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 |
|---|---|---|---|---|---|
| Symons Capital Management Inc | 7,249 | $416.0K | 0.27% | −305−4.0% | Reduced |
| Twinbeech Capital LP | 7,495 | $429.0K | 0.03% | +7,495 | New |
| Teachers Retirement System of the State of Kentucky | 7,522 | $431.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,606 | $436.0K | 0.00% | −1,076−12.4% | Reduced |
| Shell Asset Management Co | 7,607 | $436.0K | 0.01% | −350−4.4% | Reduced |
| Xponance, Inc. | 7,714 | $442.0K | 0.01% | −292−3.6% | Reduced |
| State of Alaska, Department of Revenue | 8,127 | $465.0K | 0.00% | +258+3.3% | Added |
| Teacher Retirement System of Texas | 8,158 | $467.0K | 0.00% | +1,503+22.6% | Added |
| Van Eck Associates Corp | 8,160 | $468.0K | 0.00% | +813+11.1% | Added |
| Versor Investments LP | 8,300 | $476.0K | 0.01% | +8,300 | New |
| State Board of Administration of Florida Retirement System | 8,499 | $487.0K | 0.00% | +460+5.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,518 | $488.0K | 0.01% | +78+0.9% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $492.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8,700 | $499.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 8,772 | $503.0K | 0.00% | +3,033+52.8% | Added |
| Commerce Bank | 8,820 | $505.0K | 0.00% | −570−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 9,256 | $530.0K | 0.01% | +9,256 | New |
| Keybank National Association | 9,765 | $560.0K | 0.00% | −275−2.7% | Reduced |
| Truist Financial Corp | 9,906 | $568.0K | 0.00% | +9,906 | New |
| Diversified Trust Co | 10,223 | $586.0K | 0.02% | −21−0.2% | Reduced |
| New Mexico Educational Retirement Board | 10,500 | $602.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,626 | $609.0K | 0.00% | +10,626 | New |
| Susquehanna International Group, LLP | 10,841 | $621.0K | 0.00% | −6,407−37.1% | Reduced |
| Federated Hermes, Inc. | 11,123 | $637.0K | 0.00% | −373−3.2% | Reduced |
| US Bancorp | 12,774 | $732.0K | 0.00% | −20−0.2% | Reduced |
| Qube Research & Technologies Ltd | 12,847 | $736.0K | 0.01% | −4,449−25.7% | Reduced |
| State of Michigan Retirement System | 12,961 | $743.0K | 0.00% | +200+1.6% | Added |
| Louisiana State Employees Retirement System | 13,200 | $756.0K | 0.02% | +100+0.8% | Added |
| NN Investment Partners Holdings N.V. | 13,354 | $765.0K | 0.00% | −382−2.8% | Reduced |
| Arizona State Retirement System | 13,804 | $791.0K | 0.01% | +45+0.3% | Added |
| The PNC Financial Services Group, Inc. | 14,633 | $838.0K | 0.00% | +112+0.8% | Added |
| DC Investments Management, LLC | 15,536 | $890.0K | 1.66% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,698 | $957.0K | 0.08% | −3,326−16.6% | Reduced |
| Citadel Advisors LLC | 16,890 | $968.0K | 0.00% | −84,492−83.3% | Reduced |
| Oregon Public Employees Retirement Fund | 16,917 | $969.0K | 0.01% | −223−1.3% | Reduced |
| John G Ullman & Associates Inc | 17,200 | $986.0K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,680 | $1.01M | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 17,916 | $1.03M | 0.01% | −474−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 18,221 | $1.04M | 0.01% | −13,259−42.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,310 | $1.05M | 0.13% | +5,060+38.2% | Added |
| Krane Funds Advisors LLC | 18,539 | $1.06M | 0.02% | +10,771+138.7% | Added |
| Cornercap Investment Counsel Inc | 20,442 | $1.17M | 0.13% | +2,414+13.4% | Added |
| Bank of Montreal | 20,224 | $1.21M | 0.00% | +973+5.1% | Added |
| TD Asset Management Inc | 21,072 | $1.21M | 0.00% | +1,904+9.9% | Added |
| Commonwealth Equity Services, LLC | 21,190 | $1.21M | 0.00% | +386+1.9% | Added |
| Advisor Group Holdings, Inc. | 21,442 | $1.23M | 0.00% | +12,182+131.6% | Added |
| Redpoint Investment Management Pty Ltd | 21,461 | $1.23M | 0.10% | +45+0.2% | Added |
| Holocene Advisors, LP | 21,637 | $1.24M | 0.01% | +21,637 | New |
| Allstate Corp | 21,709 | $1.24M | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 21,997 | $1.26M | 0.02% | −1,124−4.9% | Reduced |
