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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 3,917 | $231.0K | 0.05% | +40+1.0% | Added |
| Pacer Advisors, Inc. | 3,885 | $229.0K | 0.00% | +3,885 | 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 |
| 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 |
| First Citizens Bank & Trust Co | 3,798 | $224.0K | 0.01% | −108−2.8% | Reduced |
| Loveless Wealth Management LLC | 3,750 | $221.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,731 | $220.0K | 0.00% | +3,731 | New |
| Canandaigua National Corp | 3,662 | $216.0K | 0.04% | −173−4.5% | 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 |
| Covestor Ltd | 3,431 | $202.0K | 0.17% | −234−6.4% | Reduced |
| Metropolitan Life Insurance Co | 3,300 | $194.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,219 | $189.0K | 0.12% | −114−3.4% | Reduced |
| STRS Ohio | 3,200 | $188.0K | 0.00% | +800+33.3% | Added |
| Dividend Assets Capital, LLC | 2,750 | $162.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,390 | $141.0K | 0.01% | +1,470+159.8% | Added |
| Vestcor Inc | 1,821 | $107.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,695 | $100.0K | 0.00% | +83+5.1% | Added |
| EverSource Wealth Advisors, LLC | 1,551 | $91.0K | 0.02% | +1,551 | New |
| Accel Wealth Management | 1,529 | $88.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,135 | $67.0K | 0.03% | +1,135 | New |
| Bangor Savings Bank | 1,050 | $62.0K | 0.01% | +1,050 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $53.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 873 | $51.0K | 0.00% | +686+366.8% | Added |
| Signaturefd, LLC | 849 | $50.0K | 0.00% | +73+9.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $47.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 765 | $45.1K | 0.03% | +453+145.2% | Added |
| Quadrant Capital Group LLC | 733 | $43.0K | 0.01% | +190+35.0% | Added |
| Nomura Asset Management Co Ltd | 620 | $36.5K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 542 | $31.0K | 0.01% | +6+1.1% | 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 |
| Pinebridge Investments, L.P. | 466 | $27.0K | 0.00% | +366+366.0% | Added |
| Geneos Wealth Management Inc. | 443 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | −279−38.3% | Reduced |
| 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 |
| First Bank & Trust | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 258 | $15.0K | 0.00% | +258 | New |
| Ronald Blue Trust, Inc. | 235 | $14.0K | 0.00% | +235 | New |
| FinTrust Capital Advisors, LLC | 241 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 211 | $12.0K | 0.00% | −1−0.5% | Reduced |
| Parallel Advisors, LLC | 203 | $12.0K | 0.00% | +15+8.0% | Added |
| Private Capital Group, LLC | 187 | $11.0K | 0.01% | +19+11.3% | Added |
| Bell Investment Advisors, Inc | 194 | $11.0K | 0.00% | +194 | New |
| Proequities, Inc. | 145 | $9.00K | 0.00% | −5−3.3% | Reduced |
| Addison Advisors LLC | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 140 | $8.00K | 0.00% | −3−2.1% | Reduced |
| Spire Wealth Management | 134 | $8.00K | 0.00% | +1+0.8% | Added |
| Win Advisors, Inc | 109 | $7.00K | 0.01% | +49+81.7% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $6.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 89 | $5.00K | 0.00% | −22−19.8% | Reduced |
| Bessemer Group Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 43 | $3.00K | 0.00% | −9−17.3% | Reduced |
| 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 |
| Halpern Financial, Inc. | 28 | $1.65K | 0.00% | +28 | 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 |
| 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 |
| 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 |