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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 110,417 | $6.65M | 0.00% | −36,962−25.1% | Reduced |
| Heartland Advisors Inc | 111,269 | $6.70M | 0.39% | +67,363+153.4% | Added |
| Dean Investment Associates, LLC | 111,451 | $6.71M | 1.24% | −537−0.5% | Reduced |
| Swiss National Bank | 111,583 | $6.72M | 0.00% | −4,000−3.5% | Reduced |
| Deutsche Bank AG | 115,793 | $6.97M | 0.00% | −1,607−1.4% | Reduced |
| American International Group, Inc. | 117,856 | $7.10M | 0.03% | −2,862−2.4% | Reduced |
| Mutual of America Capital Management LLC | 119,252 | $7.18M | 0.07% | −1,944−1.6% | Reduced |
| First PREMIER Bank | 119,643 | $7.21M | 2.08% | −953−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 121,840 | $7.34M | 0.16% | −1,960−1.6% | Reduced |
| Hillcrest Asset Management LLC | 125,469 | $7.56M | 1.02% | −23,480−15.8% | Reduced |
| AQR Capital Management LLC | 133,229 | $8.02M | 0.01% | +618+0.5% | Added |
| Mairs & Power Inc | 140,621 | $8.47M | 0.08% | +1,896+1.4% | Added |
| Alliancebernstein L.P. | 145,499 | $8.76M | 0.00% | +4,124+2.9% | Added |
| Aristotle Capital Boston, LLC | 146,729 | $8.84M | 0.20% | −3,532−2.4% | Reduced |
| Voya Investment Management LLC | 153,114 | $9.22M | 0.02% | −8,849−5.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 154,051 | $9.28M | 0.03% | +19,650+14.6% | Added |
| Ameriprise Financial Inc | 154,729 | $9.32M | 0.00% | +52,825+51.8% | Added |
| Parametric Portfolio Associates LLC | 154,815 | $9.32M | 0.01% | −2,209−1.4% | Reduced |
| Rhumbline Advisers | 157,112 | $9.46M | 0.01% | −7,297−4.4% | Reduced |
| State of Wisconsin Investment Board | 158,500 | $9.54M | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 162,017 | $9.76M | 0.01% | −865−0.5% | Reduced |
| Personal Capital Advisors Corp | 167,525 | $10.1M | 0.05% | +14,755+9.7% | Added |
| Renaissance Technologies LLC | 176,526 | $10.6M | 0.01% | +176,526 | New |
| Principal Financial Group Inc | 178,036 | $10.7M | 0.01% | −63,540−26.3% | Reduced |
| Liberty One Investment Management, LLC | 179,653 | $10.8M | 1.83% | +4,423+2.5% | Added |
| Morgan Stanley | 215,411 | $13.0M | 0.00% | +63,708+42.0% | Added |
| SEI Investments Co | 223,197 | $13.4M | 0.03% | −90,068−28.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 232,130 | $14.0M | 0.09% | −4,356−1.8% | Reduced |
| Wedge Capital Management L L P | 259,051 | $15.6M | 0.19% | −50,241−16.2% | Reduced |
| Chartwell Investment Partners, LLC | 262,359 | $15.8M | 0.46% | −2,772−1.0% | Reduced |
| Peregrine Capital Management LLC | 264,817 | $15.9M | 0.29% | −27,973−9.6% | Reduced |
| Thrivent Financial for Lutherans | 282,253 | $17.0M | 0.03% | −37,386−11.7% | Reduced |
| Gamco Investors, Inc. Et Al | 284,400 | $17.1M | 0.15% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 300,946 | $18.1M | 0.01% | −264,505−46.8% | Reduced |
| Bank of America Corp | 301,586 | $18.2M | 0.00% | −21,781−6.7% | Reduced |
| First Manhattan Co | 303,676 | $18.3M | 0.07% | −2,050−0.7% | Reduced |
| Norges Bank | 365,645 | $22.0M | 0.00% | +8,965+2.5% | Added |
| Legal & General Group Plc | 397,692 | $23.9M | 0.01% | −20,211−4.8% | Reduced |
| Goldman Sachs Group Inc | 436,514 | $26.3M | 0.01% | −31,606−6.8% | Reduced |
| ProShare Advisors LLC | 452,947 | $27.3M | 0.08% | −47,578−9.5% | Reduced |
| Nuveen Asset Management, LLC | 500,040 | $30.1M | 0.01% | +46,132+10.2% | Added |
| Charles Schwab Investment Management Inc | 512,781 | $30.9M | 0.01% | +26,391+5.4% | Added |
| Gabelli Funds LLC | 542,000 | $32.6M | 0.21% | 00.0% | Unchanged |
| Investment Counselors of Maryland LLC | 659,542 | $39.7M | 0.91% | +140,748+27.1% | Added |
| GW&K Investment Management, LLC | 680,371 | $41.0M | 0.36% | +17,140+2.6% | Added |
| Invesco Ltd. | 712,765 | $42.9M | 0.01% | +375,963+111.6% | Added |
| Systematic Financial Management LP | 733,091 | $44.1M | 1.33% | +100,466+15.9% | Added |
| Dimensional Fund Advisors LP | 824,726 | $49.7M | 0.02% | −64,475−7.3% | Reduced |
| Northern Trust Corp | 827,114 | $49.8M | 0.01% | −244,672−22.8% | Reduced |
| Geode Capital Management, LLC | 905,942 | $54.6M | 0.01% | +20,157+2.3% | Added |
| Westwood Holdings Group Inc. | 983,181 | $59.2M | 0.60% | +240,010+32.3% | Added |
| Franklin Resources Inc | 1,002,395 | $60.4M | 0.02% | +3070.0% | Added |
| First Trust Advisors LP | 1,070,895 | $64.5M | 0.07% | +66,554+6.6% | Added |
| Macquarie Group Ltd | 1,082,392 | $65.2M | 0.05% | −125,233−10.4% | Reduced |
| Bank of New York Mellon Corp | 1,138,693 | $68.6M | 0.01% | +60,906+5.7% | Added |
| State Street Corp | 1,593,155 | $95.9M | 0.01% | +33,580+2.2% | Added |
| Victory Capital Management Inc | 1,687,382 | $101.6M | 0.10% | +421,935+33.3% | Added |
| Price T Rowe Associates Inc | 1,923,985 | $115.9M | 0.01% | +784,886+68.9% | Added |
| JPMorgan Chase & Co | 2,442,816 | $147.1M | 0.02% | −29,780−1.2% | Reduced |
| American Century Companies Inc | 3,473,528 | $209.2M | 0.14% | −61,869−1.7% | Reduced |
| Vanguard Group Inc | 5,213,585 | $314.0M | 0.01% | +71,934+1.4% | Added |
| BlackRock Inc. | 7,706,135 | $464.1M | 0.01% | +207,707+2.8% | Added |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −117,382−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −27,234−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,738−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −16,298−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −11,848−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,942−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,727−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,834−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| Legg Mason Asset Management (Japan) Co., Ltd. | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Money Concepts Capital Corp | – | – | – | – | Not filed |