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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −2,818−99.8% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $58 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $348 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $463 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $521 | 0.00% | +1+12.5% | Added |
| AdvisorNet Financial, Inc | 11 | $636 | 0.00% | +2+22.2% | Added |
| Schubert & Co | 14 | $811 | 0.00% | +2+16.7% | Added |
| Toronto Dominion Bank | 10 | $1.00K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 19 | $1.10K | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 22 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $1.56K | 0.00% | −15−35.7% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $1.85K | 0.00% | +5+18.5% | Added |
| Glassman Wealth Services | 33 | $1.91K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $2.14K | 0.00% | −59−61.5% | Reduced |
| Red Tortoise LLC | 47 | $2.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $3.53K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $3.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $3.59K | 0.00% | −67−51.9% | Reduced |
| Allworth Financial LP | 63 | $3.65K | 0.00% | −23−26.7% | Reduced |
| Bessemer Group Inc | 75 | $4.00K | 0.00% | −2−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 75 | $4.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $4.80K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 85 | $4.92K | 0.00% | −30−26.1% | Reduced |
| Park Place Capital Corp | 85 | $4.92K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $5.79K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $6.08K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 136 | $7.87K | 0.00% | −7−4.9% | Reduced |
| Addison Advisors LLC | 150 | $8.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 188 | $10.9K | 0.00% | +79+72.5% | Added |
| DuPont Capital Management Corp | 227 | $13.1K | 0.00% | −44−16.2% | Reduced |
| CWM, LLC | 246 | $14.0K | 0.00% | +91+58.7% | Added |
| First Horizon Advisors, Inc. | 258 | $14.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 263 | $15.2K | 0.00% | +59+28.9% | Added |
| Geneos Wealth Management Inc. | 275 | $15.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 291 | $16.8K | 0.01% | +291 | New |
| Lindbrook Capital, LLC | 322 | $18.6K | 0.00% | +19+6.3% | Added |
| IFP Advisors, Inc | 452 | $24.0K | 0.00% | +2+0.4% | Added |
| Pinebridge Investments, L.P. | 466 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 471 | $27.3K | 0.00% | −3,968−89.4% | Reduced |
| Central Trust Co | 500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 619 | $35.8K | 0.00% | −117−15.9% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 687 | $39.8K | 0.01% | +687 | New |
| EverSource Wealth Advisors, LLC | 708 | $41.0K | 0.01% | +690+3,833.3% | Added |
| Ronald Blue Trust, Inc. | 766 | $45.0K | 0.00% | +135+21.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $46.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 820 | $47.4K | 0.03% | −105−11.4% | Reduced |
| WR Wealth Planners, LLC | 842 | $48.7K | 0.02% | +842 | New |
| Assetmark, Inc | 873 | $50.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 898 | $52.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 900 | $52.0K | 0.00% | +900 | New |
| Parallel Advisors, LLC | 924 | $53.5K | 0.00% | +551+147.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,089 | $63.0K | 0.00% | +246+29.2% | Added |
| Front Row Advisors LLC | 1,135 | $66.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,270 | $73.5K | 0.02% | −2,170−63.1% | Reduced |
| Quadrant Capital Group LLC | 1,359 | $78.6K | 0.01% | −154−10.2% | Reduced |
| Spire Wealth Management | 1,459 | $84.4K | 0.00% | −55−3.6% | Reduced |
| Dark Forest Capital Management LP | 1,678 | $97.1K | 0.02% | +1,678 | New |
| Vestcor Inc | 1,821 | $105.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,217 | $128.3K | 0.00% | +113+5.4% | Added |
| Global Retirement Partners, LLC | 2,303 | $135.6K | 0.01% | +2,088+971.2% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $136.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,536 | $147.0K | 0.00% | +993+64.4% | Added |
| Dividend Assets Capital, LLC | 2,750 | $163.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,108 | $179.8K | 0.01% | −477−13.3% | Reduced |
| Alps Advisors Inc | 3,475 | $201.1K | 0.00% | +3,475 | New |
| STRS Ohio | 3,600 | $208.0K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,631 | $210.1K | 0.09% | +150+4.3% | Added |
| Ifrah Financial Services, Inc. | 3,636 | $210.4K | 0.07% | −119−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,736 | $216.0K | 0.00% | −11−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,812 | $220.6K | 0.03% | −148−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 3,868 | $224.0K | 0.04% | +3,868 | New |
| Jane Street Group, LLC | 3,887 | $224.9K | 0.00% | +3,887 | New |
| Atria Wealth Solutions, Inc. | 3,896 | $225.4K | 0.00% | +3,896 | New |
| Foundry Partners, LLC | 3,945 | $228.3K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,000 | $231.4K | 0.00% | +200+5.3% | Added |
| Zacks Investment Management | 4,028 | $233.1K | 0.00% | +252+6.7% | Added |
| Crewe Advisors LLC | 4,050 | $234.3K | 0.03% | +43+1.1% | Added |
| Dakota Wealth Management | 4,075 | $235.8K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,220 | $244.0K | 0.01% | −58−1.4% | Reduced |
| Shell Asset Management Co | 4,335 | $251.0K | 0.01% | −15−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,382 | $254.0K | 0.02% | +4,382 | New |
| Retireful, LLC | 4,478 | $259.1K | 0.08% | +4,478 | New |
| Cerity Partners LLC | 4,515 | $261.5K | 0.00% | +258+6.1% | Added |
| Engineers Gate Manager LP | 4,538 | $262.6K | 0.01% | +4,538 | New |
| HighTower Advisors, LLC | 4,471 | $267.0K | 0.00% | −210−4.5% | Reduced |
| Henshaw Capital LLC | 4,627 | $267.7K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,757 | $280.9K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 5,182 | $300.0K | 0.00% | +5,182 | New |
| John G Ullman & Associates Inc | 5,200 | $301.0K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,209 | $301.4K | 0.01% | −100−1.9% | Reduced |
| Centiva Capital, LP | 5,313 | $307.4K | 0.02% | +5,313 | New |
| Verdence Capital Advisors LLC | 5,476 | $316.8K | 0.04% | +338+6.6% | Added |