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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 36,084 | $2.18M | 0.00% | +36,084 | New |
| Amalgamated Bank | 34,329 | $2.08M | 0.02% | −692−2.0% | Reduced |
| Amalgamated Financial Corp. | 34,329 | $2.08M | 0.02% | +34,329 | New |
| Engineers Gate Manager LP | 33,237 | $2.01M | 0.08% | +24,533+281.9% | Added |
| BNP Paribas Arbitrage, SA | 33,160 | $2.01M | 0.00% | −30,249−47.7% | Reduced |
| Hennessy Advisors Inc | 30,898 | $1.87M | 0.10% | −1,500−4.6% | Reduced |
| Martingale Asset Management L P | 30,611 | $1.85M | 0.03% | +100+0.3% | Added |
| Jennison Associates LLC | 29,708 | $1.80M | 0.00% | +7,115+31.5% | Added |
| Yousif Capital Management, LLC | 28,518 | $1.73M | 0.02% | +1,031+3.8% | Added |
| Money Concepts Capital Corp | 28,420 | $1.72M | 0.10% | +5,664+24.9% | Added |
| Voloridge Investment Management, LLC | 27,753 | $1.68M | 0.01% | −667−2.3% | Reduced |
| Trexquant Investment LP | 27,533 | $1.67M | 0.08% | +22,346+430.8% | Added |
| Allspring Global Investments Holdings, LLC | 27,472 | $1.66M | 0.00% | +149+0.5% | Added |
| Bank of Montreal | 26,264 | $1.58M | 0.00% | +1,527+6.2% | Added |
| Susquehanna International Group Ltd. | 25,416 | $1.54M | 0.52% | +25,416 | New |
| Advisor Group Holdings, Inc. | 24,182 | $1.46M | 0.00% | −1,066−4.2% | Reduced |
| Cox Capital Mgt LLC | 24,132 | $1.46M | 0.92% | −154−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 24,083 | $1.46M | 0.01% | +3,706+18.2% | Added |
| Ensign Peak Advisors, Inc | 23,993 | $1.45M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,755 | $1.44M | 0.00% | −11,195−32.0% | Reduced |
| First Republic Investment Management, Inc. | 23,558 | $1.43M | 0.00% | +1,220+5.5% | Added |
| Citadel Advisors LLC | 22,335 | $1.35M | 0.00% | +13,310+147.5% | Added |
| Commonwealth Equity Services, LLC | 22,281 | $1.35M | 0.00% | +842+3.9% | Added |
| Ziegler Capital Management, LLC | 21,834 | $1.32M | 0.06% | −2,000−8.4% | Reduced |
| Balyasny Asset Management LLC | 21,669 | $1.31M | 0.01% | −8,634−28.5% | Reduced |
| Royal Bank of Canada | 20,643 | $1.25M | 0.00% | −13,215−39.0% | Reduced |
| State of Tennessee, Treasury Department | 20,000 | $1.21M | 0.00% | +20,000 | New |
| The PNC Financial Services Group, Inc. | 19,465 | $1.18M | 0.00% | +2,098+12.1% | Added |
| AlphaCrest Capital Management LLC | 18,665 | $1.13M | 0.06% | +1,797+10.7% | Added |
| Ameritas Investment Partners, Inc. | 18,580 | $1.12M | 0.04% | +518+2.9% | Added |
| Gateway Investment Advisers LLC | 17,996 | $1.09M | 0.01% | +80+0.4% | Added |
| Winton Group Ltd | 17,483 | $1.06M | 0.06% | +17,483 | New |
| Oregon Public Employees Retirement Fund | 16,827 | $1.02M | 0.01% | +54+0.3% | Added |
| ExodusPoint Capital Management, LP | 16,764 | $1.01M | 0.01% | +16,764 | New |
| ARGI Investment Services, LLC | 16,485 | $997.0K | 0.03% | +16,485 | New |
| Raymond James & Associates | 16,043 | $970.0K | 0.00% | −421−2.6% | Reduced |
| Versor Investments LP | 15,613 | $944.0K | 0.04% | +5,313+51.6% | Added |
| DC Investments Management, LLC | 15,536 | $940.0K | 1.63% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 15,073 | $912.0K | 0.57% | +15,073 | New |
| Truist Financial Corp | 15,005 | $907.0K | 0.00% | +3,332+28.5% | Added |
| Arizona State Retirement System | 14,858 | $899.0K | 0.01% | +980+7.1% | Added |
| Louisiana State Employees Retirement System | 14,200 | $886.0K | 0.02% | +700+5.2% | Added |
| Algert Global LLC | 14,203 | $859.0K | 0.06% | +9,227+185.4% | Added |
| State of Michigan Retirement System | 13,728 | $830.0K | 0.00% | +367+2.7% | Added |
| Renaissance Technologies LLC | 13,400 | $811.0K | 0.00% | −224,326−94.4% | Reduced |
| Allianz Asset Management GmbH | 12,525 | $758.0K | 0.00% | +3,183+34.1% | Added |
| US Bancorp | 12,212 | $740.0K | 0.00% | −412−3.3% | Reduced |
| Riverwater Partners LLC | 11,527 | $697.0K | 1.15% | +1,424+14.1% | Added |
| Burney Co | 11,466 | $694.0K | 0.03% | +1,208+11.8% | Added |
| Teacher Retirement System of Texas | 11,367 | $688.0K | 0.00% | +1,408+14.1% | Added |
| New Mexico Educational Retirement Board | 10,500 | $635.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Exchange Traded Concepts, LLC | 10,131 | $613.0K | 0.01% | +704+7.5% | Added |
| Naples Global Advisors, LLC | 9,880 | $598.0K | 0.07% | +2,780+39.2% | Added |
| Dean Capital Management | 9,605 | $581.0K | 0.51% | 00.0% | Unchanged |
| FMR LLC | 9,031 | $546.0K | 0.00% | +8,831+4,415.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,982 | $543.0K | 0.01% | +254+2.9% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $520.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,370 | $506.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 8,170 | $494.0K | 0.02% | +512+6.7% | Added |
| 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 |
| Keybank National Association | 7,748 | $469.0K | 0.00% | −3,160−29.0% | Reduced |
| State of Alaska, Department of Revenue | 7,722 | $467.0K | 0.00% | +100+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 7,522 | $455.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,249 | $438.0K | 0.00% | +998+16.0% | Added |
| IFM Investors Pty Ltd | 7,157 | $433.0K | 0.01% | +7,157 | New |
| TD Asset Management Inc | 6,920 | $419.0K | 0.00% | −18,922−73.2% | Reduced |
| Profund Advisors LLC | 6,884 | $416.0K | 0.02% | +882+14.7% | Added |
| IndexIQ Advisors LLC | 6,866 | $415.0K | 0.01% | +6,866 | New |
| Shell Asset Management Co | 6,670 | $403.0K | 0.01% | −965−12.6% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $375.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,114 | $370.0K | 0.00% | −12,296−66.8% | Reduced |
| Citigroup Inc | 6,115 | $369.0K | 0.00% | −12,896−67.8% | Reduced |
| Janney Montgomery Scott LLC | 5,941 | $359.0K | 0.00% | +205+3.6% | Added |
| Guggenheim Capital LLC | 5,854 | $354.0K | 0.00% | +1,879+47.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,621 | $340.0K | 0.08% | +5,621 | New |
| 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 |
| Verdence Capital Advisors LLC | 5,233 | $317.0K | 0.04% | +263+5.3% | Added |
| John G Ullman & Associates Inc | 5,200 | $315.0K | 0.04% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $302.0K | 0.04% | −1,700−25.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,977 | $301.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,852 | $293.0K | 0.01% | +136+2.9% | Added |
| O'Shares Investment Advisers, LLC | 4,787 | $290.0K | 0.02% | +255+5.6% | Added |
| Wolf Group Capital Advisors | 4,766 | $288.0K | 0.15% | −93,747−95.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,660 | $282.0K | 0.01% | +50+1.1% | Added |
| Henshaw Capital LLC | 4,627 | $279.9K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,577 | $277.0K | 0.05% | −1,320−22.4% | Reduced |
| Aigen Investment Management, LP | 4,551 | $275.0K | 0.05% | −2,112−31.7% | Reduced |
| Bailard, Inc. | 4,500 | $272.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,334 | $262.0K | 0.00% | +834+23.8% | Added |
| Millennium Management LLC | 4,241 | $257.0K | 0.00% | +4,241 | New |
| Toroso Investments, LLC | 4,202 | $254.0K | 0.01% | +336+8.7% | Added |
| Cetera Investment Advisers | 4,010 | $243.0K | 0.00% | +262+7.0% | Added |
| Ifrah Financial Services, Inc. | 3,970 | $240.0K | 0.07% | +5+0.1% | Added |
| CWM Advisors, LLC | 3,909 | $236.0K | 0.03% | −493−11.2% | Reduced |