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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7 | $0 | 0.00% | +7 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | −28−70.0% | Reduced |
| Allworth Financial LP | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Schubert & Co | 15 | $1.00K | 0.00% | +8+114.3% | Added |
| Hallmark Capital Management Inc | 17 | $1.00K | 0.00% | +17 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 25 | $1.00K | 0.00% | +25 | New |
| Castle Wealth Management LLC | 25 | $1.00K | 0.00% | +25 | New |
| Halpern Financial, Inc. | 28 | $1.65K | 0.00% | +28 | New |
| Glassman Wealth Services | 33 | $2.00K | 0.00% | −177−84.3% | Reduced |
| Versant Capital Management, Inc | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.00K | 0.00% | +9+39.1% | Added |
| Umb Bank N A | 43 | $3.00K | 0.00% | −9−17.3% | Reduced |
| Bessemer Group Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $5.00K | 0.00% | −22−19.8% | Reduced |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $6.00K | 0.00% | +105 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $6.01K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 109 | $7.00K | 0.01% | +49+81.7% | Added |
| Lindbrook Capital, LLC | 140 | $8.00K | 0.00% | −3−2.1% | Reduced |
| Spire Wealth Management | 134 | $8.00K | 0.00% | +1+0.8% | Added |
| Proequities, Inc. | 145 | $9.00K | 0.00% | −5−3.3% | Reduced |
| Addison Advisors LLC | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 187 | $11.0K | 0.01% | +19+11.3% | Added |
| Bell Investment Advisors, Inc | 194 | $11.0K | 0.00% | +194 | New |
| CWM, LLC | 211 | $12.0K | 0.00% | −1−0.5% | Reduced |
| Parallel Advisors, LLC | 203 | $12.0K | 0.00% | +15+8.0% | Added |
| FinTrust Capital Advisors, LLC | 241 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 235 | $14.0K | 0.00% | +235 | New |
| First Horizon Advisors, Inc. | 258 | $15.0K | 0.00% | +258 | New |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $18.0K | 0.00% | +60+25.0% | Added |
| Aquatic Capital Management LLC | 300 | $18.0K | 0.01% | +100+50.0% | Added |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | −279−38.3% | Reduced |
| Geneos Wealth Management Inc. | 443 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $27.0K | 0.00% | +366+366.0% | Added |
| Central Trust Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 542 | $31.0K | 0.01% | +6+1.1% | Added |
| Nomura Asset Management Co Ltd | 620 | $36.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 733 | $43.0K | 0.01% | +190+35.0% | Added |
| Eagle Bay Advisors LLC | 765 | $45.1K | 0.03% | +453+145.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $47.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 849 | $50.0K | 0.00% | +73+9.4% | Added |
| Assetmark, Inc | 873 | $51.0K | 0.00% | +686+366.8% | Added |
| Harbor Investment Advisory, LLC | 898 | $53.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,050 | $62.0K | 0.01% | +1,050 | New |
| Front Row Advisors LLC | 1,135 | $67.0K | 0.03% | +1,135 | New |
| Accel Wealth Management | 1,529 | $88.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,551 | $91.0K | 0.02% | +1,551 | New |
| Captrust Financial Advisors | 1,695 | $100.0K | 0.00% | +83+5.1% | Added |
| Vestcor Inc | 1,821 | $107.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,390 | $141.0K | 0.01% | +1,470+159.8% | Added |
| Dividend Assets Capital, LLC | 2,750 | $162.0K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 3,200 | $188.0K | 0.00% | +800+33.3% | Added |
| State of Wyoming | 3,219 | $189.0K | 0.12% | −114−3.4% | Reduced |
| Metropolitan Life Insurance Co | 3,300 | $194.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,431 | $202.0K | 0.17% | −234−6.4% | Reduced |
| CWM Advisors, LLC | 3,604 | $212.0K | 0.03% | −305−7.8% | Reduced |
| Hightower 6M Holding, LLC | 3,595 | $212.0K | 0.02% | −3−0.1% | Reduced |
| Canandaigua National Corp | 3,662 | $216.0K | 0.04% | −173−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,731 | $220.0K | 0.00% | +3,731 | New |
| Loveless Wealth Management LLC | 3,750 | $221.0K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,798 | $224.0K | 0.01% | −108−2.8% | Reduced |
| Verition Fund Management LLC | 3,836 | $226.0K | 0.00% | +3,836 | New |
| Inspire Advisors, LLC | 3,842 | $226.0K | 0.06% | +3,842 | New |
| Ifrah Financial Services, Inc. | 3,860 | $227.0K | 0.07% | −110−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,845 | $227.0K | 0.01% | +2,126+123.7% | Added |
| Pacer Advisors, Inc. | 3,885 | $229.0K | 0.00% | +3,885 | New |
| Crewe Advisors LLC | 3,917 | $231.0K | 0.05% | +40+1.0% | Added |
| Voloridge Investment Management, LLC | 4,105 | $242.0K | 0.00% | −23,648−85.2% | Reduced |
| Fox Run Management, L.L.C. | 4,237 | $250.0K | 0.12% | +4,237 | New |
| Strategic Wealth Partners, Ltd. | 4,302 | $254.0K | 0.05% | −275−6.0% | Reduced |
| Mackenzie Financial Corp | 4,317 | $254.0K | 0.00% | +4,317 | New |
| UMA Financial Services, Inc. | 4,757 | $258.0K | 0.07% | −743−13.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,390 | $259.0K | 0.01% | −270−5.8% | Reduced |
| Bailard, Inc. | 4,500 | $265.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,505 | $266.0K | 0.00% | +495+12.3% | Added |
| Henshaw Capital LLC | 4,627 | $272.7K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,630 | $273.0K | 0.00% | −347−7.0% | Reduced |
| Securian Asset Management, Inc | 4,852 | $286.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,874 | $287.0K | 0.01% | +672+16.0% | Added |
| Sandia Investment Management LP | 5,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,018 | $296.0K | 0.04% | −215−4.1% | Reduced |
| Alps Advisors Inc | 5,045 | $297.0K | 0.00% | +5,045 | New |
| John G Ullman & Associates Inc | 5,200 | $306.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 5,410 | $319.0K | 0.00% | +42+0.8% | Added |
| Profund Advisors LLC | 5,745 | $339.0K | 0.02% | −1,139−16.5% | Reduced |
| Engineers Gate Manager LP | 5,980 | $352.0K | 0.01% | −27,257−82.0% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $365.0K | 0.01% | 00.0% | Unchanged |