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, Q2 2022
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 280
- +9 vs. Q1 2022
- Shares held
- 57.1M
- −96.5K (−0.2%) vs. Q1 2022
- Total value
- $3.37B
- −$94.2M (−2.7%) vs. Q1 2022
- New holders
- 33
- 106 more added
- Sold out
- 24
- 98 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,852,665 | $521.7M | 0.02% | −1300.0% | Reduced |
| Vanguard Group Inc | 5,687,068 | $335.1M | 0.01% | +57,628+1.0% | Added |
| Lazard Asset Management LLC | 5,372,507 | $316.6M | 0.43% | +292,859+5.8% | Added |
| American Century Companies Inc | 2,981,544 | $175.7M | 0.14% | +3,612+0.1% | Added |
| State Street Corp | 2,453,102 | $144.6M | 0.01% | +59,449+2.5% | Added |
| JPMorgan Chase & Co | 1,910,595 | $112.6M | 0.02% | −147,323−7.2% | Reduced |
| Victory Capital Management Inc | 1,778,556 | $104.8M | 0.12% | −63,255−3.4% | Reduced |
| Price T Rowe Associates Inc | 1,774,963 | $104.6M | 0.01% | −277,317−13.5% | Reduced |
| Franklin Resources Inc | 1,280,751 | $75.5M | 0.04% | −9,028−0.7% | Reduced |
| Bank of New York Mellon Corp | 1,240,959 | $73.1M | 0.02% | −69,436−5.3% | Reduced |
| First Trust Advisors LP | 1,219,311 | $71.9M | 0.09% | +36,204+3.1% | Added |
| Westwood Holdings Group Inc. | 1,050,465 | $61.9M | 0.68% | −136,341−11.5% | Reduced |
| Macquarie Group Ltd | 1,020,359 | $60.3M | 0.07% | −110,738−9.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,012,995 | $59.7M | 0.41% | −73,398−6.8% | Reduced |
| Geode Capital Management, LLC | 996,102 | $58.7M | 0.01% | +13,926+1.4% | Added |
| Dimensional Fund Advisors LP | 905,337 | $53.4M | 0.02% | +14,632+1.6% | Added |
| Invesco Ltd. | 904,401 | $53.3M | 0.02% | +75,813+9.1% | Added |
| GW&K Investment Management, LLC | 832,064 | $49.0M | 0.53% | +45,234+5.7% | Added |
| Northern Trust Corp | 794,035 | $46.8M | 0.01% | −16,679−2.1% | Reduced |
| Systematic Financial Management LP | 744,312 | $43.9M | 1.52% | +16,201+2.2% | Added |
| William Blair Investment Management, LLC | 630,482 | $37.2M | 0.14% | +43,855+7.5% | Added |
| Charles Schwab Investment Management Inc | 626,850 | $36.9M | 0.01% | +18,861+3.1% | Added |
| Norges Bank | 571,223 | $33.7M | 0.01% | −224,536−28.2% | Reduced |
| Gabelli Funds LLC | 543,000 | $32.0M | 0.25% | +1,000+0.2% | Added |
| ProShare Advisors LLC | 528,953 | $31.2M | 0.10% | −40,947−7.2% | Reduced |
| AQR Capital Management LLC | 489,611 | $28.7M | 0.06% | +210,531+75.4% | Added |
| Thrivent Financial for Lutherans | 451,731 | $26.6M | 0.07% | +87,401+24.0% | Added |
| Bank of America Corp | 390,346 | $23.0M | 0.00% | −38,799−9.0% | Reduced |
| Nuveen Asset Management, LLC | 375,194 | $22.1M | 0.01% | +27,980+8.1% | Added |
| Morgan Stanley | 367,497 | $21.7M | 0.00% | +92,762+33.8% | Added |
| Legal & General Group Plc | 353,543 | $20.8M | 0.01% | −49,091−12.2% | Reduced |
| SEI Investments Co | 306,126 | $18.0M | 0.04% | +38,188+14.3% | Added |
| Goldman Sachs Group Inc | 278,610 | $16.4M | 0.00% | +45,885+19.7% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.4M | 0.18% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 243,683 | $14.4M | 0.32% | +38,158+18.6% | Added |
| Point72 Asset Management, L.P. | 221,500 | $13.1M | 0.06% | +221,500 | New |
| Wedge Capital Management L L P | 210,450 | $12.4M | 0.20% | −7,892−3.6% | Reduced |
| Principal Financial Group Inc | 210,410 | $12.4M | 0.01% | +27,449+15.0% | Added |
| Personal Capital Advisors Corp | 197,773 | $11.7M | 0.06% | +7,187+3.8% | Added |
| Peregrine Capital Management LLC | 196,512 | $11.6M | 0.35% | −2,834−1.4% | Reduced |
| Alliancebernstein L.P. | 186,257 | $11.0M | 0.01% | +44,362+31.3% | Added |
| Deutsche Bank AG | 184,250 | $10.9M | 0.01% | +41,475+29.0% | Added |
| Liberty One Investment Management, LLC | 179,653 | $10.8M | 1.84% | −14,467−7.5% | Reduced |
| Rhumbline Advisers | 180,488 | $10.6M | 0.02% | +14,983+9.1% | Added |
| Chartwell Investment Partners, LLC | 178,738 | $10.5M | 0.42% | −1,946−1.1% | Reduced |
| FMR LLC | 171,739 | $10.1M | 0.00% | +162,708+1,801.7% | Added |
| First Manhattan Co | 152,780 | $9.00M | 0.04% | −189,147−55.3% | Reduced |
| Loomis Sayles & Co L P | 146,394 | $8.63M | 0.02% | −2,371−1.6% | Reduced |
