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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 49,523 | $2.44M | 0.09% | +16,594+50.4% | Added |
| Brinker Capital Investments, LLC | 47,414 | $2.34M | 0.05% | +11,798+33.1% | Added |
| Renaissance Technologies LLC | 46,726 | $2.30M | 0.00% | −65,700−58.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,425 | $2.24M | 0.04% | +45,425 | New |
| North Star Investment Management Corp. | 45,172 | $2.23M | 0.22% | +115+0.3% | Added |
| Nisa Investment Advisors, LLC | 44,215 | $2.18M | 0.02% | −10,875−19.7% | Reduced |
| State of New Jersey Common Pension Fund D | 44,085 | $2.17M | 0.01% | +6,617+17.7% | Added |
| Lazard Asset Management LLC | 42,934 | $2.12M | 0.00% | −5,329,573−99.2% | Reduced |
| Graham Capital Management, L.P. | 42,311 | $2.08M | 0.09% | +42,311 | New |
| HSBC Holdings PLC | 42,042 | $2.08M | 0.00% | +17,951+74.5% | Added |
| Credit Suisse AG | 41,833 | $2.06M | 0.00% | +1,001+2.5% | Added |
| Martingale Asset Management L P | 41,139 | $2.03M | 0.04% | +8,322+25.4% | Added |
| Barclays PLC | 40,676 | $2.01M | 0.00% | −2,267−5.3% | Reduced |
| Texas Permanent School Fund | 40,101 | $1.98M | 0.03% | +1,254+3.2% | Added |
| Magellan Asset Management Ltd | 39,399 | $1.94M | 0.01% | −2,085−5.0% | Reduced |
| Amalgamated Bank | 37,265 | $1.84M | 0.02% | +2,167+6.2% | Added |
| Bank of Montreal | 35,615 | $1.79M | 0.00% | −33,228−48.3% | Reduced |
| Clearbridge Investments, LLC | 35,888 | $1.77M | 0.00% | −2,205−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 32,832 | $1.62M | 0.00% | +5,723+21.1% | Added |
| Heartland Advisors Inc | 31,264 | $1.54M | 0.12% | −65,283−67.6% | Reduced |
| Quantbot Technologies LP | 31,032 | $1.53M | 0.12% | +31,032 | New |
| D. E. Shaw & Co., Inc. | 30,602 | $1.51M | 0.00% | +30,602 | New |
| AGF Investments LLC | 30,273 | $1.49M | 0.14% | +14,802+95.7% | Added |
| Ontario Teachers Pension Plan Board | 30,013 | $1.48M | 0.02% | +11,757+64.4% | Added |
| Canada Pension Plan Investment Board | 30,000 | $1.48M | 0.00% | +7,500+33.3% | Added |
| Verition Fund Management LLC | 29,412 | $1.45M | 0.02% | +25,576+666.7% | Added |
| Yousif Capital Management, LLC | 28,411 | $1.40M | 0.02% | −1,737−5.8% | Reduced |
| Wells Fargo & Company | 27,223 | $1.34M | 0.00% | +2,316+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 26,067 | $1.28M | 0.00% | −1,011−3.7% | Reduced |
| Royal Bank of Canada | 25,488 | $1.26M | 0.00% | +4,201+19.7% | Added |
| Guggenheim Capital LLC | 24,442 | $1.21M | 0.01% | −4,943−16.8% | Reduced |
| VELA Investment Management, LLC | 24,121 | $1.19M | 0.67% | +4,132+20.7% | Added |
| State of Wisconsin Investment Board | 23,391 | $1.15M | 0.00% | +9,920+73.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,990 | $1.13M | 0.00% | +6,970+43.5% | Added |
| Schonfeld Strategic Advisors LLC | 22,819 | $1.13M | 0.01% | +10,619+87.0% | Added |
| Allianz Asset Management GmbH | 22,561 | $1.11M | 0.00% | +7,500+49.8% | Added |
| Ziegler Capital Management, LLC | 22,327 | $1.10M | 0.05% | −131−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,290 | $1.10M | 0.00% | −195−0.9% | Reduced |
| ARGI Investment Services, LLC | 22,117 | $1.09M | 0.04% | +2,758+14.2% | Added |
| The PNC Financial Services Group, Inc. | 21,919 | $1.08M | 0.00% | +2,445+12.6% | Added |
| First Republic Investment Management, Inc. | 21,731 | $1.07M | 0.00% | −629−2.8% | Reduced |
| Hennessy Advisors Inc | 20,698 | $1.02M | 0.07% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,473 | $1.01M | 0.00% | −3,520−14.7% | Reduced |
| Raymond James & Associates | 20,129 | $992.0K | 0.00% | +3,799+23.3% | Added |
| Cornercap Investment Counsel Inc | 19,863 | $979.0K | 0.18% | +19,863 | New |
| Ameritas Investment Partners, Inc. | 18,861 | $929.0K | 0.04% | +281+1.5% | Added |
| Susquehanna International Group, LLP | 18,771 | $925.0K | 0.00% | +8,020+74.6% | Added |
| Winton Group Ltd | 18,353 | $904.0K | 0.06% | −15,379−45.6% | Reduced |
| Gateway Investment Advisers LLC | 18,071 | $891.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 17,884 | $881.0K | 0.03% | +17,884 | New |
| Naples Global Advisors, LLC | 17,260 | $851.0K | 0.12% | +5,180+42.9% | Added |
| Oregon Public Employees Retirement Fund | 16,397 | $808.0K | 0.01% | +644+4.1% | Added |
| Versor Investments LP | 16,141 | $795.0K | 0.05% | −2,808−14.8% | Reduced |
| Riverwater Partners LLC | 15,876 | $782.0K | 0.78% | +40.0% | Added |
| Voloridge Investment Management, LLC | 15,803 | $779.0K | 0.00% | +11,698+285.0% | Added |
| Gsa Capital Partners LLP | 15,054 | $742.0K | 0.10% | +15,054 | New |
| Citigroup Inc | 14,993 | $739.0K | 0.00% | +7,566+101.9% | Added |
| Ergoteles LLC | 14,992 | $739.0K | 0.03% | +8,708+138.6% | Added |
| Louisiana State Employees Retirement System | 14,900 | $734.0K | 0.02% | +700+4.9% | Added |
| Arizona State Retirement System | 14,712 | $725.0K | 0.01% | +56+0.4% | Added |
| Jennison Associates LLC | 14,513 | $715.0K | 0.00% | −79−0.5% | Reduced |
| Bank of Nova Scotia | 14,376 | $708.0K | 0.00% | +3,143+28.0% | Added |
| Asset Management One Co.,Ltd. | 14,379 | $708.0K | 0.00% | +14,379 | New |
| State of Michigan Retirement System | 14,128 | $696.0K | 0.01% | +400+2.9% | Added |
| Vaughan & Co Securities, Inc. | 13,352 | $658.0K | 0.57% | +13,352 | New |
| US Bancorp | 12,948 | $638.0K | 0.00% | +64+0.5% | Added |
| Teza Capital Management LLC | 11,693 | $576.0K | 0.12% | +11,693 | New |
| Tower Research Capital LLC (TRC) | 11,434 | $563.0K | 0.01% | +7,589+197.4% | Added |
| Exchange Traded Concepts, LLC | 11,379 | $561.0K | 0.02% | +1,012+9.8% | Added |
| Van Eck Associates Corp | 11,378 | $561.0K | 0.00% | +1,044+10.1% | Added |
| Orion Portfolio Solutions, LLC | 11,163 | $550.0K | 0.02% | +11,163 | New |
| State of Tennessee, Treasury Department | 10,778 | $531.0K | 0.00% | +778+7.8% | Added |
| Dynamic Technology Lab Private Ltd | 10,760 | $530.0K | 0.05% | +10,760 | New |
| Commerce Bank | 10,415 | $514.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 10,000 | $493.0K | 0.01% | +10,000 | New |
| Truist Financial Corp | 9,850 | $486.0K | 0.00% | −5,719−36.7% | Reduced |
| Federated Hermes, Inc. | 9,758 | $481.0K | 0.00% | −248−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 8,977 | $442.0K | 0.00% | +607+7.3% | Added |
| Xponance, Inc. | 8,724 | $430.0K | 0.01% | +310+3.7% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $424.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,584 | $423.0K | 0.00% | +8,584 | New |
| Burney Co | 8,518 | $420.0K | 0.02% | −2,353−21.6% | Reduced |
| New Mexico Educational Retirement Board | 8,500 | $419.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,321 | $410.0K | 0.00% | +612+7.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,109 | $400.0K | 0.01% | −954−10.5% | Reduced |
| Alberta Investment Management Corp | 7,810 | $385.0K | 0.00% | −115,417−93.7% | Reduced |
| Teacher Retirement System of Texas | 7,774 | $383.0K | 0.00% | −760−8.9% | Reduced |
| State of Alaska, Department of Revenue | 7,787 | $383.0K | 0.01% | +10+0.1% | Added |
| Krane Funds Advisors LLC | 7,526 | $371.0K | 0.02% | +646+9.4% | 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,929 | $341.0K | 0.00% | +612+9.7% | Added |
| AlphaCrest Capital Management LLC | 6,874 | $339.0K | 0.02% | −9,104−57.0% | Reduced |
| IFM Investors Pty Ltd | 6,695 | $330.0K | 0.01% | +304+4.8% | Added |
| Inspire Advisors, LLC | 6,460 | $318.0K | 0.09% | +2,618+68.1% | Added |
| SG Americas Securities, LLC | 6,267 | $309.0K | 0.00% | −16,111−72.0% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $306.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,175 | $304.0K | 0.00% | −3,052−33.1% | Reduced |
| Jefferies Group LLC | 6,115 | $301.3K | 0.01% | +6,115 | New |
| DuPont Capital Management Corp | 6,086 | $300.0K | 0.02% | +6,086 | New |