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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 85,601 | $4.91M | 0.10% | −16,567−16.2% | Reduced |
| Comerica Bank | 92,061 | $5.25M | 0.03% | −5,990−6.1% | Reduced |
| Prudential Financial Inc | 96,846 | $5.55M | 0.01% | +41,874+76.2% | Added |
| Wells Fargo & Company | 103,148 | $5.91M | 0.00% | −7,269−6.6% | Reduced |
| Swiss National Bank | 111,983 | $6.42M | 0.00% | +400+0.4% | Added |
| Dean Investment Associates, LLC | 112,869 | $6.47M | 1.22% | +1,418+1.3% | Added |
| American International Group, Inc. | 116,548 | $6.68M | 0.04% | −1,308−1.1% | Reduced |
| Renaissance Technologies LLC | 117,126 | $6.71M | 0.01% | −59,400−33.6% | Reduced |
| Kennedy Capital Management, Inc. | 117,711 | $6.75M | 0.15% | −4,129−3.4% | Reduced |
| First PREMIER Bank | 118,112 | $6.77M | 1.92% | −1,531−1.3% | Reduced |
| Mutual of America Capital Management LLC | 119,473 | $6.85M | 0.07% | +221+0.2% | Added |
| Hillcrest Asset Management LLC | 120,469 | $6.90M | 0.99% | −5,000−4.0% | Reduced |
| Deutsche Bank AG | 128,408 | $7.36M | 0.00% | +12,615+10.9% | Added |
| AQR Capital Management LLC | 132,352 | $7.58M | 0.01% | −877−0.7% | Reduced |
| Voya Investment Management LLC | 134,978 | $7.74M | 0.02% | −18,136−11.8% | Reduced |
| Ameriprise Financial Inc | 138,507 | $7.94M | 0.00% | −16,222−10.5% | Reduced |
| Mairs & Power Inc | 141,133 | $8.09M | 0.08% | +512+0.4% | Added |
| Parametric Portfolio Associates LLC | 141,631 | $8.12M | 0.00% | −13,184−8.5% | Reduced |
| Alliancebernstein L.P. | 144,231 | $8.26M | 0.00% | −1,268−0.9% | Reduced |
| Aristotle Capital Boston, LLC | 148,556 | $8.51M | 0.20% | +1,827+1.2% | Added |
| Heartland Advisors Inc | 148,671 | $8.51M | 0.51% | +37,402+33.6% | Added |
| UBS Group AG | 156,618 | $8.97M | 0.00% | +127,168+431.8% | Added |
| State of Wisconsin Investment Board | 158,500 | $9.08M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 159,816 | $9.16M | 0.01% | +2,704+1.7% | Added |
| Loomis Sayles & Co L P | 161,347 | $9.24M | 0.01% | −670−0.4% | Reduced |
| Crawford Investment Counsel Inc | 162,655 | $9.32M | 0.19% | +94,235+137.7% | Added |
| Personal Capital Advisors Corp | 177,130 | $10.2M | 0.05% | +9,605+5.7% | Added |
| Principal Financial Group Inc | 178,587 | $10.2M | 0.01% | +551+0.3% | Added |
| Liberty One Investment Management, LLC | 181,211 | $10.4M | 1.77% | +1,558+0.9% | Added |
| Morgan Stanley | 217,425 | $12.5M | 0.00% | +2,014+0.9% | Added |
| Peregrine Capital Management LLC | 219,475 | $12.6M | 0.26% | −45,342−17.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 227,094 | $13.0M | 0.08% | −5,036−2.2% | Reduced |
| SEI Investments Co | 227,915 | $13.1M | 0.03% | +4,718+2.1% | Added |
| Chartwell Investment Partners, LLC | 237,001 | $13.6M | 0.42% | −25,358−9.7% | Reduced |
| Wedge Capital Management L L P | 244,437 | $14.0M | 0.18% | −14,614−5.6% | Reduced |
| Gamco Investors, Inc. Et Al | 284,350 | $16.3M | 0.14% | −500.0% | Reduced |
| First Manhattan Co | 302,923 | $17.4M | 0.06% | −753−0.2% | Reduced |
| Goldman Sachs Group Inc | 314,149 | $18.0M | 0.00% | −122,365−28.0% | Reduced |
| Thrivent Financial for Lutherans | 350,429 | $20.1M | 0.04% | +68,176+24.2% | Added |
| Nuveen Asset Management, LLC | 387,819 | $22.2M | 0.01% | −112,221−22.4% | Reduced |
| Legal & General Group Plc | 389,527 | $22.3M | 0.01% | −8,165−2.1% | Reduced |
| Bank of America Corp | 403,652 | $23.1M | 0.00% | +102,066+33.8% | Added |
| ProShare Advisors LLC | 465,422 | $26.7M | 0.07% | +12,475+2.8% | Added |
| Charles Schwab Investment Management Inc | 538,102 | $30.8M | 0.01% | +25,321+4.9% | Added |
| Gabelli Funds LLC | 542,000 | $31.1M | 0.21% | 00.0% | Unchanged |
| Norges Bank | 622,248 | $35.7M | 0.01% | +256,603+70.2% | Added |
| William Blair Investment Management, LLC | 641,443 | $36.8M | 0.10% | +640,128+48,678.9% | Added |
| GW&K Investment Management, LLC | 665,271 | $38.1M | 0.34% | −15,100−2.2% | Reduced |
| Invesco Ltd. | 679,718 | $38.9M | 0.01% | −33,047−4.6% | Reduced |
| Systematic Financial Management LP | 746,323 | $42.8M | 1.32% | +13,232+1.8% | Added |
| Northern Trust Corp | 832,366 | $47.7M | 0.01% | +5,252+0.6% | Added |
| Dimensional Fund Advisors LP | 866,698 | $49.7M | 0.02% | +41,972+5.1% | Added |
| Geode Capital Management, LLC | 912,194 | $52.3M | 0.01% | +6,252+0.7% | Added |
| Westwood Holdings Group Inc. | 941,416 | $53.9M | 0.59% | −41,765−4.2% | Reduced |
| Franklin Resources Inc | 1,029,857 | $59.0M | 0.02% | +27,462+2.7% | Added |
| Macquarie Group Ltd | 1,081,584 | $62.0M | 0.05% | −808−0.1% | Reduced |
| First Trust Advisors LP | 1,106,381 | $63.4M | 0.07% | +35,486+3.3% | Added |
| Bank of New York Mellon Corp | 1,140,044 | $65.3M | 0.01% | +1,351+0.1% | Added |
| Victory Capital Management Inc | 1,567,171 | $89.8M | 0.09% | −120,211−7.1% | Reduced |
| State Street Corp | 1,613,911 | $92.5M | 0.00% | +20,756+1.3% | Added |
| JPMorgan Chase & Co | 2,381,302 | $136.4M | 0.02% | −61,514−2.5% | Reduced |
| Price T Rowe Associates Inc | 3,063,807 | $175.6M | 0.02% | +1,139,822+59.2% | Added |
| American Century Companies Inc | 3,399,570 | $194.8M | 0.13% | −73,958−2.1% | Reduced |
| Vanguard Group Inc | 5,240,770 | $300.3M | 0.01% | +27,185+0.5% | Added |
| BlackRock Inc. | 8,155,555 | $467.3M | 0.01% | +449,420+5.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −154,051−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −60,517−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −35,268−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,824−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,984−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,223−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,159−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,131−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Investment Counselors of Maryland LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |