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 |
|---|---|---|---|---|---|
| Dean Capital Management | 35,293 | $2.02M | 1.87% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 34,698 | $1.99M | 0.12% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,600 | $1.98M | 0.00% | +12,545+56.9% | 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 |
| AMP Capital Investors Ltd | 32,489 | $1.86M | 0.01% | +5,536+20.5% | Added |
| HSBC Holdings PLC | 32,040 | $1.85M | 0.00% | −3,536−9.9% | Reduced |
| Wolf Group Capital Advisors | 32,196 | $1.84M | 1.01% | −127−0.4% | Reduced |
| Ziegler Capital Management, LLC | 31,531 | $1.81M | 0.07% | +11,993+61.4% | Added |
| Martingale Asset Management L P | 30,516 | $1.75M | 0.02% | +17,600+136.3% | Added |
| Brinker Capital Investments, LLC | 28,873 | $1.74M | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 26,000 | $1.49M | 0.00% | +26,000 | New |
| Burney Co | 23,949 | $1.37M | 0.06% | −217−0.9% | Reduced |
| Cox Capital Mgt LLC | 23,000 | $1.32M | 0.89% | +80+0.3% | Added |
| First Republic Investment Management, Inc. | 22,421 | $1.28M | 0.00% | +737+3.4% | Added |
| Metropolitan Life Insurance Co | 21,997 | $1.26M | 0.02% | −1,124−4.9% | Reduced |
| Allstate Corp | 21,709 | $1.24M | 0.05% | 00.0% | Unchanged |
| Holocene Advisors, LP | 21,637 | $1.24M | 0.01% | +21,637 | New |
| Redpoint Investment Management Pty Ltd | 21,461 | $1.23M | 0.10% | +45+0.2% | Added |
| Advisor Group Holdings, Inc. | 21,442 | $1.23M | 0.00% | +12,182+131.6% | Added |
| Commonwealth Equity Services, LLC | 21,190 | $1.21M | 0.00% | +386+1.9% | 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 |
| Cornercap Investment Counsel Inc | 20,442 | $1.17M | 0.13% | +2,414+13.4% | Added |
| Krane Funds Advisors LLC | 18,539 | $1.06M | 0.02% | +10,771+138.7% | Added |
| Dynamic Technology Lab Private Ltd | 18,310 | $1.05M | 0.13% | +5,060+38.2% | Added |
| Cubist Systematic Strategies, LLC | 18,221 | $1.04M | 0.01% | −13,259−42.1% | Reduced |
| Gateway Investment Advisers LLC | 17,916 | $1.03M | 0.01% | −474−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,680 | $1.01M | 0.04% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 17,200 | $986.0K | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,917 | $969.0K | 0.01% | −223−1.3% | Reduced |
| Citadel Advisors LLC | 16,890 | $968.0K | 0.00% | −84,492−83.3% | Reduced |
| Trexquant Investment LP | 16,698 | $957.0K | 0.08% | −3,326−16.6% | Reduced |
| DC Investments Management, LLC | 15,536 | $890.0K | 1.66% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,633 | $838.0K | 0.00% | +112+0.8% | Added |
| Arizona State Retirement System | 13,804 | $791.0K | 0.01% | +45+0.3% | Added |
| NN Investment Partners Holdings N.V. | 13,354 | $765.0K | 0.00% | −382−2.8% | Reduced |
| Louisiana State Employees Retirement System | 13,200 | $756.0K | 0.02% | +100+0.8% | Added |
| State of Michigan Retirement System | 12,961 | $743.0K | 0.00% | +200+1.6% | Added |
| Qube Research & Technologies Ltd | 12,847 | $736.0K | 0.01% | −4,449−25.7% | Reduced |
| US Bancorp | 12,774 | $732.0K | 0.00% | −20−0.2% | Reduced |
| Federated Hermes, Inc. | 11,123 | $637.0K | 0.00% | −373−3.2% | Reduced |
| Susquehanna International Group, LLP | 10,841 | $621.0K | 0.00% | −6,407−37.1% | Reduced |
| Allianz Asset Management GmbH | 10,626 | $609.0K | 0.00% | +10,626 | New |
| New Mexico Educational Retirement Board | 10,500 | $602.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 10,223 | $586.0K | 0.02% | −21−0.2% | Reduced |
| Truist Financial Corp | 9,906 | $568.0K | 0.00% | +9,906 | New |
| Keybank National Association | 9,765 | $560.0K | 0.00% | −275−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 9,256 | $530.0K | 0.01% | +9,256 | New |
| Commerce Bank | 8,820 | $505.0K | 0.00% | −570−6.1% | Reduced |
| Citigroup Inc | 8,772 | $503.0K | 0.00% | +3,033+52.8% | Added |
| Chilton Capital Management LLC | 8,700 | $499.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,595 | $492.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,518 | $488.0K | 0.01% | +78+0.9% | Added |
| State Board of Administration of Florida Retirement System | 8,499 | $487.0K | 0.00% | +460+5.7% | Added |
| Versor Investments LP | 8,300 | $476.0K | 0.01% | +8,300 | New |
| Van Eck Associates Corp | 8,160 | $468.0K | 0.00% | +813+11.1% | Added |
| Teacher Retirement System of Texas | 8,158 | $467.0K | 0.00% | +1,503+22.6% | Added |
| State of Alaska, Department of Revenue | 8,127 | $465.0K | 0.00% | +258+3.3% | Added |
| Xponance, Inc. | 7,714 | $442.0K | 0.01% | −292−3.6% | Reduced |
| 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 |
| Teachers Retirement System of the State of Kentucky | 7,522 | $431.0K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 7,495 | $429.0K | 0.03% | +7,495 | New |
| Symons Capital Management Inc | 7,249 | $416.0K | 0.27% | −305−4.0% | Reduced |
| Naples Global Advisors, LLC | 6,975 | $400.0K | 0.05% | +275+4.1% | Added |
| Engineers Gate Manager LP | 6,232 | $357.0K | 0.02% | −5,956−48.9% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $355.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,679 | $325.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Dorsey & Whitney Trust CO LLC | 5,610 | $322.0K | 0.03% | +5,610 | New |
| Walleye Trading LLC | 5,597 | $321.0K | 0.01% | +1,469+35.6% | Added |
| Verition Fund Management LLC | 5,575 | $320.0K | 0.00% | +5,575 | New |
| Quadrature Capital Ltd | 5,539 | $317.0K | 0.01% | +5,539 | New |
| UMA Financial Services, Inc. | 5,500 | $314.0K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,417 | $311.0K | 0.03% | +5,417 | New |
| HRT Financial LP | 5,389 | $308.0K | 0.00% | −19,161−78.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,279 | $302.0K | 0.00% | +5,279 | New |
| Pacer Advisors, Inc. | 5,206 | $298.0K | 0.00% | −126−2.4% | Reduced |
| Janus Henderson Group PLC | 5,108 | $293.0K | 0.00% | −295,838−98.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,000 | $287.0K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 4,976 | $285.0K | 0.04% | +4,976 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,920 | $282.0K | 0.00% | −2,162−30.5% | Reduced |
| LPL Financial LLC | 4,834 | $277.0K | 0.00% | +317+7.0% | Added |
| Tower Research Capital LLC (TRC) | 4,739 | $272.0K | 0.01% | −315−6.2% | Reduced |
| Jane Street Group, LLC | 4,656 | $267.0K | 0.00% | −6,821−59.4% | Reduced |
| Securian Asset Management, Inc | 4,594 | $263.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 4,500 | $258.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,377 | $251.0K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Corp | 4,304 | $247.0K | 0.04% | −47−1.1% | Reduced |
| Jefferies Group LLC | 4,300 | $246.4K | 0.01% | +4,300 | New |
| XTX Topco Ltd | 4,161 | $238.0K | 0.08% | +4,161 | New |
| Stifel Financial Corp | 4,129 | $237.0K | 0.00% | +562+15.8% | Added |
| CWM Advisors, LLC | 3,960 | $227.0K | 0.03% | −3,300−45.5% | Reduced |
| O'Shares Investment Advisers, LLC | 3,943 | $226.0K | 0.02% | −4,383−52.6% | Reduced |
| 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 |
| 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 |