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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 72,369 | $4.38M | 0.01% | −5,000−6.5% | Reduced |
| Stockman Wealth Management, Inc. | 73,545 | $4.45M | 0.92% | +4,134+6.0% | Added |
| Public Employees Retirement System of Ohio | 75,479 | $4.57M | 0.02% | −8,835−10.5% | Reduced |
| Conning Inc. | 77,076 | $4.66M | 0.13% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 77,822 | $4.71M | 0.10% | −15,051−16.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,079 | $4.84M | 0.05% | +20,450+34.3% | Added |
| Wells Fargo & Company | 80,145 | $4.85M | 0.00% | −24,258−23.2% | Reduced |
| Squarepoint Ops LLC | 84,444 | $5.11M | 0.04% | +21,046+33.2% | Added |
| Two Sigma Advisers, LP | 88,700 | $5.37M | 0.01% | +72,900+461.4% | Added |
| MetLife Investment Management | 94,003 | $5.69M | 0.04% | +18,579+24.6% | Added |
| Comerica Bank | 93,284 | $5.82M | 0.04% | −5,597−5.7% | Reduced |
| UBS Asset Management Americas Inc | 101,807 | $6.16M | 0.00% | +30,182+42.1% | Added |
| Heartland Advisors Inc | 104,679 | $6.33M | 0.39% | −23,214−18.2% | Reduced |
| Dean Investment Associates, LLC | 111,206 | $6.73M | 1.21% | +13,859+14.2% | Added |
| First PREMIER Bank | 117,367 | $7.10M | 1.87% | −486−0.4% | Reduced |
| American International Group, Inc. | 117,997 | $7.14M | 0.04% | +1,436+1.2% | Added |
| Mairs & Power Inc | 122,047 | $7.38M | 0.07% | −11,147−8.4% | Reduced |
| Kennedy Capital Management, Inc. | 124,842 | $7.55M | 0.18% | +9,293+8.0% | Added |
| Assenagon Asset Management S.A. | 127,564 | $7.72M | 0.03% | +127,564 | New |
| Mutual of America Capital Management LLC | 129,546 | $7.84M | 0.08% | +1,745+1.4% | Added |
| Swiss National Bank | 129,983 | $7.86M | 0.00% | +16,500+14.5% | Added |
| Tudor Investment Corp Et Al | 132,355 | $8.01M | 0.21% | +15,940+13.7% | Added |
| Ameriprise Financial Inc | 134,955 | $8.16M | 0.00% | −1,961−1.4% | Reduced |
| Alberta Investment Management Corp | 139,217 | $8.42M | 0.05% | +36,526+35.6% | Added |
| Two Sigma Investments, LP | 140,668 | $8.51M | 0.03% | +42,058+42.7% | Added |
| Aristotle Capital Boston, LLC | 141,498 | $8.56M | 0.22% | +144+0.1% | Added |
| Alliancebernstein L.P. | 141,895 | $8.58M | 0.00% | −3,201−2.2% | Reduced |
| Deutsche Bank AG | 142,775 | $8.64M | 0.00% | −52,521−26.9% | Reduced |
| Loomis Sayles & Co L P | 148,765 | $9.00M | 0.01% | −7,358−4.7% | Reduced |
| Parametric Portfolio Associates LLC | 150,359 | $9.10M | 0.00% | +16,172+12.1% | Added |
| State of Wisconsin Investment Board | 158,500 | $9.59M | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 162,505 | $9.83M | 0.02% | +74,292+84.2% | Added |
| Rhumbline Advisers | 165,505 | $10.0M | 0.01% | +2,746+1.7% | Added |
| Chartwell Investment Partners, LLC | 180,684 | $10.9M | 0.36% | −51,938−22.3% | Reduced |
| Principal Financial Group Inc | 182,961 | $11.1M | 0.01% | +2,987+1.7% | Added |
| Personal Capital Advisors Corp | 190,586 | $11.5M | 0.05% | +12,302+6.9% | Added |
| Liberty One Investment Management, LLC | 194,120 | $11.7M | 1.78% | +5,593+3.0% | Added |
| Peregrine Capital Management LLC | 199,346 | $12.1M | 0.29% | +14,089+7.6% | Added |
| Crawford Investment Counsel Inc | 205,525 | $12.4M | 0.24% | +35,430+20.8% | Added |
| Wedge Capital Management L L P | 218,342 | $13.2M | 0.18% | −9,307−4.1% | Reduced |
| Goldman Sachs Group Inc | 232,725 | $14.1M | 0.00% | −94,258−28.8% | Reduced |
| SEI Investments Co | 267,938 | $16.2M | 0.03% | −22,678−7.8% | Reduced |
