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 |
|---|---|---|---|---|---|
| Dean Capital Management | 6,077 | $299.0K | 0.45% | −3,486−36.5% | Reduced |
| Janney Montgomery Scott LLC | 6,029 | $297.0K | 0.00% | −275−4.4% | Reduced |
| Jeppson Wealth Management, LLC | 5,883 | $290.0K | 0.13% | +5,883 | New |
| Profund Advisors LLC | 5,866 | $289.0K | 0.02% | +121+2.1% | Added |
| LPL Financial LLC | 5,812 | $286.0K | 0.00% | +402+7.4% | Added |
| Toroso Investments, LLC | 5,546 | $273.0K | 0.01% | +672+13.8% | Added |
| XTX Topco Ltd | 5,422 | $267.0K | 0.07% | +5,422 | New |
| Raymond James Financial Services Advisors, Inc. | 5,375 | $265.0K | 0.00% | +5,375 | New |
| Shell Asset Management Co | 5,271 | $260.0K | 0.01% | −1,404−21.0% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $256.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Mitsubishi UFJ Trust & Banking Corp | 4,913 | $242.0K | 0.00% | +283+6.1% | Added |
| UMA Financial Services, Inc. | 4,757 | $240.0K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,726 | $233.0K | 0.00% | +4,726 | New |
| Mariner, LLC | 4,716 | $232.0K | 0.00% | +4,716 | New |
| Cetera Investment Advisers | 4,686 | $231.0K | 0.00% | +181+4.0% | Added |
| Henshaw Capital LLC | 4,627 | $228.0K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 4,531 | $223.0K | 0.02% | +4,531 | New |
| Crossmark Global Holdings, Inc. | 4,330 | $214.0K | 0.01% | −60−1.4% | Reduced |
| Mackenzie Financial Corp | 4,126 | $203.0K | 0.00% | −191−4.4% | Reduced |
| Dakota Wealth Management | 4,095 | $202.0K | 0.02% | +4,095 | New |
| Crewe Advisors LLC | 3,959 | $195.0K | 0.04% | +42+1.1% | Added |
| Metropolitan Life Insurance Co | 3,300 | $162.6K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,151 | $155.3K | 0.00% | +3,151 | New |
| State of Wyoming | 2,965 | $147.0K | 0.07% | −254−7.9% | Reduced |
| Covestor Ltd | 2,949 | $145.0K | 0.13% | −482−14.0% | Reduced |
| STRS Ohio | 2,800 | $137.0K | 0.00% | −400−12.5% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $136.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,161 | $106.0K | 0.02% | +610+39.3% | Added |
| Aquatic Capital Management LLC | 2,000 | $99.0K | 0.01% | +1,700+566.7% | Added |
| Vestcor Inc | 1,821 | $90.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,786 | $89.0K | 0.01% | −604−25.3% | Reduced |
| Front Row Advisors LLC | 1,135 | $56.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,073 | $53.0K | 0.01% | +340+46.4% | Added |
| Bangor Savings Bank | 1,050 | $52.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,023 | $50.0K | 0.05% | +1,023 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $44.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 873 | $43.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 754 | $37.0K | 0.00% | −95−11.2% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 548 | $27.0K | 0.01% | +6+1.1% | Added |
| Central Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 451 | $22.0K | 0.01% | −314−41.0% | Reduced |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 275 | $13.0K | 0.00% | −168−37.9% | Reduced |
| First Horizon Advisors, Inc. | 258 | $12.0K | 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 102 | $5.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Umb Bank N A | 62 | $3.00K | 0.00% | +19+44.2% | Added |
| Simplex Trading, LLC | 75 | $3.00K | 0.00% | +75 | 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 |
| 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 |
| Absolute Capital Management, LLC | 5 | $255 | 0.00% | +5 | New |
| 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 |
| 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 |