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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 4,627 | $264.5K | 0.01% | −1,052−18.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,610 | $264.0K | 0.01% | +4,610 | New |
| O'Shares Investment Advisers, LLC | 4,532 | $259.0K | 0.02% | +589+14.9% | Added |
| Bailard, Inc. | 4,500 | $257.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,402 | $252.0K | 0.03% | +442+11.2% | Added |
| Teza Capital Management LLC | 4,246 | $243.0K | 0.07% | +4,246 | New |
| 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 |
| 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 |
| Canandaigua National Corp | 3,900 | $223.0K | 0.03% | −404−9.4% | Reduced |
| Toroso Investments, LLC | 3,866 | $221.0K | 0.01% | +3,866 | New |
| Crewe Advisors LLC | 3,835 | $219.0K | 0.04% | +41+1.1% | Added |
| 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 |
| Bank of Nova Scotia | 3,068 | $212.0K | 0.00% | +3,068 | New |
| Pictet Asset Management SA | 3,500 | $200.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 2,804 | $161.0K | 0.00% | −41−1.4% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $157.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,034 | $117.0K | 0.05% | +562+38.2% | Added |
| Tower Research Capital LLC (TRC) | 1,963 | $112.0K | 0.00% | −2,776−58.6% | Reduced |
| Covestor Ltd | 1,877 | $107.0K | 0.15% | +1,877 | New |
| Vestcor Inc | 1,821 | $104.0K | 0.00% | −1,816−49.9% | Reduced |
| Accel Wealth Management | 1,513 | $86.0K | 0.04% | +1,513 | New |
| Meeder Asset Management Inc | 1,177 | $67.0K | 0.01% | −454−27.8% | Reduced |
| Assetmark, Inc | 917 | $52.0K | 0.00% | +30+3.4% | Added |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $45.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 634 | $36.0K | 0.00% | −89−12.3% | Reduced |
| Ellis Investment Partners, LLC | 530 | $30.0K | 0.01% | +5+1.0% | Added |
| Central Trust Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 443 | $25.0K | 0.00% | +443 | New |
| Eagle Bay Advisors LLC | 419 | $24.0K | 0.02% | −45−9.7% | Reduced |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 314 | $17.0K | 0.00% | +83+35.9% | Added |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 260 | $15.0K | 0.00% | +185+246.7% | Added |
| FinTrust Capital Advisors, LLC | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 232 | $13.0K | 0.00% | +232 | New |
| Fifth Third Bancorp | 208 | $12.0K | 0.00% | +17+8.9% | Added |
| 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 |
| Parallel Advisors, LLC | 177 | $10.0K | 0.00% | −287−61.9% | Reduced |
| Proequities, Inc. | 150 | $9.00K | 0.00% | −4−2.6% | Reduced |
| Addison Advisors LLC | 150 | $9.00K | 0.01% | +150 | New |
| Spire Wealth Management | 133 | $8.00K | 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 |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 52 | $3.00K | 0.00% | −35−40.2% | Reduced |
| 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 |
| 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 |
| Caldwell Trust Co | 13 | $743 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 4 | $229 | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 4 | $229 | 0.00% | +4 | New |
| 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 |
| 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 |