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 2021
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 262
- +13 vs. Q1 2021
- Shares held
- 48.1M
- +76.1K (+0.2%) vs. Q1 2021
- Total value
- $2.90B
- −$234.4M (−7.5%) vs. Q1 2021
- New holders
- 35
- 85 more added
- Sold out
- 22
- 102 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $3.86B |
| Q3 2025 | 329 | $3.37B |
| Q2 2025 | 335 | $3.11B |
| Q1 2025 | 344 | $3.43B |
| Q4 2024 | 323 | $3.22B |
| Q3 2024 | 313 | $3.38B |
| Q2 2024 | 298 | $2.95B |
| Q1 2024 | 302 | $3.00B |
| Q4 2023 | 278 | $3.05B |
| Q3 2023 | 274 | $2.85B |
| Q2 2023 | 290 | $3.31B |
| Q1 2023 | 291 | $3.37B |
| Q4 2022 | 301 | $3.38B |
| Q3 2022 | 287 | $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 2021
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,706,135 | $464.1M | 0.01% | +207,707+2.8% | Added |
| Vanguard Group Inc | 5,213,585 | $314.0M | 0.01% | +71,934+1.4% | Added |
| American Century Companies Inc | 3,473,528 | $209.2M | 0.14% | −61,869−1.7% | Reduced |
| JPMorgan Chase & Co | 2,442,816 | $147.1M | 0.02% | −29,780−1.2% | Reduced |
| Price T Rowe Associates Inc | 1,923,985 | $115.9M | 0.01% | +784,886+68.9% | Added |
| Victory Capital Management Inc | 1,687,382 | $101.6M | 0.10% | +421,935+33.3% | Added |
| State Street Corp | 1,593,155 | $95.9M | 0.01% | +33,580+2.2% | Added |
| Bank of New York Mellon Corp | 1,138,693 | $68.6M | 0.01% | +60,906+5.7% | Added |
| Macquarie Group Ltd | 1,082,392 | $65.2M | 0.05% | −125,233−10.4% | Reduced |
| First Trust Advisors LP | 1,070,895 | $64.5M | 0.07% | +66,554+6.6% | Added |
| Franklin Resources Inc | 1,002,395 | $60.4M | 0.02% | +3070.0% | Added |
| Westwood Holdings Group Inc. | 983,181 | $59.2M | 0.60% | +240,010+32.3% | Added |
| Geode Capital Management, LLC | 905,942 | $54.6M | 0.01% | +20,157+2.3% | Added |
| Northern Trust Corp | 827,114 | $49.8M | 0.01% | −244,672−22.8% | Reduced |
| Dimensional Fund Advisors LP | 824,726 | $49.7M | 0.02% | −64,475−7.3% | Reduced |
| Systematic Financial Management LP | 733,091 | $44.1M | 1.33% | +100,466+15.9% | Added |
| Invesco Ltd. | 712,765 | $42.9M | 0.01% | +375,963+111.6% | Added |
| GW&K Investment Management, LLC | 680,371 | $41.0M | 0.36% | +17,140+2.6% | Added |
| Investment Counselors of Maryland LLC | 659,542 | $39.7M | 0.91% | +140,748+27.1% | Added |
| Gabelli Funds LLC | 542,000 | $32.6M | 0.21% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 512,781 | $30.9M | 0.01% | +26,391+5.4% | Added |
| Nuveen Asset Management, LLC | 500,040 | $30.1M | 0.01% | +46,132+10.2% | Added |
| ProShare Advisors LLC | 452,947 | $27.3M | 0.08% | −47,578−9.5% | Reduced |
| Goldman Sachs Group Inc | 436,514 | $26.3M | 0.01% | −31,606−6.8% | Reduced |
| Legal & General Group Plc | 397,692 | $23.9M | 0.01% | −20,211−4.8% | Reduced |
| Norges Bank | 365,645 | $22.0M | 0.00% | +8,965+2.5% | Added |
| First Manhattan Co | 303,676 | $18.3M | 0.07% | −2,050−0.7% | Reduced |
| Bank of America Corp | 301,586 | $18.2M | 0.00% | −21,781−6.7% | Reduced |
| Janus Henderson Group PLC | 300,946 | $18.1M | 0.01% | −264,505−46.8% | Reduced |
| Gamco Investors, Inc. Et Al | 284,400 | $17.1M | 0.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 282,253 | $17.0M | 0.03% | −37,386−11.7% | Reduced |
| Peregrine Capital Management LLC | 264,817 | $15.9M | 0.29% | −27,973−9.6% | Reduced |
| Chartwell Investment Partners, LLC | 262,359 | $15.8M | 0.46% | −2,772−1.0% | Reduced |
| Wedge Capital Management L L P | 259,051 | $15.6M | 0.19% | −50,241−16.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 232,130 | $14.0M | 0.09% | −4,356−1.8% | Reduced |
| SEI Investments Co | 223,197 | $13.4M | 0.03% | −90,068−28.8% | Reduced |
| Morgan Stanley | 215,411 | $13.0M | 0.00% | +63,708+42.0% | Added |
| Liberty One Investment Management, LLC | 179,653 | $10.8M | 1.83% | +4,423+2.5% | Added |
| Principal Financial Group Inc | 178,036 | $10.7M | 0.01% | −63,540−26.3% | Reduced |
| Renaissance Technologies LLC | 176,526 | $10.6M | 0.01% | +176,526 | New |
| Personal Capital Advisors Corp | 167,525 | $10.1M | 0.05% | +14,755+9.7% | Added |
| Loomis Sayles & Co L P | 162,017 | $9.76M | 0.01% | −865−0.5% | Reduced |
| State of Wisconsin Investment Board | 158,500 | $9.54M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 157,112 | $9.46M | 0.01% | −7,297−4.4% | Reduced |
| Parametric Portfolio Associates LLC | 154,815 | $9.32M | 0.01% | −2,209−1.4% | Reduced |
| Ameriprise Financial Inc | 154,729 | $9.32M | 0.00% | +52,825+51.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 154,051 | $9.28M | 0.03% | +19,650+14.6% | Added |
| Voya Investment Management LLC | 153,114 | $9.22M | 0.02% | −8,849−5.5% | Reduced |
| Aristotle Capital Boston, LLC | 146,729 | $8.84M | 0.20% | −3,532−2.4% | Reduced |
| Alliancebernstein L.P. | 145,499 | $8.76M | 0.00% | +4,124+2.9% | Added |
| Mairs & Power Inc | 140,621 | $8.47M | 0.08% | +1,896+1.4% | Added |
| AQR Capital Management LLC | 133,229 | $8.02M | 0.01% | +618+0.5% | Added |
| Hillcrest Asset Management LLC | 125,469 | $7.56M | 1.02% | −23,480−15.8% | Reduced |
| Kennedy Capital Management, Inc. | 121,840 | $7.34M | 0.16% | −1,960−1.6% | Reduced |
| First PREMIER Bank | 119,643 | $7.21M | 2.08% | −953−0.8% | Reduced |
| Mutual of America Capital Management LLC | 119,252 | $7.18M | 0.07% | −1,944−1.6% | Reduced |
| American International Group, Inc. | 117,856 | $7.10M | 0.03% | −2,862−2.4% | Reduced |
| Deutsche Bank AG | 115,793 | $6.97M | 0.00% | −1,607−1.4% | Reduced |
| Swiss National Bank | 111,583 | $6.72M | 0.00% | −4,000−3.5% | Reduced |
| Dean Investment Associates, LLC | 111,451 | $6.71M | 1.24% | −537−0.5% | Reduced |
| Heartland Advisors Inc | 111,269 | $6.70M | 0.39% | +67,363+153.4% | Added |
| Wells Fargo & Company | 110,417 | $6.65M | 0.00% | −36,962−25.1% | Reduced |
| Comerica Bank | 98,051 | $6.26M | 0.04% | −31,662−24.4% | Reduced |
| NFJ Investment Group, LLC | 102,168 | $6.15M | 0.12% | −23,076−18.4% | Reduced |
