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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 301 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ4 2022: $3.38B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Advisor Networks LLC4,982$295.6K0.00%+4,982New
Mariner, LLC4,982$296.0K0.00%+266+5.6%Added
Verdence Capital Advisors LLC5,138$304.9K0.04%+11+0.2%Added
John G Ullman & Associates Inc5,200$309.0K0.05%00.0%Unchanged
Securian Asset Management, Inc5,309$315.0K0.01%+182+3.5%Added
HBK Sorce Advisory LLC5,326$316.0K0.01%+5,326New
Northwestern Mutual Investment Management Company, LLC5,347$317.3K0.01%−2,762−34.1%Reduced
Bank of Nova Scotia5,484$325.4K0.00%−8,892−61.9%Reduced
Dean Capital Management5,850$347.1K0.46%−227−3.7%Reduced
Legato Capital Management LLC5,850$347.1K0.07%+5,850New
Toroso Investments, LLC5,882$349.0K0.01%+336+6.1%Added
Profund Advisors LLC5,906$350.5K0.02%+40+0.7%Added
Healthcare of Ontario Pension Plan Trust Fund6,000$356.0K0.00%−45,264−88.3%Reduced
Oppenheimer & Co Inc6,200$367.9K0.01%00.0%Unchanged
Teacher Retirement System of Texas6,261$372.0K0.00%−1,513−19.5%Reduced
LPL Financial LLC6,385$378.9K0.00%+573+9.9%Added
Janney Montgomery Scott LLC6,729$399.0K0.00%+700+11.6%Added
Versor Investments LP6,800$403.5K0.03%−9,341−57.9%Reduced
Trexquant Investment LP6,808$404.0K0.01%+6,808New
Burney Co6,822$404.8K0.02%−1,696−19.9%Reduced
Acrisure Capital Management, LLC6,979$414.1K0.46%+6,979New
Winton Group Ltd7,083$420.3K0.03%−11,270−61.4%Reduced
Citigroup Inc7,254$430.5K0.00%−7,739−51.6%Reduced
Connacht Asset Management LP7,261$430.9K0.87%+7,261New
Zurcher Kantonalbank (Zurich Cantonalbank)7,356$436.5K0.00%+427+6.2%Added
Alberta Investment Management Corp7,481$443.9K0.00%−329−4.2%Reduced
Federated Hermes, Inc.8,042$477.2K0.00%−1,716−17.6%Reduced
State of Alaska, Department of Revenue8,087$479.0K0.01%+300+3.9%Added
Susquehanna International Group, LLP8,236$488.7K0.00%−10,535−56.1%Reduced
Janus Henderson Group PLC8,268$490.7K0.00%+8,268New
New Mexico Educational Retirement Board8,500$504.0K0.03%00.0%Unchanged
Teachers Retirement System of the State of Kentucky8,584$509.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado8,595$510.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC8,617$511.3K0.00%−58,555−87.2%Reduced
Mackenzie Financial Corp8,791$521.7K0.00%+4,665+113.1%Added
Xponance, Inc.9,004$534.3K0.01%+280+3.2%Added
VELA Investment Management, LLC9,036$536.2K0.26%−15,085−62.5%Reduced
New York Life Investment Management LLC9,379$556.5K0.01%+1,058+12.7%Added
Keybank National Association9,505$564.0K0.00%+2,240+30.8%Added
Cetera Investment Advisers9,640$572.0K0.01%+4,954+105.7%Added
Inspire Advisors, LLC9,699$575.5K0.15%+3,239+50.1%Added
State Board of Administration of Florida Retirement System9,947$590.3K0.00%+970+10.8%Added
Commerce Bank10,165$603.2K0.00%−250−2.4%Reduced
Point72 Asset Management, L.P.10,600$629.0K0.00%−143,500−93.1%Reduced
State of Tennessee, Treasury Department10,778$640.0K0.00%00.0%Unchanged
Boston Partners10,855$644.1K0.00%+10,855New
Exchange Traded Concepts, LLC11,694$693.9K0.02%+315+2.8%Added
Graham Capital Management, L.P.12,093$717.6K0.03%−30,218−71.4%Reduced
State of Wisconsin Investment Board12,199$723.9K0.00%−11,192−47.8%Reduced
