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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 2,845 | $0 | 0.00% | −30−1.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 13 | $745 | 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 |
| Barclays PLC | 40 | $2.00K | 0.00% | −152−79.2% | Reduced |
| IFP Advisors, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | +31 | New |
| Red Tortoise LLC | 47 | $2.00K | 0.00% | +47 | New |
| JJJ Advisors Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 75 | $4.00K | 0.00% | −33−30.6% | Reduced |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 87 | $5.00K | 0.00% | +12+16.0% | Added |
| Meridian Wealth Partners, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.84K | 0.00% | +102 | New |
| Manchester Capital Management LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | +102 | New |
| Vectors Research Management, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Sageworth Trust Co | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 154 | $9.00K | 0.00% | +125+431.0% | Added |
| FMR LLC | 200 | $11.0K | 0.00% | −24−10.7% | Reduced |
| Fifth Third Bancorp | 191 | $11.0K | 0.00% | +64+50.4% | Added |
| Private Capital Group, LLC | 200 | $12.0K | 0.00% | +2+1.0% | Added |
| First Horizon Advisors, Inc. | 231 | $13.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 247 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | +275 | New |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 306 | $18.0K | 0.00% | +306 | New |
| Thompson Siegel & Walmsley LLC | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 464 | $26.0K | 0.02% | +79+20.5% | Added |
| Parallel Advisors, LLC | 464 | $27.0K | 0.00% | +132+39.8% | Added |
| Central Trust Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 525 | $30.0K | 0.01% | +6+1.2% | Added |
| Cohen & Steers, Inc. | 564 | $32.0K | 0.00% | −213−27.4% | Reduced |
| Signaturefd, LLC | 723 | $41.0K | 0.00% | −1−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $46.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 887 | $51.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 900 | $51.0K | 0.00% | +200+28.6% | Added |
| Harbor Investment Advisory, LLC | 1,104 | $63.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,107 | $63.0K | 0.01% | +236+27.1% | Added |
| Captrust Financial Advisors | 1,439 | $82.0K | 0.00% | +823+133.6% | Added |
| State of Wyoming | 1,472 | $84.0K | 0.05% | +578+64.7% | Added |
| Meeder Asset Management Inc | 1,631 | $93.0K | 0.00% | +28+1.7% | Added |
| Ci Investments Inc. | 1,628 | $93.0K | 0.00% | +95+6.2% | Added |
| Advisors Asset Management, Inc. | 1,789 | $103.0K | 0.00% | +1,789 | New |
| BBVA USA | 2,068 | $118.0K | 0.01% | −140−6.3% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $158.0K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 3,509 | $201.0K | 0.01% | +3,509 | New |
| Pictet Asset Management SA | 3,500 | $201.0K | 0.00% | +3,500 | New |
| Mackenzie Financial Corp | 3,523 | $202.0K | 0.00% | +3,523 | New |
| AlphaCrest Capital Management LLC | 3,550 | $203.0K | 0.01% | −15,723−81.6% | Reduced |
| Vestcor Inc | 3,637 | $208.0K | 0.01% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,750 | $215.0K | 0.13% | 00.0% | Unchanged |
| Man Group plc | 3,764 | $216.0K | 0.00% | −17,480−82.3% | Reduced |
| Cetera Investment Advisers | 3,772 | $216.0K | 0.00% | +280+8.0% | Added |
| Crewe Advisors LLC | 3,794 | $217.0K | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 3,794 | $217.0K | 0.00% | +103+2.8% | Added |
| Triumph Capital Management | 3,932 | $225.0K | 0.11% | +40+1.0% | Added |
| Ifrah Financial Services, Inc. | 3,929 | $225.0K | 0.06% | +120+3.2% | Added |
| O'Shares Investment Advisers, LLC | 3,943 | $226.0K | 0.02% | −4,383−52.6% | Reduced |
| CWM Advisors, LLC | 3,960 | $227.0K | 0.03% | −3,300−45.5% | Reduced |
| Stifel Financial Corp | 4,129 | $237.0K | 0.00% | +562+15.8% | Added |
| XTX Topco Ltd | 4,161 | $238.0K | 0.08% | +4,161 | New |
| Jefferies Group LLC | 4,300 | $246.4K | 0.01% | +4,300 | New |
| Canandaigua National Corp | 4,304 | $247.0K | 0.04% | −47−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,377 | $251.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 4,500 | $258.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,594 | $263.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,656 | $267.0K | 0.00% | −6,821−59.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,739 | $272.0K | 0.01% | −315−6.2% | Reduced |
| LPL Financial LLC | 4,834 | $277.0K | 0.00% | +317+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,920 | $282.0K | 0.00% | −2,162−30.5% | Reduced |
| Algert Global LLC | 4,976 | $285.0K | 0.04% | +4,976 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $287.0K | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,108 | $293.0K | 0.00% | −295,838−98.3% | Reduced |
| Pacer Advisors, Inc. | 5,206 | $298.0K | 0.00% | −126−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,279 | $302.0K | 0.00% | +5,279 | New |
| HRT Financial LP | 5,389 | $308.0K | 0.00% | −19,161−78.0% | Reduced |
| Centiva Capital, LP | 5,417 | $311.0K | 0.03% | +5,417 | New |
| UMA Financial Services, Inc. | 5,500 | $314.0K | 0.09% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,539 | $317.0K | 0.01% | +5,539 | New |
| Verition Fund Management LLC | 5,575 | $320.0K | 0.00% | +5,575 | New |
| Walleye Trading LLC | 5,597 | $321.0K | 0.01% | +1,469+35.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,610 | $322.0K | 0.03% | +5,610 | New |
| Millennium Management LLC | 5,631 | $323.0K | 0.00% | −84,832−93.8% | Reduced |
| Profund Advisors LLC | 5,644 | $323.0K | 0.01% | −517−8.4% | Reduced |
| Henshaw Capital LLC | 5,679 | $325.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,200 | $355.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,232 | $357.0K | 0.02% | −5,956−48.9% | Reduced |
| Naples Global Advisors, LLC | 6,975 | $400.0K | 0.05% | +275+4.1% | Added |