| HITE Hedge Asset Management LLC | 101,447 | $6.11M | 0.86% | −40,000−28.3% | Reduced |
| Citadel Advisors LLC | 101,382 | $6.11M | 0.01% | −300,346−74.8% | Reduced |
| Millennium Management LLC | 90,463 | $5.45M | 0.01% | +4,575+5.3% | Added |
| Manufacturers Life Insurance Company, The | 82,618 | $4.97M | 0.00% | −1,163−1.4% | Reduced |
| Royal Bank of Canada | 81,179 | $4.89M | 0.00% | +2,925+3.7% | Added |
| Conning Inc. | 77,076 | $4.64M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 75,229 | $4.53M | 0.04% | −2,788−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 71,814 | $4.33M | 0.02% | +5,411+8.1% | Added |
| California State Teachers Retirement System | 69,993 | $4.21M | 0.01% | −6,576−8.6% | Reduced |
| Crawford Investment Counsel Inc | 68,420 | $4.12M | 0.08% | +6,950+11.3% | Added |
| Retirement Systems of Alabama | 66,018 | $3.98M | 0.01% | −48−0.1% | Reduced |
| UBS Asset Management Americas Inc | 65,800 | $3.96M | 0.00% | −4,116−5.9% | Reduced |
| South Dakota Investment Council | 65,685 | $3.96M | 0.07% | +8,640+15.1% | Added |
| New York State Teachers Retirement System | 63,971 | $3.85M | 0.01% | −102−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 62,778 | $3.78M | 0.01% | −11,159−15.1% | Reduced |
| Panagora Asset Management Inc | 60,826 | $3.66M | 0.02% | −19,483−24.3% | Reduced |
| Two Sigma Investments, LP | 60,517 | $3.64M | 0.01% | +55,090+1,015.1% | Added |
| State of Tennessee, Treasury Department | 60,000 | $3.61M | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 56,017 | $3.37M | 0.81% | +5,599+11.1% | Added |
| Prudential Financial Inc | 54,972 | $3.31M | 0.00% | +27,181+97.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 53,805 | $3.24M | 0.24% | −430−0.8% | Reduced |
| Tudor Investment Corp Et Al | 53,755 | $3.24M | 0.07% | +44,424+476.1% | Added |
| Great West Life Assurance Co | 50,352 | $3.03M | 0.01% | −990−1.9% | Reduced |
| Russell Investments Group, Ltd. | 46,030 | $2.77M | 0.00% | −76,921−62.6% | Reduced |
| Walthausen & Co., LLC | 44,789 | $2.70M | 0.60% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 44,633 | $2.69M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,347 | $2.67M | 0.03% | +8,795+24.7% | Added |
| New York State Common Retirement Fund | 43,828 | $2.64M | 0.00% | −2,172−4.7% | Reduced |
| North Star Investment Management Corp. | 41,377 | $2.49M | 0.20% | +2,859+7.4% | Added |
| Magellan Asset Management Ltd | 40,242 | $2.42M | 0.00% | −2,465−5.8% | Reduced |
| State of New Jersey Common Pension Fund D | 39,124 | $2.36M | 0.01% | −5,267−11.9% | Reduced |
| Credit Suisse AG | 37,969 | $2.29M | 0.00% | −3,790−9.1% | Reduced |
| Texas Permanent School Fund | 37,764 | $2.27M | 0.03% | −51−0.1% | Reduced |
| Amalgamated Bank | 37,339 | $2.25M | 0.02% | +32,803+723.2% | Added |
| Nisa Investment Advisors, LLC | 35,496 | $2.14M | 0.01% | −40,000−53.0% | Reduced |
| Dean Capital Management | 35,293 | $2.13M | 1.95% | −13,903−28.3% | Reduced |