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 |
| State of New Jersey Common Pension Fund D | 40,930 | $2.43M | 0.01% | −3,155−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 39,873 | $2.37M | 0.00% | +7,041+21.4% | Added |
| Amalgamated Bank | 38,955 | $2.31M | 0.02% | +1,690+4.5% | Added |
| Texas Permanent School Fund | 38,560 | $2.29M | 0.03% | −1,541−3.8% | Reduced |
| Holocene Advisors, LP | 37,098 | $2.20M | 0.01% | −35,578−49.0% | Reduced |
| Pictet Asset Management SA | 36,903 | $2.19M | 0.00% | −12,738−25.7% | Reduced |
| Tudor Investment Corp Et Al | 36,202 | $2.15M | 0.05% | −64,694−64.1% | Reduced |
| BNP Paribas Arbitrage, SA | 35,923 | $2.13M | 0.01% | −40,893−53.2% | Reduced |
| Covalis Capital LLP | 35,515 | $2.11M | 0.50% | −45,085−55.9% | Reduced |
| Royal Bank of Canada | 35,497 | $2.11M | 0.00% | +10,009+39.3% | Added |
| Clearbridge Investments, LLC | 34,431 | $2.04M | 0.00% | −1,457−4.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,904 | $2.01M | 0.01% | +10,914+47.5% | Added |
| Raymond James & Associates | 31,076 | $1.84M | 0.00% | +10,947+54.4% | Added |
| Allspring Global Investments Holdings, LLC | 30,852 | $1.83M | 0.00% | +4,785+18.4% | Added |
| Yousif Capital Management, LLC | 29,454 | $1.75M | 0.02% | +1,043+3.7% | Added |
| Voloridge Investment Management, LLC | 27,220 | $1.62M | 0.01% | +11,417+72.2% | Added |
| Guggenheim Capital LLC | 26,229 | $1.56M | 0.01% | +1,787+7.3% | Added |
| ARGI Investment Services, LLC | 25,253 | $1.50M | 0.05% | +3,136+14.2% | Added |
| Wells Fargo & Company | 25,027 | $1.49M | 0.00% | −2,196−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 24,710 | $1.47M | 0.00% | +2,420+10.9% | Added |
| Naples Global Advisors, LLC | 24,420 | $1.45M | 0.18% | +7,160+41.5% | Added |
| Allianz Asset Management GmbH | 23,968 | $1.42M | 0.00% | +1,407+6.2% | Added |
| First Republic Investment Management, Inc. | 21,836 | $1.30M | 0.00% | +105+0.5% | Added |
| Hennessy Advisors Inc | 20,698 | $1.23M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,021 | $1.19M | 0.00% | −1,898−8.7% | Reduced |
| Canada Pension Plan Investment Board | 19,000 | $1.13M | 0.00% | −11,000−36.7% | Reduced |
| Truist Financial Corp | 18,567 | $1.10M | 0.00% | +8,717+88.5% | Added |
| Ameritas Investment Partners, Inc. | 19,596 | $1.09M | 0.04% | +735+3.9% | Added |
| Citadel Advisors LLC | 18,177 | $1.08M | 0.00% | −104,503−85.2% | Reduced |
| Ziegler Capital Management, LLC | 18,108 | $1.07M | 0.05% | −4,219−18.9% | Reduced |
| Gateway Investment Advisers LLC | 18,071 | $1.07M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 17,725 | $1.05M | 0.18% | −2,138−10.8% | Reduced |
| SG Americas Securities, LLC | 17,137 | $1.02M | 0.01% | +10,870+173.4% | Added |
| Oregon Public Employees Retirement Fund | 17,097 | $1.01M | 0.01% | +700+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 16,922 | $1.00M | 0.02% | −28,503−62.7% | Reduced |
| Two Sigma Investments, LP | 16,489 | $978.5K | 0.00% | −194,691−92.2% | Reduced |
| Teza Capital Management LLC | 16,298 | $967.1K | 0.18% | +4,605+39.4% | Added |
| Pacer Advisors, Inc. | 15,950 | $946.5K | 0.00% | +15,950 | New |
| Arizona State Retirement System | 15,844 | $940.2K | 0.01% | +1,132+7.7% | Added |
| HSBC Holdings PLC | 15,764 | $936.1K | 0.00% | −26,278−62.5% | Reduced |
| Orion Portfolio Solutions, LLC | 15,542 | $922.3K | 0.03% | +4,379+39.2% | Added |
| Louisiana State Employees Retirement System | 15,500 | $920.0K | 0.03% | +600+4.0% | Added |
| Ensign Peak Advisors, Inc | 15,173 | $900.4K | 0.00% | −5,300−25.9% | Reduced |
| US Bancorp | 14,951 | $887.2K | 0.00% | +2,003+15.5% | Added |
| State of Michigan Retirement System | 14,728 | $874.0K | 0.01% | +600+4.2% | Added |
| Ontario Teachers Pension Plan Board | 14,211 | $843.3K | 0.01% | −15,802−52.7% | Reduced |
| Van Eck Associates Corp | 14,173 | $841.0K | 0.00% | +2,795+24.6% | Added |
