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, Q4 2021
Institutional positions in NorthWestern Energy Group, Inc. as of Dec 31, 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
- 281
- +19 vs. Q3 2021
- Shares held
- 57.2M
- +8.04M (+16.3%) vs. Q3 2021
- Total value
- $3.27B
- +$452.8M (+16.1%) vs. Q3 2021
- New holders
- 52
- 118 more added
- Sold out
- 33
- 75 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,778,356 | $501.8M | 0.01% | +622,801+7.6% | Added |
| Vanguard Group Inc | 5,525,331 | $315.8M | 0.01% | +284,561+5.4% | Added |
| American Century Companies Inc | 3,514,283 | $200.9M | 0.13% | +114,713+3.4% | Added |
| Lazard Asset Management LLC | 3,389,632 | $193.8M | 0.21% | +3,389,600+10,592,500.0% | Added |
| Price T Rowe Associates Inc | 2,833,636 | $162.0M | 0.01% | −230,171−7.5% | Reduced |
| JPMorgan Chase & Co | 2,411,527 | $137.8M | 0.02% | +30,225+1.3% | Added |
| State Street Corp | 1,682,415 | $96.2M | 0.00% | +68,504+4.2% | Added |
| Victory Capital Management Inc | 1,622,389 | $92.7M | 0.09% | +55,218+3.5% | Added |
| Westwood Holdings Group Inc. | 1,303,919 | $74.5M | 0.67% | +362,503+38.5% | Added |
| Franklin Resources Inc | 1,284,553 | $73.4M | 0.03% | +254,696+24.7% | Added |
| First Trust Advisors LP | 1,245,148 | $71.2M | 0.07% | +138,767+12.5% | Added |
| Bank of New York Mellon Corp | 1,220,018 | $69.7M | 0.01% | +79,974+7.0% | Added |
| Macquarie Group Ltd | 1,097,604 | $62.7M | 0.05% | +16,020+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,071,043 | $61.2M | 0.36% | +843,949+371.6% | Added |
| Geode Capital Management, LLC | 936,102 | $53.5M | 0.01% | +23,908+2.6% | Added |
| Dimensional Fund Advisors LP | 877,665 | $50.2M | 0.02% | +10,967+1.3% | Added |
| Northern Trust Corp | 825,814 | $47.2M | 0.01% | −6,552−0.8% | Reduced |
| GW&K Investment Management, LLC | 789,431 | $45.1M | 0.38% | +124,160+18.7% | Added |
| Invesco Ltd. | 784,640 | $44.9M | 0.01% | +104,922+15.4% | Added |
| Systematic Financial Management LP | 720,677 | $41.2M | 1.22% | −25,646−3.4% | Reduced |
| Norges Bank | 619,981 | $35.4M | 0.01% | −2,267−0.4% | Reduced |
| William Blair Investment Management, LLC | 594,100 | $34.0M | 0.09% | −47,343−7.4% | Reduced |
| Charles Schwab Investment Management Inc | 575,490 | $32.9M | 0.01% | +37,388+6.9% | Added |
| ProShare Advisors LLC | 553,037 | $31.6M | 0.06% | +87,615+18.8% | Added |
| Gabelli Funds LLC | 542,000 | $31.0M | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 458,698 | $26.2M | 0.00% | +55,046+13.6% | Added |
| Nuveen Asset Management, LLC | 441,781 | $25.3M | 0.01% | +53,962+13.9% | Added |
| Legal & General Group Plc | 413,358 | $23.6M | 0.01% | +23,831+6.1% | Added |
| Marshall Wace, LLP | 412,441 | $23.6M | 0.05% | +412,441 | New |
| Thrivent Financial for Lutherans | 375,389 | $21.5M | 0.04% | +24,960+7.1% | Added |
| First Manhattan Co | 342,512 | $19.6M | 0.06% | +39,589+13.1% | Added |
| Goldman Sachs Group Inc | 326,983 | $18.7M | 0.00% | +12,834+4.1% | Added |
| Islet Management, LP | 300,000 | $17.1M | 0.95% | +300,000 | New |
| SEI Investments Co | 290,616 | $16.6M | 0.03% | +62,701+27.5% | Added |
| Gamco Investors, Inc. Et Al | 282,350 | $16.1M | 0.14% | −2,000−0.7% | Reduced |
| Morgan Stanley | 276,644 | $15.8M | 0.00% | +59,219+27.2% | Added |
| Renaissance Technologies LLC | 237,726 | $13.6M | 0.02% | +120,600+103.0% | Added |
| Chartwell Investment Partners, LLC | 232,622 | $13.3M | 0.39% | −4,379−1.8% | Reduced |
| Wedge Capital Management L L P | 227,649 | $13.0M | 0.16% | −16,788−6.9% | Reduced |
| Deutsche Bank AG | 195,296 | $11.2M | 0.01% | +66,888+52.1% | Added |
| Liberty One Investment Management, LLC | 188,527 | $10.8M | 1.62% | +7,316+4.0% | Added |
| Peregrine Capital Management LLC | 185,257 | $10.6M | 0.21% | −34,218−15.6% | Reduced |
| AQR Capital Management LLC | 183,420 | $10.5M | 0.02% | +51,068+38.6% | Added |
| Adage Capital Partners GP, L.L.C. | 180,000 | $10.3M | 0.02% | +180,000 | New |
| Principal Financial Group Inc | 179,974 | $10.3M | 0.01% | +1,387+0.8% | Added |
| Personal Capital Advisors Corp | 178,284 | $10.2M | 0.05% | +1,154+0.7% | Added |
| Crawford Investment Counsel Inc | 170,095 | $9.72M | 0.18% | +7,440+4.6% | Added |
