street Corp1,559,575$101.7M0.01%––
Cohen & Steers, Inc.1,358,194$88.6M0.19%––
Victory Capital Management Inc1,265,447$82.5M0.08%––
Macquarie Group Ltd1,207,625$78.7M0.11%––
Price T Rowe Associates Inc1,139,099$74.3M0.01%––
Bank of New York Mellon Corp1,077,787$70.3M0.01%––
Northern Trust Corp1,071,786$69.9M0.01%––
First Trust Advisors LP1,004,341$65.5M0.08%––
Franklin Resources Inc1,002,088$65.3M0.03%––
Dimensional Fund Advisors LP889,201$58.1M0.02%––
Geode Capital Management, LLC885,785$57.8M0.01%––
Westwood Holdings Group Inc.743,171$48.5M0.49%––
GW&K Investment Management, LLC663,231$43.2M0.40%––
Systematic Financial Management LP632,625$41.2M1.51%––
Janus Henderson Group PLC565,451$36.9M0.02%––
Gabelli Funds LLC542,000$35.3M0.24%––
Investment Counselors of Maryland LLC518,794$33.8M0.87%––
ProShare Advisors LLC500,525$32.6M0.10%––
Charles Schwab Investment Management Inc486,390$31.7M0.01%––
Goldman Sachs Group Inc468,120$30.5M0.01%––
Nuveen Asset Management, LLC453,908$29.6M0.01%––
Legal & General Group Plc417,903$27.2M0.01%––
Citadel Advisors LLC401,728$26.2M0.03%––
Norges Bank356,680$23.3M0.01%––
Invesco Ltd.336,802$22.0M0.01%––
Bank of America Corp323,367$21.1M0.00%––
Thrivent Financial for Lutherans319,639$20.8M0.05%––
SEI Investments Co313,265$20.4M0.05%––
Wedge Capital Management L L P309,292$20.2M0.24%––
First Manhattan Co305,726$19.9M0.09%––
Peregrine Capital Management LLC292,790$19.1M0.35%––
Gamco Investors, Inc. Et Al284,400$18.5M0.16%––
Chartwell Investment Partners, LLC265,131$17.3M0.52%––
Principal Financial Group Inc241,576$15.8M0.01%––
Fuller & Thaler Asset Management, Inc.236,486$15.4M0.11%––
Liberty One Investment Management, LLC175,230$11.4M2.04%––
Rhumbline Advisers164,409$10.7M0.01%––
Loomis Sayles & Co L P162,882$10.6M0.01%––
Voya Investment Management LLC161,963$10.6M0.02%––
State of Wisconsin Investment Board158,500$10.3M0.02%––
Parametric Portfolio Associates LLC157,024$10.2M0.01%––
Personal Capital Advisors Corp152,770$9.96M0.06%––
Morgan Stanley151,703$9.89M0.00%––
Aristotle Capital Boston, LLC150,261$9.80M0.22%––
Hillcrest Asset Management LLC148,949$9.71M1.13%––
Wells Fargo & Company147,379$9.61M0.00%––
HITE Hedge Asset Management LLC141,447$9.22M1.39%––
Alliancebernstein L.P.141,375$9.22M0.00%––
Mairs & Power Inc138,725$9.04M0.09%––
Comerica Bank129,713$8.85M0.05%––
Hotchkis & Wiley Capital Management LLC134,401$8.76M0.03%––
AQR Capital Management LLC132,611$8.65M0.01%––
NFJ Investment Group, LLC125,244$8.17M0.16%––
Kennedy Capital Management, Inc.123,800$8.07M0.16%––
Russell Investments Group, Ltd.122,951$8.02M0.01%––
Mutual of America Capital Management LLC121,196$7.90M0.08%––
American International Group, Inc.120,718$7.87M0.03%––
First PREMIER Bank120,596$7.86M2.78%––
Deutsche Bank AG117,400$7.65M0.00%––
California Public Employees Retirement System117,382$7.65M0.01%––
Swiss National Bank115,583$7.54M0.01%––
Dean Investment Associates, LLC111,988$7.30M1.38%––
Ameriprise Financial Inc101,904$6.64M0.00%––
Millennium Management LLC85,888$5.60M0.01%––
Manufacturers Life Insurance Company, The83,781$5.46M0.00%––
Panagora Asset Management Inc80,309$5.24M0.03%––
Royal Bank of Canada78,254$5.10M0.00%––
MetLife Investment Management78,017$5.09M0.05%––
Conning Inc.77,076$5.03M0.15%––
California State Teachers Retirement System76,569$4.99M0.01%––
Nisa Investment Advisors, LLC75,496$4.92M0.03%––
BNP Paribas Arbitrage, SA73,937$4.82M0.01%––
UBS Asset Management Americas Inc69,916$4.56M0.00%––
Public Employees Retirement System of Ohio66,403$4.33M0.02%––
Retirement Systems of Alabama66,066$4.31M0.02%––
AMP Capital Investors Ltd64,529$4.21M0.02%––
New York State Teachers Retirement System64,073$4.18M0.01%––
Crawford Investment Counsel Inc61,470$4.01M0.09%––
State of Tennessee, Treasury Department60,000$3.91M0.02%––
South Dakota Investment Council57,045$3.72M0.06%––
Deroy & Devereaux Private Investment Counsel Inc54,235$3.54M0.28%––
Great West Life Assurance Co51,342$3.33M0.01%––
Stockman Wealth Management, Inc.50,418$3.29M0.92%––
Dean Capital Management49,196$3.21M2.17%––
New York State Common Retirement Fund46,000$3.00M0.00%––
Walthausen & Co., LLC44,789$2.92M0.62%––
Ensign Peak Advisors, Inc44,633$2.91M0.01%––
State of New Jersey Common Pension Fund D44,391$2.89M0.01%––
Heartland Advisors Inc43,906$2.86M0.18%––
Magellan Asset Management Ltd42,707$2.78M0.01%––
UBS Group AG42,504$2.77M0.00%––
Credit Suisse AG41,759$2.72M0.00%––
North Star Investment Management Corp.38,518$2.51M0.24%––
Texas Permanent School Fund37,815$2.47M0.03%––
Amundi Asset Management US, Inc.35,555$2.32M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys35,552$2.32M0.03%––