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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 3,906 | $236.0K | 0.01% | +3,906 | New |
| Crewe Advisors LLC | 3,877 | $234.0K | 0.05% | +42+1.1% | Added |
| FORA Capital, LLC | 3,885 | $233.0K | 0.04% | +3,885 | New |
| Canandaigua National Corp | 3,835 | $232.0K | 0.04% | −65−1.7% | Reduced |
| Blueshift Asset Management, LLC | 3,807 | $230.0K | 0.02% | +3,807 | New |
| 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 |
| Covestor Ltd | 3,665 | $222.0K | 0.15% | +1,788+95.3% | 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 |
| State of Wyoming | 3,333 | $202.0K | 0.10% | +1,299+63.9% | Added |
| Point72 Hong Kong Ltd | 3,302 | $200.0K | 0.02% | +3,302 | New |
| Metropolitan Life Insurance Co | 3,300 | $199.6K | 0.01% | −18,680−85.0% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $166.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $145.0K | 0.00% | +1,500+166.7% | Added |
| Vestcor Inc | 1,821 | $110.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,719 | $104.0K | 0.00% | −244−12.4% | Reduced |
| Captrust Financial Advisors | 1,612 | $98.0K | 0.00% | +715+79.7% | Added |
| Accel Wealth Management | 1,529 | $93.0K | 0.05% | +16+1.1% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $60.0K | 0.01% | −4,000−80.0% | Reduced |
| Meeder Asset Management Inc | 920 | $56.0K | 0.00% | −257−21.8% | Reduced |
| Harbor Investment Advisory, LLC | 898 | $54.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $48.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 776 | $47.0K | 0.00% | +142+22.4% | Added |
| IFP Advisors, Inc | 729 | $40.0K | 0.00% | +692+1,870.3% | Added |
| Nomura Asset Management Co Ltd | 620 | $37.5K | 0.00% | +620 | New |
| Quadrant Capital Group LLC | 543 | $33.0K | 0.00% | +283+108.8% | Added |
| Ellis Investment Partners, LLC | 536 | $32.0K | 0.01% | +6+1.1% | Added |
| Central Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 443 | $26.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 312 | $19.0K | 0.02% | −107−25.5% | Reduced |
| First Bank & Trust | 292 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 240 | $15.0K | 0.00% | +32+15.4% | Added |
| FinTrust Capital Advisors, LLC | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 212 | $13.0K | 0.00% | −20−8.6% | Reduced |
| Glassman Wealth Services | 210 | $13.0K | 0.00% | +177+536.4% | Added |
| Aquatic Capital Management LLC | 200 | $12.0K | 0.02% | +100+100.0% | Added |
| Assetmark, Inc | 187 | $11.0K | 0.00% | −730−79.6% | Reduced |
| Parallel Advisors, LLC | 188 | $11.0K | 0.00% | +11+6.2% | Added |
| Private Capital Group, LLC | 168 | $10.0K | 0.00% | −32−16.0% | Reduced |
| 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 |
| Spire Wealth Management | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 109 | $7.00K | 0.00% | +109 | New |
| Global Retirement Partners, LLC | 111 | $7.00K | 0.00% | +111 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $6.17K | 0.00% | +102 | New |
| 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 |
| Gemmer Asset Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 87 | $5.00K | 0.00% | +47+117.5% | Added |
| 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 |
| Fieldpoint Private Securities, LLC | 47 | $3.00K | 0.00% | −5−9.6% | Reduced |
| 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 |
| 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 |
| Caldwell Trust Co | 13 | $786 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |