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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 41,569 | $2.47M | 0.02% | +2,170+5.5% | Added |
| New York State Common Retirement Fund | 41,779 | $2.48M | 0.00% | −8,672−17.2% | Reduced |
| Martingale Asset Management L P | 42,244 | $2.51M | 0.05% | +1,105+2.7% | Added |
| Bank of Montreal | 42,177 | $2.51M | 0.00% | +6,562+18.4% | Added |
| Barclays PLC | 42,546 | $2.52M | 0.00% | +1,870+4.6% | Added |
| Credit Suisse AG | 43,345 | $2.57M | 0.00% | +1,512+3.6% | Added |
| North Star Investment Management Corp. | 45,533 | $2.70M | 0.24% | +361+0.8% | Added |
| Brinker Capital Investments, LLC | 46,600 | $2.77M | 0.06% | −814−1.7% | Reduced |
| Walleye Capital LLC | 50,495 | $3.00M | 0.07% | −72,604−59.0% | Reduced |
| Voya Investment Management LLC | 51,935 | $3.08M | 0.00% | −66,762−56.2% | Reduced |
| Nisa Investment Advisors, LLC | 54,215 | $3.22M | 0.03% | +10,000+22.6% | Added |
| UBS Group AG | 54,318 | $3.22M | 0.00% | −26,190−32.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 56,337 | $3.34M | 0.26% | +187+0.3% | Added |
| Agf Management Ltd | 60,127 | $3.57M | 0.03% | +60,127 | New |
| Prudential Financial Inc | 61,511 | $3.65M | 0.01% | −51,774−45.7% | Reduced |
| Public Employees Retirement System of Ohio | 61,793 | $3.67M | 0.02% | −16,600−21.2% | Reduced |
| TD Asset Management Inc | 64,000 | $3.80M | 0.00% | +400+0.6% | Added |
| Manufacturers Life Insurance Company, The | 68,092 | $4.04M | 0.00% | +1,824+2.8% | Added |
| Great West Life Assurance Co | 68,689 | $4.09M | 0.01% | +6,501+10.5% | Added |
| PATRIZIA Pty Ltd | 69,762 | $4.14M | 3.09% | +69,762 | New |
| California State Teachers Retirement System | 72,019 | $4.27M | 0.01% | +3,167+4.6% | Added |
| New York State Teachers Retirement System | 73,869 | $4.38M | 0.01% | +1,300+1.8% | Added |
| Envestnet Asset Management Inc | 75,326 | $4.47M | 0.00% | +15,269+25.4% | Added |
| Retirement Systems of Alabama | 76,154 | $4.52M | 0.02% | +2,643+3.6% | Added |
| Sound Income Strategies, LLC | 76,616 | $4.55M | 0.58% | +8,713+12.8% | Added |
| Conning Inc. | 77,076 | $4.57M | 0.15% | 00.0% | Unchanged |
| Algert Global LLC | 79,650 | $4.73M | 0.26% | −2,084−2.5% | Reduced |
| Stockman Wealth Management, Inc. | 79,652 | $4.73M | 1.09% | −835−1.0% | Reduced |
| Dean Investment Associates, LLC | 81,157 | $4.82M | 0.82% | −30,832−27.5% | Reduced |
| Meritage Portfolio Management | 81,197 | $4.82M | 0.38% | +3,307+4.2% | Added |
| South Dakota Investment Council | 81,254 | $4.82M | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 85,326 | $5.06M | 0.01% | +38,600+82.6% | Added |
| Russell Investments Group, Ltd. | 87,049 | $5.17M | 0.01% | +34,361+65.2% | Added |
| UBS Asset Management Americas Inc | 88,299 | $5.24M | 0.00% | +4,852+5.8% | Added |
| Brandywine Global Investment Management, LLC | 92,015 | $5.46M | 0.04% | +27,539+42.7% | Added |
| MetLife Investment Management | 97,179 | $5.77M | 0.04% | +540+0.6% | Added |
| Comerica Bank | 106,873 | $6.21M | 0.05% | +9,945+10.3% | Added |
| Mairs & Power Inc | 107,879 | $6.40M | 0.08% | −13,979−11.5% | Reduced |
| Aristotle Capital Boston, LLC | 111,683 | $6.63M | 0.21% | −4,144−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 112,063 | $6.65M | 0.10% | +29,041+35.0% | Added |
| First PREMIER Bank | 112,452 | $6.67M | 2.02% | −2,785−2.4% | Reduced |
| Price T Rowe Associates Inc | 116,599 | $6.92M | 0.00% | +21,661+22.8% | Added |
| American International Group, Inc. | 116,842 | $6.93M | 0.05% | +2,052+1.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,772 | $6.99M | 0.06% | +17,420+17.4% | Added |
| Mutual of America Capital Management LLC | 122,638 | $7.28M | 0.09% | −1,867−1.5% | Reduced |
| Coann Capital LLC | 126,447 | $7.50M | 3.57% | −2,373−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 129,538 | $7.69M | 0.22% | −7,115−5.2% | Reduced |
| Swiss National Bank | 135,583 | $8.05M | 0.01% | +7,200+5.6% | Added |
| Deutsche Bank AG | 141,012 | $8.37M | 0.00% | +36,641+35.1% | Added |
