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 |
|---|---|---|---|---|---|
| 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 |
| Loveless Wealth Management LLC | 3,750 | $215.0K | 0.13% | 00.0% | Unchanged |
| Vestcor Inc | 3,637 | $208.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,550 | $203.0K | 0.01% | −15,723−81.6% | Reduced |
| Mackenzie Financial Corp | 3,523 | $202.0K | 0.00% | +3,523 | New |
| 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 |
| Dividend Assets Capital, LLC | 2,750 | $158.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 2,068 | $118.0K | 0.01% | −140−6.3% | Reduced |
| Advisors Asset Management, Inc. | 1,789 | $103.0K | 0.00% | +1,789 | New |
| 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 |
| State of Wyoming | 1,472 | $84.0K | 0.05% | +578+64.7% | Added |
| Captrust Financial Advisors | 1,439 | $82.0K | 0.00% | +823+133.6% | 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 |
| Assetmark, Inc | 887 | $51.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 900 | $51.0K | 0.00% | +200+28.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 723 | $41.0K | 0.00% | −1−0.1% | Reduced |
| Cohen & Steers, Inc. | 564 | $32.0K | 0.00% | −213−27.4% | Reduced |
| Ellis Investment Partners, LLC | 525 | $30.0K | 0.01% | +6+1.2% | 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 |
| Parallel Advisors, LLC | 464 | $27.0K | 0.00% | +132+39.8% | Added |
| Eagle Bay Advisors LLC | 464 | $26.0K | 0.02% | +79+20.5% | Added |
| Thompson Siegel & Walmsley LLC | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 306 | $18.0K | 0.00% | +306 | New |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | +275 | New |
| 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 |
| First Horizon Advisors, Inc. | 231 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 200 | $12.0K | 0.00% | +2+1.0% | Added |
| FMR LLC | 200 | $11.0K | 0.00% | −24−10.7% | Reduced |
| Fifth Third Bancorp | 191 | $11.0K | 0.00% | +64+50.4% | Added |
| Proequities, Inc. | 154 | $9.00K | 0.00% | +125+431.0% | Added |
| Sageworth Trust Co | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 102 | $5.84K | 0.00% | +102 | New |
| 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 |
| 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 |
| JJJ Advisors Inc. | 53 | $3.00K | 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 |
| 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 |
| Caldwell Trust Co | 13 | $745 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |