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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 72,569 | $3.58M | 0.01% | +100+0.1% | Added |
| Holocene Advisors, LP | 72,676 | $3.58M | 0.02% | +13,844+23.5% | Added |
| Retirement Systems of Alabama | 73,511 | $3.62M | 0.02% | +2,192+3.1% | Added |
| Marshall Wace, LLP | 76,203 | $3.75M | 0.01% | +76,203 | New |
| BNP Paribas Arbitrage, SA | 76,816 | $3.79M | 0.01% | +30,835+67.1% | Added |
| Conning Inc. | 77,076 | $3.80M | 0.13% | 00.0% | Unchanged |
| Meritage Portfolio Management | 77,890 | $3.84M | 0.32% | +25,228+47.9% | Added |
| Public Employees Retirement System of Ohio | 78,393 | $3.86M | 0.02% | +14,096+21.9% | Added |
| Stockman Wealth Management, Inc. | 80,487 | $3.97M | 1.08% | +5,755+7.7% | Added |
| UBS Group AG | 80,508 | $3.97M | 0.00% | +65,140+423.9% | Added |
| Covalis Capital LLP | 80,600 | $3.97M | 0.91% | +80,600 | New |
| South Dakota Investment Council | 81,254 | $4.00M | 0.10% | +20,269+33.2% | Added |
| Algert Global LLC | 81,734 | $4.03M | 0.24% | +45,737+127.1% | Added |
| ExodusPoint Capital Management, LP | 83,022 | $4.09M | 0.06% | +42,129+103.0% | Added |
| UBS Asset Management Americas Inc | 83,447 | $4.11M | 0.00% | −12,974−13.5% | Reduced |
| Price T Rowe Associates Inc | 94,938 | $4.68M | 0.00% | −1,680,025−94.7% | Reduced |
| MetLife Investment Management | 96,639 | $4.76M | 0.04% | +2,463+2.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 100,352 | $4.95M | 0.05% | +18,661+22.8% | Added |
| Tudor Investment Corp Et Al | 100,896 | $4.97M | 0.12% | +4,413+4.6% | Added |
| Comerica Bank | 96,928 | $5.03M | 0.04% | +4,661+5.1% | Added |
| Deutsche Bank AG | 104,371 | $5.14M | 0.00% | −79,879−43.4% | Reduced |
| Dean Investment Associates, LLC | 111,989 | $5.52M | 1.13% | +3,371+3.1% | Added |
| Zimmer Partners, LP | 112,500 | $5.54M | 0.12% | +112,500 | New |
| Prudential Financial Inc | 113,285 | $5.58M | 0.01% | +81,196+253.0% | Added |
| American International Group, Inc. | 114,790 | $5.66M | 0.04% | +464+0.4% | Added |
| First PREMIER Bank | 115,237 | $5.68M | 1.85% | −530−0.5% | Reduced |
| Aristotle Capital Boston, LLC | 115,827 | $5.71M | 0.19% | −20,973−15.3% | Reduced |
| Voya Investment Management LLC | 118,697 | $5.85M | 0.01% | +58,186+96.2% | Added |
| Mairs & Power Inc | 121,858 | $6.00M | 0.08% | −126−0.1% | Reduced |
| Citadel Advisors LLC | 122,680 | $6.05M | 0.01% | +78,201+175.8% | Added |
| Walleye Capital LLC | 123,099 | $6.07M | 0.14% | +123,099 | New |
| Mutual of America Capital Management LLC | 124,505 | $6.14M | 0.08% | +457+0.4% | Added |
| Swiss National Bank | 128,383 | $6.33M | 0.00% | +900+0.7% | Added |
| Coann Capital LLC | 128,820 | $6.35M | 3.90% | +128,820 | New |
| Kennedy Capital Management, Inc. | 136,653 | $6.73M | 0.20% | −1,087−0.8% | Reduced |
| Ameriprise Financial Inc | 141,912 | $6.99M | 0.00% | +2,808+2.0% | Added |
| First Manhattan Co | 146,330 | $7.21M | 0.03% | −6,450−4.2% | Reduced |
| Point72 Asset Management, L.P. | 154,100 | $7.59M | 0.03% | −67,400−30.4% | Reduced |
| Advisors Asset Management, Inc. | 169,729 | $8.36M | 0.17% | +45,976+37.2% | Added |
| Chartwell Investment Partners, LLC | 175,432 | $8.65M | 0.37% | −3,306−1.8% | Reduced |
| FMR LLC | 176,850 | $8.72M | 0.00% | +5,111+3.0% | Added |
| Alliancebernstein L.P. | 180,580 | $8.90M | 0.00% | −5,677−3.0% | Reduced |
| Rhumbline Advisers | 193,097 | $9.52M | 0.01% | +12,609+7.0% | Added |
| Peregrine Capital Management LLC | 195,985 | $9.66M | 0.31% | −527−0.3% | Reduced |
| Liberty One Investment Management, LLC | 202,616 | $9.98M | 1.64% | +22,963+12.8% | Added |
| Personal Capital Advisors Corp | 205,399 | $10.1M | 0.05% | +7,626+3.9% | Added |
| Wedge Capital Management L L P | 206,362 | $10.2M | 0.17% | −4,088−1.9% | Reduced |
| Two Sigma Investments, LP | 211,180 | $10.4M | 0.04% | +149,762+243.8% | Added |
| Principal Financial Group Inc | 218,516 | $10.8M | 0.01% | +8,106+3.9% | Added |
| Money Concepts Capital Corp | 232,838 | $11.5M | 0.68% | +205,549+753.2% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $13.7M | 0.16% | 00.0% | Unchanged |
| Legal & General Group Plc | 297,059 | $14.6M | 0.01% | −56,484−16.0% | Reduced |
| Two Sigma Advisers, LP | 318,100 | $15.7M | 0.05% | +206,200+184.3% | Added |
| Balyasny Asset Management LLC | 340,296 | $16.8M | 0.07% | +325,591+2,214.2% | Added |
| SEI Investments Co | 340,527 | $16.8M | 0.04% | +34,401+11.2% | Added |
| Crawford Investment Counsel Inc | 357,356 | $17.6M | 0.42% | +113,673+46.6% | Added |
| Goldman Sachs Group Inc | 376,671 | $18.6M | 0.01% | +98,061+35.2% | Added |
| Bank of America Corp | 437,379 | $21.6M | 0.00% | +47,033+12.0% | Added |
| Thrivent Financial for Lutherans | 472,101 | $23.3M | 0.06% | +20,370+4.5% | Added |
| Nuveen Asset Management, LLC | 489,660 | $24.1M | 0.01% | +114,466+30.5% | Added |
| Gabelli Funds LLC | 543,000 | $26.8M | 0.22% | 00.0% | Unchanged |
| Norges Bank | 589,515 | $29.1M | 0.01% | +18,292+3.2% | Added |
| Millennium Management LLC | 604,158 | $29.8M | 0.04% | +597,143+8,512.4% | Added |
| Morgan Stanley | 610,238 | $30.1M | 0.00% | +242,741+66.1% | Added |
| William Blair Investment Management, LLC | 618,010 | $30.5M | 0.12% | −12,472−2.0% | Reduced |
| ProShare Advisors LLC | 633,433 | $31.2M | 0.12% | +104,480+19.8% | Added |
| Charles Schwab Investment Management Inc | 665,439 | $32.8M | 0.01% | +38,589+6.2% | Added |
| T. Rowe Price Investment Management, Inc. | 727,981 | $35.9M | 0.03% | +727,981 | New |
| GW&K Investment Management, LLC | 760,690 | $37.5M | 0.41% | −71,374−8.6% | Reduced |
| AQR Capital Management LLC | 763,587 | $37.6M | 0.09% | +273,976+56.0% | Added |
| Northern Trust Corp | 806,551 | $39.7M | 0.01% | +12,516+1.6% | Added |
| Systematic Financial Management LP | 838,050 | $41.3M | 1.51% | +93,738+12.6% | Added |
| Dimensional Fund Advisors LP | 938,178 | $46.2M | 0.02% | +32,841+3.6% | Added |
| Invesco Ltd. | 1,036,020 | $51.1M | 0.02% | +131,619+14.6% | Added |
| Macquarie Group Ltd | 1,035,194 | $51.2M | 0.06% | +14,835+1.5% | Added |
| Geode Capital Management, LLC | 1,054,202 | $52.0M | 0.01% | +58,100+5.8% | Added |
| Bank of New York Mellon Corp | 1,232,053 | $60.7M | 0.01% | −8,906−0.7% | Reduced |
| First Trust Advisors LP | 1,305,965 | $64.4M | 0.08% | +86,654+7.1% | Added |
| Westwood Holdings Group Inc. | 1,310,092 | $64.6M | 0.76% | +259,627+24.7% | Added |
| Franklin Resources Inc | 1,334,916 | $65.8M | 0.04% | +54,165+4.2% | Added |
| Victory Capital Management Inc | 1,625,275 | $80.1M | 0.09% | −153,281−8.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,692,501 | $83.4M | 0.60% | +679,506+67.1% | Added |
| JPMorgan Chase & Co | 1,910,387 | $94.1M | 0.01% | −2080.0% | Reduced |
| State Street Corp | 2,499,331 | $123.2M | 0.01% | +46,229+1.9% | Added |
| American Century Companies Inc | 3,386,091 | $166.9M | 0.15% | +404,547+13.6% | Added |
| Vanguard Group Inc | 5,978,134 | $294.6M | 0.01% | +291,066+5.1% | Added |
| BlackRock Inc. | 8,915,886 | $439.4M | 0.02% | +63,221+0.7% | Added |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −146,394−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −13,164−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,281−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,980−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,237−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |