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, Q1 2022
Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2022. 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
- 275
- −3 vs. Q4 2021
- Shares held
- 57.4M
- +295.3K (+0.5%) vs. Q4 2021
- Total value
- $3.47B
- +$207.3M (+6.3%) vs. Q4 2021
- New holders
- 31
- 126 more added
- Sold out
- 34
- 76 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,852,795 | $535.5M | 0.01% | +74,439+0.8% | Added |
| Vanguard Group Inc | 5,629,440 | $340.5M | 0.01% | +104,109+1.9% | Added |
| Lazard Asset Management LLC | 5,079,648 | $307.3M | 0.36% | +1,690,016+49.9% | Added |
| American Century Companies Inc | 2,977,932 | $180.1M | 0.12% | −536,351−15.3% | Reduced |
| State Street Corp | 2,393,653 | $144.8M | 0.01% | +711,238+42.3% | Added |
| JPMorgan Chase & Co | 2,057,918 | $124.5M | 0.02% | −353,609−14.7% | Reduced |
| Price T Rowe Associates Inc | 2,052,280 | $124.1M | 0.01% | −781,356−27.6% | Reduced |
| Victory Capital Management Inc | 1,841,811 | $111.3M | 0.11% | +219,422+13.5% | Added |
| Bank of New York Mellon Corp | 1,310,395 | $79.3M | 0.02% | +90,377+7.4% | Added |
| Franklin Resources Inc | 1,289,779 | $78.0M | 0.03% | +5,226+0.4% | Added |
| Westwood Holdings Group Inc. | 1,186,806 | $71.8M | 0.66% | −117,113−9.0% | Reduced |
| First Trust Advisors LP | 1,183,107 | $71.6M | 0.07% | −62,041−5.0% | Reduced |
| Macquarie Group Ltd | 1,131,097 | $68.4M | 0.06% | +33,493+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,086,393 | $65.7M | 0.39% | +15,350+1.4% | Added |
| Geode Capital Management, LLC | 982,176 | $59.4M | 0.01% | +46,074+4.9% | Added |
| Dimensional Fund Advisors LP | 890,705 | $53.9M | 0.02% | +13,040+1.5% | Added |
| Invesco Ltd. | 828,588 | $50.1M | 0.01% | +43,948+5.6% | Added |
| Northern Trust Corp | 810,714 | $49.0M | 0.01% | −15,100−1.8% | Reduced |
| Norges Bank | 795,759 | $48.1M | 0.01% | +175,778+28.4% | Added |
| GW&K Investment Management, LLC | 786,830 | $47.6M | 0.42% | −2,601−0.3% | Reduced |
| Systematic Financial Management LP | 728,111 | $44.0M | 1.37% | +7,434+1.0% | Added |
| Charles Schwab Investment Management Inc | 607,989 | $36.8M | 0.01% | +32,499+5.6% | Added |
| William Blair Investment Management, LLC | 586,627 | $35.5M | 0.11% | −7,473−1.3% | Reduced |
| ProShare Advisors LLC | 569,900 | $34.5M | 0.07% | +16,863+3.0% | Added |
| Gabelli Funds LLC | 542,000 | $32.8M | 0.22% | 00.0% | Unchanged |
| Bank of America Corp | 429,145 | $26.0M | 0.00% | −29,553−6.4% | Reduced |
| Legal & General Group Plc | 402,634 | $24.4M | 0.01% | −10,724−2.6% | Reduced |
| Thrivent Financial for Lutherans | 364,330 | $22.0M | 0.04% | −11,059−2.9% | Reduced |
| First Manhattan Co | 341,927 | $20.7M | 0.07% | −585−0.2% | Reduced |
| Nuveen Asset Management, LLC | 347,214 | $20.2M | 0.01% | −94,567−21.4% | Reduced |
| AQR Capital Management LLC | 279,080 | $16.9M | 0.03% | +95,660+52.2% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.8M | 0.15% | −4,000−1.4% | Reduced |
| Morgan Stanley | 274,735 | $16.6M | 0.00% | −1,909−0.7% | Reduced |
| SEI Investments Co | 267,938 | $16.2M | 0.03% | −22,678−7.8% | Reduced |
| Goldman Sachs Group Inc | 232,725 | $14.1M | 0.00% | −94,258−28.8% | Reduced |
| Wedge Capital Management L L P | 218,342 | $13.2M | 0.18% | −9,307−4.1% | Reduced |
| Crawford Investment Counsel Inc | 205,525 | $12.4M | 0.24% | +35,430+20.8% | Added |
| Peregrine Capital Management LLC | 199,346 | $12.1M | 0.29% | +14,089+7.6% | Added |
| Liberty One Investment Management, LLC | 194,120 | $11.7M | 1.78% | +5,593+3.0% | Added |
| Personal Capital Advisors Corp | 190,586 | $11.5M | 0.05% | +12,302+6.9% | Added |
| Principal Financial Group Inc | 182,961 | $11.1M | 0.01% | +2,987+1.7% | Added |
| Chartwell Investment Partners, LLC | 180,684 | $10.9M | 0.36% | −51,938−22.3% | Reduced |
| Rhumbline Advisers | 165,505 | $10.0M | 0.01% | +2,746+1.7% | Added |
| Voya Investment Management LLC | 162,505 | $9.83M | 0.02% | +74,292+84.2% | Added |
| State of Wisconsin Investment Board | 158,500 | $9.59M | 0.02% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 150,359 | $9.10M | 0.00% | +16,172+12.1% | Added |
| Loomis Sayles & Co L P | 148,765 | $9.00M | 0.01% | −7,358−4.7% | Reduced |
| Deutsche Bank AG | 142,775 | $8.64M | 0.00% | −52,521−26.9% | Reduced |
| Alliancebernstein L.P. | 141,895 | $8.58M | 0.00% | −3,201−2.2% | Reduced |
| Aristotle Capital Boston, LLC | 141,498 | $8.56M | 0.22% | +144+0.1% | Added |
| Two Sigma Investments, LP | 140,668 | $8.51M | 0.03% | +42,058+42.7% | Added |
| Alberta Investment Management Corp | 139,217 | $8.42M | 0.05% | +36,526+35.6% | Added |
| Ameriprise Financial Inc | 134,955 | $8.16M | 0.00% | −1,961−1.4% | Reduced |
| Tudor Investment Corp Et Al | 132,355 | $8.01M | 0.21% | +15,940+13.7% | Added |
| Swiss National Bank | 129,983 | $7.86M | 0.00% | +16,500+14.5% | Added |
| Mutual of America Capital Management LLC | 129,546 | $7.84M | 0.08% | +1,745+1.4% | Added |
| Assenagon Asset Management S.A. | 127,564 | $7.72M | 0.03% | +127,564 | New |
| Kennedy Capital Management, Inc. | 124,842 | $7.55M | 0.18% | +9,293+8.0% | Added |
| Mairs & Power Inc | 122,047 | $7.38M | 0.07% | −11,147−8.4% | Reduced |
| American International Group, Inc. | 117,997 | $7.14M | 0.04% | +1,436+1.2% | Added |
| First PREMIER Bank | 117,367 | $7.10M | 1.87% | −486−0.4% | Reduced |
| Dean Investment Associates, LLC | 111,206 | $6.73M | 1.21% | +13,859+14.2% | Added |
| Heartland Advisors Inc | 104,679 | $6.33M | 0.39% | −23,214−18.2% | Reduced |
| UBS Asset Management Americas Inc | 101,807 | $6.16M | 0.00% | +30,182+42.1% | Added |
| Comerica Bank | 93,284 | $5.82M | 0.04% | −5,597−5.7% | Reduced |
| MetLife Investment Management | 94,003 | $5.69M | 0.04% | +18,579+24.6% | Added |
| Two Sigma Advisers, LP | 88,700 | $5.37M | 0.01% | +72,900+461.4% | Added |
| Squarepoint Ops LLC | 84,444 | $5.11M | 0.04% | +21,046+33.2% | Added |
| Wells Fargo & Company | 80,145 | $4.85M | 0.00% | −24,258−23.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,079 | $4.84M | 0.05% | +20,450+34.3% | Added |
| NFJ Investment Group, LLC | 77,822 | $4.71M | 0.10% | −15,051−16.2% | Reduced |
| Conning Inc. | 77,076 | $4.66M | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 75,479 | $4.57M | 0.02% | −8,835−10.5% | Reduced |
| Stockman Wealth Management, Inc. | 73,545 | $4.45M | 0.92% | +4,134+6.0% | Added |
| New York State Teachers Retirement System | 72,369 | $4.38M | 0.01% | −5,000−6.5% | Reduced |
| Retirement Systems of Alabama | 70,962 | $4.29M | 0.02% | +2,012+2.9% | Added |
| California State Teachers Retirement System | 69,973 | $4.23M | 0.01% | −2,356−3.3% | Reduced |
| Prudential Financial Inc | 69,586 | $4.21M | 0.01% | +5,261+8.2% | Added |
| Great West Life Assurance Co | 64,308 | $4.07M | 0.01% | +9,425+17.2% | Added |
| Manufacturers Life Insurance Company, The | 66,908 | $4.05M | 0.00% | −17,430−20.7% | Reduced |
| Holocene Advisors, LP | 62,824 | $3.80M | 0.02% | +25,725+69.3% | Added |
| UBS Group AG | 61,070 | $3.69M | 0.00% | +2,502+4.3% | Added |
| South Dakota Investment Council | 60,985 | $3.69M | 0.07% | −12,500−17.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 55,250 | $3.34M | 0.24% | +1,085+2.0% | Added |
| Sound Income Strategies, LLC | 53,326 | $3.23M | 0.37% | +15,341+40.4% | Added |
| Nisa Investment Advisors, LLC | 52,626 | $3.18M | 0.02% | −120−0.2% | Reduced |
| Meritage Portfolio Management | 51,664 | $3.13M | 0.19% | +1,279+2.5% | Added |
| New York State Common Retirement Fund | 48,765 | $2.95M | 0.00% | +12,138+33.1% | Added |
| Canada Pension Plan Investment Board | 46,500 | $2.81M | 0.00% | +46,500 | New |
| Cubist Systematic Strategies, LLC | 45,068 | $2.73M | 0.02% | +14,576+47.8% | Added |
| HSBC Holdings PLC | 44,256 | $2.69M | 0.00% | +11,363+34.5% | Added |
| North Star Investment Management Corp. | 44,387 | $2.69M | 0.21% | +1,414+3.3% | Added |
| Credit Suisse AG | 42,964 | $2.60M | 0.00% | −3,556−7.6% | Reduced |
| Envestnet Asset Management Inc | 42,882 | $2.59M | 0.00% | +9,097+26.9% | Added |
| State of New Jersey Common Pension Fund D | 42,495 | $2.57M | 0.01% | −8,767−17.1% | Reduced |
| Magellan Asset Management Ltd | 42,429 | $2.57M | 0.01% | −4,903−10.4% | Reduced |
| Brandywine Global Investment Management, LLC | 41,240 | $2.50M | 0.02% | +7,167+21.0% | Added |
| Walleye Capital LLC | 40,800 | $2.47M | 0.07% | +40,800 | New |
| Texas Permanent School Fund | 38,342 | $2.32M | 0.03% | +214+0.6% | Added |
| Brinker Capital Investments, LLC | 36,979 | $2.24M | 0.03% | +1,620+4.6% | Added |