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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 13 | $783 | 0.00% | +13 | New |
| Lazard Asset Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.00K | 0.00% | −81−69.2% | Reduced |
| Proequities, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $3.00K | 0.00% | +25+89.3% | Added |
| Lindbrook Capital, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 75 | $4.00K | 0.00% | +75 | New |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 108 | $7.00K | 0.00% | +32+42.1% | Added |
| Fifth Third Bancorp | 127 | $8.00K | 0.00% | −43−25.3% | Reduced |
| Spire Wealth Management | 133 | $8.00K | 0.00% | −1−0.7% | Reduced |
| Sageworth Trust Co | 140 | $8.00K | 0.00% | +140 | New |
| Barclays PLC | 192 | $11.0K | 0.00% | +152+380.0% | Added |
| Private Capital Group, LLC | 198 | $12.0K | 0.00% | +32+19.3% | Added |
| First Horizon Advisors, Inc. | 231 | $13.0K | 0.00% | −110−32.3% | Reduced |
| FMR LLC | 224 | $13.0K | 0.00% | +25+12.6% | Added |
| Advisory Services Network, LLC | 214 | $13.0K | 0.00% | +214 | New |
| FinTrust Capital Advisors, LLC | 241 | $15.0K | 0.00% | −19−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 247 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 292 | $18.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 332 | $20.0K | 0.00% | +119+55.9% | Added |
| Thompson Siegel & Walmsley LLC | 375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 385 | $25.0K | 0.02% | +385 | New |
| Central Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 519 | $31.0K | 0.01% | +5+1.0% | Added |
| Captrust Financial Advisors | 616 | $37.0K | 0.00% | −31−4.8% | Reduced |
| AdvisorNet Financial, Inc | 665 | $40.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 700 | $42.0K | 0.00% | −400−36.4% | Reduced |
| Signaturefd, LLC | 724 | $44.0K | 0.00% | +65+9.9% | Added |
| Cohen & Steers, Inc. | 777 | $47.0K | 0.00% | −1,357,417−99.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $48.0K | 0.00% | −500−38.4% | Reduced |
| Berman Capital Advisors, LLC | 871 | $52.0K | 0.01% | +40+4.8% | Added |
| Assetmark, Inc | 887 | $53.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 894 | $54.0K | 0.03% | +894 | New |
| Harbor Investment Advisory, LLC | 1,104 | $66.0K | 0.01% | −114−9.4% | Reduced |
| Exos Asset Management LLC | 1,299 | $78.0K | 0.04% | +1,299 | New |
| William Blair Investment Management, LLC | 1,315 | $79.0K | 0.00% | +1,315 | New |
| Ci Investments Inc. | 1,533 | $92.0K | 0.00% | +575+60.0% | Added |
| Meeder Asset Management Inc | 1,603 | $97.0K | 0.00% | +135+9.2% | Added |
| Dark Forest Capital Management LP | 1,607 | $97.0K | 0.04% | +1,607 | New |
| BBVA USA | 2,208 | $133.0K | 0.01% | +2,208 | New |
| Dividend Assets Capital, LLC | 2,750 | $166.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 2,875 | $173.0K | 0.00% | +2,736+1,968.3% | Added |
| Crossmark Global Holdings, Inc. | 3,371 | $203.0K | 0.00% | −60−1.7% | Reduced |
| Cetera Investment Advisers | 3,492 | $210.0K | 0.00% | −6−0.2% | Reduced |
| Pictet Asset Management Ltd | 3,500 | $211.0K | 0.00% | −900−20.5% | Reduced |
| Stifel Financial Corp | 3,567 | $214.0K | 0.00% | +3,567 | New |
| Y-Intercept (Hong Kong) Ltd | 3,604 | $217.0K | 0.06% | +3,604 | New |
| Vestcor Inc | 3,637 | $219.0K | 0.01% | −406−10.0% | Reduced |
| Raymond James & Associates | 3,691 | $222.0K | 0.00% | +3,691 | New |
| Loveless Wealth Management LLC | 3,750 | $226.0K | 0.14% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,794 | $228.0K | 0.06% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,809 | $229.0K | 0.07% | +117+3.2% | Added |
| Triumph Capital Management | 3,892 | $240.0K | 0.14% | +3,892 | New |
| Sciencast Management LP | 4,051 | $244.0K | 0.05% | +4,051 | New |
| Gsa Capital Partners LLP | 4,067 | $245.0K | 0.03% | +4,067 | New |
| Walleye Trading LLC | 4,128 | $249.0K | 0.01% | +4,128 | New |
| Canandaigua National Corp | 4,351 | $262.0K | 0.04% | −314−6.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,377 | $267.0K | 0.00% | −6,074−58.1% | Reduced |
| Bailard, Inc. | 4,500 | $271.0K | 0.01% | −138−3.0% | Reduced |
| Balyasny Asset Management LLC | 4,494 | $271.0K | 0.00% | +4,494 | New |
| LPL Financial LLC | 4,517 | $272.0K | 0.00% | −614−12.0% | Reduced |
| Quantitative Systematic Strategies LLC | 4,583 | $276.0K | 0.10% | +4,583 | New |
| Two Sigma Advisers, LP | 4,600 | $277.0K | 0.00% | −11,900−72.1% | Reduced |
| Securian Asset Management, Inc | 4,594 | $277.0K | 0.01% | −100−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,900 | $295.0K | 0.00% | +4,900 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $301.0K | 0.06% | −5,000−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,054 | $305.0K | 0.01% | −158−3.0% | Reduced |
| Pacer Advisors, Inc. | 5,332 | $321.0K | 0.00% | −63−1.2% | Reduced |
| UMA Financial Services, Inc. | 5,500 | $338.0K | 0.10% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,679 | $342.0K | 0.02% | −560−9.0% | Reduced |
| Citigroup Inc | 5,739 | $345.0K | 0.00% | +3+0.1% | Added |
| Ergoteles LLC | 5,800 | $349.0K | 0.01% | +5,800 | New |
| Profund Advisors LLC | 6,161 | $370.0K | 0.01% | −71−1.1% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $373.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,599 | $397.0K | 0.15% | +6,599 | New |
| Teacher Retirement System of Texas | 6,655 | $401.0K | 0.00% | +990+17.5% | Added |
| Naples Global Advisors, LLC | 6,700 | $403.0K | 0.06% | −50−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,082 | $426.0K | 0.00% | +2,162+43.9% | Added |
| Blueshift Asset Management, LLC | 7,131 | $429.0K | 0.02% | +7,131 | New |
| CWM Advisors, LLC | 7,260 | $437.0K | 0.06% | +220+3.1% | Added |
| Van Eck Associates Corp | 7,347 | $442.0K | 0.00% | +747+11.3% | Added |
| Teachers Retirement System of the State of Kentucky | 7,522 | $453.0K | 0.00% | 00.0% | Unchanged |
| Symons Capital Management Inc | 7,554 | $455.0K | 0.26% | −6−0.1% | Reduced |
| Krane Funds Advisors LLC | 7,768 | $468.0K | 0.01% | +1,643+26.8% | Added |
| State of Alaska, Department of Revenue | 7,869 | $473.0K | 0.00% | −6,045−43.4% | Reduced |
| Shell Asset Management Co | 7,957 | $479.0K | 0.01% | +430+5.7% | Added |
| Xponance, Inc. | 8,006 | $482.0K | 0.01% | +2,453+44.2% | Added |
| State Board of Administration of Florida Retirement System | 8,039 | $484.0K | 0.00% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 8,326 | $501.0K | 0.04% | +1,043+14.3% | Added |