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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1 | $0 | 0.00% | −414−99.8% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 35 | $0 | 0.00% | +35 | New |
| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $177 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 4 | $237 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $356 | 0.00% | +2+50.0% | Added |
| Disciplined Investments, LLC | 8 | $475 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $475 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $534 | 0.00% | +9 | New |
| Schubert & Co | 12 | $712 | 0.00% | +3+33.3% | Added |
| EverSource Wealth Advisors, LLC | 18 | $1.07K | 0.00% | −2,143−99.2% | Reduced |
| SRS Capital Advisors, Inc. | 22 | $1.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.60K | 0.00% | +4+17.4% | Added |
| Glassman Wealth Services | 33 | $1.96K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 34 | $2.02K | 0.00% | +34 | New |
| FinTrust Capital Advisors, LLC | 35 | $2.08K | 0.00% | −107−75.4% | Reduced |
| Farther Finance Advisors, LLC | 42 | $2.49K | 0.00% | +42 | New |
| Red Tortoise LLC | 47 | $2.79K | 0.00% | +47 | New |
| Versant Capital Management, Inc | 61 | $3.62K | 0.00% | +24+64.9% | Added |
| GWM Advisors LLC | 129 | $3.98K | 0.00% | +129 | New |
| Umb Bank N A | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 75 | $4.45K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 80 | $4.75K | 0.00% | +80 | New |
| Bessemer Group Inc | 77 | $5.00K | 0.00% | −333−81.2% | Reduced |
| Massmutual Trust Co FSB | 83 | $5.00K | 0.00% | +9+12.2% | Added |
| Park Place Capital Corp | 85 | $5.00K | 0.00% | +85 | New |
| Allworth Financial LP | 86 | $5.10K | 0.00% | +81+1,620.0% | Added |
| Bell Investment Advisors, Inc | 96 | $5.70K | 0.00% | −25−20.7% | Reduced |
| Private Trust Co NA | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $6.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $6.47K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 115 | $6.82K | 0.00% | +115 | New |
| Proequities, Inc. | 143 | $8.48K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $8.90K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 155 | $9.00K | 0.00% | +125+416.7% | Added |
| Affiance Financial, LLC | 161 | $9.55K | 0.00% | +161 | New |
| Fifth Third Bancorp | 204 | $12.1K | 0.00% | +87+74.4% | Added |
| Global Retirement Partners, LLC | 215 | $12.8K | 0.00% | +3+1.4% | Added |
| First Horizon Advisors, Inc. | 258 | $15.3K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 271 | $16.1K | 0.00% | −5,815−95.5% | Reduced |
| Salem Investment Counselors Inc | 275 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 275 | $16.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 303 | $18.0K | 0.00% | +85+39.0% | Added |
| Parallel Advisors, LLC | 373 | $22.2K | 0.00% | +90+31.8% | Added |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $27.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 631 | $31.0K | 0.00% | +388+159.7% | Added |
| Nomura Asset Management Co Ltd | 620 | $36.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 736 | $43.7K | 0.00% | +236+47.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $47.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 843 | $50.0K | 0.00% | +89+11.8% | Added |
| Assetmark, Inc | 873 | $51.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $53.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 925 | $54.9K | 0.03% | +474+105.1% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $59.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,034 | $61.0K | 0.06% | +11+1.1% | Added |
| Bangor Savings Bank | 1,050 | $62.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,135 | $67.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,513 | $89.8K | 0.01% | +440+41.0% | Added |
| Spire Wealth Management | 1,514 | $90.0K | 0.01% | +1,514 | New |
| Tower Research Capital LLC (TRC) | 1,543 | $91.0K | 0.00% | −9,891−86.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,533 | $91.7K | 0.00% | −12,846−89.3% | Reduced |
| Vestcor Inc | 1,821 | $108.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,104 | $124.9K | 0.00% | +2,104 | New |
| Armstrong Advisory Group, Inc | 2,364 | $140.3K | 0.02% | +2,364 | New |
| Accurate Wealth Management, LLC | 2,498 | $145.4K | 0.05% | +2,498 | New |
| Dividend Assets Capital, LLC | 2,750 | $163.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,824 | $168.0K | 0.14% | −125−4.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,151 | $187.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 3,400 | $201.8K | 0.01% | +3,400 | New |
| State of Wyoming | 3,440 | $204.1K | 0.07% | +475+16.0% | Added |
| Jeppson Wealth Management, LLC | 3,481 | $206.6K | 0.09% | −2,402−40.8% | Reduced |
| Canandaigua National Corp | 3,485 | $207.0K | 0.04% | +3,485 | New |
| Metropolitan Life Insurance Co | 3,585 | $212.7K | 0.01% | +285+8.6% | Added |
| STRS Ohio | 3,600 | $213.0K | 0.00% | +800+28.6% | Added |
| Gsa Capital Partners LLP | 3,652 | $217.0K | 0.03% | −11,402−75.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,747 | $222.0K | 0.00% | +3,747 | New |
| Ifrah Financial Services, Inc. | 3,755 | $222.8K | 0.07% | +3,755 | New |
| Zacks Investment Management | 3,776 | $224.1K | 0.00% | +3,776 | New |
| Raymond James Financial Services Advisors, Inc. | 3,785 | $224.6K | 0.00% | −1,590−29.6% | Reduced |
| D.A. Davidson & Co. | 3,800 | $225.5K | 0.00% | +3,800 | New |
| Zeke Capital Advisors, LLC | 3,916 | $232.4K | 0.02% | −615−13.6% | Reduced |
| Foundry Partners, LLC | 3,945 | $234.0K | 0.01% | +3,945 | New |
| Strategic Wealth Partners, Ltd. | 3,960 | $235.0K | 0.04% | +3,960 | New |
| Crewe Advisors LLC | 4,007 | $237.8K | 0.04% | +48+1.2% | Added |
| Dakota Wealth Management | 4,075 | $241.8K | 0.02% | −20−0.5% | Reduced |
| Cerity Partners LLC | 4,257 | $252.9K | 0.00% | +4,257 | New |
| Crossmark Global Holdings, Inc. | 4,278 | $254.0K | 0.01% | −52−1.2% | Reduced |
| Shell Asset Management Co | 4,350 | $258.0K | 0.01% | −921−17.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,439 | $263.4K | 0.00% | −474−9.6% | Reduced |
| UMA Financial Services, Inc. | 4,757 | $270.2K | 0.07% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,627 | $274.6K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,633 | $274.9K | 0.82% | +4,633 | New |
| Trilogy Capital Inc. | 4,759 | $282.4K | 0.02% | +4,759 | New |
| HighTower Advisors, LLC | 4,681 | $289.0K | 0.00% | +4,681 | New |