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 |
|---|---|---|---|---|---|
| Sandia Investment Management LP | 6,700 | $383.0K | 0.06% | +6,700 | New |
| Man Group plc | 6,797 | $388.0K | 0.00% | +3,033+80.6% | Added |
| Centiva Capital, LP | 6,984 | $399.0K | 0.03% | +1,567+28.9% | Added |
| Naples Global Advisors, LLC | 7,100 | $406.0K | 0.05% | +125+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 7,522 | $430.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,622 | $435.0K | 0.00% | −505−6.2% | Reduced |
| Shell Asset Management Co | 7,635 | $436.0K | 0.01% | +28+0.4% | Added |
| Krane Funds Advisors LLC | 7,658 | $438.0K | 0.01% | −10,881−58.7% | Reduced |
| Chilton Capital Management LLC | 7,700 | $440.0K | 0.02% | −1,000−11.5% | Reduced |
| Xponance, Inc. | 7,883 | $451.0K | 0.01% | +169+2.2% | Added |
| State Board of Administration of Florida Retirement System | 8,370 | $478.0K | 0.00% | −129−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,595 | $491.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,704 | $498.0K | 0.02% | +2,472+39.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,728 | $499.0K | 0.01% | +210+2.5% | Added |
| Citadel Advisors LLC | 9,025 | $516.0K | 0.00% | −7,865−46.6% | Reduced |
| Panagora Asset Management Inc | 9,287 | $531.0K | 0.00% | −34,591−78.8% | Reduced |
| Allianz Asset Management GmbH | 9,342 | $534.0K | 0.00% | −1,284−12.1% | Reduced |
| Van Eck Associates Corp | 9,386 | $537.0K | 0.00% | +1,226+15.0% | Added |
| Exchange Traded Concepts, LLC | 9,427 | $539.0K | 0.01% | +171+1.8% | Added |
| Dean Capital Management | 9,605 | $549.0K | 0.47% | −25,688−72.8% | Reduced |
| Teacher Retirement System of Texas | 9,959 | $569.0K | 0.00% | +1,801+22.1% | Added |
| Riverwater Partners LLC | 10,103 | $578.0K | 0.51% | +10,103 | New |
| Federated Hermes, Inc. | 10,208 | $583.0K | 0.00% | −915−8.2% | Reduced |
| Burney Co | 10,258 | $586.0K | 0.03% | −13,691−57.2% | Reduced |
| Janus Henderson Group PLC | 10,282 | $587.0K | 0.00% | +5,174+101.3% | Added |
| Versor Investments LP | 10,300 | $589.0K | 0.02% | +2,000+24.1% | Added |
| New Mexico Educational Retirement Board | 10,500 | $600.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 10,515 | $601.0K | 0.00% | +1,695+19.2% | Added |
| Caxton Associates LP | 10,862 | $621.0K | 0.08% | +10,862 | New |
| Keybank National Association | 10,908 | $624.0K | 0.00% | +1,143+11.7% | Added |
| Truist Financial Corp | 11,673 | $667.0K | 0.00% | +1,767+17.8% | Added |
| Campbell & CO Investment Adviser LLC | 11,914 | $681.0K | 0.23% | +11,914 | New |
| US Bancorp | 12,624 | $721.0K | 0.00% | −150−1.2% | Reduced |
| State of Michigan Retirement System | 13,361 | $764.0K | 0.00% | +400+3.1% | Added |
| Louisiana State Employees Retirement System | 13,500 | $772.0K | 0.02% | +300+2.3% | Added |
| Arizona State Retirement System | 13,878 | $793.0K | 0.01% | +74+0.5% | Added |
| DC Investments Management, LLC | 15,536 | $888.0K | 1.26% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,800 | $903.0K | 0.00% | +15,800 | New |
| Raymond James & Associates | 16,464 | $941.0K | 0.00% | +12,670+333.9% | Added |
| Oregon Public Employees Retirement Fund | 16,773 | $959.0K | 0.01% | −144−0.9% | Reduced |
| AlphaCrest Capital Management LLC | 16,868 | $964.0K | 0.04% | +13,318+375.2% | Added |
| The PNC Financial Services Group, Inc. | 17,367 | $992.0K | 0.00% | +2,734+18.7% | Added |
| Gateway Investment Advisers LLC | 17,916 | $1.02M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,062 | $1.03M | 0.03% | +382+2.2% | Added |
| SG Americas Securities, LLC | 18,410 | $1.05M | 0.01% | −31,479−63.1% | Reduced |
| Citigroup Inc | 19,011 | $1.09M | 0.00% | +10,239+116.7% | Added |
| Cornercap Investment Counsel Inc | 19,272 | $1.10M | 0.16% | −1,170−5.7% | Reduced |
| Jane Street Group, LLC | 19,325 | $1.10M | 0.00% | +14,669+315.1% | Added |
| Verition Fund Management LLC | 20,000 | $1.14M | 0.01% | +14,425+258.7% | Added |
| Rockefeller Capital Management L.P. | 20,377 | $1.16M | 0.01% | +20,346+65,632.3% | Added |
| Allstate Corp | 20,781 | $1.19M | 0.02% | −928−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 21,439 | $1.23M | 0.00% | +249+1.2% | Added |
| Redpoint Investment Management Pty Ltd | 21,461 | $1.23M | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 21,980 | $1.26M | 0.02% | −17−0.1% | Reduced |
| First Republic Investment Management, Inc. | 22,338 | $1.28M | 0.00% | −83−0.4% | Reduced |
| Jennison Associates LLC | 22,593 | $1.29M | 0.00% | +22,593 | New |
| AMP Capital Investors Ltd | 22,724 | $1.30M | 0.04% | −9,765−30.1% | Reduced |
| Money Concepts Capital Corp | 22,756 | $1.30M | 0.11% | +22,756 | New |
| Ziegler Capital Management, LLC | 23,834 | $1.36M | 0.05% | −7,697−24.4% | Reduced |
| Ensign Peak Advisors, Inc | 23,993 | $1.37M | 0.00% | −20,640−46.2% | Reduced |
| Cox Capital Mgt LLC | 24,286 | $1.39M | 0.82% | +1,286+5.6% | Added |
| Bank of Montreal | 24,737 | $1.42M | 0.00% | +4,513+22.3% | Added |
| Advisor Group Holdings, Inc. | 25,248 | $1.44M | 0.00% | +3,806+17.8% | Added |
| TD Asset Management Inc | 25,842 | $1.48M | 0.00% | +4,770+22.6% | Added |
| Gsa Capital Partners LLP | 27,100 | $1.55M | 0.19% | −13,635−33.5% | Reduced |
| Advisors Asset Management, Inc. | 27,101 | $1.55M | 0.02% | +25,312+1,414.9% | Added |
| Allspring Global Investments Holdings, LLC | 27,323 | $1.56M | 0.00% | +27,323 | New |
| Yousif Capital Management, LLC | 27,487 | $1.57M | 0.02% | +27,487 | New |
| Voloridge Investment Management, LLC | 28,420 | $1.62M | 0.01% | +28,420 | New |
| Balyasny Asset Management LLC | 30,303 | $1.73M | 0.01% | +30,303 | New |
| Cubist Systematic Strategies, LLC | 30,492 | $1.74M | 0.02% | +12,271+67.3% | Added |
| Martingale Asset Management L P | 30,511 | $1.75M | 0.02% | −50.0% | Reduced |
| Hennessy Advisors Inc | 32,398 | $1.85M | 0.11% | −2,300−6.6% | Reduced |
| HSBC Holdings PLC | 32,893 | $1.88M | 0.00% | +853+2.7% | Added |
| Envestnet Asset Management Inc | 33,785 | $1.93M | 0.00% | −815−2.4% | Reduced |
| Royal Bank of Canada | 33,858 | $1.94M | 0.00% | −4,313−11.3% | Reduced |
| Brandywine Global Investment Management, LLC | 34,073 | $1.95M | 0.01% | +34,073 | New |
| Russell Investments Group, Ltd. | 34,950 | $2.00M | 0.00% | −7,337−17.4% | Reduced |
| Amalgamated Bank | 35,021 | $2.00M | 0.01% | +838+2.5% | Added |
| Brinker Capital Investments, LLC | 35,359 | $2.02M | 0.03% | +6,486+22.5% | Added |
| New York State Common Retirement Fund | 36,627 | $2.09M | 0.00% | −117−0.3% | Reduced |
| Holocene Advisors, LP | 37,099 | $2.12M | 0.01% | +15,462+71.5% | Added |
| Sound Income Strategies, LLC | 37,985 | $2.17M | 0.26% | +3,803+11.1% | Added |
| Texas Permanent School Fund | 38,128 | $2.18M | 0.03% | −130.0% | Reduced |
| Richard Bernstein Advisors LLC | 42,890 | $2.45M | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 42,973 | $2.46M | 0.17% | +555+1.3% | Added |
| Credit Suisse AG | 46,520 | $2.66M | 0.00% | +1,690+3.8% | Added |
| Magellan Asset Management Ltd | 47,332 | $2.71M | 0.01% | +3,006+6.8% | Added |
| Meritage Portfolio Management | 50,385 | $2.88M | 0.16% | +46,876+1,335.9% | Added |
| State of New Jersey Common Pension Fund D | 51,262 | $2.93M | 0.01% | +9,995+24.2% | Added |
| Nisa Investment Advisors, LLC | 52,746 | $3.07M | 0.02% | −3,750−6.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 54,165 | $3.10M | 0.23% | +1,075+2.0% | Added |
| Great West Life Assurance Co | 54,883 | $3.13M | 0.01% | +2,148+4.1% | Added |
| UBS Group AG | 58,568 | $3.35M | 0.00% | −98,050−62.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,629 | $3.41M | 0.04% | +1,317+2.3% | Added |
| Nomura Holdings Inc | 61,287 | $3.50M | 0.02% | +61,287 | New |
| Squarepoint Ops LLC | 63,398 | $3.62M | 0.02% | +63,398 | New |
| BNP Paribas Arbitrage, SA | 63,409 | $3.62M | 0.01% | +22,382+54.6% | Added |
| Prudential Financial Inc | 64,325 | $3.71M | 0.00% | −32,521−33.6% | Reduced |
| Retirement Systems of Alabama | 68,950 | $3.94M | 0.01% | +2,188+3.3% | Added |