| Morgan Stanley | 274,735 | $16.6M | 0.00% | −1,909−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 278,350 | $16.8M | 0.15% | −4,000−1.4% | Reduced |
| AQR Capital Management LLC | 279,080 | $16.9M | 0.03% | +95,660+52.2% | Added |
| Nuveen Asset Management, LLC | 347,214 | $20.2M | 0.01% | −94,567−21.4% | Reduced |
| First Manhattan Co | 341,927 | $20.7M | 0.07% | −585−0.2% | Reduced |
| Thrivent Financial for Lutherans | 364,330 | $22.0M | 0.04% | −11,059−2.9% | Reduced |
| Legal & General Group Plc | 402,634 | $24.4M | 0.01% | −10,724−2.6% | Reduced |
| Bank of America Corp | 429,145 | $26.0M | 0.00% | −29,553−6.4% | Reduced |
| Gabelli Funds LLC | 542,000 | $32.8M | 0.22% | 00.0% | Unchanged |
| ProShare Advisors LLC | 569,900 | $34.5M | 0.07% | +16,863+3.0% | Added |
| William Blair Investment Management, LLC | 586,627 | $35.5M | 0.11% | −7,473−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 607,989 | $36.8M | 0.01% | +32,499+5.6% | Added |
| Systematic Financial Management LP | 728,111 | $44.0M | 1.37% | +7,434+1.0% | Added |
| GW&K Investment Management, LLC | 786,830 | $47.6M | 0.42% | −2,601−0.3% | Reduced |
| Norges Bank | 795,759 | $48.1M | 0.01% | +175,778+28.4% | Added |
| Northern Trust Corp | 810,714 | $49.0M | 0.01% | −15,100−1.8% | Reduced |
| Invesco Ltd. | 828,588 | $50.1M | 0.01% | +43,948+5.6% | Added |
| Dimensional Fund Advisors LP | 890,705 | $53.9M | 0.02% | +13,040+1.5% | Added |
| Geode Capital Management, LLC | 982,176 | $59.4M | 0.01% | +46,074+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,086,393 | $65.7M | 0.39% | +15,350+1.4% | Added |
| Macquarie Group Ltd | 1,131,097 | $68.4M | 0.06% | +33,493+3.1% | Added |
| First Trust Advisors LP | 1,183,107 | $71.6M | 0.07% | −62,041−5.0% | Reduced |
| Westwood Holdings Group Inc. | 1,186,806 | $71.8M | 0.66% | −117,113−9.0% | Reduced |
| Franklin Resources Inc | 1,289,779 | $78.0M | 0.03% | +5,226+0.4% | Added |
| Bank of New York Mellon Corp | 1,310,395 | $79.3M | 0.02% | +90,377+7.4% | Added |
| Victory Capital Management Inc | 1,841,811 | $111.3M | 0.11% | +219,422+13.5% | Added |
| Price T Rowe Associates Inc | 2,052,280 | $124.1M | 0.01% | −781,356−27.6% | Reduced |
| JPMorgan Chase & Co | 2,057,918 | $124.5M | 0.02% | −353,609−14.7% | Reduced |
| State Street Corp | 2,393,653 | $144.8M | 0.01% | +711,238+42.3% | Added |
| American Century Companies Inc | 2,977,932 | $180.1M | 0.12% | −536,351−15.3% | Reduced |
| Lazard Asset Management LLC | 5,079,648 | $307.3M | 0.36% | +1,690,016+49.9% | Added |
| Vanguard Group Inc | 5,629,440 | $340.5M | 0.01% | +104,109+1.9% | Added |
| BlackRock Inc. | 8,852,795 | $535.5M | 0.01% | +74,439+0.8% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −412,441−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −113,023−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −61,287−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −42,890−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −27,101−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −22,724−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −21,461−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −20,781−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,272−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,914−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −10,862−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,984−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,797−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,269−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |