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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 6,284 | $370.0K | 0.01% | +6,284 | New |
| Janney Montgomery Scott LLC | 6,304 | $371.0K | 0.00% | +363+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,317 | $372.0K | 0.00% | −932−12.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,336 | $373.0K | 0.05% | +715+12.7% | Added |
| IFM Investors Pty Ltd | 6,391 | $377.0K | 0.01% | −766−10.7% | Reduced |
| Shell Asset Management Co | 6,675 | $393.0K | 0.01% | +5+0.1% | Added |
| Krane Funds Advisors LLC | 6,880 | $405.0K | 0.01% | −1,290−15.8% | Reduced |
| Millennium Management LLC | 7,015 | $413.0K | 0.00% | +2,774+65.4% | Added |
| Citigroup Inc | 7,427 | $437.0K | 0.00% | +1,312+21.5% | Added |
| Trexquant Investment LP | 7,560 | $446.0K | 0.02% | −19,973−72.5% | Reduced |
| Keybank National Association | 7,708 | $454.0K | 0.00% | −40−0.5% | Reduced |
| New York Life Investment Management LLC | 7,709 | $454.0K | 0.01% | +7,709 | New |
| State of Alaska, Department of Revenue | 7,777 | $458.0K | 0.01% | +55+0.7% | Added |
| State Board of Administration of Florida Retirement System | 8,370 | $493.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,414 | $496.0K | 0.01% | +466+5.9% | Added |
| New Mexico Educational Retirement Board | 8,500 | $501.0K | 0.02% | −2,000−19.0% | Reduced |
| Teacher Retirement System of Texas | 8,534 | $503.0K | 0.00% | −2,833−24.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,595 | $507.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,063 | $534.0K | 0.01% | +81+0.9% | Added |
| Squarepoint Ops LLC | 9,227 | $544.0K | 0.01% | −75,217−89.1% | Reduced |
| Dean Capital Management | 9,563 | $564.0K | 0.49% | −42−0.4% | Reduced |
| State of Tennessee, Treasury Department | 10,000 | $589.0K | 0.00% | −10,000−50.0% | Reduced |
| Federated Hermes, Inc. | 10,006 | $590.0K | 0.00% | −276−2.7% | Reduced |
| Janus Henderson Group PLC | 10,281 | $606.0K | 0.00% | −17−0.2% | Reduced |
| Van Eck Associates Corp | 10,334 | $609.0K | 0.00% | −74−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 10,367 | $611.0K | 0.02% | +236+2.3% | Added |
| Commerce Bank | 10,415 | $613.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,751 | $634.0K | 0.00% | +10,751 | New |
| Burney Co | 10,871 | $641.0K | 0.03% | −595−5.2% | Reduced |
| Bank of Nova Scotia | 11,233 | $662.0K | 0.00% | +11,233 | New |
| Naples Global Advisors, LLC | 12,080 | $712.0K | 0.09% | +2,200+22.3% | Added |
| Schonfeld Strategic Advisors LLC | 12,200 | $719.0K | 0.01% | +12,200 | New |
| US Bancorp | 12,884 | $760.0K | 0.00% | +672+5.5% | Added |
| Oliver Luxxe Assets LLC | 13,164 | $776.0K | 0.23% | +13,164 | New |
| State of Wisconsin Investment Board | 13,471 | $794.0K | 0.00% | −145,029−91.5% | Reduced |
| Louisiana State Employees Retirement System | 14,200 | $804.0K | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 13,728 | $809.0K | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 14,592 | $860.0K | 0.00% | −15,116−50.9% | Reduced |
| Arizona State Retirement System | 14,656 | $864.0K | 0.01% | −202−1.4% | Reduced |
| Balyasny Asset Management LLC | 14,705 | $867.0K | 0.00% | −6,964−32.1% | Reduced |
| Allianz Asset Management GmbH | 15,061 | $888.0K | 0.00% | +2,536+20.2% | Added |
| UBS Group AG | 15,368 | $906.0K | 0.00% | −45,702−74.8% | Reduced |
| AGF Investments LLC | 15,471 | $912.0K | 0.09% | +15,471 | New |
| Truist Financial Corp | 15,569 | $917.0K | 0.00% | +564+3.8% | Added |
| Oregon Public Employees Retirement Fund | 15,753 | $928.0K | 0.01% | −1,074−6.4% | Reduced |
| Riverwater Partners LLC | 15,872 | $935.0K | 0.94% | +4,345+37.7% | Added |
| AlphaCrest Capital Management LLC | 15,978 | $942.0K | 0.05% | −2,687−14.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,020 | $944.0K | 0.00% | +16,020 | New |
| Raymond James & Associates | 16,330 | $962.0K | 0.00% | +287+1.8% | Added |
| Gateway Investment Advisers LLC | 18,071 | $1.06M | 0.01% | +75+0.4% | Added |
