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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 3,794 | $228.0K | 0.06% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,750 | $226.0K | 0.14% | 00.0% | Unchanged |
| Raymond James & Associates | 3,691 | $222.0K | 0.00% | +3,691 | New |
| Vestcor Inc | 3,637 | $219.0K | 0.01% | −406−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,604 | $217.0K | 0.06% | +3,604 | New |
| Stifel Financial Corp | 3,567 | $214.0K | 0.00% | +3,567 | New |
| Pictet Asset Management Ltd | 3,500 | $211.0K | 0.00% | −900−20.5% | Reduced |
| Cetera Investment Advisers | 3,492 | $210.0K | 0.00% | −6−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,371 | $203.0K | 0.00% | −60−1.7% | Reduced |
| Eaton Vance Management | 2,875 | $173.0K | 0.00% | +2,736+1,968.3% | Added |
| Dividend Assets Capital, LLC | 2,750 | $166.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 2,208 | $133.0K | 0.01% | +2,208 | New |
| 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 |
| Ci Investments Inc. | 1,533 | $92.0K | 0.00% | +575+60.0% | Added |
| William Blair Investment Management, LLC | 1,315 | $79.0K | 0.00% | +1,315 | New |
| Exos Asset Management LLC | 1,299 | $78.0K | 0.04% | +1,299 | New |
| Harbor Investment Advisory, LLC | 1,104 | $66.0K | 0.01% | −114−9.4% | Reduced |
| State of Wyoming | 894 | $54.0K | 0.03% | +894 | New |
| Assetmark, Inc | 887 | $53.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 871 | $52.0K | 0.01% | +40+4.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $48.0K | 0.00% | −500−38.4% | Reduced |
| Cohen & Steers, Inc. | 777 | $47.0K | 0.00% | −1,357,417−99.9% | Reduced |
| Signaturefd, LLC | 724 | $44.0K | 0.00% | +65+9.9% | Added |
| STRS Ohio | 700 | $42.0K | 0.00% | −400−36.4% | Reduced |
| AdvisorNet Financial, Inc | 665 | $40.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 616 | $37.0K | 0.00% | −31−4.8% | Reduced |
| Ellis Investment Partners, LLC | 519 | $31.0K | 0.01% | +5+1.0% | Added |
| Central Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 385 | $25.0K | 0.02% | +385 | New |
| Thompson Siegel & Walmsley LLC | 375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 332 | $20.0K | 0.00% | +119+55.9% | Added |
| First Bank & Trust | 292 | $18.0K | 0.01% | 00.0% | Unchanged |
| 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 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 |
| Private Capital Group, LLC | 198 | $12.0K | 0.00% | +32+19.3% | Added |
| Barclays PLC | 192 | $11.0K | 0.00% | +152+380.0% | 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 |
| Quadrant Capital Group LLC | 108 | $7.00K | 0.00% | +32+42.1% | Added |
| Manchester Capital Management LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 75 | $4.00K | 0.00% | +75 | New |
| JJJ Advisors Inc. | 53 | $3.00K | 0.00% | +25+89.3% | Added |
| 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 |
| 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 |
| Caldwell Trust Co | 13 | $783 | 0.00% | +13 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |