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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 36,627 | $2.09M | 0.00% | −117−0.3% | Reduced |
| Brinker Capital Investments, LLC | 35,359 | $2.02M | 0.03% | +6,486+22.5% | Added |
| Amalgamated Bank | 35,021 | $2.00M | 0.01% | +838+2.5% | Added |
| Russell Investments Group, Ltd. | 34,950 | $2.00M | 0.00% | −7,337−17.4% | Reduced |
| Brandywine Global Investment Management, LLC | 34,073 | $1.95M | 0.01% | +34,073 | New |
| Royal Bank of Canada | 33,858 | $1.94M | 0.00% | −4,313−11.3% | Reduced |
| Envestnet Asset Management Inc | 33,785 | $1.93M | 0.00% | −815−2.4% | Reduced |
| HSBC Holdings PLC | 32,893 | $1.88M | 0.00% | +853+2.7% | Added |
| Hennessy Advisors Inc | 32,398 | $1.85M | 0.11% | −2,300−6.6% | Reduced |
| Martingale Asset Management L P | 30,511 | $1.75M | 0.02% | −50.0% | Reduced |
| Cubist Systematic Strategies, LLC | 30,492 | $1.74M | 0.02% | +12,271+67.3% | Added |
| Balyasny Asset Management LLC | 30,303 | $1.73M | 0.01% | +30,303 | New |
| Voloridge Investment Management, LLC | 28,420 | $1.62M | 0.01% | +28,420 | New |
| Yousif Capital Management, LLC | 27,487 | $1.57M | 0.02% | +27,487 | New |
| Allspring Global Investments Holdings, LLC | 27,323 | $1.56M | 0.00% | +27,323 | New |
| Advisors Asset Management, Inc. | 27,101 | $1.55M | 0.02% | +25,312+1,414.9% | Added |
| Gsa Capital Partners LLP | 27,100 | $1.55M | 0.19% | −13,635−33.5% | Reduced |
| TD Asset Management Inc | 25,842 | $1.48M | 0.00% | +4,770+22.6% | Added |
| Advisor Group Holdings, Inc. | 25,248 | $1.44M | 0.00% | +3,806+17.8% | Added |
| Bank of Montreal | 24,737 | $1.42M | 0.00% | +4,513+22.3% | Added |
| Cox Capital Mgt LLC | 24,286 | $1.39M | 0.82% | +1,286+5.6% | Added |
| Ensign Peak Advisors, Inc | 23,993 | $1.37M | 0.00% | −20,640−46.2% | Reduced |
| Ziegler Capital Management, LLC | 23,834 | $1.36M | 0.05% | −7,697−24.4% | Reduced |
| Money Concepts Capital Corp | 22,756 | $1.30M | 0.11% | +22,756 | New |
| AMP Capital Investors Ltd | 22,724 | $1.30M | 0.04% | −9,765−30.1% | Reduced |
| Jennison Associates LLC | 22,593 | $1.29M | 0.00% | +22,593 | New |
| First Republic Investment Management, Inc. | 22,338 | $1.28M | 0.00% | −83−0.4% | Reduced |
| Metropolitan Life Insurance Co | 21,980 | $1.26M | 0.02% | −17−0.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 21,461 | $1.23M | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,439 | $1.23M | 0.00% | +249+1.2% | Added |
| Allstate Corp | 20,781 | $1.19M | 0.02% | −928−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 20,377 | $1.16M | 0.01% | +20,346+65,632.3% | Added |
| Verition Fund Management LLC | 20,000 | $1.14M | 0.01% | +14,425+258.7% | Added |
| Jane Street Group, LLC | 19,325 | $1.10M | 0.00% | +14,669+315.1% | Added |
| Cornercap Investment Counsel Inc | 19,272 | $1.10M | 0.16% | −1,170−5.7% | Reduced |
| Citigroup Inc | 19,011 | $1.09M | 0.00% | +10,239+116.7% | Added |
| SG Americas Securities, LLC | 18,410 | $1.05M | 0.01% | −31,479−63.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,062 | $1.03M | 0.03% | +382+2.2% | Added |
| Gateway Investment Advisers LLC | 17,916 | $1.02M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,367 | $992.0K | 0.00% | +2,734+18.7% | Added |
| AlphaCrest Capital Management LLC | 16,868 | $964.0K | 0.04% | +13,318+375.2% | Added |
| Oregon Public Employees Retirement Fund | 16,773 | $959.0K | 0.01% | −144−0.9% | Reduced |
| Raymond James & Associates | 16,464 | $941.0K | 0.00% | +12,670+333.9% | Added |
| Two Sigma Advisers, LP | 15,800 | $903.0K | 0.00% | +15,800 | New |
| DC Investments Management, LLC | 15,536 | $888.0K | 1.26% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,878 | $793.0K | 0.01% | +74+0.5% | Added |
| Louisiana State Employees Retirement System | 13,500 | $772.0K | 0.02% | +300+2.3% | Added |
