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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 6,200 | $375.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,670 | $403.0K | 0.01% | −965−12.6% | Reduced |
| IndexIQ Advisors LLC | 6,866 | $415.0K | 0.01% | +6,866 | New |
| Profund Advisors LLC | 6,884 | $416.0K | 0.02% | +882+14.7% | Added |
| TD Asset Management Inc | 6,920 | $419.0K | 0.00% | −18,922−73.2% | Reduced |
| IFM Investors Pty Ltd | 7,157 | $433.0K | 0.01% | +7,157 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,249 | $438.0K | 0.00% | +998+16.0% | Added |
| Teachers Retirement System of the State of Kentucky | 7,522 | $455.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,722 | $467.0K | 0.00% | +100+1.3% | Added |
| Keybank National Association | 7,748 | $469.0K | 0.00% | −3,160−29.0% | Reduced |
| Jane Street Group, LLC | 7,944 | $481.0K | 0.00% | −11,381−58.9% | Reduced |
| Xponance, Inc. | 7,948 | $481.0K | 0.01% | +65+0.8% | Added |
| Krane Funds Advisors LLC | 8,170 | $494.0K | 0.02% | +512+6.7% | Added |
| State Board of Administration of Florida Retirement System | 8,370 | $506.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,595 | $520.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,982 | $543.0K | 0.01% | +254+2.9% | Added |
| FMR LLC | 9,031 | $546.0K | 0.00% | +8,831+4,415.5% | Added |
| Dean Capital Management | 9,605 | $581.0K | 0.51% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 9,880 | $598.0K | 0.07% | +2,780+39.2% | Added |
| Exchange Traded Concepts, LLC | 10,131 | $613.0K | 0.01% | +704+7.5% | Added |
| Janus Henderson Group PLC | 10,298 | $622.0K | 0.00% | +16+0.2% | Added |
| Federated Hermes, Inc. | 10,282 | $622.0K | 0.00% | +74+0.7% | Added |
| Commerce Bank | 10,415 | $630.0K | 0.00% | −100−1.0% | Reduced |
| Van Eck Associates Corp | 10,408 | $630.0K | 0.00% | +1,022+10.9% | Added |
| New Mexico Educational Retirement Board | 10,500 | $635.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,367 | $688.0K | 0.00% | +1,408+14.1% | Added |
| Burney Co | 11,466 | $694.0K | 0.03% | +1,208+11.8% | Added |
| Riverwater Partners LLC | 11,527 | $697.0K | 1.15% | +1,424+14.1% | Added |
| US Bancorp | 12,212 | $740.0K | 0.00% | −412−3.3% | Reduced |
| Allianz Asset Management GmbH | 12,525 | $758.0K | 0.00% | +3,183+34.1% | Added |
| Renaissance Technologies LLC | 13,400 | $811.0K | 0.00% | −224,326−94.4% | Reduced |
| State of Michigan Retirement System | 13,728 | $830.0K | 0.00% | +367+2.7% | Added |
| Algert Global LLC | 14,203 | $859.0K | 0.06% | +9,227+185.4% | Added |
| Louisiana State Employees Retirement System | 14,200 | $886.0K | 0.02% | +700+5.2% | Added |
| Arizona State Retirement System | 14,858 | $899.0K | 0.01% | +980+7.1% | Added |
| Truist Financial Corp | 15,005 | $907.0K | 0.00% | +3,332+28.5% | Added |
| VELA Investment Management, LLC | 15,073 | $912.0K | 0.57% | +15,073 | New |
| DC Investments Management, LLC | 15,536 | $940.0K | 1.63% | 00.0% | Unchanged |
| Versor Investments LP | 15,613 | $944.0K | 0.04% | +5,313+51.6% | Added |
| Raymond James & Associates | 16,043 | $970.0K | 0.00% | −421−2.6% | Reduced |
| ARGI Investment Services, LLC | 16,485 | $997.0K | 0.03% | +16,485 | New |
| ExodusPoint Capital Management, LP | 16,764 | $1.01M | 0.01% | +16,764 | New |
| Oregon Public Employees Retirement Fund | 16,827 | $1.02M | 0.01% | +54+0.3% | Added |
| Winton Group Ltd | 17,483 | $1.06M | 0.06% | +17,483 | New |
| Gateway Investment Advisers LLC | 17,996 | $1.09M | 0.01% | +80+0.4% | Added |
| Ameritas Investment Partners, Inc. | 18,580 | $1.12M | 0.04% | +518+2.9% | Added |
| AlphaCrest Capital Management LLC | 18,665 | $1.13M | 0.06% | +1,797+10.7% | Added |
| The PNC Financial Services Group, Inc. | 19,465 | $1.18M | 0.00% | +2,098+12.1% | Added |
| State of Tennessee, Treasury Department | 20,000 | $1.21M | 0.00% | +20,000 | New |
| Royal Bank of Canada | 20,643 | $1.25M | 0.00% | −13,215−39.0% | Reduced |
| Balyasny Asset Management LLC | 21,669 | $1.31M | 0.01% | −8,634−28.5% | Reduced |
| Ziegler Capital Management, LLC | 21,834 | $1.32M | 0.06% | −2,000−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 22,281 | $1.35M | 0.00% | +842+3.9% | Added |
| Citadel Advisors LLC | 22,335 | $1.35M | 0.00% | +13,310+147.5% | Added |
| First Republic Investment Management, Inc. | 23,558 | $1.43M | 0.00% | +1,220+5.5% | Added |
| Russell Investments Group, Ltd. | 23,755 | $1.44M | 0.00% | −11,195−32.0% | Reduced |
| Ensign Peak Advisors, Inc | 23,993 | $1.45M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 24,083 | $1.46M | 0.01% | +3,706+18.2% | Added |
| Cox Capital Mgt LLC | 24,132 | $1.46M | 0.92% | −154−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 24,182 | $1.46M | 0.00% | −1,066−4.2% | Reduced |
| Susquehanna International Group Ltd. | 25,416 | $1.54M | 0.52% | +25,416 | New |
| Bank of Montreal | 26,264 | $1.58M | 0.00% | +1,527+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 27,472 | $1.66M | 0.00% | +149+0.5% | Added |
| Trexquant Investment LP | 27,533 | $1.67M | 0.08% | +22,346+430.8% | Added |
| Voloridge Investment Management, LLC | 27,753 | $1.68M | 0.01% | −667−2.3% | Reduced |
| Money Concepts Capital Corp | 28,420 | $1.72M | 0.10% | +5,664+24.9% | Added |
| Yousif Capital Management, LLC | 28,518 | $1.73M | 0.02% | +1,031+3.8% | Added |
| Jennison Associates LLC | 29,708 | $1.80M | 0.00% | +7,115+31.5% | Added |
| Martingale Asset Management L P | 30,611 | $1.85M | 0.03% | +100+0.3% | Added |
| Hennessy Advisors Inc | 30,898 | $1.87M | 0.10% | −1,500−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 33,160 | $2.01M | 0.00% | −30,249−47.7% | Reduced |
| Engineers Gate Manager LP | 33,237 | $2.01M | 0.08% | +24,533+281.9% | Added |
| Amalgamated Bank | 34,329 | $2.08M | 0.02% | −692−2.0% | Reduced |
| Amalgamated Financial Corp. | 34,329 | $2.08M | 0.02% | +34,329 | New |
| Clearbridge Investments, LLC | 36,084 | $2.18M | 0.00% | +36,084 | New |
| Brinker Capital Investments, LLC | 36,979 | $2.24M | 0.03% | +1,620+4.6% | Added |
| Texas Permanent School Fund | 38,342 | $2.32M | 0.03% | +214+0.6% | Added |
| Walleye Capital LLC | 40,800 | $2.47M | 0.07% | +40,800 | New |
| Brandywine Global Investment Management, LLC | 41,240 | $2.50M | 0.02% | +7,167+21.0% | Added |
| Magellan Asset Management Ltd | 42,429 | $2.57M | 0.01% | −4,903−10.4% | Reduced |
| State of New Jersey Common Pension Fund D | 42,495 | $2.57M | 0.01% | −8,767−17.1% | Reduced |
| Envestnet Asset Management Inc | 42,882 | $2.59M | 0.00% | +9,097+26.9% | Added |
| Credit Suisse AG | 42,964 | $2.60M | 0.00% | −3,556−7.6% | Reduced |
| North Star Investment Management Corp. | 44,387 | $2.69M | 0.21% | +1,414+3.3% | Added |
| HSBC Holdings PLC | 44,256 | $2.69M | 0.00% | +11,363+34.5% | Added |
| Cubist Systematic Strategies, LLC | 45,068 | $2.73M | 0.02% | +14,576+47.8% | Added |
| Canada Pension Plan Investment Board | 46,500 | $2.81M | 0.00% | +46,500 | New |
| New York State Common Retirement Fund | 48,765 | $2.95M | 0.00% | +12,138+33.1% | Added |
| Meritage Portfolio Management | 51,664 | $3.13M | 0.19% | +1,279+2.5% | Added |
| Nisa Investment Advisors, LLC | 52,626 | $3.18M | 0.02% | −120−0.2% | Reduced |
| Sound Income Strategies, LLC | 53,326 | $3.23M | 0.37% | +15,341+40.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 55,250 | $3.34M | 0.24% | +1,085+2.0% | Added |
| South Dakota Investment Council | 60,985 | $3.69M | 0.07% | −12,500−17.0% | Reduced |
| UBS Group AG | 61,070 | $3.69M | 0.00% | +2,502+4.3% | Added |
| Holocene Advisors, LP | 62,824 | $3.80M | 0.02% | +25,725+69.3% | Added |
| Manufacturers Life Insurance Company, The | 66,908 | $4.05M | 0.00% | −17,430−20.7% | Reduced |
| Great West Life Assurance Co | 64,308 | $4.07M | 0.01% | +9,425+17.2% | Added |
| Prudential Financial Inc | 69,586 | $4.21M | 0.01% | +5,261+8.2% | Added |
| California State Teachers Retirement System | 69,973 | $4.23M | 0.01% | −2,356−3.3% | Reduced |
| Retirement Systems of Alabama | 70,962 | $4.29M | 0.02% | +2,012+2.9% | Added |