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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Toronto Dominion Bank | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| McDonald Partners LLC | 4 | $229 | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 4 | $229 | 0.00% | +4 | New |
| Caldwell Trust Co | 13 | $743 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $1.00K | 0.00% | −50−76.9% | Reduced |
| Lloyd Advisory Services, LLC. | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| Allworth Financial LP | 10 | $1.00K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Surevest, LLC | 23 | $1.00K | 0.00% | +23 | New |
| NEXT Financial Group, Inc | 23 | $1.00K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Sageworth Trust Co | 32 | $2.00K | 0.00% | −108−77.1% | Reduced |
| Glassman Wealth Services | 33 | $2.00K | 0.00% | −69−67.6% | Reduced |
| JJJ Advisors Inc. | 28 | $2.00K | 0.00% | −25−47.2% | Reduced |
| Barclays PLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $2.00K | 0.00% | −3−8.3% | Reduced |
| Fieldpoint Private Securities, LLC | 52 | $3.00K | 0.00% | −35−40.2% | Reduced |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 81 | $4.00K | 0.00% | +81 | New |
| Bessemer Group Inc | 67 | $4.00K | 0.00% | +67 | New |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.01% | +100 | New |
| Sageworth Trust Co of South Dakota | 101 | $6.00K | 0.01% | +101 | New |
| Spire Wealth Management | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $9.00K | 0.00% | −4−2.6% | Reduced |
| Addison Advisors LLC | 150 | $9.00K | 0.01% | +150 | New |
| Parallel Advisors, LLC | 177 | $10.0K | 0.00% | −287−61.9% | Reduced |
| Private Capital Group, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 199 | $11.0K | 0.00% | +199 | New |
| Dark Forest Capital Management LP | 193 | $11.0K | 0.00% | +193 | New |
| Fifth Third Bancorp | 208 | $12.0K | 0.00% | +17+8.9% | Added |
| CWM, LLC | 232 | $13.0K | 0.00% | +232 | New |
| FinTrust Capital Advisors, LLC | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 260 | $15.0K | 0.00% | +185+246.7% | Added |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 314 | $17.0K | 0.00% | +83+35.9% | Added |
| Eagle Bay Advisors LLC | 419 | $24.0K | 0.02% | −45−9.7% | Reduced |
| Geneos Wealth Management Inc. | 443 | $25.0K | 0.00% | +443 | New |
| Central Trust Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 530 | $30.0K | 0.01% | +5+1.0% | Added |
| Signaturefd, LLC | 634 | $36.0K | 0.00% | −89−12.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $45.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 897 | $51.0K | 0.00% | −542−37.7% | Reduced |
| Harbor Investment Advisory, LLC | 898 | $51.0K | 0.01% | −206−18.7% | Reduced |
| STRS Ohio | 900 | $51.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 900 | $51.0K | 0.00% | +900 | New |
| Assetmark, Inc | 917 | $52.0K | 0.00% | +30+3.4% | Added |
| Meeder Asset Management Inc | 1,177 | $67.0K | 0.01% | −454−27.8% | Reduced |
| Accel Wealth Management | 1,513 | $86.0K | 0.04% | +1,513 | New |
| Vestcor Inc | 1,821 | $104.0K | 0.00% | −1,816−49.9% | Reduced |
| Covestor Ltd | 1,877 | $107.0K | 0.15% | +1,877 | New |
| Tower Research Capital LLC (TRC) | 1,963 | $112.0K | 0.00% | −2,776−58.6% | Reduced |
| State of Wyoming | 2,034 | $117.0K | 0.05% | +562+38.2% | Added |
| Dividend Assets Capital, LLC | 2,750 | $157.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 2,804 | $161.0K | 0.00% | −41−1.4% | Reduced |
| Pictet Asset Management SA | 3,500 | $200.0K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,068 | $212.0K | 0.00% | +3,068 | New |
| Cetera Investment Advisers | 3,748 | $214.0K | 0.00% | −24−0.6% | Reduced |
| Loveless Wealth Management LLC | 3,750 | $214.0K | 0.12% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,835 | $219.0K | 0.04% | +41+1.1% | Added |
| Toroso Investments, LLC | 3,866 | $221.0K | 0.01% | +3,866 | New |
| Canandaigua National Corp | 3,900 | $223.0K | 0.03% | −404−9.4% | Reduced |
| Guggenheim Capital LLC | 3,975 | $227.0K | 0.00% | −3,631−47.7% | Reduced |
| Ifrah Financial Services, Inc. | 3,965 | $227.0K | 0.06% | +36+0.9% | Added |
| Stifel Financial Corp | 4,187 | $239.0K | 0.00% | +58+1.4% | Added |
| Boothbay Fund Management, LLC | 4,175 | $239.0K | 0.01% | +4,175 | New |
| Teza Capital Management LLC | 4,246 | $243.0K | 0.07% | +4,246 | New |
| CWM Advisors, LLC | 4,402 | $252.0K | 0.03% | +442+11.2% | Added |
| Bailard, Inc. | 4,500 | $257.0K | 0.01% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 4,532 | $259.0K | 0.02% | +589+14.9% | Added |
| Crossmark Global Holdings, Inc. | 4,610 | $264.0K | 0.01% | +4,610 | New |
| Henshaw Capital LLC | 4,627 | $264.5K | 0.01% | −1,052−18.5% | Reduced |
| Securian Asset Management, Inc | 4,716 | $270.0K | 0.00% | +122+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,879 | $279.0K | 0.00% | −400−7.6% | Reduced |
| LPL Financial LLC | 4,910 | $281.0K | 0.00% | +76+1.6% | Added |
| Algert Global LLC | 4,976 | $284.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,977 | $284.0K | 0.00% | +600+13.7% | Added |
| Verdence Capital Advisors LLC | 4,970 | $284.0K | 0.03% | +4,970 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $286.0K | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,187 | $296.0K | 0.02% | −11,511−68.9% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $297.0K | 0.04% | −12,000−69.8% | Reduced |
| Pacer Advisors, Inc. | 5,269 | $301.0K | 0.00% | +63+1.2% | Added |
| UMA Financial Services, Inc. | 5,500 | $315.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,736 | $328.0K | 0.00% | +5,736 | New |
| Strategic Wealth Partners, Ltd. | 5,897 | $337.0K | 0.06% | +5,897 | New |
| Profund Advisors LLC | 6,002 | $343.0K | 0.01% | +358+6.3% | Added |
| Oppenheimer & Co Inc | 6,200 | $354.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,227 | $356.0K | 0.00% | −4,614−42.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,251 | $357.0K | 0.00% | +1,331+27.1% | Added |
| Jump Financial, LLC | 6,500 | $372.0K | 0.02% | +6,500 | New |
| Aigen Investment Management, LP | 6,663 | $373.0K | 0.02% | +6,663 | New |