| State of Michigan Retirement System | 13,361 | $764.0K | 0.00% | +400+3.1% | Added |
| US Bancorp | 12,624 | $721.0K | 0.00% | −150−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,914 | $681.0K | 0.23% | +11,914 | New |
| Truist Financial Corp | 11,673 | $667.0K | 0.00% | +1,767+17.8% | Added |
| Keybank National Association | 10,908 | $624.0K | 0.00% | +1,143+11.7% | Added |
| Caxton Associates LP | 10,862 | $621.0K | 0.08% | +10,862 | New |
| Commerce Bank | 10,515 | $601.0K | 0.00% | +1,695+19.2% | Added |
| New Mexico Educational Retirement Board | 10,500 | $600.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 10,300 | $589.0K | 0.02% | +2,000+24.1% | Added |
| Janus Henderson Group PLC | 10,282 | $587.0K | 0.00% | +5,174+101.3% | Added |
| Burney Co | 10,258 | $586.0K | 0.03% | −13,691−57.2% | Reduced |
| Federated Hermes, Inc. | 10,208 | $583.0K | 0.00% | −915−8.2% | Reduced |
| Riverwater Partners LLC | 10,103 | $578.0K | 0.51% | +10,103 | New |
| Teacher Retirement System of Texas | 9,959 | $569.0K | 0.00% | +1,801+22.1% | Added |
| Dean Capital Management | 9,605 | $549.0K | 0.47% | −25,688−72.8% | Reduced |
| Exchange Traded Concepts, LLC | 9,427 | $539.0K | 0.01% | +171+1.8% | Added |
| Van Eck Associates Corp | 9,386 | $537.0K | 0.00% | +1,226+15.0% | Added |
| Allianz Asset Management GmbH | 9,342 | $534.0K | 0.00% | −1,284−12.1% | Reduced |
| Panagora Asset Management Inc | 9,287 | $531.0K | 0.00% | −34,591−78.8% | Reduced |
| Citadel Advisors LLC | 9,025 | $516.0K | 0.00% | −7,865−46.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,728 | $499.0K | 0.01% | +210+2.5% | Added |
| Engineers Gate Manager LP | 8,704 | $498.0K | 0.02% | +2,472+39.7% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $491.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,370 | $478.0K | 0.00% | −129−1.5% | Reduced |
| Xponance, Inc. | 7,883 | $451.0K | 0.01% | +169+2.2% | Added |
| Chilton Capital Management LLC | 7,700 | $440.0K | 0.02% | −1,000−11.5% | Reduced |
| Krane Funds Advisors LLC | 7,658 | $438.0K | 0.01% | −10,881−58.7% | Reduced |
| Shell Asset Management Co | 7,635 | $436.0K | 0.01% | +28+0.4% | Added |
| State of Alaska, Department of Revenue | 7,622 | $435.0K | 0.00% | −505−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,522 | $430.0K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,100 | $406.0K | 0.05% | +125+1.8% | Added |
| Centiva Capital, LP | 6,984 | $399.0K | 0.03% | +1,567+28.9% | Added |
| Man Group plc | 6,797 | $388.0K | 0.00% | +3,033+80.6% | Added |
| Sandia Investment Management LP | 6,700 | $383.0K | 0.06% | +6,700 | New |
| Aigen Investment Management, LP | 6,663 | $373.0K | 0.02% | +6,663 | New |
| Jump Financial, LLC | 6,500 | $372.0K | 0.02% | +6,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,251 | $357.0K | 0.00% | +1,331+27.1% | Added |
| Susquehanna International Group, LLP | 6,227 | $356.0K | 0.00% | −4,614−42.6% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $354.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,002 | $343.0K | 0.01% | +358+6.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,897 | $337.0K | 0.06% | +5,897 | New |
| Janney Montgomery Scott LLC | 5,736 | $328.0K | 0.00% | +5,736 | New |
| UMA Financial Services, Inc. | 5,500 | $315.0K | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,269 | $301.0K | 0.00% | +63+1.2% | Added |
| John G Ullman & Associates Inc | 5,200 | $297.0K | 0.04% | −12,000−69.8% | Reduced |
| Trexquant Investment LP | 5,187 | $296.0K | 0.02% | −11,511−68.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,000 | $286.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| LPL Financial LLC | 4,910 | $281.0K | 0.00% | +76+1.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,879 | $279.0K | 0.00% | −400−7.6% | Reduced |
| Securian Asset Management, Inc | 4,716 | $270.0K | 0.00% | +122+2.7% | Added |