| Maryland State Retirement & Pension System | 13,973 | $829.2K | 0.02% | +13,973 | New |
| Vaughan & Co Securities, Inc. | 13,038 | $773.7K | 0.62% | −314−2.4% | Reduced |
| Man Group plc | 12,742 | $756.1K | 0.00% | +12,742 | New |
| LMR Partners LLP | 12,500 | $741.8K | 0.02% | +2,500+25.0% | Added |
| State of Wisconsin Investment Board | 12,199 | $723.9K | 0.00% | −11,192−47.8% | Reduced |
| Graham Capital Management, L.P. | 12,093 | $717.6K | 0.03% | −30,218−71.4% | Reduced |
| Exchange Traded Concepts, LLC | 11,694 | $693.9K | 0.02% | +315+2.8% | Added |
| Boston Partners | 10,855 | $644.1K | 0.00% | +10,855 | New |
| State of Tennessee, Treasury Department | 10,778 | $640.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 10,600 | $629.0K | 0.00% | −143,500−93.1% | Reduced |
| Commerce Bank | 10,165 | $603.2K | 0.00% | −250−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 9,947 | $590.3K | 0.00% | +970+10.8% | Added |
| Inspire Advisors, LLC | 9,699 | $575.5K | 0.15% | +3,239+50.1% | Added |
| Cetera Investment Advisers | 9,640 | $572.0K | 0.01% | +4,954+105.7% | Added |
| Keybank National Association | 9,505 | $564.0K | 0.00% | +2,240+30.8% | Added |
| New York Life Investment Management LLC | 9,379 | $556.5K | 0.01% | +1,058+12.7% | Added |
| VELA Investment Management, LLC | 9,036 | $536.2K | 0.26% | −15,085−62.5% | Reduced |
| Xponance, Inc. | 9,004 | $534.3K | 0.01% | +280+3.2% | Added |
| Mackenzie Financial Corp | 8,791 | $521.7K | 0.00% | +4,665+113.1% | Added |
| Cubist Systematic Strategies, LLC | 8,617 | $511.3K | 0.00% | −58,555−87.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,595 | $510.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,584 | $509.0K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,500 | $504.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 8,268 | $490.7K | 0.00% | +8,268 | New |
| Susquehanna International Group, LLP | 8,236 | $488.7K | 0.00% | −10,535−56.1% | Reduced |
| State of Alaska, Department of Revenue | 8,087 | $479.0K | 0.01% | +300+3.9% | Added |
| Federated Hermes, Inc. | 8,042 | $477.2K | 0.00% | −1,716−17.6% | Reduced |
| Alberta Investment Management Corp | 7,481 | $443.9K | 0.00% | −329−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,356 | $436.5K | 0.00% | +427+6.2% | Added |
| Connacht Asset Management LP | 7,261 | $430.9K | 0.87% | +7,261 | New |
| Citigroup Inc | 7,254 | $430.5K | 0.00% | −7,739−51.6% | Reduced |
| Winton Group Ltd | 7,083 | $420.3K | 0.03% | −11,270−61.4% | Reduced |
| Acrisure Capital Management, LLC | 6,979 | $414.1K | 0.46% | +6,979 | New |
| Burney Co | 6,822 | $404.8K | 0.02% | −1,696−19.9% | Reduced |
| Trexquant Investment LP | 6,808 | $404.0K | 0.01% | +6,808 | New |
| Versor Investments LP | 6,800 | $403.5K | 0.03% | −9,341−57.9% | Reduced |
| Janney Montgomery Scott LLC | 6,729 | $399.0K | 0.00% | +700+11.6% | Added |
| LPL Financial LLC | 6,385 | $378.9K | 0.00% | +573+9.9% | Added |
| Teacher Retirement System of Texas | 6,261 | $372.0K | 0.00% | −1,513−19.5% | Reduced |
| Oppenheimer & Co Inc | 6,200 | $367.9K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $356.0K | 0.00% | −45,264−88.3% | Reduced |
| Profund Advisors LLC | 5,906 | $350.5K | 0.02% | +40+0.7% | Added |
| Toroso Investments, LLC | 5,882 | $349.0K | 0.01% | +336+6.1% | Added |
| Dean Capital Management | 5,850 | $347.1K | 0.46% | −227−3.7% | Reduced |
| Legato Capital Management LLC | 5,850 | $347.1K | 0.07% | +5,850 | New |
| Bank of Nova Scotia | 5,484 | $325.4K | 0.00% | −8,892−61.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,347 | $317.3K | 0.01% | −2,762−34.1% | Reduced |
| HBK Sorce Advisory LLC | 5,326 | $316.0K | 0.01% | +5,326 | New |
| Securian Asset Management, Inc | 5,309 | $315.0K | 0.01% | +182+3.5% | Added |
| John G Ullman & Associates Inc | 5,200 | $309.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,138 | $304.9K | 0.04% | +11+0.2% | Added |
| Mariner, LLC | 4,982 | $296.0K | 0.00% | +266+5.6% | Added |