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, Q4 2022
Institutional positions in NorthWestern Energy Group, Inc. as of Dec 31, 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
- 301
- +17 vs. Q3 2022
- Shares held
- 56.9M
- +573.7K (+1.0%) vs. Q3 2022
- Total value
- $3.38B
- +$600.3M (+21.6%) vs. Q3 2022
- New holders
- 44
- 127 more added
- Sold out
- 27
- 87 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,761,422 | $519.9M | 0.02% | −154,464−1.7% | Reduced |
| Vanguard Group Inc | 6,266,775 | $371.9M | 0.01% | +288,641+4.8% | Added |
| American Century Companies Inc | 3,484,660 | $206.8M | 0.17% | +98,569+2.9% | Added |
| State Street Corp | 2,630,574 | $156.1M | 0.01% | +131,243+5.3% | Added |
| Victory Capital Management Inc | 2,285,766 | $135.6M | 0.16% | +660,491+40.6% | Added |
| JPMorgan Chase & Co | 1,916,780 | $113.7M | 0.02% | +6,393+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,698,856 | $100.8M | 0.64% | +6,355+0.4% | Added |
| First Trust Advisors LP | 1,367,974 | $81.2M | 0.10% | +62,009+4.7% | Added |
| Franklin Resources Inc | 1,352,626 | $80.3M | 0.04% | +17,710+1.3% | Added |
| Westwood Holdings Group Inc. | 1,213,629 | $72.0M | 0.63% | −96,463−7.4% | Reduced |
| Bank of New York Mellon Corp | 1,147,905 | $68.1M | 0.02% | −84,148−6.8% | Reduced |
| Geode Capital Management, LLC | 1,107,138 | $65.7M | 0.01% | +52,936+5.0% | Added |
| Macquarie Group Ltd | 1,095,283 | $65.0M | 0.08% | +60,089+5.8% | Added |
| Invesco Ltd. | 1,070,854 | $63.5M | 0.02% | +34,834+3.4% | Added |
| Dimensional Fund Advisors LP | 966,214 | $57.3M | 0.02% | +28,036+3.0% | Added |
| T. Rowe Price Investment Management, Inc. | 951,934 | $56.5M | 0.04% | +223,953+30.8% | Added |
| Systematic Financial Management LP | 823,678 | $48.9M | 1.60% | −14,372−1.7% | Reduced |
| Northern Trust Corp | 819,192 | $48.6M | 0.01% | +12,641+1.6% | Added |
| FMR LLC | 801,298 | $47.5M | 0.00% | +624,448+353.1% | Added |
| ProShare Advisors LLC | 796,170 | $47.2M | 0.17% | +162,737+25.7% | Added |
| AQR Capital Management LLC | 736,693 | $43.7M | 0.10% | −26,894−3.5% | Reduced |
| GW&K Investment Management, LLC | 727,901 | $43.2M | 0.44% | −32,789−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 685,583 | $40.7M | 0.01% | +20,144+3.0% | Added |
| William Blair Investment Management, LLC | 595,084 | $35.3M | 0.14% | −22,926−3.7% | Reduced |
| Norges Bank | 594,763 | $35.3M | 0.01% | +5,248+0.9% | Added |
| Morgan Stanley | 572,733 | $34.0M | 0.00% | −37,505−6.1% | Reduced |
| Gabelli Funds LLC | 545,000 | $32.3M | 0.25% | +2,000+0.4% | Added |
| Thrivent Financial for Lutherans | 504,974 | $30.0M | 0.08% | +32,873+7.0% | Added |
| Bank of America Corp | 407,847 | $24.2M | 0.00% | −29,532−6.8% | Reduced |
| Crawford Investment Counsel Inc | 389,672 | $23.1M | 0.50% | +32,316+9.0% | Added |
| Nuveen Asset Management, LLC | 379,268 | $22.5M | 0.01% | −110,392−22.5% | Reduced |
| SEI Investments Co | 370,625 | $22.0M | 0.05% | +30,098+8.8% | Added |
| Millennium Management LLC | 355,434 | $21.1M | 0.02% | −248,724−41.2% | Reduced |
| Legal & General Group Plc | 306,976 | $18.2M | 0.01% | +9,917+3.3% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.5M | 0.18% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 254,035 | $15.1M | 0.00% | −122,636−32.6% | Reduced |
| Money Concepts Capital Corp | 244,553 | $14.5M | 0.65% | +11,715+5.0% | Added |
| Principal Financial Group Inc | 224,849 | $13.3M | 0.01% | +6,333+2.9% | Added |
| Wedge Capital Management L L P | 222,051 | $13.2M | 0.21% | +15,689+7.6% | Added |
| Advisors Asset Management, Inc. | 213,558 | $12.7M | 0.26% | +43,829+25.8% | Added |
| Personal Capital Advisors Corp | 213,472 | $12.7M | 0.06% | +8,073+3.9% | Added |
| Rhumbline Advisers | 204,432 | $12.1M | 0.02% | +11,335+5.9% | Added |
| Liberty One Investment Management, LLC | 204,210 | $12.1M | 1.74% | +1,594+0.8% | Added |
| Peregrine Capital Management LLC | 193,877 | $11.5M | 0.36% | −2,108−1.1% | Reduced |
| Alliancebernstein L.P. | 192,935 | $11.4M | 0.01% | +12,355+6.8% | Added |
| Chartwell Investment Partners, LLC | 172,987 | $10.3M | 0.40% | −2,445−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 168,970 | $10.0M | 0.04% | +168,970 | New |
