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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,804−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Hillcrest Asset Management LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |