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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 35,616 | $2.10M | 0.04% | −1,363−3.7% | Reduced |
| Amalgamated Bank | 35,098 | $2.07M | 0.02% | +769+2.2% | Added |
| Winton Group Ltd | 33,732 | $1.99M | 0.11% | +16,249+92.9% | Added |
| Jump Financial, LLC | 32,929 | $1.94M | 0.08% | +32,929 | New |
| Martingale Asset Management L P | 32,817 | $1.94M | 0.04% | +2,206+7.2% | Added |
| Prudential Financial Inc | 32,089 | $1.89M | 0.00% | −37,497−53.9% | Reduced |
| Yousif Capital Management, LLC | 30,148 | $1.78M | 0.02% | +1,630+5.7% | Added |
| Guggenheim Capital LLC | 29,385 | $1.73M | 0.01% | +23,531+402.0% | Added |
| Money Concepts Capital Corp | 27,289 | $1.65M | 0.15% | −1,131−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 27,109 | $1.60M | 0.00% | +2,927+12.1% | Added |
| Allspring Global Investments Holdings, LLC | 27,078 | $1.59M | 0.00% | −394−1.4% | Reduced |
| Pictet Asset Management SA | 26,881 | $1.58M | 0.00% | +22,547+520.2% | Added |
| Wells Fargo & Company | 24,907 | $1.47M | 0.00% | −55,238−68.9% | Reduced |
| HSBC Holdings PLC | 24,091 | $1.43M | 0.00% | −20,165−45.6% | Reduced |
| Ensign Peak Advisors, Inc | 23,993 | $1.41M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,034 | $1.36M | 0.01% | −1,049−4.4% | Reduced |
| Canada Pension Plan Investment Board | 22,500 | $1.33M | 0.00% | −24,000−51.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,485 | $1.32M | 0.00% | +204+0.9% | Added |
| Ziegler Capital Management, LLC | 22,458 | $1.32M | 0.05% | +624+2.9% | Added |
| SG Americas Securities, LLC | 22,378 | $1.32M | 0.02% | +16,264+266.0% | Added |
| First Republic Investment Management, Inc. | 22,360 | $1.32M | 0.00% | −1,198−5.1% | Reduced |
| Royal Bank of Canada | 21,287 | $1.25M | 0.00% | +644+3.1% | Added |
| Hennessy Advisors Inc | 20,698 | $1.22M | 0.07% | −10,200−33.0% | Reduced |
| TD Asset Management Inc | 20,200 | $1.19M | 0.00% | +13,280+191.9% | Added |
| VELA Investment Management, LLC | 19,989 | $1.18M | 0.67% | +4,916+32.6% | Added |
| The PNC Financial Services Group, Inc. | 19,474 | $1.15M | 0.00% | +90.0% | Added |
| ARGI Investment Services, LLC | 19,359 | $1.14M | 0.04% | +2,874+17.4% | Added |
| Versor Investments LP | 18,949 | $1.12M | 0.04% | +3,336+21.4% | Added |
| Ameritas Investment Partners, Inc. | 18,580 | $1.09M | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 18,256 | $1.08M | 0.02% | +18,256 | New |
| Gateway Investment Advisers LLC | 18,071 | $1.06M | 0.01% | +75+0.4% | Added |
| Raymond James & Associates | 16,330 | $962.0K | 0.00% | +287+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,020 | $944.0K | 0.00% | +16,020 | New |
| AlphaCrest Capital Management LLC | 15,978 | $942.0K | 0.05% | −2,687−14.4% | Reduced |
| Riverwater Partners LLC | 15,872 | $935.0K | 0.94% | +4,345+37.7% | Added |
| Oregon Public Employees Retirement Fund | 15,753 | $928.0K | 0.01% | −1,074−6.4% | Reduced |
| Truist Financial Corp | 15,569 | $917.0K | 0.00% | +564+3.8% | Added |
| AGF Investments LLC | 15,471 | $912.0K | 0.09% | +15,471 | New |
| UBS Group AG | 15,368 | $906.0K | 0.00% | −45,702−74.8% | Reduced |
| Allianz Asset Management GmbH | 15,061 | $888.0K | 0.00% | +2,536+20.2% | Added |
| Balyasny Asset Management LLC | 14,705 | $867.0K | 0.00% | −6,964−32.1% | Reduced |
| Arizona State Retirement System | 14,656 | $864.0K | 0.01% | −202−1.4% | Reduced |
| Jennison Associates LLC | 14,592 | $860.0K | 0.00% | −15,116−50.9% | Reduced |
| State of Michigan Retirement System | 13,728 | $809.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,200 | $804.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,471 | $794.0K | 0.00% | −145,029−91.5% | Reduced |
| Oliver Luxxe Assets LLC | 13,164 | $776.0K | 0.23% | +13,164 | New |
| US Bancorp | 12,884 | $760.0K | 0.00% | +672+5.5% | Added |
| Schonfeld Strategic Advisors LLC | 12,200 | $719.0K | 0.01% | +12,200 | New |
| Naples Global Advisors, LLC | 12,080 | $712.0K | 0.09% | +2,200+22.3% | Added |
| Bank of Nova Scotia | 11,233 | $662.0K | 0.00% | +11,233 | New |
| Burney Co | 10,871 | $641.0K | 0.03% | −595−5.2% | Reduced |
| Susquehanna International Group, LLP | 10,751 | $634.0K | 0.00% | +10,751 | New |
| Commerce Bank | 10,415 | $613.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,367 | $611.0K | 0.02% | +236+2.3% | Added |
| Van Eck Associates Corp | 10,334 | $609.0K | 0.00% | −74−0.7% | Reduced |
| Janus Henderson Group PLC | 10,281 | $606.0K | 0.00% | −17−0.2% | Reduced |
| Federated Hermes, Inc. | 10,006 | $590.0K | 0.00% | −276−2.7% | Reduced |
| State of Tennessee, Treasury Department | 10,000 | $589.0K | 0.00% | −10,000−50.0% | Reduced |
| Dean Capital Management | 9,563 | $564.0K | 0.49% | −42−0.4% | Reduced |
| Squarepoint Ops LLC | 9,227 | $544.0K | 0.01% | −75,217−89.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,063 | $534.0K | 0.01% | +81+0.9% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $507.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,534 | $503.0K | 0.00% | −2,833−24.9% | Reduced |
| New Mexico Educational Retirement Board | 8,500 | $501.0K | 0.02% | −2,000−19.0% | Reduced |
| Xponance, Inc. | 8,414 | $496.0K | 0.01% | +466+5.9% | Added |
| State Board of Administration of Florida Retirement System | 8,370 | $493.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,777 | $458.0K | 0.01% | +55+0.7% | Added |
| 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 |
| Trexquant Investment LP | 7,560 | $446.0K | 0.02% | −19,973−72.5% | Reduced |
| Citigroup Inc | 7,427 | $437.0K | 0.00% | +1,312+21.5% | Added |
| Millennium Management LLC | 7,015 | $413.0K | 0.00% | +2,774+65.4% | Added |
| Krane Funds Advisors LLC | 6,880 | $405.0K | 0.01% | −1,290−15.8% | Reduced |
| Shell Asset Management Co | 6,675 | $393.0K | 0.01% | +5+0.1% | Added |
| IFM Investors Pty Ltd | 6,391 | $377.0K | 0.01% | −766−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,336 | $373.0K | 0.05% | +715+12.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,317 | $372.0K | 0.00% | −932−12.9% | Reduced |
| Janney Montgomery Scott LLC | 6,304 | $371.0K | 0.00% | +363+6.1% | Added |
| Ergoteles LLC | 6,284 | $370.0K | 0.01% | +6,284 | New |
| Oppenheimer & Co Inc | 6,200 | $365.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,980 | $352.0K | 0.01% | −27,257−82.0% | Reduced |
| Profund Advisors LLC | 5,745 | $339.0K | 0.02% | −1,139−16.5% | Reduced |
| LPL Financial LLC | 5,410 | $319.0K | 0.00% | +42+0.8% | Added |
| John G Ullman & Associates Inc | 5,200 | $306.0K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,045 | $297.0K | 0.00% | +5,045 | New |
| Verdence Capital Advisors LLC | 5,018 | $296.0K | 0.04% | −215−4.1% | Reduced |
| Sandia Investment Management LP | 5,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,874 | $287.0K | 0.01% | +672+16.0% | Added |
| Securian Asset Management, Inc | 4,852 | $286.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,630 | $273.0K | 0.00% | −347−7.0% | Reduced |
| Henshaw Capital LLC | 4,627 | $272.7K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,505 | $266.0K | 0.00% | +495+12.3% | Added |
| Bailard, Inc. | 4,500 | $265.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,390 | $259.0K | 0.01% | −270−5.8% | Reduced |
| UMA Financial Services, Inc. | 4,757 | $258.0K | 0.07% | −743−13.5% | Reduced |
| 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 |
| Fox Run Management, L.L.C. | 4,237 | $250.0K | 0.12% | +4,237 | New |
| Voloridge Investment Management, LLC | 4,105 | $242.0K | 0.00% | −23,648−85.2% | Reduced |