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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 69,411 | $3.97M | 0.81% | +8,995+14.9% | Added |
| UBS Asset Management Americas Inc | 71,625 | $4.09M | 0.00% | +7,159+11.1% | Added |
| California State Teachers Retirement System | 72,329 | $4.13M | 0.00% | +2,848+4.1% | Added |
| South Dakota Investment Council | 73,485 | $4.20M | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 75,424 | $4.31M | 0.04% | +746+1.0% | Added |
| Conning Inc. | 77,076 | $4.41M | 0.12% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 77,369 | $4.42M | 0.01% | +6,092+8.5% | Added |
| Public Employees Retirement System of Ohio | 84,314 | $4.82M | 0.02% | +13,856+19.7% | Added |
| Manufacturers Life Insurance Company, The | 84,338 | $4.82M | 0.00% | +201+0.2% | Added |
| Voya Investment Management LLC | 88,213 | $5.04M | 0.01% | −46,765−34.6% | Reduced |
| NFJ Investment Group, LLC | 92,873 | $5.31M | 0.10% | +7,272+8.5% | Added |
| Dean Investment Associates, LLC | 97,347 | $5.56M | 0.98% | −15,522−13.8% | Reduced |
| Wolf Group Capital Advisors | 98,513 | $5.63M | 0.92% | +66,317+206.0% | Added |
| Two Sigma Investments, LP | 98,610 | $5.64M | 0.01% | +98,610 | New |
| Comerica Bank | 98,881 | $5.70M | 0.04% | +6,820+7.4% | Added |
| Alberta Investment Management Corp | 102,691 | $5.87M | 0.04% | +102,691 | New |
| Wells Fargo & Company | 104,403 | $5.97M | 0.00% | +1,255+1.2% | Added |
| Hillcrest Asset Management LLC | 105,209 | $6.01M | 0.92% | −15,260−12.7% | Reduced |
| HITE Hedge Asset Management LLC | 113,023 | $6.46M | 0.74% | +68,794+155.5% | Added |
| Swiss National Bank | 113,483 | $6.49M | 0.00% | +1,500+1.3% | Added |
| Kennedy Capital Management, Inc. | 115,549 | $6.61M | 0.14% | −2,162−1.8% | Reduced |
| Tudor Investment Corp Et Al | 116,415 | $6.65M | 0.13% | +70,645+154.3% | Added |
| American International Group, Inc. | 116,561 | $6.66M | 0.03% | +130.0% | Added |
| First PREMIER Bank | 117,853 | $6.74M | 1.74% | −259−0.2% | Reduced |
| Mutual of America Capital Management LLC | 127,801 | $7.30M | 0.07% | +8,328+7.0% | Added |
| Heartland Advisors Inc | 127,893 | $7.31M | 0.43% | −20,778−14.0% | Reduced |
| Mairs & Power Inc | 133,194 | $7.61M | 0.07% | −7,939−5.6% | Reduced |
| Parametric Portfolio Associates LLC | 134,187 | $7.67M | 0.00% | −7,444−5.3% | Reduced |
| Ameriprise Financial Inc | 136,916 | $7.83M | 0.00% | −1,591−1.1% | Reduced |
| Aristotle Capital Boston, LLC | 141,354 | $8.08M | 0.19% | −7,202−4.8% | Reduced |
| Alliancebernstein L.P. | 145,096 | $8.29M | 0.00% | +865+0.6% | Added |
| Loomis Sayles & Co L P | 156,123 | $8.92M | 0.01% | −5,224−3.2% | Reduced |
| State of Wisconsin Investment Board | 158,500 | $9.06M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 162,759 | $9.30M | 0.01% | +2,943+1.8% | Added |
| Crawford Investment Counsel Inc | 170,095 | $9.72M | 0.18% | +7,440+4.6% | Added |
| Personal Capital Advisors Corp | 178,284 | $10.2M | 0.05% | +1,154+0.7% | Added |
| Principal Financial Group Inc | 179,974 | $10.3M | 0.01% | +1,387+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 180,000 | $10.3M | 0.02% | +180,000 | New |
| AQR Capital Management LLC | 183,420 | $10.5M | 0.02% | +51,068+38.6% | Added |
| Peregrine Capital Management LLC | 185,257 | $10.6M | 0.21% | −34,218−15.6% | Reduced |
| Liberty One Investment Management, LLC | 188,527 | $10.8M | 1.62% | +7,316+4.0% | Added |
| Deutsche Bank AG | 195,296 | $11.2M | 0.01% | +66,888+52.1% | Added |
| Wedge Capital Management L L P | 227,649 | $13.0M | 0.16% | −16,788−6.9% | Reduced |
| Chartwell Investment Partners, LLC | 232,622 | $13.3M | 0.39% | −4,379−1.8% | Reduced |