| First Manhattan Co | 145,330 | $8.62M | 0.03% | −1,000−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 147,141 | $8.73M | 0.07% | +124,322+544.8% | Added |
| Two Sigma Advisers, LP | 154,900 | $9.19M | 0.03% | −163,200−51.3% | Reduced |
| Ameriprise Financial Inc | 157,586 | $9.35M | 0.00% | +15,674+11.0% | Added |
| Verition Fund Management LLC | 166,496 | $9.88M | 0.19% | +137,084+466.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 168,970 | $10.0M | 0.04% | +168,970 | New |
| Chartwell Investment Partners, LLC | 172,987 | $10.3M | 0.40% | −2,445−1.4% | Reduced |
| Alliancebernstein L.P. | 192,935 | $11.4M | 0.01% | +12,355+6.8% | Added |
| Peregrine Capital Management LLC | 193,877 | $11.5M | 0.36% | −2,108−1.1% | Reduced |
| Liberty One Investment Management, LLC | 204,210 | $12.1M | 1.74% | +1,594+0.8% | Added |
| Rhumbline Advisers | 204,432 | $12.1M | 0.02% | +11,335+5.9% | Added |
| Personal Capital Advisors Corp | 213,472 | $12.7M | 0.06% | +8,073+3.9% | Added |
| Advisors Asset Management, Inc. | 213,558 | $12.7M | 0.26% | +43,829+25.8% | Added |
| Wedge Capital Management L L P | 222,051 | $13.2M | 0.21% | +15,689+7.6% | Added |
| Principal Financial Group Inc | 224,849 | $13.3M | 0.01% | +6,333+2.9% | Added |
| Money Concepts Capital Corp | 244,553 | $14.5M | 0.65% | +11,715+5.0% | Added |
| Goldman Sachs Group Inc | 254,035 | $15.1M | 0.00% | −122,636−32.6% | Reduced |
| Gamco Investors, Inc. Et Al | 278,350 | $16.5M | 0.18% | 00.0% | Unchanged |
| Legal & General Group Plc | 306,976 | $18.2M | 0.01% | +9,917+3.3% | Added |
| Millennium Management LLC | 355,434 | $21.1M | 0.02% | −248,724−41.2% | Reduced |
| SEI Investments Co | 370,625 | $22.0M | 0.05% | +30,098+8.8% | Added |
| Nuveen Asset Management, LLC | 379,268 | $22.5M | 0.01% | −110,392−22.5% | Reduced |
| Crawford Investment Counsel Inc | 389,672 | $23.1M | 0.50% | +32,316+9.0% | Added |
| Bank of America Corp | 407,847 | $24.2M | 0.00% | −29,532−6.8% | Reduced |
| Thrivent Financial for Lutherans | 504,974 | $30.0M | 0.08% | +32,873+7.0% | Added |
| Gabelli Funds LLC | 545,000 | $32.3M | 0.25% | +2,000+0.4% | Added |
| Morgan Stanley | 572,733 | $34.0M | 0.00% | −37,505−6.1% | Reduced |
| Norges Bank | 594,763 | $35.3M | 0.01% | +5,248+0.9% | Added |
| William Blair Investment Management, LLC | 595,084 | $35.3M | 0.14% | −22,926−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 685,583 | $40.7M | 0.01% | +20,144+3.0% | Added |
| GW&K Investment Management, LLC | 727,901 | $43.2M | 0.44% | −32,789−4.3% | Reduced |
| AQR Capital Management LLC | 736,693 | $43.7M | 0.10% | −26,894−3.5% | Reduced |
| ProShare Advisors LLC | 796,170 | $47.2M | 0.17% | +162,737+25.7% | Added |
| FMR LLC | 801,298 | $47.5M | 0.00% | +624,448+353.1% | Added |
| Northern Trust Corp | 819,192 | $48.6M | 0.01% | +12,641+1.6% | Added |
| Systematic Financial Management LP | 823,678 | $48.9M | 1.60% | −14,372−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 951,934 | $56.5M | 0.04% | +223,953+30.8% | Added |
| Dimensional Fund Advisors LP | 966,214 | $57.3M | 0.02% | +28,036+3.0% | Added |
| Invesco Ltd. | 1,070,854 | $63.5M | 0.02% | +34,834+3.4% | Added |
| Macquarie Group Ltd | 1,095,283 | $65.0M | 0.08% | +60,089+5.8% | Added |
| Geode Capital Management, LLC | 1,107,138 | $65.7M | 0.01% | +52,936+5.0% | Added |
| Bank of New York Mellon Corp | 1,147,905 | $68.1M | 0.02% | −84,148−6.8% | Reduced |
| Westwood Holdings Group Inc. | 1,213,629 | $72.0M | 0.63% | −96,463−7.4% | Reduced |
| Franklin Resources Inc | 1,352,626 | $80.3M | 0.04% | +17,710+1.3% | Added |
| First Trust Advisors LP | 1,367,974 | $81.2M | 0.10% | +62,009+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,698,856 | $100.8M | 0.64% | +6,355+0.4% | Added |
| JPMorgan Chase & Co | 1,916,780 | $113.7M | 0.02% | +6,393+0.3% | Added |
| Victory Capital Management Inc | 2,285,766 | $135.6M | 0.16% | +660,491+40.6% | Added |
| State Street Corp | 2,630,574 | $156.1M | 0.01% | +131,243+5.3% | Added |
| American Century Companies Inc | 3,484,660 | $206.8M | 0.17% | +98,569+2.9% | Added |
| Vanguard Group Inc | 6,266,775 | $371.9M | 0.01% | +288,641+4.8% | Added |