| Verition Fund Management LLC | 166,496 | $9.88M | 0.19% | +137,084+466.1% | Added |
| Ameriprise Financial Inc | 157,586 | $9.35M | 0.00% | +15,674+11.0% | Added |
| Two Sigma Advisers, LP | 154,900 | $9.19M | 0.03% | −163,200−51.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 147,141 | $8.73M | 0.07% | +124,322+544.8% | Added |
| First Manhattan Co | 145,330 | $8.62M | 0.03% | −1,000−0.7% | Reduced |
| Deutsche Bank AG | 141,012 | $8.37M | 0.00% | +36,641+35.1% | Added |
| Swiss National Bank | 135,583 | $8.05M | 0.01% | +7,200+5.6% | Added |
| Kennedy Capital Management, Inc. | 129,538 | $7.69M | 0.22% | −7,115−5.2% | Reduced |
| Coann Capital LLC | 126,447 | $7.50M | 3.57% | −2,373−1.8% | Reduced |
| Mutual of America Capital Management LLC | 122,638 | $7.28M | 0.09% | −1,867−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,772 | $6.99M | 0.06% | +17,420+17.4% | Added |
| American International Group, Inc. | 116,842 | $6.93M | 0.05% | +2,052+1.8% | Added |
| Price T Rowe Associates Inc | 116,599 | $6.92M | 0.00% | +21,661+22.8% | Added |
| First PREMIER Bank | 112,452 | $6.67M | 2.02% | −2,785−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 112,063 | $6.65M | 0.10% | +29,041+35.0% | Added |
| Aristotle Capital Boston, LLC | 111,683 | $6.63M | 0.21% | −4,144−3.6% | Reduced |
| Mairs & Power Inc | 107,879 | $6.40M | 0.08% | −13,979−11.5% | Reduced |
| Comerica Bank | 106,873 | $6.21M | 0.05% | +9,945+10.3% | Added |
| MetLife Investment Management | 97,179 | $5.77M | 0.04% | +540+0.6% | Added |
| Brandywine Global Investment Management, LLC | 92,015 | $5.46M | 0.04% | +27,539+42.7% | Added |
| UBS Asset Management Americas Inc | 88,299 | $5.24M | 0.00% | +4,852+5.8% | Added |
| Russell Investments Group, Ltd. | 87,049 | $5.17M | 0.01% | +34,361+65.2% | Added |
| Renaissance Technologies LLC | 85,326 | $5.06M | 0.01% | +38,600+82.6% | Added |
| South Dakota Investment Council | 81,254 | $4.82M | 0.11% | 00.0% | Unchanged |
| Meritage Portfolio Management | 81,197 | $4.82M | 0.38% | +3,307+4.2% | Added |
| Dean Investment Associates, LLC | 81,157 | $4.82M | 0.82% | −30,832−27.5% | Reduced |
| Stockman Wealth Management, Inc. | 79,652 | $4.73M | 1.09% | −835−1.0% | Reduced |
| Algert Global LLC | 79,650 | $4.73M | 0.26% | −2,084−2.5% | Reduced |
| Conning Inc. | 77,076 | $4.57M | 0.15% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 76,616 | $4.55M | 0.58% | +8,713+12.8% | Added |
| Retirement Systems of Alabama | 76,154 | $4.52M | 0.02% | +2,643+3.6% | Added |
| Envestnet Asset Management Inc | 75,326 | $4.47M | 0.00% | +15,269+25.4% | Added |
| New York State Teachers Retirement System | 73,869 | $4.38M | 0.01% | +1,300+1.8% | Added |
| California State Teachers Retirement System | 72,019 | $4.27M | 0.01% | +3,167+4.6% | Added |
| PATRIZIA Pty Ltd | 69,762 | $4.14M | 3.09% | +69,762 | New |
| Great West Life Assurance Co | 68,689 | $4.09M | 0.01% | +6,501+10.5% | Added |
| Manufacturers Life Insurance Company, The | 68,092 | $4.04M | 0.00% | +1,824+2.8% | Added |
| TD Asset Management Inc | 64,000 | $3.80M | 0.00% | +400+0.6% | Added |
| Public Employees Retirement System of Ohio | 61,793 | $3.67M | 0.02% | −16,600−21.2% | Reduced |
| Prudential Financial Inc | 61,511 | $3.65M | 0.01% | −51,774−45.7% | Reduced |
| Agf Management Ltd | 60,127 | $3.57M | 0.03% | +60,127 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 56,337 | $3.34M | 0.26% | +187+0.3% | Added |
| UBS Group AG | 54,318 | $3.22M | 0.00% | −26,190−32.5% | Reduced |
| Nisa Investment Advisors, LLC | 54,215 | $3.22M | 0.03% | +10,000+22.6% | Added |
| Voya Investment Management LLC | 51,935 | $3.08M | 0.00% | −66,762−56.2% | Reduced |
| Walleye Capital LLC | 50,495 | $3.00M | 0.07% | −72,604−59.0% | Reduced |
| Brinker Capital Investments, LLC | 46,600 | $2.77M | 0.06% | −814−1.7% | Reduced |
| North Star Investment Management Corp. | 45,533 | $2.70M | 0.24% | +361+0.8% | Added |
| Credit Suisse AG | 43,345 | $2.57M | 0.00% | +1,512+3.6% | Added |
| Barclays PLC | 42,546 | $2.52M | 0.00% | +1,870+4.6% | Added |
| Bank of Montreal | 42,177 | $2.51M | 0.00% | +6,562+18.4% | Added |
| Martingale Asset Management L P | 42,244 | $2.51M | 0.05% | +1,105+2.7% | Added |
| New York State Common Retirement Fund | 41,779 | $2.48M | 0.00% | −8,672−17.2% | Reduced |