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, Q3 2021
Institutional positions in NorthWestern Energy Group, Inc. as of Sep 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
- 265
- +7 vs. Q2 2021
- Shares held
- 49.2M
- +1.83M (+3.9%) vs. Q2 2021
- Total value
- $2.82B
- −$33.9M (−1.2%) vs. Q2 2021
- New holders
- 29
- 96 more added
- Sold out
- 22
- 87 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,155,555 | $467.3M | 0.01% | +449,420+5.8% | Added |
| Vanguard Group Inc | 5,240,770 | $300.3M | 0.01% | +27,185+0.5% | Added |
| American Century Companies Inc | 3,399,570 | $194.8M | 0.13% | −73,958−2.1% | Reduced |
| Price T Rowe Associates Inc | 3,063,807 | $175.6M | 0.02% | +1,139,822+59.2% | Added |
| JPMorgan Chase & Co | 2,381,302 | $136.4M | 0.02% | −61,514−2.5% | Reduced |
| State Street Corp | 1,613,911 | $92.5M | 0.00% | +20,756+1.3% | Added |
| Victory Capital Management Inc | 1,567,171 | $89.8M | 0.09% | −120,211−7.1% | Reduced |
| Bank of New York Mellon Corp | 1,140,044 | $65.3M | 0.01% | +1,351+0.1% | Added |
| First Trust Advisors LP | 1,106,381 | $63.4M | 0.07% | +35,486+3.3% | Added |
| Macquarie Group Ltd | 1,081,584 | $62.0M | 0.05% | −808−0.1% | Reduced |
| Franklin Resources Inc | 1,029,857 | $59.0M | 0.02% | +27,462+2.7% | Added |
| Westwood Holdings Group Inc. | 941,416 | $53.9M | 0.59% | −41,765−4.2% | Reduced |
| Geode Capital Management, LLC | 912,194 | $52.3M | 0.01% | +6,252+0.7% | Added |
| Dimensional Fund Advisors LP | 866,698 | $49.7M | 0.02% | +41,972+5.1% | Added |
| Northern Trust Corp | 832,366 | $47.7M | 0.01% | +5,252+0.6% | Added |
| Systematic Financial Management LP | 746,323 | $42.8M | 1.32% | +13,232+1.8% | Added |
| Invesco Ltd. | 679,718 | $38.9M | 0.01% | −33,047−4.6% | Reduced |
| GW&K Investment Management, LLC | 665,271 | $38.1M | 0.34% | −15,100−2.2% | Reduced |
| William Blair Investment Management, LLC | 641,443 | $36.8M | 0.10% | +640,128+48,678.9% | Added |
| Norges Bank | 622,248 | $35.7M | 0.01% | +256,603+70.2% | Added |
| Gabelli Funds LLC | 542,000 | $31.1M | 0.21% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 538,102 | $30.8M | 0.01% | +25,321+4.9% | Added |
| ProShare Advisors LLC | 465,422 | $26.7M | 0.07% | +12,475+2.8% | Added |
| Bank of America Corp | 403,652 | $23.1M | 0.00% | +102,066+33.8% | Added |
| Legal & General Group Plc | 389,527 | $22.3M | 0.01% | −8,165−2.1% | Reduced |
| Nuveen Asset Management, LLC | 387,819 | $22.2M | 0.01% | −112,221−22.4% | Reduced |
| Thrivent Financial for Lutherans | 350,429 | $20.1M | 0.04% | +68,176+24.2% | Added |
| Goldman Sachs Group Inc | 314,149 | $18.0M | 0.00% | −122,365−28.0% | Reduced |
| First Manhattan Co | 302,923 | $17.4M | 0.06% | −753−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 284,350 | $16.3M | 0.14% | −500.0% | Reduced |
| Wedge Capital Management L L P | 244,437 | $14.0M | 0.18% | −14,614−5.6% | Reduced |
| Chartwell Investment Partners, LLC | 237,001 | $13.6M | 0.42% | −25,358−9.7% | Reduced |
| SEI Investments Co | 227,915 | $13.1M | 0.03% | +4,718+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 227,094 | $13.0M | 0.08% | −5,036−2.2% | Reduced |
| Peregrine Capital Management LLC | 219,475 | $12.6M | 0.26% | −45,342−17.1% | Reduced |
| Morgan Stanley | 217,425 | $12.5M | 0.00% | +2,014+0.9% | Added |
| Liberty One Investment Management, LLC | 181,211 | $10.4M | 1.77% | +1,558+0.9% | Added |
| Principal Financial Group Inc | 178,587 | $10.2M | 0.01% | +551+0.3% | Added |
| Personal Capital Advisors Corp | 177,130 | $10.2M | 0.05% | +9,605+5.7% | Added |
| Crawford Investment Counsel Inc | 162,655 | $9.32M | 0.19% | +94,235+137.7% | Added |
| Loomis Sayles & Co L P | 161,347 | $9.24M | 0.01% | −670−0.4% | Reduced |
| Rhumbline Advisers | 159,816 | $9.16M | 0.01% | +2,704+1.7% | Added |
| State of Wisconsin Investment Board | 158,500 | $9.08M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 156,618 | $8.97M | 0.00% | +127,168+431.8% | Added |
| Heartland Advisors Inc | 148,671 | $8.51M | 0.51% | +37,402+33.6% | Added |
| Aristotle Capital Boston, LLC | 148,556 | $8.51M | 0.20% | +1,827+1.2% | Added |
| Alliancebernstein L.P. | 144,231 | $8.26M | 0.00% | −1,268−0.9% | Reduced |
| Parametric Portfolio Associates LLC | 141,631 | $8.12M | 0.00% | −13,184−8.5% | Reduced |