| First Republic Investment Management, Inc. | 22,421 | $1.28M | 0.00% | +737+3.4% | Added |
| Cox Capital Mgt LLC | 23,000 | $1.32M | 0.89% | +80+0.3% | Added |
| Burney Co | 23,949 | $1.37M | 0.06% | −217−0.9% | Reduced |
| Canada Pension Plan Investment Board | 26,000 | $1.49M | 0.00% | +26,000 | New |
| Brinker Capital Investments, LLC | 28,873 | $1.74M | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 30,516 | $1.75M | 0.02% | +17,600+136.3% | Added |
| Ziegler Capital Management, LLC | 31,531 | $1.81M | 0.07% | +11,993+61.4% | Added |
| Wolf Group Capital Advisors | 32,196 | $1.84M | 1.01% | −127−0.4% | Reduced |
| HSBC Holdings PLC | 32,040 | $1.85M | 0.00% | −3,536−9.9% | Reduced |
| AMP Capital Investors Ltd | 32,489 | $1.86M | 0.01% | +5,536+20.5% | Added |
| Amalgamated Bank | 34,183 | $1.96M | 0.02% | −3,156−8.5% | Reduced |
| Sound Income Strategies, LLC | 34,182 | $1.96M | 0.25% | +9,033+35.9% | Added |
| Envestnet Asset Management Inc | 34,600 | $1.98M | 0.00% | +12,545+56.9% | Added |
| Hennessy Advisors Inc | 34,698 | $1.99M | 0.12% | 00.0% | Unchanged |
| Dean Capital Management | 35,293 | $2.02M | 1.87% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 36,377 | $2.08M | 0.01% | −23,623−39.4% | Reduced |
| New York State Common Retirement Fund | 36,744 | $2.10M | 0.00% | −7,084−16.2% | Reduced |
| Texas Permanent School Fund | 38,141 | $2.19M | 0.03% | +377+1.0% | Added |
| Royal Bank of Canada | 38,171 | $2.19M | 0.00% | −43,008−53.0% | Reduced |
| Gsa Capital Partners LLP | 40,735 | $2.33M | 0.24% | +36,668+901.6% | Added |
| BNP Paribas Arbitrage, SA | 41,027 | $2.35M | 0.01% | −21,751−34.6% | Reduced |
| State of New Jersey Common Pension Fund D | 41,267 | $2.37M | 0.01% | +2,143+5.5% | Added |
| Russell Investments Group, Ltd. | 42,287 | $2.42M | 0.00% | −3,743−8.1% | Reduced |
| North Star Investment Management Corp. | 42,418 | $2.43M | 0.20% | +1,041+2.5% | Added |
| Richard Bernstein Advisors LLC | 42,890 | $2.46M | 0.05% | +24,063+127.8% | Added |
| Walthausen & Co., LLC | 43,029 | $2.47M | 0.62% | −1,760−3.9% | Reduced |
| Panagora Asset Management Inc | 43,878 | $2.51M | 0.01% | −16,948−27.9% | Reduced |
| HITE Hedge Asset Management LLC | 44,229 | $2.53M | 0.32% | −57,218−56.4% | Reduced |
| Magellan Asset Management Ltd | 44,326 | $2.54M | 0.01% | +4,084+10.1% | Added |
| Ensign Peak Advisors, Inc | 44,633 | $2.56M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 44,830 | $2.57M | 0.00% | +6,861+18.1% | Added |
| Tudor Investment Corp Et Al | 45,770 | $2.62M | 0.05% | −7,985−14.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 49,590 | $2.84M | 0.05% | +49,590 | New |
| SG Americas Securities, LLC | 49,889 | $2.86M | 0.02% | +36,506+272.8% | Added |
| Great West Life Assurance Co | 52,735 | $3.04M | 0.01% | +2,383+4.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 53,090 | $3.04M | 0.24% | −715−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 56,496 | $3.24M | 0.02% | +21,000+59.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,312 | $3.34M | 0.04% | +13,965+31.5% | Added |
| Stockman Wealth Management, Inc. | 60,416 | $3.46M | 0.77% | +4,399+7.9% | Added |
| UBS Asset Management Americas Inc | 64,466 | $3.69M | 0.00% | −1,334−2.0% | Reduced |
| Assenagon Asset Management S.A. | 65,430 | $3.75M | 0.02% | +54,361+491.1% | Added |
| Retirement Systems of Alabama | 66,762 | $3.83M | 0.01% | +744+1.1% | Added |
| California State Teachers Retirement System | 69,481 | $3.98M | 0.01% | −512−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 70,458 | $4.04M | 0.01% | −1,356−1.9% | Reduced |
| New York State Teachers Retirement System | 71,277 | $4.08M | 0.01% | +7,306+11.4% | Added |
| South Dakota Investment Council | 73,485 | $4.21M | 0.08% | +7,800+11.9% | Added |
| MetLife Investment Management | 74,678 | $4.28M | 0.04% | −551−0.7% | Reduced |
| Conning Inc. | 77,076 | $4.42M | 0.13% | 00.0% | Unchanged |
| First Washington CORP | 83,960 | $4.81M | 1.75% | +83,960 | New |
| Manufacturers Life Insurance Company, The | 84,137 | $4.82M | 0.00% | +1,519+1.8% | Added |