| Rhumbline Advisers | 162,759 | $9.30M | 0.01% | +2,943+1.8% | Added |
| State of Wisconsin Investment Board | 158,500 | $9.06M | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 156,123 | $8.92M | 0.01% | −5,224−3.2% | Reduced |
| Alliancebernstein L.P. | 145,096 | $8.29M | 0.00% | +865+0.6% | Added |
| Aristotle Capital Boston, LLC | 141,354 | $8.08M | 0.19% | −7,202−4.8% | Reduced |
| Ameriprise Financial Inc | 136,916 | $7.83M | 0.00% | −1,591−1.1% | Reduced |
| Parametric Portfolio Associates LLC | 134,187 | $7.67M | 0.00% | −7,444−5.3% | Reduced |
| Mairs & Power Inc | 133,194 | $7.61M | 0.07% | −7,939−5.6% | Reduced |
| Heartland Advisors Inc | 127,893 | $7.31M | 0.43% | −20,778−14.0% | Reduced |
| Mutual of America Capital Management LLC | 127,801 | $7.30M | 0.07% | +8,328+7.0% | Added |
| First PREMIER Bank | 117,853 | $6.74M | 1.74% | −259−0.2% | Reduced |
| American International Group, Inc. | 116,561 | $6.66M | 0.03% | +130.0% | Added |
| Tudor Investment Corp Et Al | 116,415 | $6.65M | 0.13% | +70,645+154.3% | Added |
| Kennedy Capital Management, Inc. | 115,549 | $6.61M | 0.14% | −2,162−1.8% | Reduced |
| Swiss National Bank | 113,483 | $6.49M | 0.00% | +1,500+1.3% | Added |
| HITE Hedge Asset Management LLC | 113,023 | $6.46M | 0.74% | +68,794+155.5% | Added |
| Hillcrest Asset Management LLC | 105,209 | $6.01M | 0.92% | −15,260−12.7% | Reduced |
| Wells Fargo & Company | 104,403 | $5.97M | 0.00% | +1,255+1.2% | Added |
| Alberta Investment Management Corp | 102,691 | $5.87M | 0.04% | +102,691 | New |
| Comerica Bank | 98,881 | $5.70M | 0.04% | +6,820+7.4% | Added |
| Two Sigma Investments, LP | 98,610 | $5.64M | 0.01% | +98,610 | New |
| Wolf Group Capital Advisors | 98,513 | $5.63M | 0.92% | +66,317+206.0% | Added |
| Dean Investment Associates, LLC | 97,347 | $5.56M | 0.98% | −15,522−13.8% | Reduced |
| NFJ Investment Group, LLC | 92,873 | $5.31M | 0.10% | +7,272+8.5% | Added |
| Voya Investment Management LLC | 88,213 | $5.04M | 0.01% | −46,765−34.6% | Reduced |
| Manufacturers Life Insurance Company, The | 84,338 | $4.82M | 0.00% | +201+0.2% | Added |
| Public Employees Retirement System of Ohio | 84,314 | $4.82M | 0.02% | +13,856+19.7% | Added |
| New York State Teachers Retirement System | 77,369 | $4.42M | 0.01% | +6,092+8.5% | Added |
| Conning Inc. | 77,076 | $4.41M | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 75,424 | $4.31M | 0.04% | +746+1.0% | Added |
| South Dakota Investment Council | 73,485 | $4.20M | 0.07% | 00.0% | Unchanged |
| California State Teachers Retirement System | 72,329 | $4.13M | 0.00% | +2,848+4.1% | Added |
| UBS Asset Management Americas Inc | 71,625 | $4.09M | 0.00% | +7,159+11.1% | Added |
| Stockman Wealth Management, Inc. | 69,411 | $3.97M | 0.81% | +8,995+14.9% | Added |
| Retirement Systems of Alabama | 68,950 | $3.94M | 0.01% | +2,188+3.3% | Added |
| Prudential Financial Inc | 64,325 | $3.71M | 0.00% | −32,521−33.6% | Reduced |
| BNP Paribas Arbitrage, SA | 63,409 | $3.62M | 0.01% | +22,382+54.6% | Added |
| Squarepoint Ops LLC | 63,398 | $3.62M | 0.02% | +63,398 | New |
| Nomura Holdings Inc | 61,287 | $3.50M | 0.02% | +61,287 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,629 | $3.41M | 0.04% | +1,317+2.3% | Added |
| UBS Group AG | 58,568 | $3.35M | 0.00% | −98,050−62.6% | Reduced |
| Great West Life Assurance Co | 54,883 | $3.13M | 0.01% | +2,148+4.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 54,165 | $3.10M | 0.23% | +1,075+2.0% | Added |
| Nisa Investment Advisors, LLC | 52,746 | $3.07M | 0.02% | −3,750−6.6% | Reduced |
| State of New Jersey Common Pension Fund D | 51,262 | $2.93M | 0.01% | +9,995+24.2% | Added |
| Meritage Portfolio Management | 50,385 | $2.88M | 0.16% | +46,876+1,335.9% | Added |
| Magellan Asset Management Ltd | 47,332 | $2.71M | 0.01% | +3,006+6.8% | Added |
| Credit Suisse AG | 46,520 | $2.66M | 0.00% | +1,690+3.8% | Added |
| North Star Investment Management Corp. | 42,973 | $2.46M | 0.17% | +555+1.3% | Added |
| Richard Bernstein Advisors LLC | 42,890 | $2.45M | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 38,128 | $2.18M | 0.03% | −130.0% | Reduced |
| Sound Income Strategies, LLC | 37,985 | $2.17M | 0.26% | +3,803+11.1% | Added |
| Holocene Advisors, LP | 37,099 | $2.12M | 0.01% | +15,462+71.5% | Added |