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, Q1 2023
Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2023. 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
- 291
- −4 vs. Q4 2022
- Shares held
- 58.2M
- +1.77M (+3.1%) vs. Q4 2022
- Total value
- $3.37B
- +$20.0M (+0.6%) vs. Q4 2022
- New holders
- 28
- 111 more added
- Sold out
- 32
- 93 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,852,081 | $512.2M | 0.02% | +90,659+1.0% | Added |
| Vanguard Group Inc | 6,550,734 | $379.0M | 0.01% | +283,959+4.5% | Added |
| American Century Companies Inc | 3,582,638 | $207.3M | 0.16% | +97,978+2.8% | Added |
| Victory Capital Management Inc | 2,300,381 | $133.1M | 0.15% | +14,615+0.6% | Added |
| State Street Corp | 2,180,542 | $126.2M | 0.01% | −450,032−17.1% | Reduced |
| JPMorgan Chase & Co | 2,150,607 | $124.4M | 0.02% | +233,827+12.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,929,137 | $111.6M | 0.08% | +977,203+102.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,500,145 | $86.8M | 0.50% | −198,711−11.7% | Reduced |
| First Trust Advisors LP | 1,408,127 | $81.5M | 0.09% | +40,153+2.9% | Added |
| Franklin Resources Inc | 1,363,189 | $78.9M | 0.04% | +10,563+0.8% | Added |
| Westwood Holdings Group Inc. | 1,249,587 | $72.3M | 0.65% | +35,958+3.0% | Added |
| Geode Capital Management, LLC | 1,158,014 | $67.0M | 0.01% | +50,876+4.6% | Added |
| Macquarie Group Ltd | 1,120,975 | $65.0M | 0.08% | +25,692+2.3% | Added |
| Bank of New York Mellon Corp | 1,107,737 | $64.1M | 0.01% | −40,168−3.5% | Reduced |
| Invesco Ltd. | 988,832 | $57.2M | 0.02% | −82,022−7.7% | Reduced |
| Dimensional Fund Advisors LP | 952,853 | $55.1M | 0.02% | −13,361−1.4% | Reduced |
| River Road Asset Management, LLC | 886,535 | $51.3M | 0.70% | +886,535 | New |
| Systematic Financial Management LP | 851,871 | $49.3M | 1.61% | +28,193+3.4% | Added |
| Northern Trust Corp | 806,476 | $46.7M | 0.01% | −12,716−1.6% | Reduced |
| FMR LLC | 778,588 | $45.0M | 0.00% | −22,710−2.8% | Reduced |
| ProShare Advisors LLC | 778,468 | $45.0M | 0.14% | −17,702−2.2% | Reduced |
| GW&K Investment Management, LLC | 730,194 | $42.2M | 0.41% | +2,293+0.3% | Added |
| Charles Schwab Investment Management Inc | 694,375 | $40.2M | 0.01% | +8,792+1.3% | Added |
| Morgan Stanley | 629,628 | $36.4M | 0.00% | +56,895+9.9% | Added |
| Norges Bank | 616,204 | $35.7M | 0.01% | +21,441+3.6% | Added |
| William Blair Investment Management, LLC | 597,267 | $34.6M | 0.12% | +2,183+0.4% | Added |
| Thrivent Financial for Lutherans | 580,823 | $33.6M | 0.08% | +75,849+15.0% | Added |
| Gabelli Funds LLC | 545,000 | $31.5M | 0.24% | 00.0% | Unchanged |
| AQR Capital Management LLC | 535,366 | $30.7M | 0.07% | −201,327−27.3% | Reduced |
| Bank of America Corp | 509,549 | $29.5M | 0.00% | +101,702+24.9% | Added |
| SEI Investments Co | 379,312 | $21.9M | 0.04% | +8,687+2.3% | Added |
| Legal & General Group Plc | 314,594 | $18.2M | 0.01% | +7,618+2.5% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.1M | 0.17% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 247,975 | $14.3M | 0.12% | +155,960+169.5% | Added |
| Goldman Sachs Group Inc | 242,424 | $14.0M | 0.00% | −11,611−4.6% | Reduced |
| Money Concepts Capital Corp | 240,654 | $14.0M | 0.78% | −3,899−1.6% | Reduced |
| Principal Financial Group Inc | 229,520 | $13.3M | 0.01% | +4,671+2.1% | Added |
| Empower Advisory Group, LLC | 223,057 | $12.8M | 0.06% | +223,057 | New |
| Crawford Investment Counsel Inc | 219,333 | $12.7M | 0.27% | −170,339−43.7% | Reduced |
| Wedge Capital Management L L P | 212,136 | $12.3M | 0.21% | −9,915−4.5% | Reduced |
| Renaissance Technologies LLC | 211,726 | $12.3M | 0.02% | +126,400+148.1% | Added |
| Liberty One Investment Management, LLC | 207,586 | $12.0M | 1.64% | +3,376+1.7% | Added |
| Rhumbline Advisers | 205,135 | $11.9M | 0.01% | +703+0.3% | Added |
| Balyasny Asset Management LLC | 200,133 | $11.6M | 0.04% | +200,133 | New |
| Advisors Asset Management, Inc. | 195,148 | $11.3M | 0.23% | −18,410−8.6% | Reduced |
| Alliancebernstein L.P. | 190,931 | $11.0M | 0.00% | −2,004−1.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 181,200 | $10.5M | 0.04% | +12,230+7.2% | Added |
| Chartwell Investment Partners, LLC | 171,524 | $9.92M | 0.38% | −1,463−0.8% | Reduced |
| Nuveen Asset Management, LLC | 167,285 | $9.68M | 0.00% | −211,983−55.9% | Reduced |
| Ameriprise Financial Inc | 163,920 | $9.48M | 0.00% | +6,334+4.0% | Added |
| First Manhattan Co | 135,345 | $7.83M | 0.03% | −9,985−6.9% | Reduced |
| Walleye Capital LLC | 130,693 | $7.56M | 0.15% | +80,198+158.8% | Added |
| Swiss National Bank | 124,783 | $7.22M | 0.00% | −10,800−8.0% | Reduced |
| Verition Fund Management LLC | 124,168 | $7.18M | 0.11% | −42,328−25.4% | Reduced |
| Price T Rowe Associates Inc | 120,873 | $7.00M | 0.00% | +4,274+3.7% | Added |
| Aristotle Capital Boston, LLC | 119,593 | $6.92M | 0.21% | +7,910+7.1% | Added |
| Mutual of America Capital Management LLC | 119,378 | $6.91M | 0.08% | −3,260−2.7% | Reduced |
| Kennedy Capital Management, Inc. | 117,294 | $6.79M | 0.20% | −12,244−9.5% | Reduced |
| American International Group, Inc. | 116,577 | $6.75M | 0.04% | −265−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 114,113 | $6.60M | 0.06% | −3,659−3.1% | Reduced |
| Two Sigma Advisers, LP | 113,400 | $6.56M | 0.02% | −41,500−26.8% | Reduced |
| First PREMIER Bank | 111,407 | $6.45M | 1.88% | −1,045−0.9% | Reduced |
| Mairs & Power Inc | 111,120 | $6.43M | 0.07% | +3,241+3.0% | Added |
| UBS Group AG | 107,915 | $6.24M | 0.00% | +53,597+98.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,282 | $5.98M | 0.01% | +100,131+3,177.8% | Added |
| MetLife Investment Management | 96,228 | $5.57M | 0.04% | −951−1.0% | Reduced |
| Envestnet Asset Management Inc | 88,039 | $5.09M | 0.00% | +12,713+16.9% | Added |
| Sound Income Strategies, LLC | 87,912 | $5.09M | 0.55% | +11,296+14.7% | Added |
| UBS Asset Management Americas Inc | 87,178 | $5.04M | 0.00% | −1,121−1.3% | Reduced |
| Raymond James & Associates | 83,283 | $4.82M | 0.00% | +52,207+168.0% | Added |
| Meritage Portfolio Management | 83,036 | $4.80M | 0.36% | +1,839+2.3% | Added |
| Algert Global LLC | 81,799 | $4.73M | 0.22% | +2,149+2.7% | Added |
| Stockman Wealth Management, Inc. | 81,273 | $4.70M | 1.05% | +1,621+2.0% | Added |
| South Dakota Investment Council | 81,254 | $4.70M | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 80,148 | $4.64M | 0.01% | +64,384+408.4% | Added |
| Susquehanna International Group, LLP | 78,966 | $4.57M | 0.01% | +70,730+858.8% | Added |
| Deutsche Bank AG | 77,328 | $4.47M | 0.00% | −63,684−45.2% | Reduced |
| Conning Inc. | 77,076 | $4.46M | 0.15% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 75,496 | $4.37M | 0.02% | −658−0.9% | Reduced |
| New York State Teachers Retirement System | 74,161 | $4.29M | 0.01% | +292+0.4% | Added |
| California State Teachers Retirement System | 72,347 | $4.19M | 0.01% | +328+0.5% | Added |
| Great West Life Assurance Co | 70,007 | $4.05M | 0.01% | +1,318+1.9% | Added |
| PATRIZIA Pty Ltd | 69,762 | $4.04M | 2.99% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 66,290 | $3.84M | 0.00% | −1,802−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 62,186 | $3.60M | 0.01% | +393+0.6% | Added |
| Agf Management Ltd | 59,842 | $3.46M | 0.02% | −285−0.5% | Reduced |
| Maryland State Retirement & Pension System | 59,186 | $3.42M | 0.08% | +45,213+323.6% | Added |
| BNP Paribas Arbitrage, SA | 59,017 | $3.41M | 0.01% | +23,094+64.3% | Added |
| Russell Investments Group, Ltd. | 58,848 | $3.40M | 0.01% | −28,201−32.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 58,757 | $3.40M | 0.26% | +2,420+4.3% | Added |
| Dean Investment Associates, LLC | 57,587 | $3.33M | 0.53% | −23,570−29.0% | Reduced |
| TD Asset Management Inc | 54,500 | $3.15M | 0.00% | −9,500−14.8% | Reduced |
| Brinker Capital Investments, LLC | 52,540 | $3.04M | 0.04% | +5,940+12.7% | Added |
| Orion Portfolio Solutions, LLC | 52,540 | $3.04M | 0.04% | +36,998+238.1% | Added |
| Texas Permanent School Fund | 51,532 | $2.98M | 0.03% | +12,972+33.6% | Added |
| Nisa Investment Advisors, LLC | 50,062 | $2.90M | 0.02% | −4,153−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 48,040 | $2.78M | 0.01% | +8,167+20.5% | Added |
| Credit Suisse AG | 47,743 | $2.76M | 0.00% | +4,398+10.1% | Added |
| Voya Investment Management LLC | 47,389 | $2.74M | 0.00% | −4,546−8.8% | Reduced |
| North Star Investment Management Corp. | 45,537 | $2.63M | 0.22% | +40.0% | Added |