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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 291 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ1 2023: $3.37B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Janney Montgomery Scott LLC5,829$337.0K0.00%−900−13.4%Reduced
Legato Capital Management LLC5,857$338.9K0.06%+7+0.1%Added
Dean Capital Management5,857$338.9K0.44%+7+0.1%Added
Healthcare of Ontario Pension Plan Trust Fund6,000$347.2K0.00%00.0%Unchanged
Qube Research & Technologies Ltd6,101$353.0K0.00%+6,101New
Oppenheimer & Co Inc6,200$358.7K0.01%00.0%Unchanged
Toroso Investments, LLC6,386$369.0K0.01%+504+8.6%Added
Bayesian Capital Management, LP6,426$371.8K0.05%+6,426New
LPL Financial LLC6,492$375.6K0.00%+107+1.7%Added
Citadel Advisors LLC6,635$383.9K0.00%−11,542−63.5%Reduced
Burney Co6,749$390.5K0.02%−73−1.1%Reduced
Citigroup Inc6,830$395.2K0.00%−424−5.8%Reduced
Mariner, LLC6,944$402.0K0.00%+1,962+39.4%Added
Cetera Advisor Networks LLC7,015$405.9K0.00%+2,033+40.8%Added
Winton Group Ltd7,104$411.0K0.03%+21+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,356$425.6K0.00%00.0%Unchanged
Alberta Investment Management Corp7,481$432.9K0.00%00.0%Unchanged
Versor Investments LP7,500$433.9K0.06%+700+10.3%Added
Krane Funds Advisors LLC7,249$439.0K0.02%+7,249New
Penn Capital Management Co Inc7,815$452.2K0.05%+7,815New
State of Alaska, Department of Revenue7,962$460.0K0.01%−125−1.5%Reduced
Bank of Nova Scotia8,184$473.5K0.00%+2,700+49.2%Added
SG Americas Securities, LLC8,253$478.0K0.01%−8,884−51.8%Reduced
New York Life Investment Management LLC8,281$479.1K0.01%−1,098−11.7%Reduced
Teachers Retirement System of the State of Kentucky8,584$496.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado8,595$497.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC8,748$506.2K0.00%+131+1.5%Added
Teacher Retirement System of Texas8,818$510.0K0.00%+2,557+40.8%Added
Federated Hermes, Inc.8,955$518.1K0.00%+913+11.4%Added
Keybank National Association8,966$518.8K0.00%−539−5.7%Reduced
VELA Investment Management, LLC9,036$522.8K0.24%00.0%Unchanged
Xponance, Inc.9,049$523.6K0.01%+45+0.5%Added
D. E. Shaw & Co., Inc.9,449$546.7K0.00%+9,449New
JustInvest LLC9,487$548.9K0.02%+9,487New
Pictet Asset Management SA9,629$557.1K0.00%−27,274−73.9%Reduced
Connacht Asset Management LP9,803$567.2K1.63%+2,542+35.0%Added
State Board of Administration of Florida Retirement System9,947$575.5K0.00%00.0%Unchanged
Commerce Bank10,040$580.9K0.00%−125−1.2%Reduced
State of Tennessee, Treasury Department10,117$585.4K0.00%−661−6.1%Reduced
New Mexico Educational Retirement Board10,500$608.0K0.03%+2,000+23.5%Added
Acrisure Capital Management, LLC10,596$613.1K0.62%+3,617+51.8%Added
Cetera Investment Advisers11,199$648.0K0.01%+1,559+16.2%Added
Exchange Traded Concepts, LLC11,369$657.8K0.02%−325−2.8%Reduced
Boston Partners11,660$674.6K0.00%+805+7.4%Added
Vaughan & Co Securities, Inc.12,476$721.9K0.54%−562−4.3%Reduced
Teza Capital Management LLC12,692$734.4K0.16%−3,606−22.1%Reduced
Inspire Advisors, LLC12,774$739.1K0.17%+3,075+31.7%Added
Northwestern Mutual Investment Management Company, LLC12,819$741.7K0.02%+7,472+139.7%Added
Van Eck Associates Corp13,983$809.0K0.00%−190−1.3%Reduced
Ergoteles LLC14,235$823.6K0.03%+14,235New
State of Michigan Retirement System14,628$846.4K0.01%−100−0.7%Reduced
Ensign Peak Advisors, Inc15,173$877.9K0.00%00.0%Unchanged
Louisiana State Employees Retirement System15,300$885.3K0.02%−200−1.3%Reduced
Man Group plc–$920.9K0.00%––
Arizona State Retirement System16,741$968.6K0.01%+897+5.7%Added
Oregon Public Employees Retirement Fund16,912$978.5K0.01%−185−1.1%Reduced
Susquehanna Fundamental Investments, LLC16,922$979.1K0.02%00.0%Unchanged
US Bancorp17,564$1.02M0.00%+2,613+17.5%Added
Gateway Investment Advisers LLC18,071$1.05M0.01%00.0%Unchanged
Truist Financial Corp18,494$1.07M0.00%−73−0.4%Reduced
Cornercap Investment Counsel Inc18,721$1.08M0.19%+996+5.6%Added
Canada Pension Plan Investment Board19,000$1.10M0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.19,596$1.13M0.04%00.0%Unchanged
DekaBank Deutsche Girozentrale20,312$1.15M0.00%+20,312New
First Republic Investment Management, Inc.20,527$1.19M0.00%−1,309−6.0%Reduced
Hennessy Advisors Inc20,698$1.20M0.09%00.0%Unchanged
Millennium Management LLC21,572$1.25M0.00%−333,862−93.9%Reduced
Allianz Asset Management GmbH21,951$1.27M0.00%−2,017−8.4%Reduced
Commonwealth Equity Services, LLC23,587$1.36M0.00%−1,123−4.5%Reduced
Two Sigma Investments, LP23,606$1.37M0.00%+7,117+43.2%Added
Guggenheim Capital LLC24,133$1.40M0.01%−2,096−8.0%Reduced
Royal Bank of Canada24,262$1.40M0.00%−11,235−31.7%Reduced
The PNC Financial Services Group, Inc.25,098$1.45M0.00%+5,077+25.4%Added
Naples Global Advisors, LLC26,560$1.54M0.19%+2,140+8.8%Added
Janus Henderson Group PLC27,283$1.58M0.00%+19,015+230.0%Added
Yousif Capital Management, LLC29,279$1.69M0.02%−175−0.6%Reduced
State of Wisconsin Investment Board30,409$1.76M0.01%+18,210+149.3%Added
New York State Common Retirement Fund30,499$1.76M0.00%−11,280−27.0%Reduced
Allspring Global Investments Holdings, LLC30,941$1.79M0.00%+89+0.3%Added
Holocene Advisors, LP31,998$1.85M0.01%−5,100−13.7%Reduced
Magellan Asset Management Ltd32,611$1.89M0.02%−8,958−21.5%Reduced
Wells Fargo & Company33,157$1.92M0.00%+8,130+32.5%Added
Mirae Asset Global Investments Co., Ltd.34,461$1.99M0.00%+557+1.6%Added
Barclays PLC36,006$2.08M0.00%−6,540−15.4%Reduced
Amalgamated Bank36,598$2.12M0.02%−2,357−6.1%Reduced
Martingale Asset Management L P38,165$2.21M0.04%−4,079−9.7%Reduced
Clearbridge Investments, LLC39,424$2.28M0.00%+4,993+14.5%Added
State of New Jersey Common Pension Fund D40,930$2.37M0.01%00.0%Unchanged
Tudor Investment Corp Et Al43,461$2.52M0.05%+7,259+20.1%Added
Prudential Financial Inc42,986$2.60M0.00%−18,525−30.1%Reduced
Bank of Montreal45,316$2.62M0.00%+3,139+7.4%Added
North Star Investment Management Corp.45,537$2.63M0.22%+40.0%Added
Voya Investment Management LLC47,389$2.74M0.00%−4,546−8.8%Reduced
Credit Suisse AG47,743$2.76M0.00%+4,398+10.1%Added
Advisor Group Holdings, Inc.48,040$2.78M0.01%+8,167+20.5%Added
Nisa Investment Advisors, LLC50,062$2.90M0.02%−4,153−7.7%Reduced
Texas Permanent School Fund51,532$2.98M0.03%+12,972+33.6%Added
Brinker Capital Investments, LLC52,540$3.04M0.04%+5,940+12.7%Added
Orion Portfolio Solutions, LLC52,540$3.04M0.04%+36,998+238.1%Added
TD Asset Management Inc54,500$3.15M0.00%−9,500−14.8%Reduced