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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 4,982 | $295.6K | 0.00% | +4,982 | New |
| HighTower Advisors, LLC | 4,681 | $289.0K | 0.00% | +4,681 | New |
| Trilogy Capital Inc. | 4,759 | $282.4K | 0.02% | +4,759 | New |
| ISAM Funds (UK) Ltd | 4,633 | $274.9K | 0.82% | +4,633 | New |
| Henshaw Capital LLC | 4,627 | $274.6K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,757 | $270.2K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,439 | $263.4K | 0.00% | −474−9.6% | Reduced |
| Shell Asset Management Co | 4,350 | $258.0K | 0.01% | −921−17.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,278 | $254.0K | 0.01% | −52−1.2% | Reduced |
| Cerity Partners LLC | 4,257 | $252.9K | 0.00% | +4,257 | New |
| Dakota Wealth Management | 4,075 | $241.8K | 0.02% | −20−0.5% | Reduced |
| Crewe Advisors LLC | 4,007 | $237.8K | 0.04% | +48+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 3,960 | $235.0K | 0.04% | +3,960 | New |
| Foundry Partners, LLC | 3,945 | $234.0K | 0.01% | +3,945 | New |
| Zeke Capital Advisors, LLC | 3,916 | $232.4K | 0.02% | −615−13.6% | Reduced |
| D.A. Davidson & Co. | 3,800 | $225.5K | 0.00% | +3,800 | New |
| Raymond James Financial Services Advisors, Inc. | 3,785 | $224.6K | 0.00% | −1,590−29.6% | Reduced |
| Zacks Investment Management | 3,776 | $224.1K | 0.00% | +3,776 | New |
| Ifrah Financial Services, Inc. | 3,755 | $222.8K | 0.07% | +3,755 | New |
| Cambridge Investment Research Advisors, Inc. | 3,747 | $222.0K | 0.00% | +3,747 | New |
| Gsa Capital Partners LLP | 3,652 | $217.0K | 0.03% | −11,402−75.7% | Reduced |
| STRS Ohio | 3,600 | $213.0K | 0.00% | +800+28.6% | Added |
| Metropolitan Life Insurance Co | 3,585 | $212.7K | 0.01% | +285+8.6% | Added |
| Canandaigua National Corp | 3,485 | $207.0K | 0.04% | +3,485 | New |
| Jeppson Wealth Management, LLC | 3,481 | $206.6K | 0.09% | −2,402−40.8% | Reduced |
| State of Wyoming | 3,440 | $204.1K | 0.07% | +475+16.0% | Added |
| Bailard, Inc. | 3,400 | $201.8K | 0.01% | +3,400 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,151 | $187.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,824 | $168.0K | 0.14% | −125−4.2% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $163.0K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,498 | $145.4K | 0.05% | +2,498 | New |
| Armstrong Advisory Group, Inc | 2,364 | $140.3K | 0.02% | +2,364 | New |
| Advisory Services Network, LLC | 2,104 | $124.9K | 0.00% | +2,104 | New |
| Vestcor Inc | 1,821 | $108.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,533 | $91.7K | 0.00% | −12,846−89.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,543 | $91.0K | 0.00% | −9,891−86.5% | Reduced |
| Spire Wealth Management | 1,514 | $90.0K | 0.01% | +1,514 | New |
| Quadrant Capital Group LLC | 1,513 | $89.8K | 0.01% | +440+41.0% | Added |
| Front Row Advisors LLC | 1,135 | $67.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,050 | $62.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,034 | $61.0K | 0.06% | +11+1.1% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $59.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 925 | $54.9K | 0.03% | +474+105.1% | Added |
| Harbor Investment Advisory, LLC | 898 | $53.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 873 | $51.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 843 | $50.0K | 0.00% | +89+11.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $47.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 736 | $43.7K | 0.00% | +236+47.2% | Added |
| Nomura Asset Management Co Ltd | 620 | $36.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 631 | $31.0K | 0.00% | +388+159.7% | Added |
| Central Trust Co | 500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $27.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 373 | $22.2K | 0.00% | +90+31.8% | Added |
| Lindbrook Capital, LLC | 303 | $18.0K | 0.00% | +85+39.0% | Added |
| Geneos Wealth Management Inc. | 275 | $16.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $16.3K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 271 | $16.1K | 0.00% | −5,815−95.5% | Reduced |
| First Horizon Advisors, Inc. | 258 | $15.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 215 | $12.8K | 0.00% | +3+1.4% | Added |
| Fifth Third Bancorp | 204 | $12.1K | 0.00% | +87+74.4% | Added |
| Affiance Financial, LLC | 161 | $9.55K | 0.00% | +161 | New |
| CWM, LLC | 155 | $9.00K | 0.00% | +125+416.7% | Added |
| Addison Advisors LLC | 150 | $8.90K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 143 | $8.48K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 115 | $6.82K | 0.00% | +115 | New |
| Hexagon Capital Partners LLC | 109 | $6.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $6.05K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $5.70K | 0.00% | −25−20.7% | Reduced |
| Allworth Financial LP | 86 | $5.10K | 0.00% | +81+1,620.0% | Added |
| 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 |
| Ruedi Wealth Management, Inc. | 80 | $4.75K | 0.00% | +80 | New |
| TCI Wealth Advisors, Inc. | 75 | $4.45K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 129 | $3.98K | 0.00% | +129 | New |
| Versant Capital Management, Inc | 61 | $3.62K | 0.00% | +24+64.9% | Added |
| Red Tortoise LLC | 47 | $2.79K | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 42 | $2.49K | 0.00% | +42 | New |
| FinTrust Capital Advisors, LLC | 35 | $2.08K | 0.00% | −107−75.4% | Reduced |
| Comerica Securities,inc. | 34 | $2.02K | 0.00% | +34 | New |
| Glassman Wealth Services | 33 | $1.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.60K | 0.00% | +4+17.4% | Added |
| Farmers & Merchants Investments Inc | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $1.07K | 0.00% | −2,143−99.2% | Reduced |
| Schubert & Co | 12 | $712 | 0.00% | +3+33.3% | Added |
| AdvisorNet Financial, Inc | 9 | $534 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 8 | $475 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $475 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $356 | 0.00% | +2+50.0% | Added |
| Sutton Wealth Advisors Inc. | 4 | $237 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 3 | $177 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| 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 |