| Mairs & Power Inc | 141,133 | $8.09M | 0.08% | +512+0.4% | Added |
| Ameriprise Financial Inc | 138,507 | $7.94M | 0.00% | −16,222−10.5% | Reduced |
| Voya Investment Management LLC | 134,978 | $7.74M | 0.02% | −18,136−11.8% | Reduced |
| AQR Capital Management LLC | 132,352 | $7.58M | 0.01% | −877−0.7% | Reduced |
| Deutsche Bank AG | 128,408 | $7.36M | 0.00% | +12,615+10.9% | Added |
| Hillcrest Asset Management LLC | 120,469 | $6.90M | 0.99% | −5,000−4.0% | Reduced |
| Mutual of America Capital Management LLC | 119,473 | $6.85M | 0.07% | +221+0.2% | Added |
| First PREMIER Bank | 118,112 | $6.77M | 1.92% | −1,531−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 117,711 | $6.75M | 0.15% | −4,129−3.4% | Reduced |
| Renaissance Technologies LLC | 117,126 | $6.71M | 0.01% | −59,400−33.6% | Reduced |
| American International Group, Inc. | 116,548 | $6.68M | 0.04% | −1,308−1.1% | Reduced |
| Dean Investment Associates, LLC | 112,869 | $6.47M | 1.22% | +1,418+1.3% | Added |
| Swiss National Bank | 111,983 | $6.42M | 0.00% | +400+0.4% | Added |
| Wells Fargo & Company | 103,148 | $5.91M | 0.00% | −7,269−6.6% | Reduced |
| Prudential Financial Inc | 96,846 | $5.55M | 0.01% | +41,874+76.2% | Added |
| Comerica Bank | 92,061 | $5.25M | 0.03% | −5,990−6.1% | Reduced |
| NFJ Investment Group, LLC | 85,601 | $4.91M | 0.10% | −16,567−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 84,137 | $4.82M | 0.00% | +1,519+1.8% | Added |
| First Washington CORP | 83,960 | $4.81M | 1.75% | +83,960 | New |
| Conning Inc. | 77,076 | $4.42M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 74,678 | $4.28M | 0.04% | −551−0.7% | Reduced |
| South Dakota Investment Council | 73,485 | $4.21M | 0.08% | +7,800+11.9% | Added |
| New York State Teachers Retirement System | 71,277 | $4.08M | 0.01% | +7,306+11.4% | Added |
| Public Employees Retirement System of Ohio | 70,458 | $4.04M | 0.01% | −1,356−1.9% | Reduced |
| California State Teachers Retirement System | 69,481 | $3.98M | 0.01% | −512−0.7% | Reduced |
| Retirement Systems of Alabama | 66,762 | $3.83M | 0.01% | +744+1.1% | Added |
| Assenagon Asset Management S.A. | 65,430 | $3.75M | 0.02% | +54,361+491.1% | Added |
| UBS Asset Management Americas Inc | 64,466 | $3.69M | 0.00% | −1,334−2.0% | Reduced |
| Stockman Wealth Management, Inc. | 60,416 | $3.46M | 0.77% | +4,399+7.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,312 | $3.34M | 0.04% | +13,965+31.5% | Added |
| Nisa Investment Advisors, LLC | 56,496 | $3.24M | 0.02% | +21,000+59.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 53,090 | $3.04M | 0.24% | −715−1.3% | Reduced |
| Great West Life Assurance Co | 52,735 | $3.04M | 0.01% | +2,383+4.7% | Added |
| SG Americas Securities, LLC | 49,889 | $2.86M | 0.02% | +36,506+272.8% | Added |
| Susquehanna Fundamental Investments, LLC | 49,590 | $2.84M | 0.05% | +49,590 | New |
| Tudor Investment Corp Et Al | 45,770 | $2.62M | 0.05% | −7,985−14.9% | Reduced |
| Credit Suisse AG | 44,830 | $2.57M | 0.00% | +6,861+18.1% | Added |
| Ensign Peak Advisors, Inc | 44,633 | $2.56M | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 44,326 | $2.54M | 0.01% | +4,084+10.1% | Added |
| HITE Hedge Asset Management LLC | 44,229 | $2.53M | 0.32% | −57,218−56.4% | Reduced |
| Panagora Asset Management Inc | 43,878 | $2.51M | 0.01% | −16,948−27.9% | Reduced |
| Walthausen & Co., LLC | 43,029 | $2.47M | 0.62% | −1,760−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 42,890 | $2.46M | 0.05% | +24,063+127.8% | Added |
| North Star Investment Management Corp. | 42,418 | $2.43M | 0.20% | +1,041+2.5% | Added |
| Russell Investments Group, Ltd. | 42,287 | $2.42M | 0.00% | −3,743−8.1% | Reduced |
| State of New Jersey Common Pension Fund D | 41,267 | $2.37M | 0.01% | +2,143+5.5% | Added |
| BNP Paribas Arbitrage, SA | 41,027 | $2.35M | 0.01% | −21,751−34.6% | Reduced |
| Gsa Capital Partners LLP | 40,735 | $2.33M | 0.24% | +36,668+901.6% | Added |
| Royal Bank of Canada | 38,171 | $2.19M | 0.00% | −43,008−53.0% | Reduced |
| Texas Permanent School Fund | 38,141 | $2.19M | 0.03% | +377+1.0% | Added |
| New York State Common Retirement Fund | 36,744 | $2.10M | 0.00% | −7,084−16.2% | Reduced |
| State of Tennessee, Treasury Department | 36,377 | $2.08M | 0.01% | −23,623−39.4% | Reduced |