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 |
|---|---|---|---|---|---|
| Amundi | 35,268 | $2.12M | 0.00% | +35,268 | New |
| HSBC Holdings PLC | 35,576 | $2.12M | 0.00% | +11,796+49.6% | Added |
| Hennessy Advisors Inc | 34,698 | $2.09M | 0.12% | +6,600+23.5% | Added |
| Wolf Group Capital Advisors | 32,323 | $1.95M | 1.04% | +883+2.8% | Added |
| Squarepoint Ops LLC | 31,824 | $1.92M | 0.01% | +26,697+520.7% | Added |
| Cubist Systematic Strategies, LLC | 31,480 | $1.90M | 0.02% | +27,987+801.2% | Added |
| UBS Group AG | 29,450 | $1.77M | 0.00% | −13,054−30.7% | Reduced |
| CWM, LLC | 29,341 | $1.77M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 28,873 | $1.74M | 0.02% | +1,627+6.0% | Added |
| QS Investors, LLC | 28,337 | $1.71M | 0.02% | +16,965+149.2% | Added |
| AMP Capital Investors Ltd | 26,953 | $1.62M | 0.01% | −37,576−58.2% | Reduced |
| Sound Income Strategies, LLC | 25,149 | $1.51M | 0.22% | +5,543+28.3% | Added |
| HRT Financial LP | 24,550 | $1.48M | 0.01% | +12,454+103.0% | Added |
| Burney Co | 24,166 | $1.46M | 0.07% | +101+0.4% | Added |
| Metropolitan Life Insurance Co | 23,121 | $1.39M | 0.02% | +890+4.0% | Added |
| Cox Capital Mgt LLC | 22,920 | $1.38M | 0.93% | +17+0.1% | Added |
| Envestnet Asset Management Inc | 22,055 | $1.33M | 0.00% | +1,505+7.3% | Added |
| Allstate Corp | 21,709 | $1.31M | 0.04% | −5,278−19.6% | Reduced |
| First Republic Investment Management, Inc. | 21,684 | $1.31M | 0.00% | +2,437+12.7% | Added |
| Redpoint Investment Management Pty Ltd | 21,416 | $1.29M | 0.11% | −1,614−7.0% | Reduced |
| Man Group plc | 21,244 | $1.28M | 0.00% | +17,908+536.8% | Added |
| Commonwealth Equity Services, LLC | 20,804 | $1.25M | 0.00% | +531+2.6% | Added |
| Trexquant Investment LP | 20,024 | $1.21M | 0.10% | +20,024 | New |
| ExodusPoint Capital Management, LP | 19,984 | $1.20M | 0.02% | +19,984 | New |
| Bank of Montreal | 19,251 | $1.20M | 0.00% | +60.0% | Added |
| TD Asset Management Inc | 19,168 | $1.19M | 0.00% | +4,785+33.3% | Added |
| Ziegler Capital Management, LLC | 19,538 | $1.18M | 0.04% | +240+1.2% | Added |
| AlphaCrest Capital Management LLC | 19,273 | $1.16M | 0.05% | +19,273 | New |
| Richard Bernstein Advisors LLC | 18,827 | $1.13M | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 18,390 | $1.11M | 0.01% | −489−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 18,028 | $1.09M | 0.12% | +18,028 | New |
| Ameritas Investment Partners, Inc. | 17,680 | $1.06M | 0.04% | −553−3.0% | Reduced |
| Qube Research & Technologies Ltd | 17,296 | $1.04M | 0.01% | +17,296 | New |
| Susquehanna International Group, LLP | 17,248 | $1.04M | 0.00% | +17,248 | New |
| John G Ullman & Associates Inc | 17,200 | $1.04M | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,140 | $1.03M | 0.01% | +426+2.5% | Added |
| DC Investments Management, LLC | 15,536 | $936.0K | 2.20% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,521 | $873.0K | 0.00% | −2,026−12.2% | Reduced |
| Polar Asset Management Partners Inc. | 14,223 | $857.0K | 0.01% | +14,223 | New |
| Arizona State Retirement System | 13,759 | $829.0K | 0.01% | −965−6.6% | Reduced |
| NN Investment Partners Holdings N.V. | 13,736 | $827.0K | 0.00% | −47−0.3% | Reduced |
| SG Americas Securities, LLC | 13,383 | $806.0K | 0.00% | −514−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,250 | $798.0K | 0.08% | +13,250 | New |
| Louisiana State Employees Retirement System | 13,100 | $789.0K | 0.02% | −100−0.8% | Reduced |
| Martingale Asset Management L P | 12,916 | $779.0K | 0.01% | −13,610−51.3% | Reduced |
| US Bancorp | 12,794 | $771.0K | 0.00% | −320−2.4% | Reduced |
| State of Michigan Retirement System | 12,761 | $768.0K | 0.00% | −6,000−32.0% | Reduced |
| Engineers Gate Manager LP | 12,188 | $734.0K | 0.05% | +12,188 | New |
| Federated Hermes, Inc. | 11,496 | $692.0K | 0.00% | −1,832−13.7% | Reduced |
| Jane Street Group, LLC | 11,477 | $691.0K | 0.00% | +7,117+163.2% | Added |
| Sowell Financial Services LLC | 11,159 | $672.0K | 0.04% | −55−0.5% | Reduced |
| Quantbot Technologies LP | 11,118 | $669.0K | 0.05% | −2,893−20.6% | Reduced |
| Assenagon Asset Management S.A. | 11,069 | $667.0K | 0.00% | +7,769+235.4% | Added |
| New Mexico Educational Retirement Board | 10,500 | $632.0K | 0.02% | +1,600+18.0% | Added |
| Diversified Trust Co | 10,244 | $617.0K | 0.02% | +10,244 | New |
| Keybank National Association | 10,040 | $605.0K | 0.00% | +290+3.0% | Added |
| Commerce Bank | 9,390 | $566.0K | 0.00% | −20−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,260 | $558.0K | 0.00% | +87+0.9% | Added |
| Chilton Capital Management LLC | 8,700 | $524.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,682 | $522.0K | 0.00% | −882−9.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,595 | $518.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,440 | $508.0K | 0.01% | −30.0% | Reduced |
| O'Shares Investment Advisers, LLC | 8,326 | $501.0K | 0.04% | +1,043+14.3% | Added |
| State Board of Administration of Florida Retirement System | 8,039 | $484.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,006 | $482.0K | 0.01% | +2,453+44.2% | Added |
| Shell Asset Management Co | 7,957 | $479.0K | 0.01% | +430+5.7% | Added |
| State of Alaska, Department of Revenue | 7,869 | $473.0K | 0.00% | −6,045−43.4% | Reduced |
| Krane Funds Advisors LLC | 7,768 | $468.0K | 0.01% | +1,643+26.8% | Added |
| Symons Capital Management Inc | 7,554 | $455.0K | 0.26% | −6−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,522 | $453.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,347 | $442.0K | 0.00% | +747+11.3% | Added |
| CWM Advisors, LLC | 7,260 | $437.0K | 0.06% | +220+3.1% | Added |
| Blueshift Asset Management, LLC | 7,131 | $429.0K | 0.02% | +7,131 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,082 | $426.0K | 0.00% | +2,162+43.9% | Added |
| Naples Global Advisors, LLC | 6,700 | $403.0K | 0.06% | −50−0.7% | Reduced |
| Teacher Retirement System of Texas | 6,655 | $401.0K | 0.00% | +990+17.5% | Added |
| Bridgefront Capital, LLC | 6,599 | $397.0K | 0.15% | +6,599 | New |
| Oppenheimer & Co Inc | 6,200 | $373.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,161 | $370.0K | 0.01% | −71−1.1% | Reduced |
| Ergoteles LLC | 5,800 | $349.0K | 0.01% | +5,800 | New |
| Citigroup Inc | 5,739 | $345.0K | 0.00% | +3+0.1% | Added |
| Henshaw Capital LLC | 5,679 | $342.0K | 0.02% | −560−9.0% | Reduced |
| UMA Financial Services, Inc. | 5,500 | $338.0K | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,332 | $321.0K | 0.00% | −63−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,054 | $305.0K | 0.01% | −158−3.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,000 | $301.0K | 0.06% | −5,000−50.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,900 | $295.0K | 0.00% | +4,900 | 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 |
| Quantitative Systematic Strategies LLC | 4,583 | $276.0K | 0.10% | +4,583 | New |
| LPL Financial LLC | 4,517 | $272.0K | 0.00% | −614−12.0% | 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 |
| Mitsubishi UFJ Trust & Banking Corp | 4,377 | $267.0K | 0.00% | −6,074−58.1% | Reduced |
| Canandaigua National Corp | 4,351 | $262.0K | 0.04% | −314−6.7% | Reduced |
| Walleye Trading LLC | 4,128 | $249.0K | 0.01% | +4,128 | New |
| Gsa Capital Partners LLP | 4,067 | $245.0K | 0.03% | +4,067 | New |
| Sciencast Management LP | 4,051 | $244.0K | 0.05% | +4,051 | New |
| Triumph Capital Management | 3,892 | $240.0K | 0.14% | +3,892 | New |
| Ifrah Financial Services, Inc. | 3,809 | $229.0K | 0.07% | +117+3.2% | Added |