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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 60,511 | $3.57M | 0.01% | −101,994−62.8% | Reduced |
| South Dakota Investment Council | 60,985 | $3.59M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 61,418 | $3.62M | 0.01% | −79,250−56.3% | Reduced |
| Public Employees Retirement System of Ohio | 64,297 | $3.79M | 0.02% | −11,182−14.8% | Reduced |
| Manufacturers Life Insurance Company, The | 66,417 | $3.91M | 0.00% | −491−0.7% | Reduced |
| Great West Life Assurance Co | 68,457 | $4.03M | 0.01% | +4,149+6.5% | Added |
| California State Teachers Retirement System | 69,146 | $4.08M | 0.01% | −827−1.2% | Reduced |
| Bank of Montreal | 68,843 | $4.10M | 0.00% | +42,579+162.1% | Added |
| Retirement Systems of Alabama | 71,319 | $4.20M | 0.02% | +357+0.5% | Added |
| New York State Teachers Retirement System | 72,469 | $4.27M | 0.01% | +100+0.1% | Added |
| Stockman Wealth Management, Inc. | 74,732 | $4.40M | 1.12% | +1,187+1.6% | Added |
| Russell Investments Group, Ltd. | 75,201 | $4.43M | 0.01% | +51,446+216.6% | Added |
| Conning Inc. | 77,076 | $4.54M | 0.14% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,691 | $4.81M | 0.05% | +1,612+2.0% | Added |
| Comerica Bank | 92,267 | $5.23M | 0.04% | −1,017−1.1% | Reduced |
| MetLife Investment Management | 94,176 | $5.55M | 0.04% | +173+0.2% | Added |
| UBS Asset Management Americas Inc | 96,421 | $5.68M | 0.00% | −5,386−5.3% | Reduced |
| Tudor Investment Corp Et Al | 96,483 | $5.69M | 0.17% | −35,872−27.1% | Reduced |
| Heartland Advisors Inc | 96,547 | $5.69M | 0.40% | −8,132−7.8% | Reduced |
| Dean Investment Associates, LLC | 108,618 | $6.40M | 1.25% | −2,588−2.3% | Reduced |
| Two Sigma Advisers, LP | 111,900 | $6.59M | 0.02% | +23,200+26.2% | Added |
| Renaissance Technologies LLC | 112,426 | $6.63M | 0.01% | +99,026+739.0% | Added |
| American International Group, Inc. | 114,326 | $6.74M | 0.05% | −3,671−3.1% | Reduced |
| First PREMIER Bank | 115,767 | $6.82M | 2.04% | −1,600−1.4% | Reduced |
| Mairs & Power Inc | 121,984 | $7.19M | 0.09% | −63−0.1% | Reduced |
| Alberta Investment Management Corp | 123,227 | $7.26M | 0.05% | −15,990−11.5% | Reduced |
| Advisors Asset Management, Inc. | 123,753 | $7.29M | 0.13% | +123,753 | New |
| Mutual of America Capital Management LLC | 124,048 | $7.31M | 0.09% | −5,498−4.2% | Reduced |
| Swiss National Bank | 127,483 | $7.51M | 0.01% | −2,500−1.9% | Reduced |
| Aristotle Capital Boston, LLC | 136,800 | $8.06M | 0.24% | −4,698−3.3% | Reduced |
| Kennedy Capital Management, Inc. | 137,740 | $8.12M | 0.23% | +12,898+10.3% | Added |
| Ameriprise Financial Inc | 139,104 | $8.20M | 0.00% | +4,149+3.1% | Added |
| Loomis Sayles & Co L P | 146,394 | $8.63M | 0.02% | −2,371−1.6% | Reduced |
| First Manhattan Co | 152,780 | $9.00M | 0.04% | −189,147−55.3% | Reduced |
| FMR LLC | 171,739 | $10.1M | 0.00% | +162,708+1,801.7% | Added |
| Chartwell Investment Partners, LLC | 178,738 | $10.5M | 0.42% | −1,946−1.1% | Reduced |
| Rhumbline Advisers | 180,488 | $10.6M | 0.02% | +14,983+9.1% | Added |
| Liberty One Investment Management, LLC | 179,653 | $10.8M | 1.84% | −14,467−7.5% | Reduced |
| Deutsche Bank AG | 184,250 | $10.9M | 0.01% | +41,475+29.0% | Added |
| Alliancebernstein L.P. | 186,257 | $11.0M | 0.01% | +44,362+31.3% | Added |
| Peregrine Capital Management LLC | 196,512 | $11.6M | 0.35% | −2,834−1.4% | Reduced |
| Personal Capital Advisors Corp | 197,773 | $11.7M | 0.06% | +7,187+3.8% | Added |
| Principal Financial Group Inc | 210,410 | $12.4M | 0.01% | +27,449+15.0% | Added |
| Wedge Capital Management L L P | 210,450 | $12.4M | 0.20% | −7,892−3.6% | Reduced |
| Point72 Asset Management, L.P. | 221,500 | $13.1M | 0.06% | +221,500 | New |
| Crawford Investment Counsel Inc | 243,683 | $14.4M | 0.32% | +38,158+18.6% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.4M | 0.18% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 278,610 | $16.4M | 0.00% | +45,885+19.7% | Added |
| SEI Investments Co | 306,126 | $18.0M | 0.04% | +38,188+14.3% | Added |
| Legal & General Group Plc | 353,543 | $20.8M | 0.01% | −49,091−12.2% | Reduced |
| Morgan Stanley | 367,497 | $21.7M | 0.00% | +92,762+33.8% | Added |
| Nuveen Asset Management, LLC | 375,194 | $22.1M | 0.01% | +27,980+8.1% | Added |
| Bank of America Corp | 390,346 | $23.0M | 0.00% | −38,799−9.0% | Reduced |
| Thrivent Financial for Lutherans | 451,731 | $26.6M | 0.07% | +87,401+24.0% | Added |
| AQR Capital Management LLC | 489,611 | $28.7M | 0.06% | +210,531+75.4% | Added |
| ProShare Advisors LLC | 528,953 | $31.2M | 0.10% | −40,947−7.2% | Reduced |
| Gabelli Funds LLC | 543,000 | $32.0M | 0.25% | +1,000+0.2% | Added |
| Norges Bank | 571,223 | $33.7M | 0.01% | −224,536−28.2% | Reduced |
| Charles Schwab Investment Management Inc | 626,850 | $36.9M | 0.01% | +18,861+3.1% | Added |
| William Blair Investment Management, LLC | 630,482 | $37.2M | 0.14% | +43,855+7.5% | Added |
| Systematic Financial Management LP | 744,312 | $43.9M | 1.52% | +16,201+2.2% | Added |
| Northern Trust Corp | 794,035 | $46.8M | 0.01% | −16,679−2.1% | Reduced |
| GW&K Investment Management, LLC | 832,064 | $49.0M | 0.53% | +45,234+5.7% | Added |
| Invesco Ltd. | 904,401 | $53.3M | 0.02% | +75,813+9.1% | Added |
| Dimensional Fund Advisors LP | 905,337 | $53.4M | 0.02% | +14,632+1.6% | Added |
| Geode Capital Management, LLC | 996,102 | $58.7M | 0.01% | +13,926+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,012,995 | $59.7M | 0.41% | −73,398−6.8% | Reduced |
| Macquarie Group Ltd | 1,020,359 | $60.3M | 0.07% | −110,738−9.8% | Reduced |
| Westwood Holdings Group Inc. | 1,050,465 | $61.9M | 0.68% | −136,341−11.5% | Reduced |
| First Trust Advisors LP | 1,219,311 | $71.9M | 0.09% | +36,204+3.1% | Added |
| Bank of New York Mellon Corp | 1,240,959 | $73.1M | 0.02% | −69,436−5.3% | Reduced |
| Franklin Resources Inc | 1,280,751 | $75.5M | 0.04% | −9,028−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,774,963 | $104.6M | 0.01% | −277,317−13.5% | Reduced |
| Victory Capital Management Inc | 1,778,556 | $104.8M | 0.12% | −63,255−3.4% | Reduced |
| JPMorgan Chase & Co | 1,910,595 | $112.6M | 0.02% | −147,323−7.2% | Reduced |
| State Street Corp | 2,453,102 | $144.6M | 0.01% | +59,449+2.5% | Added |
| American Century Companies Inc | 2,981,544 | $175.7M | 0.14% | +3,612+0.1% | Added |
| Lazard Asset Management LLC | 5,372,507 | $316.6M | 0.43% | +292,859+5.8% | Added |
| Vanguard Group Inc | 5,687,068 | $335.1M | 0.01% | +57,628+1.0% | Added |
| BlackRock Inc. | 8,852,665 | $521.7M | 0.02% | −1300.0% | Reduced |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −127,564−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −77,822−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −25,416−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −24,132−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −15,536−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,551−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −21−100.0% | Sold out |