| Ameriprise Financial Inc | 139,104 | $8.20M | 0.00% | +4,149+3.1% | Added |
| Kennedy Capital Management, Inc. | 137,740 | $8.12M | 0.23% | +12,898+10.3% | Added |
| Aristotle Capital Boston, LLC | 136,800 | $8.06M | 0.24% | −4,698−3.3% | Reduced |
| Swiss National Bank | 127,483 | $7.51M | 0.01% | −2,500−1.9% | Reduced |
| Mutual of America Capital Management LLC | 124,048 | $7.31M | 0.09% | −5,498−4.2% | Reduced |
| Advisors Asset Management, Inc. | 123,753 | $7.29M | 0.13% | +123,753 | New |
| Alberta Investment Management Corp | 123,227 | $7.26M | 0.05% | −15,990−11.5% | Reduced |
| Mairs & Power Inc | 121,984 | $7.19M | 0.09% | −63−0.1% | Reduced |
| First PREMIER Bank | 115,767 | $6.82M | 2.04% | −1,600−1.4% | Reduced |
| American International Group, Inc. | 114,326 | $6.74M | 0.05% | −3,671−3.1% | Reduced |
| Renaissance Technologies LLC | 112,426 | $6.63M | 0.01% | +99,026+739.0% | Added |
| Two Sigma Advisers, LP | 111,900 | $6.59M | 0.02% | +23,200+26.2% | Added |
| Dean Investment Associates, LLC | 108,618 | $6.40M | 1.25% | −2,588−2.3% | Reduced |
| Heartland Advisors Inc | 96,547 | $5.69M | 0.40% | −8,132−7.8% | Reduced |
| Tudor Investment Corp Et Al | 96,483 | $5.69M | 0.17% | −35,872−27.1% | Reduced |
| UBS Asset Management Americas Inc | 96,421 | $5.68M | 0.00% | −5,386−5.3% | Reduced |
| MetLife Investment Management | 94,176 | $5.55M | 0.04% | +173+0.2% | Added |
| Comerica Bank | 92,267 | $5.23M | 0.04% | −1,017−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,691 | $4.81M | 0.05% | +1,612+2.0% | Added |
| Conning Inc. | 77,076 | $4.54M | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 75,201 | $4.43M | 0.01% | +51,446+216.6% | Added |
| Stockman Wealth Management, Inc. | 74,732 | $4.40M | 1.12% | +1,187+1.6% | Added |
| New York State Teachers Retirement System | 72,469 | $4.27M | 0.01% | +100+0.1% | Added |
| Retirement Systems of Alabama | 71,319 | $4.20M | 0.02% | +357+0.5% | Added |
| Bank of Montreal | 68,843 | $4.10M | 0.00% | +42,579+162.1% | Added |
| California State Teachers Retirement System | 69,146 | $4.08M | 0.01% | −827−1.2% | Reduced |
| Great West Life Assurance Co | 68,457 | $4.03M | 0.01% | +4,149+6.5% | Added |
| Manufacturers Life Insurance Company, The | 66,417 | $3.91M | 0.00% | −491−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 64,297 | $3.79M | 0.02% | −11,182−14.8% | Reduced |
| Two Sigma Investments, LP | 61,418 | $3.62M | 0.01% | −79,250−56.3% | Reduced |
| South Dakota Investment Council | 60,985 | $3.59M | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 60,511 | $3.57M | 0.01% | −101,994−62.8% | Reduced |
| Sound Income Strategies, LLC | 59,655 | $3.52M | 0.47% | +6,329+11.9% | Added |
| Holocene Advisors, LP | 58,832 | $3.47M | 0.02% | −3,992−6.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 56,075 | $3.30M | 0.27% | +825+1.5% | Added |
| Nisa Investment Advisors, LLC | 55,090 | $3.25M | 0.03% | +2,464+4.7% | Added |
| Envestnet Asset Management Inc | 52,755 | $3.11M | 0.00% | +9,873+23.0% | Added |
| Meritage Portfolio Management | 52,662 | $3.10M | 0.24% | +998+1.9% | Added |
| New York State Common Retirement Fund | 48,141 | $2.84M | 0.00% | −624−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 45,981 | $2.71M | 0.01% | +12,821+38.7% | Added |
| North Star Investment Management Corp. | 45,057 | $2.65M | 0.24% | +670+1.5% | Added |
| Citadel Advisors LLC | 44,479 | $2.62M | 0.00% | +22,144+99.1% | Added |
| Cubist Systematic Strategies, LLC | 44,239 | $2.61M | 0.02% | −829−1.8% | Reduced |
| Barclays PLC | 42,943 | $2.53M | 0.00% | +42,856+49,259.8% | Added |
| Magellan Asset Management Ltd | 41,484 | $2.44M | 0.01% | −945−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 40,893 | $2.41M | 0.03% | +24,129+143.9% | Added |
| Credit Suisse AG | 40,832 | $2.41M | 0.00% | −2,132−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 39,364 | $2.32M | 0.02% | −1,876−4.5% | Reduced |
| Texas Permanent School Fund | 38,847 | $2.29M | 0.04% | +505+1.3% | Added |
| Clearbridge Investments, LLC | 38,093 | $2.25M | 0.00% | +2,009+5.6% | Added |
| State of New Jersey Common Pension Fund D | 37,468 | $2.21M | 0.01% | −5,027−11.8% | Reduced |
| Algert Global LLC | 35,997 | $2.12M | 0.16% | +21,794+153.4% | Added |