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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $0 | 0.00% | +2+40.0% | Added |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +7 | New |
| Caldwell Trust Co | 13 | $786 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 16 | $1.00K | 0.00% | −85−84.2% | Reduced |
| Allworth Financial LP | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +13+130.0% | Added |
| SRS Capital Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| JJJ Advisors Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $2.00K | 0.00% | +5+15.2% | Added |
| Massmutual Trust Co FSB | 40 | $2.00K | 0.00% | +40 | New |
| Fieldpoint Private Securities, LLC | 47 | $3.00K | 0.00% | −5−9.6% | Reduced |
| Umb Bank N A | 52 | $4.00K | 0.00% | −29−35.8% | Reduced |
| Bessemer Group Inc | 72 | $4.00K | 0.00% | +5+7.5% | Added |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 60 | $4.00K | 0.00% | +60 | New |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 87 | $5.00K | 0.00% | +47+117.5% | Added |
| Pinebridge Investments, L.P. | 100 | $6.00K | 0.00% | −800−88.9% | Reduced |
| Vectors Research Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | +102 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $6.17K | 0.00% | +102 | New |
| Prospera Financial Services Inc | 109 | $7.00K | 0.00% | +109 | New |
| Global Retirement Partners, LLC | 111 | $7.00K | 0.00% | +111 | New |
| Spire Wealth Management | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 143 | $9.00K | 0.00% | +128+853.3% | Added |
| Private Capital Group, LLC | 168 | $10.0K | 0.00% | −32−16.0% | Reduced |
| Assetmark, Inc | 187 | $11.0K | 0.00% | −730−79.6% | Reduced |
| Parallel Advisors, LLC | 188 | $11.0K | 0.00% | +11+6.2% | Added |
| Aquatic Capital Management LLC | 200 | $12.0K | 0.02% | +100+100.0% | Added |
| CWM, LLC | 212 | $13.0K | 0.00% | −20−8.6% | Reduced |
| Glassman Wealth Services | 210 | $13.0K | 0.00% | +177+536.4% | Added |
| FinTrust Capital Advisors, LLC | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 240 | $15.0K | 0.00% | +32+15.4% | Added |
| Salem Investment Counselors Inc | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 292 | $18.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 312 | $19.0K | 0.02% | −107−25.5% | Reduced |
| Geneos Wealth Management Inc. | 443 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 536 | $32.0K | 0.01% | +6+1.1% | Added |
| Quadrant Capital Group LLC | 543 | $33.0K | 0.00% | +283+108.8% | Added |
| Nomura Asset Management Co Ltd | 620 | $37.5K | 0.00% | +620 | New |
| IFP Advisors, Inc | 729 | $40.0K | 0.00% | +692+1,870.3% | Added |
| Signaturefd, LLC | 776 | $47.0K | 0.00% | +142+22.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $54.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 920 | $56.0K | 0.00% | −257−21.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $60.0K | 0.01% | −4,000−80.0% | Reduced |
| Accel Wealth Management | 1,529 | $93.0K | 0.05% | +16+1.1% | Added |
| Captrust Financial Advisors | 1,612 | $98.0K | 0.00% | +715+79.7% | Added |
| Tower Research Capital LLC (TRC) | 1,719 | $104.0K | 0.00% | −244−12.4% | Reduced |
| Vestcor Inc | 1,821 | $110.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $145.0K | 0.00% | +1,500+166.7% | Added |
| Dividend Assets Capital, LLC | 2,750 | $166.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,300 | $199.6K | 0.01% | −18,680−85.0% | Reduced |
| Point72 Hong Kong Ltd | 3,302 | $200.0K | 0.02% | +3,302 | New |
| State of Wyoming | 3,333 | $202.0K | 0.10% | +1,299+63.9% | Added |
| Two Sigma Securities, LLC | 3,601 | $218.0K | 0.03% | +3,601 | New |
| Hightower 6M Holding, LLC | 3,598 | $218.0K | 0.02% | +3,598 | New |
| Covestor Ltd | 3,665 | $222.0K | 0.15% | +1,788+95.3% | Added |
| Loveless Wealth Management LLC | 3,750 | $227.0K | 0.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,749 | $227.0K | 0.00% | +3,749 | New |
| Blueshift Asset Management, LLC | 3,807 | $230.0K | 0.02% | +3,807 | New |
| Canandaigua National Corp | 3,835 | $232.0K | 0.04% | −65−1.7% | Reduced |
| FORA Capital, LLC | 3,885 | $233.0K | 0.04% | +3,885 | New |
| Crewe Advisors LLC | 3,877 | $234.0K | 0.05% | +42+1.1% | Added |
| CWM Advisors, LLC | 3,909 | $236.0K | 0.03% | −493−11.2% | Reduced |
| First Citizens Bank & Trust Co | 3,906 | $236.0K | 0.01% | +3,906 | New |
| Ifrah Financial Services, Inc. | 3,970 | $240.0K | 0.07% | +5+0.1% | Added |
| Cetera Investment Advisers | 4,010 | $243.0K | 0.00% | +262+7.0% | Added |
| Toroso Investments, LLC | 4,202 | $254.0K | 0.01% | +336+8.7% | Added |
| Millennium Management LLC | 4,241 | $257.0K | 0.00% | +4,241 | New |
| Pictet Asset Management SA | 4,334 | $262.0K | 0.00% | +834+23.8% | Added |
| Bailard, Inc. | 4,500 | $272.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,551 | $275.0K | 0.05% | −2,112−31.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,577 | $277.0K | 0.05% | −1,320−22.4% | Reduced |
| Henshaw Capital LLC | 4,627 | $279.9K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,660 | $282.0K | 0.01% | +50+1.1% | Added |
| Wolf Group Capital Advisors | 4,766 | $288.0K | 0.15% | −93,747−95.2% | Reduced |
| O'Shares Investment Advisers, LLC | 4,787 | $290.0K | 0.02% | +255+5.6% | Added |
| Securian Asset Management, Inc | 4,852 | $293.0K | 0.01% | +136+2.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,977 | $301.0K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $302.0K | 0.04% | −1,700−25.4% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $315.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,233 | $317.0K | 0.04% | +263+5.3% | Added |
| UMA Financial Services, Inc. | 5,500 | $325.0K | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 5,368 | $325.0K | 0.00% | +458+9.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,621 | $340.0K | 0.08% | +5,621 | New |
| Guggenheim Capital LLC | 5,854 | $354.0K | 0.00% | +1,879+47.3% | Added |
| Janney Montgomery Scott LLC | 5,941 | $359.0K | 0.00% | +205+3.6% | Added |
| Citigroup Inc | 6,115 | $369.0K | 0.00% | −12,896−67.8% | Reduced |
| SG Americas Securities, LLC | 6,114 | $370.0K | 0.00% | −12,296−66.8% | Reduced |