LMR Partners LLP12,500$741.8K0.02%+2,500+25.0%Added
Man Group plc12,742$756.1K0.00%+12,742New
Vaughan & Co Securities, Inc.13,038$773.7K0.62%−314−2.4%Reduced
Maryland State Retirement & Pension System13,973$829.2K0.02%+13,973New
Van Eck Associates Corp14,173$841.0K0.00%+2,795+24.6%Added
Ontario Teachers Pension Plan Board14,211$843.3K0.01%−15,802−52.7%Reduced
State of Michigan Retirement System14,728$874.0K0.01%+600+4.2%Added
US Bancorp14,951$887.2K0.00%+2,003+15.5%Added
Ensign Peak Advisors, Inc15,173$900.4K0.00%−5,300−25.9%Reduced
Louisiana State Employees Retirement System15,500$920.0K0.03%+600+4.0%Added
Orion Portfolio Solutions, LLC15,542$922.3K0.03%+4,379+39.2%Added
HSBC Holdings PLC15,764$936.1K0.00%−26,278−62.5%Reduced
Arizona State Retirement System15,844$940.2K0.01%+1,132+7.7%Added
Pacer Advisors, Inc.15,950$946.5K0.00%+15,950New
Teza Capital Management LLC16,298$967.1K0.18%+4,605+39.4%Added
Two Sigma Investments, LP16,489$978.5K0.00%−194,691−92.2%Reduced
Susquehanna Fundamental Investments, LLC16,922$1.00M0.02%−28,503−62.7%Reduced
Oregon Public Employees Retirement Fund17,097$1.01M0.01%+700+4.3%Added
SG Americas Securities, LLC17,137$1.02M0.01%+10,870+173.4%Added
Cornercap Investment Counsel Inc17,725$1.05M0.18%−2,138−10.8%Reduced
Gateway Investment Advisers LLC18,071$1.07M0.01%00.0%Unchanged
Ziegler Capital Management, LLC18,108$1.07M0.05%−4,219−18.9%Reduced
Citadel Advisors LLC18,177$1.08M0.00%−104,503−85.2%Reduced
Ameritas Investment Partners, Inc.19,596$1.09M0.04%+735+3.9%Added
Truist Financial Corp18,567$1.10M0.00%+8,717+88.5%Added
Canada Pension Plan Investment Board19,000$1.13M0.00%−11,000−36.7%Reduced
The PNC Financial Services Group, Inc.20,021$1.19M0.00%−1,898−8.7%Reduced
Hennessy Advisors Inc20,698$1.23M0.08%00.0%Unchanged
First Republic Investment Management, Inc.21,836$1.30M0.00%+105+0.5%Added
Allianz Asset Management GmbH23,968$1.42M0.00%+1,407+6.2%Added
Naples Global Advisors, LLC24,420$1.45M0.18%+7,160+41.5%Added
Commonwealth Equity Services, LLC24,710$1.47M0.00%+2,420+10.9%Added
Wells Fargo & Company25,027$1.49M0.00%−2,196−8.1%Reduced
ARGI Investment Services, LLC25,253$1.50M0.05%+3,136+14.2%Added
Guggenheim Capital LLC26,229$1.56M0.01%+1,787+7.3%Added
Voloridge Investment Management, LLC27,220$1.62M0.01%+11,417+72.2%Added
Yousif Capital Management, LLC29,454$1.75M0.02%+1,043+3.7%Added
Allspring Global Investments Holdings, LLC30,852$1.83M0.00%+4,785+18.4%Added
Raymond James & Associates31,076$1.84M0.00%+10,947+54.4%Added
Mirae Asset Global Investments Co., Ltd.33,904$2.01M0.01%+10,914+47.5%Added
Clearbridge Investments, LLC34,431$2.04M0.00%−1,457−4.1%Reduced
Royal Bank of Canada35,497$2.11M0.00%+10,009+39.3%Added
Covalis Capital LLP35,515$2.11M0.50%−45,085−55.9%Reduced
BNP Paribas Arbitrage, SA35,923$2.13M0.01%−40,893−53.2%Reduced
Tudor Investment Corp Et Al36,202$2.15M0.05%−64,694−64.1%Reduced
Pictet Asset Management SA36,903$2.19M0.00%−12,738−25.7%Reduced
Holocene Advisors, LP37,098$2.20M0.01%−35,578−49.0%Reduced
Texas Permanent School Fund38,560$2.29M0.03%−1,541−3.8%Reduced
Amalgamated Bank38,955$2.31M0.02%+1,690+4.5%Added
Advisor Group Holdings, Inc.39,873$2.37M0.00%+7,041+21.4%Added
State of New Jersey Common Pension Fund D40,930$2.43M0.01%−3,155−7.2%Reduced