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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
Huntington National Bank1$00.00%––
ClariVest Asset Management LLC7$00.00%––
Lenox Wealth Advisors, LLC20$1.00K0.00%––
Lloyd Advisory Services, LLC.20$1.00K0.00%––
Proequities, Inc.29$2.00K0.00%––
Lazard Asset Management LLC32$2.00K0.00%––
JJJ Advisors Inc.28$2.00K0.00%––
IFP Advisors, Inc37$2.00K0.00%––
Rockefeller Capital Management L.P.31$2.00K0.00%––
Allred Capital Management, LLC36$2.35K0.00%––
Barclays PLC40$3.00K0.00%––
Alpha DNA Investment Management LLC56$3.00K0.00%––
Lindbrook Capital, LLC65$4.00K0.00%––
TCI Wealth Advisors, Inc.75$5.00K0.00%––
Quadrant Capital Group LLC76$5.00K0.00%––
Fieldpoint Private Securities, LLC75$5.00K0.00%––
Gemmer Asset Management LLC85$6.00K0.00%––
NEXT Financial Group, Inc88$6.00K0.00%––
Meridian Wealth Partners, LLC104$6.00K0.00%––
Manchester Capital Management LLC101$7.00K0.00%––
Glassman Wealth Services102$7.00K0.00%––
Cedar Mountain Advisors, LLC100$7.00K0.00%––
Versant Capital Management, Inc117$8.00K0.00%––
Eaton Vance Management139$9.00K0.00%––
Spire Wealth Management134$9.00K0.00%––
Fifth Third Bancorp170$11.0K0.00%––
Private Capital Group, LLC166$11.0K0.00%––
FMR LLC199$13.0K0.00%––
Parallel Advisors, LLC213$14.0K0.00%––
O'Shaughnessy Asset Management, LLC247$16.0K0.00%––
FinTrust Capital Advisors, LLC260$17.0K0.00%––
First Bank & Trust292$19.0K0.01%––
First Horizon Advisors, Inc.341$22.0K0.00%––
Thompson Siegel & Walmsley LLC375$24.0K0.00%––
Acadian Asset Management LLC467$30.0K0.00%––
Steward Partners Investment Advisory, LLC500$32.6K0.00%––
Central Trust Co500$33.0K0.00%––
Ellis Investment Partners, LLC514$34.0K0.01%––
Captrust Financial Advisors647$42.0K0.00%––
AdvisorNet Financial, Inc665$43.0K0.00%––
Signaturefd, LLC659$43.0K0.00%––
Berman Capital Advisors, LLC831$54.0K0.01%––
Assetmark, Inc887$58.0K0.00%––
Ci Investments Inc.958$62.0K0.00%––
STRS Ohio1,100$71.0K0.00%––
Harbor Investment Advisory, LLC1,218$79.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,303$84.0K0.01%––
Meeder Asset Management Inc1,468$96.0K0.00%––
Arlington Partners LLC1,812$118.0K0.04%––
Dividend Assets Capital, LLC2,750$179.0K0.03%––
Legg Mason Asset Management (Japan) Co., Ltd.3,107$203.0K0.22%––
Assenagon Asset Management S.A.3,300$215.0K0.00%––
Man Group plc3,336$217.0K0.00%––
Truist Financial Corp3,355$219.0K0.00%––
Crossmark Global Holdings, Inc.3,431$224.0K0.01%––
Cubist Systematic Strategies, LLC3,493$228.0K0.00%––
Cetera Investment Advisers3,498$228.0K0.00%––
Verdence Capital Advisors LLC3,541$231.0K0.04%––
Ifrah Financial Services, Inc.3,692$241.0K0.07%––
Loveless Wealth Management LLC3,750$245.0K0.16%––
Crewe Advisors LLC3,794$247.0K0.06%––
Centiva Capital, LP3,834$250.0K0.03%––
Vestcor Inc4,043$264.0K0.01%––
Virginia Retirement Systems Et Al4,200$274.0K0.00%––
Jane Street Group, LLC4,360$284.0K0.00%––
Pictet Asset Management Ltd4,400$287.0K0.00%––
Amalgamated Bank4,536$296.0K0.01%––
Bailard, Inc.4,638$302.0K0.01%––
Canandaigua National Corp4,665$304.0K0.05%––
Securian Asset Management, Inc4,694$306.0K0.01%––
Weld Capital Management LLC4,727$308.0K0.13%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,920$321.0K0.00%––
Squarepoint Ops LLC5,127$334.0K0.00%––
LPL Financial LLC5,131$335.0K0.00%––
Tower Research Capital LLC (TRC)5,212$340.0K0.01%––
Pacer Advisors, Inc.5,395$352.0K0.01%––
CIBC World Markets Corp5,435$354.0K0.00%––
Two Sigma Investments, LP5,427$354.0K0.00%––
Xponance, Inc.5,553$362.0K0.01%––
UMA Financial Services, Inc.5,500$363.0K0.12%––
Teacher Retirement System of Texas5,665$369.0K0.00%––
Citigroup Inc5,736$374.0K0.00%––
Krane Funds Advisors LLC6,125$399.0K0.02%––
Oppenheimer & Co Inc6,200$404.0K0.01%––
Profund Advisors LLC6,232$406.0K0.02%––
Henshaw Capital LLC6,239$406.8K0.03%––
Van Eck Associates Corp6,600$430.0K0.00%––
Naples Global Advisors, LLC6,750$440.0K0.07%––
CWM Advisors, LLC7,040$459.0K0.07%––
O'Shares Investment Advisers, LLC7,283$475.0K0.04%––
Teachers Retirement System of the State of Kentucky7,522$490.0K0.00%––
Shell Asset Management Co7,527$491.0K0.01%––
Symons Capital Management Inc7,560$493.0K0.26%––
State Board of Administration of Florida Retirement System8,039$524.0K0.00%––
Northwestern Mutual Investment Management Company, LLC8,443$550.0K0.01%––
Public Employees Retirement Association of Colorado8,595$560.0K0.00%––
Chilton Capital Management LLC8,700$567.0K0.04%––
New Mexico Educational Retirement Board8,900$580.0K0.02%––
Nomura Holdings Inc8,942$583.0K0.00%––
Advisor Group Holdings, Inc.9,173$599.0K0.00%––