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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, Q3 2022

Institutional positions in NorthWestern Energy Group, Inc. as of Sep 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
287
+9 vs. Q2 2022
Shares held
56.4M
−714.1K (−1.3%) vs. Q2 2022
Total value
$2.78B
−$585.9M (−17.4%) vs. Q2 2022
New holders
38
137 more added
Sold out
29
74 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 287 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ3 2022: $2.78B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$3.13B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2022.

Institutions holding NWE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,915,886$439.4M0.02%+63,221+0.7%Added
Vanguard Group Inc5,978,134$294.6M0.01%+291,066+5.1%Added
American Century Companies Inc3,386,091$166.9M0.15%+404,547+13.6%Added
State Street Corp2,499,331$123.2M0.01%+46,229+1.9%Added
JPMorgan Chase & Co1,910,387$94.1M0.01%−2080.0%Reduced
Fuller & Thaler Asset Management, Inc.1,692,501$83.4M0.60%+679,506+67.1%Added
Victory Capital Management Inc1,625,275$80.1M0.09%−153,281−8.6%Reduced
Franklin Resources Inc1,334,916$65.8M0.04%+54,165+4.2%Added
Westwood Holdings Group Inc.1,310,092$64.6M0.76%+259,627+24.7%Added
First Trust Advisors LP1,305,965$64.4M0.08%+86,654+7.1%Added
Bank of New York Mellon Corp1,232,053$60.7M0.01%−8,906−0.7%Reduced
Geode Capital Management, LLC1,054,202$52.0M0.01%+58,100+5.8%Added
Macquarie Group Ltd1,035,194$51.2M0.06%+14,835+1.5%Added
Invesco Ltd.1,036,020$51.1M0.02%+131,619+14.6%Added
Dimensional Fund Advisors LP938,178$46.2M0.02%+32,841+3.6%Added
Systematic Financial Management LP838,050$41.3M1.51%+93,738+12.6%Added
Northern Trust Corp806,551$39.7M0.01%+12,516+1.6%Added
AQR Capital Management LLC763,587$37.6M0.09%+273,976+56.0%Added
GW&K Investment Management, LLC760,690$37.5M0.41%−71,374−8.6%Reduced
T. Rowe Price Investment Management, Inc.727,981$35.9M0.03%+727,981New
Charles Schwab Investment Management Inc665,439$32.8M0.01%+38,589+6.2%Added
ProShare Advisors LLC633,433$31.2M0.12%+104,480+19.8%Added
William Blair Investment Management, LLC618,010$30.5M0.12%−12,472−2.0%Reduced
Morgan Stanley610,238$30.1M0.00%+242,741+66.1%Added
Millennium Management LLC604,158$29.8M0.04%+597,143+8,512.4%Added
Norges Bank589,515$29.1M0.01%+18,292+3.2%Added
Gabelli Funds LLC543,000$26.8M0.22%00.0%Unchanged
Nuveen Asset Management, LLC489,660$24.1M0.01%+114,466+30.5%Added
Thrivent Financial for Lutherans472,101$23.3M0.06%+20,370+4.5%Added
Bank of America Corp437,379$21.6M0.00%+47,033+12.0%Added
Goldman Sachs Group Inc376,671$18.6M0.01%+98,061+35.2%Added
Crawford Investment Counsel Inc357,356$17.6M0.42%+113,673+46.6%Added
SEI Investments Co340,527$16.8M0.04%+34,401+11.2%Added
Balyasny Asset Management LLC340,296$16.8M0.07%+325,591+2,214.2%Added
Two Sigma Advisers, LP318,100$15.7M0.05%+206,200+184.3%Added
Legal & General Group Plc297,059$14.6M0.01%−56,484−16.0%Reduced
Gamco Investors, Inc. Et Al278,350$13.7M0.16%00.0%Unchanged
Money Concepts Capital Corp232,838$11.5M0.68%+205,549+753.2%Added
Principal Financial Group Inc218,516$10.8M0.01%+8,106+3.9%Added
Two Sigma Investments, LP211,180$10.4M0.04%+149,762+243.8%Added
Wedge Capital Management L L P206,362$10.2M0.17%−4,088−1.9%Reduced
Personal Capital Advisors Corp205,399$10.1M0.05%+7,626+3.9%Added
Liberty One Investment Management, LLC202,616$9.98M1.64%+22,963+12.8%Added
Peregrine Capital Management LLC195,985$9.66M0.31%−527−0.3%Reduced
Rhumbline Advisers193,097$9.52M0.01%+12,609+7.0%Added
Alliancebernstein L.P.180,580$8.90M0.00%−5,677−3.0%Reduced
FMR LLC176,850$8.72M0.00%+5,111+3.0%Added
Chartwell Investment Partners, LLC175,432$8.65M0.37%−3,306−1.8%Reduced
Advisors Asset Management, Inc.169,729$8.36M0.17%+45,976+37.2%Added
Point72 Asset Management, L.P.154,100$7.59M0.03%−67,400−30.4%Reduced
First Manhattan Co146,330$7.21M0.03%−6,450−4.2%Reduced
Ameriprise Financial Inc141,912$6.99M0.00%+2,808+2.0%Added
Kennedy Capital Management, Inc.136,653$6.73M0.20%−1,087−0.8%Reduced
Coann Capital LLC128,820$6.35M3.90%+128,820New
Swiss National Bank128,383$6.33M0.00%+900+0.7%Added
Mutual of America Capital Management LLC124,505$6.14M0.08%+457+0.4%Added
Walleye Capital LLC123,099$6.07M0.14%+123,099New
Citadel Advisors LLC122,680$6.05M0.01%+78,201+175.8%Added
Mairs & Power Inc121,858$6.00M0.08%−126−0.1%Reduced
Voya Investment Management LLC118,697$5.85M0.01%+58,186+96.2%Added
Aristotle Capital Boston, LLC115,827$5.71M0.19%−20,973−15.3%Reduced
First PREMIER Bank115,237$5.68M1.85%−530−0.5%Reduced
American International Group, Inc.114,790$5.66M0.04%+464+0.4%Added
Prudential Financial Inc113,285$5.58M0.01%+81,196+253.0%Added
Zimmer Partners, LP112,500$5.54M0.12%+112,500New
Dean Investment Associates, LLC111,989$5.52M1.13%+3,371+3.1%Added
Deutsche Bank AG104,371$5.14M0.00%−79,879−43.4%Reduced
Comerica Bank96,928$5.03M0.04%+4,661+5.1%Added
Tudor Investment Corp Et Al100,896$4.97M0.12%+4,413+4.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys100,352$4.95M0.05%+18,661+22.8%Added
MetLife Investment Management96,639$4.76M0.04%+2,463+2.6%Added
Price T Rowe Associates Inc94,938$4.68M0.00%−1,680,025−94.7%Reduced
UBS Asset Management Americas Inc83,447$4.11M0.00%−12,974−13.5%Reduced
ExodusPoint Capital Management, LP83,022$4.09M0.06%+42,129+103.0%Added
Algert Global LLC81,734$4.03M0.24%+45,737+127.1%Added
South Dakota Investment Council81,254$4.00M0.10%+20,269+33.2%Added
Covalis Capital LLP80,600$3.97M0.91%+80,600New
UBS Group AG80,508$3.97M0.00%+65,140+423.9%Added
Stockman Wealth Management, Inc.80,487$3.97M1.08%+5,755+7.7%Added
Public Employees Retirement System of Ohio78,393$3.86M0.02%+14,096+21.9%Added
Meritage Portfolio Management77,890$3.84M0.32%+25,228+47.9%Added
Conning Inc.77,076$3.80M0.13%00.0%Unchanged
BNP Paribas Arbitrage, SA76,816$3.79M0.01%+30,835+67.1%Added
Marshall Wace, LLP76,203$3.75M0.01%+76,203New
Retirement Systems of Alabama73,511$3.62M0.02%+2,192+3.1%Added
Holocene Advisors, LP72,676$3.58M0.02%+13,844+23.5%Added
New York State Teachers Retirement System72,569$3.58M0.01%+100+0.1%Added
California State Teachers Retirement System68,852$3.39M0.01%−294−0.4%Reduced
Sound Income Strategies, LLC67,903$3.35M0.49%+8,248+13.8%Added
Cubist Systematic Strategies, LLC67,172$3.31M0.02%+22,933+51.8%Added
Manufacturers Life Insurance Company, The66,268$3.27M0.00%−149−0.2%Reduced
TD Asset Management Inc63,600$3.20M0.00%+43,400+214.9%Added
Brandywine Global Investment Management, LLC64,476$3.18M0.03%+25,112+63.8%Added
Great West Life Assurance Co62,188$3.06M0.01%−6,269−9.2%Reduced
Envestnet Asset Management Inc60,057$2.96M0.00%+7,302+13.8%Added
Deroy & Devereaux Private Investment Counsel Inc56,150$2.77M0.24%+75+0.1%Added
Russell Investments Group, Ltd.52,688$2.59M0.01%−22,513−29.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund51,264$2.53M0.01%+51,264New
New York State Common Retirement Fund50,451$2.49M0.00%+2,310+4.8%Added
Pictet Asset Management SA49,641$2.45M0.00%+22,760+84.7%Added