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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Disciplined Investments, LLC | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Schubert & Co | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 5 | $255 | 0.00% | +5 | New |
| CWM, LLC | 30 | $1.00K | 0.00% | −181−85.8% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | −9−28.1% | Reduced |
| Hallmark Capital Management Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 26 | $1.00K | 0.00% | +1+4.0% | Added |
| Farmers & Merchants Investments Inc | 25 | $1.00K | 0.00% | +25 | New |
| Glassman Wealth Services | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $2.00K | 0.00% | −1−2.6% | Reduced |
| Umb Bank N A | 62 | $3.00K | 0.00% | +19+44.2% | Added |
| Simplex Trading, LLC | 75 | $3.00K | 0.00% | +75 | New |
| TCI Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $4.00K | 0.00% | +62+516.7% | Added |
| Private Trust Co NA | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $5.00K | 0.00% | +84+336.0% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 117 | $6.00K | 0.00% | −183−61.0% | Reduced |
| Bell Investment Advisors, Inc | 121 | $6.00K | 0.00% | −73−37.6% | Reduced |
| FinTrust Capital Advisors, LLC | 142 | $7.00K | 0.00% | −99−41.1% | Reduced |
| Proequities, Inc. | 143 | $7.00K | 0.00% | −2−1.4% | Reduced |
| Addison Advisors LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 218 | $11.0K | 0.00% | +78+55.7% | Added |
| Global Retirement Partners, LLC | 212 | $11.0K | 0.00% | +123+138.2% | Added |
| First Horizon Advisors, Inc. | 258 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 275 | $13.0K | 0.00% | −168−37.9% | Reduced |
| Salem Investment Counselors Inc | 275 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 243 | $14.0K | 0.00% | +8+3.4% | Added |
| Parallel Advisors, LLC | 283 | $14.0K | 0.00% | +80+39.4% | Added |
| Rockefeller Capital Management L.P. | 415 | $20.0K | 0.00% | −22,619−98.2% | Reduced |
| Bessemer Group Inc | 410 | $20.0K | 0.00% | +338+469.4% | Added |
| Eagle Bay Advisors LLC | 451 | $22.0K | 0.01% | −314−41.0% | Reduced |
| Pinebridge Investments, L.P. | 466 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 548 | $27.0K | 0.01% | +6+1.1% | Added |
| Nomura Asset Management Co Ltd | 620 | $30.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 754 | $37.0K | 0.00% | −95−11.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $39.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 796 | $39.0K | 0.00% | +796 | New |
| Assetmark, Inc | 873 | $43.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,023 | $50.0K | 0.05% | +1,023 | New |
| Bangor Savings Bank | 1,050 | $52.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,073 | $53.0K | 0.01% | +340+46.4% | Added |
| Front Row Advisors LLC | 1,135 | $56.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,786 | $89.0K | 0.01% | −604−25.3% | Reduced |
| Vestcor Inc | 1,821 | $90.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $99.0K | 0.01% | +1,700+566.7% | Added |
| EverSource Wealth Advisors, LLC | 2,161 | $106.0K | 0.02% | +610+39.3% | Added |
| Dividend Assets Capital, LLC | 2,750 | $136.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 2,800 | $137.0K | 0.00% | −400−12.5% | Reduced |
| Covestor Ltd | 2,949 | $145.0K | 0.13% | −482−14.0% | Reduced |
| State of Wyoming | 2,965 | $147.0K | 0.07% | −254−7.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,151 | $155.3K | 0.00% | +3,151 | New |
| Metropolitan Life Insurance Co | 3,300 | $162.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,959 | $195.0K | 0.04% | +42+1.1% | Added |
| Dakota Wealth Management | 4,095 | $202.0K | 0.02% | +4,095 | New |
| Mackenzie Financial Corp | 4,126 | $203.0K | 0.00% | −191−4.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,330 | $214.0K | 0.01% | −60−1.4% | Reduced |
| Zeke Capital Advisors, LLC | 4,531 | $223.0K | 0.02% | +4,531 | New |
| Henshaw Capital LLC | 4,627 | $228.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,686 | $231.0K | 0.00% | +181+4.0% | Added |
| Mariner, LLC | 4,716 | $232.0K | 0.00% | +4,716 | New |
| Jane Street Group, LLC | 4,726 | $233.0K | 0.00% | +4,726 | New |
| UMA Financial Services, Inc. | 4,757 | $240.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,913 | $242.0K | 0.00% | +283+6.1% | Added |
| Verdence Capital Advisors LLC | 5,127 | $253.0K | 0.03% | +109+2.2% | Added |
| Securian Asset Management, Inc | 5,127 | $253.0K | 0.01% | +275+5.7% | Added |
| John G Ullman & Associates Inc | 5,200 | $256.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,271 | $260.0K | 0.01% | −1,404−21.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,375 | $265.0K | 0.00% | +5,375 | New |
| XTX Topco Ltd | 5,422 | $267.0K | 0.07% | +5,422 | New |
| Toroso Investments, LLC | 5,546 | $273.0K | 0.01% | +672+13.8% | Added |
| LPL Financial LLC | 5,812 | $286.0K | 0.00% | +402+7.4% | Added |
| Profund Advisors LLC | 5,866 | $289.0K | 0.02% | +121+2.1% | Added |
| Jeppson Wealth Management, LLC | 5,883 | $290.0K | 0.13% | +5,883 | New |
| Janney Montgomery Scott LLC | 6,029 | $297.0K | 0.00% | −275−4.4% | Reduced |
| Dean Capital Management | 6,077 | $299.0K | 0.45% | −3,486−36.5% | Reduced |
| DuPont Capital Management Corp | 6,086 | $300.0K | 0.02% | +6,086 | New |
| Jefferies Group LLC | 6,115 | $301.3K | 0.01% | +6,115 | New |
| Squarepoint Ops LLC | 6,175 | $304.0K | 0.00% | −3,052−33.1% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $306.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,267 | $309.0K | 0.00% | −16,111−72.0% | Reduced |
| Inspire Advisors, LLC | 6,460 | $318.0K | 0.09% | +2,618+68.1% | Added |
| IFM Investors Pty Ltd | 6,695 | $330.0K | 0.01% | +304+4.8% | Added |
| AlphaCrest Capital Management LLC | 6,874 | $339.0K | 0.02% | −9,104−57.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,929 | $341.0K | 0.00% | +612+9.7% | Added |
| Keybank National Association | 7,265 | $358.0K | 0.00% | −443−5.7% | Reduced |
| Blueshift Asset Management, LLC | 7,259 | $358.0K | 0.08% | +7,259 | New |
| Krane Funds Advisors LLC | 7,526 | $371.0K | 0.02% | +646+9.4% | Added |
| Teacher Retirement System of Texas | 7,774 | $383.0K | 0.00% | −760−8.9% | Reduced |