| Renaissance Technologies LLC | 237,726 | $13.6M | 0.02% | +120,600+103.0% | Added |
| Morgan Stanley | 276,644 | $15.8M | 0.00% | +59,219+27.2% | Added |
| Gamco Investors, Inc. Et Al | 282,350 | $16.1M | 0.14% | −2,000−0.7% | Reduced |
| SEI Investments Co | 290,616 | $16.6M | 0.03% | +62,701+27.5% | Added |
| Islet Management, LP | 300,000 | $17.1M | 0.95% | +300,000 | New |
| Goldman Sachs Group Inc | 326,983 | $18.7M | 0.00% | +12,834+4.1% | Added |
| First Manhattan Co | 342,512 | $19.6M | 0.06% | +39,589+13.1% | Added |
| Thrivent Financial for Lutherans | 375,389 | $21.5M | 0.04% | +24,960+7.1% | Added |
| Marshall Wace, LLP | 412,441 | $23.6M | 0.05% | +412,441 | New |
| Legal & General Group Plc | 413,358 | $23.6M | 0.01% | +23,831+6.1% | Added |
| Nuveen Asset Management, LLC | 441,781 | $25.3M | 0.01% | +53,962+13.9% | Added |
| Bank of America Corp | 458,698 | $26.2M | 0.00% | +55,046+13.6% | Added |
| Gabelli Funds LLC | 542,000 | $31.0M | 0.20% | 00.0% | Unchanged |
| ProShare Advisors LLC | 553,037 | $31.6M | 0.06% | +87,615+18.8% | Added |
| Charles Schwab Investment Management Inc | 575,490 | $32.9M | 0.01% | +37,388+6.9% | Added |
| William Blair Investment Management, LLC | 594,100 | $34.0M | 0.09% | −47,343−7.4% | Reduced |
| Norges Bank | 619,981 | $35.4M | 0.01% | −2,267−0.4% | Reduced |
| Systematic Financial Management LP | 720,677 | $41.2M | 1.22% | −25,646−3.4% | Reduced |
| Invesco Ltd. | 784,640 | $44.9M | 0.01% | +104,922+15.4% | Added |
| GW&K Investment Management, LLC | 789,431 | $45.1M | 0.38% | +124,160+18.7% | Added |
| Northern Trust Corp | 825,814 | $47.2M | 0.01% | −6,552−0.8% | Reduced |
| Dimensional Fund Advisors LP | 877,665 | $50.2M | 0.02% | +10,967+1.3% | Added |
| Geode Capital Management, LLC | 936,102 | $53.5M | 0.01% | +23,908+2.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,071,043 | $61.2M | 0.36% | +843,949+371.6% | Added |
| Macquarie Group Ltd | 1,097,604 | $62.7M | 0.05% | +16,020+1.5% | Added |
| Bank of New York Mellon Corp | 1,220,018 | $69.7M | 0.01% | +79,974+7.0% | Added |
| First Trust Advisors LP | 1,245,148 | $71.2M | 0.07% | +138,767+12.5% | Added |
| Franklin Resources Inc | 1,284,553 | $73.4M | 0.03% | +254,696+24.7% | Added |
| Westwood Holdings Group Inc. | 1,303,919 | $74.5M | 0.67% | +362,503+38.5% | Added |
| Victory Capital Management Inc | 1,622,389 | $92.7M | 0.09% | +55,218+3.5% | Added |
| State Street Corp | 1,682,415 | $96.2M | 0.00% | +68,504+4.2% | Added |
| JPMorgan Chase & Co | 2,411,527 | $137.8M | 0.02% | +30,225+1.3% | Added |
| Price T Rowe Associates Inc | 2,833,636 | $162.0M | 0.01% | −230,171−7.5% | Reduced |
| Lazard Asset Management LLC | 3,389,632 | $193.8M | 0.21% | +3,389,600+10,592,500.0% | Added |
| American Century Companies Inc | 3,514,283 | $200.9M | 0.13% | +114,713+3.4% | Added |
| Vanguard Group Inc | 5,525,331 | $315.8M | 0.01% | +284,561+5.4% | Added |
| BlackRock Inc. | 8,778,356 | $501.8M | 0.01% | +622,801+7.6% | Added |
| First Washington CORP | 0 | $0 | 0.00% | −83,960−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −65,430−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −49,590−100.0% | Sold out |
| Walthausen & Co., LLC | 0 | $0 | 0.00% | −43,029−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −36,377−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,310−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −13,354−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,847−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,223−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,495−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |