NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q3 2021 vs. Q2 2021

How the institutions holding NorthWestern Energy Group, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of NWE: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	262	4	265	+7
Shares	48.1M	720.7K	49.2M	+1.83M (+3.9%)
Value	$2.90B	$43.4M	$2.82B	−$33.9M (−1.2%)

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to NWE in Q3 2021
Institution	Shares	Value	% of portfolio
First Washington CORP	83,960	$4.81M	1.75%
Susquehanna Fundamental Investments, LLC	49,590	$2.84M	0.05%
Canada Pension Plan Investment Board	26,000	$1.49M	0.00%
Holocene Advisors, LP	21,637	$1.24M	0.01%
Allianz Asset Management GmbH	10,626	$609.0K	0.00%
Truist Financial Corp	9,906	$568.0K	0.00%
Exchange Traded Concepts, LLC	9,256	$530.0K	0.01%
Versor Investments LP	8,300	$476.0K	0.01%
Twinbeech Capital LP	7,495	$429.0K	0.03%
Dorsey & Whitney Trust CO LLC	5,610	$322.0K	0.03%
Verition Fund Management LLC	5,575	$320.0K	0.00%
Quadrature Capital Ltd	5,539	$317.0K	0.01%
Centiva Capital, LP	5,417	$311.0K	0.03%
Healthcare of Ontario Pension Plan Trust Fund	5,279	$302.0K	0.00%
Algert Global LLC	4,976	$285.0K	0.04%
Jefferies Group LLC	4,300	$246.4K	0.01%
XTX Topco Ltd	4,161	$238.0K	0.08%
Mackenzie Financial Corp	3,523	$202.0K	0.00%
Meritage Portfolio Management	3,509	$201.0K	0.01%
Pictet Asset Management SA	3,500	$201.0K	0.00%
Advisors Asset Management, Inc.	1,789	$103.0K	0.00%
Clearstead Advisors, LLC	306	$18.0K	0.00%
Salem Investment Counselors Inc	275	$16.0K	0.00%
Bartlett & Co. LLC	102	$6.00K	0.00%
Vectors Research Management, LLC	100	$6.00K	0.00%
Bartlett & Co. Wealth Management LLC	102	$5.84K	0.00%
Meridian Wealth Partners, LLC	98	$5.00K	0.00%
Gradient Investments LLC	31	$2.00K	0.00%
Red Tortoise LLC	47	$2.00K	0.00%

Sold out (22)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of NWE in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Hotchkis & Wiley Capital Management LLC	154,051	$9.28M
Two Sigma Investments, LP	60,517	$3.64M
Amundi	35,268	$2.12M
Squarepoint Ops LLC	31,824	$1.92M
ExodusPoint Capital Management, LP	19,984	$1.20M
Polar Asset Management Partners Inc.	14,223	$857.0K
Sowell Financial Services LLC	11,159	$672.0K
Quantbot Technologies LP	11,118	$669.0K
Blueshift Asset Management, LLC	7,131	$429.0K
Bridgefront Capital, LLC	6,599	$397.0K
Ergoteles LLC	5,800	$349.0K
Schonfeld Strategic Advisors LLC	4,900	$295.0K
Two Sigma Advisers, LP	4,600	$277.0K
Quantitative Systematic Strategies LLC	4,583	$276.0K
Balyasny Asset Management LLC	4,494	$271.0K
Sciencast Management LP	4,051	$244.0K
Y-Intercept (Hong Kong) Ltd	3,604	$217.0K
Crossmark Global Holdings, Inc.	3,371	$203.0K
Dark Forest Capital Management LP	1,607	$97.0K
Exos Asset Management LLC	1,299	$78.0K
AdvisorNet Financial, Inc	665	$40.0K
Advisory Services Network, LLC	214	$13.0K

Not filed for Q3 2021 yet (4)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Investment Counselors of Maryland LLC	659,542	$39.7M
CWM, LLC	29,341	$1.77M
QS Investors, LLC	28,337	$1.71M
Pictet Asset Management Ltd	3,500	$211.0K