| Ontario Teachers Pension Plan Board | 18,256 | $1.08M | 0.02% | +18,256 | New |
| Ameritas Investment Partners, Inc. | 18,580 | $1.09M | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 18,949 | $1.12M | 0.04% | +3,336+21.4% | Added |
| ARGI Investment Services, LLC | 19,359 | $1.14M | 0.04% | +2,874+17.4% | Added |
| The PNC Financial Services Group, Inc. | 19,474 | $1.15M | 0.00% | +90.0% | Added |
| VELA Investment Management, LLC | 19,989 | $1.18M | 0.67% | +4,916+32.6% | Added |
| TD Asset Management Inc | 20,200 | $1.19M | 0.00% | +13,280+191.9% | Added |
| Hennessy Advisors Inc | 20,698 | $1.22M | 0.07% | −10,200−33.0% | Reduced |
| Royal Bank of Canada | 21,287 | $1.25M | 0.00% | +644+3.1% | Added |
| First Republic Investment Management, Inc. | 22,360 | $1.32M | 0.00% | −1,198−5.1% | Reduced |
| SG Americas Securities, LLC | 22,378 | $1.32M | 0.02% | +16,264+266.0% | Added |
| Ziegler Capital Management, LLC | 22,458 | $1.32M | 0.05% | +624+2.9% | Added |
| Commonwealth Equity Services, LLC | 22,485 | $1.32M | 0.00% | +204+0.9% | Added |
| Canada Pension Plan Investment Board | 22,500 | $1.33M | 0.00% | −24,000−51.6% | Reduced |
| Rockefeller Capital Management L.P. | 23,034 | $1.36M | 0.01% | −1,049−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 23,993 | $1.41M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,091 | $1.43M | 0.00% | −20,165−45.6% | Reduced |
| Wells Fargo & Company | 24,907 | $1.47M | 0.00% | −55,238−68.9% | Reduced |
| Pictet Asset Management SA | 26,881 | $1.58M | 0.00% | +22,547+520.2% | Added |
| Allspring Global Investments Holdings, LLC | 27,078 | $1.59M | 0.00% | −394−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 27,109 | $1.60M | 0.00% | +2,927+12.1% | Added |
| Money Concepts Capital Corp | 27,289 | $1.65M | 0.15% | −1,131−4.0% | Reduced |
| Guggenheim Capital LLC | 29,385 | $1.73M | 0.01% | +23,531+402.0% | Added |
| Yousif Capital Management, LLC | 30,148 | $1.78M | 0.02% | +1,630+5.7% | Added |
| Prudential Financial Inc | 32,089 | $1.89M | 0.00% | −37,497−53.9% | Reduced |
| Martingale Asset Management L P | 32,817 | $1.94M | 0.04% | +2,206+7.2% | Added |
| Jump Financial, LLC | 32,929 | $1.94M | 0.08% | +32,929 | New |
| Winton Group Ltd | 33,732 | $1.99M | 0.11% | +16,249+92.9% | Added |
| Amalgamated Bank | 35,098 | $2.07M | 0.02% | +769+2.2% | Added |
| Brinker Capital Investments, LLC | 35,616 | $2.10M | 0.04% | −1,363−3.7% | Reduced |
| Algert Global LLC | 35,997 | $2.12M | 0.16% | +21,794+153.4% | Added |
| State of New Jersey Common Pension Fund D | 37,468 | $2.21M | 0.01% | −5,027−11.8% | Reduced |
| Clearbridge Investments, LLC | 38,093 | $2.25M | 0.00% | +2,009+5.6% | Added |
| Texas Permanent School Fund | 38,847 | $2.29M | 0.04% | +505+1.3% | Added |
| Brandywine Global Investment Management, LLC | 39,364 | $2.32M | 0.02% | −1,876−4.5% | Reduced |
| Credit Suisse AG | 40,832 | $2.41M | 0.00% | −2,132−5.0% | Reduced |
| ExodusPoint Capital Management, LP | 40,893 | $2.41M | 0.03% | +24,129+143.9% | Added |
| Magellan Asset Management Ltd | 41,484 | $2.44M | 0.01% | −945−2.2% | Reduced |
| Barclays PLC | 42,943 | $2.53M | 0.00% | +42,856+49,259.8% | Added |
| Cubist Systematic Strategies, LLC | 44,239 | $2.61M | 0.02% | −829−1.8% | Reduced |
| Citadel Advisors LLC | 44,479 | $2.62M | 0.00% | +22,144+99.1% | Added |
| North Star Investment Management Corp. | 45,057 | $2.65M | 0.24% | +670+1.5% | Added |
| BNP Paribas Arbitrage, SA | 45,981 | $2.71M | 0.01% | +12,821+38.7% | Added |
| New York State Common Retirement Fund | 48,141 | $2.84M | 0.00% | −624−1.3% | Reduced |
| Meritage Portfolio Management | 52,662 | $3.10M | 0.24% | +998+1.9% | Added |
| Envestnet Asset Management Inc | 52,755 | $3.11M | 0.00% | +9,873+23.0% | Added |
| Nisa Investment Advisors, LLC | 55,090 | $3.25M | 0.03% | +2,464+4.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 56,075 | $3.30M | 0.27% | +825+1.5% | Added |
| Holocene Advisors, LP | 58,832 | $3.47M | 0.02% | −3,992−6.4% | Reduced |
| Sound Income Strategies, LLC | 59,655 | $3.52M | 0.47% | +6,329+11.9% | Added |