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 |
|---|---|---|---|---|---|
| Dean Investment Associates, LLC | 57,587 | $3.33M | 0.53% | −23,570−29.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 58,757 | $3.40M | 0.26% | +2,420+4.3% | Added |
| Russell Investments Group, Ltd. | 58,848 | $3.40M | 0.01% | −28,201−32.4% | Reduced |
| BNP Paribas Arbitrage, SA | 59,017 | $3.41M | 0.01% | +23,094+64.3% | Added |
| Maryland State Retirement & Pension System | 59,186 | $3.42M | 0.08% | +45,213+323.6% | Added |
| Agf Management Ltd | 59,842 | $3.46M | 0.02% | −285−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 62,186 | $3.60M | 0.01% | +393+0.6% | Added |
| Manufacturers Life Insurance Company, The | 66,290 | $3.84M | 0.00% | −1,802−2.6% | Reduced |
| PATRIZIA Pty Ltd | 69,762 | $4.04M | 2.99% | 00.0% | Unchanged |
| Great West Life Assurance Co | 70,007 | $4.05M | 0.01% | +1,318+1.9% | Added |
| California State Teachers Retirement System | 72,347 | $4.19M | 0.01% | +328+0.5% | Added |
| New York State Teachers Retirement System | 74,161 | $4.29M | 0.01% | +292+0.4% | Added |
| Retirement Systems of Alabama | 75,496 | $4.37M | 0.02% | −658−0.9% | Reduced |
| Conning Inc. | 77,076 | $4.46M | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 77,328 | $4.47M | 0.00% | −63,684−45.2% | Reduced |
| Susquehanna International Group, LLP | 78,966 | $4.57M | 0.01% | +70,730+858.8% | Added |
| HSBC Holdings PLC | 80,148 | $4.64M | 0.01% | +64,384+408.4% | Added |
| South Dakota Investment Council | 81,254 | $4.70M | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 81,273 | $4.70M | 1.05% | +1,621+2.0% | Added |
| Algert Global LLC | 81,799 | $4.73M | 0.22% | +2,149+2.7% | Added |
| Meritage Portfolio Management | 83,036 | $4.80M | 0.36% | +1,839+2.3% | Added |
| Raymond James & Associates | 83,283 | $4.82M | 0.00% | +52,207+168.0% | Added |
| UBS Asset Management Americas Inc | 87,178 | $5.04M | 0.00% | −1,121−1.3% | Reduced |
| Sound Income Strategies, LLC | 87,912 | $5.09M | 0.55% | +11,296+14.7% | Added |
| Envestnet Asset Management Inc | 88,039 | $5.09M | 0.00% | +12,713+16.9% | Added |
| MetLife Investment Management | 96,228 | $5.57M | 0.04% | −951−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,282 | $5.98M | 0.01% | +100,131+3,177.8% | Added |
| UBS Group AG | 107,915 | $6.24M | 0.00% | +53,597+98.7% | Added |
| Mairs & Power Inc | 111,120 | $6.43M | 0.07% | +3,241+3.0% | Added |
| First PREMIER Bank | 111,407 | $6.45M | 1.88% | −1,045−0.9% | Reduced |
| Two Sigma Advisers, LP | 113,400 | $6.56M | 0.02% | −41,500−26.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 114,113 | $6.60M | 0.06% | −3,659−3.1% | Reduced |
| American International Group, Inc. | 116,577 | $6.75M | 0.04% | −265−0.2% | Reduced |
| Kennedy Capital Management, Inc. | 117,294 | $6.79M | 0.20% | −12,244−9.5% | Reduced |
| Mutual of America Capital Management LLC | 119,378 | $6.91M | 0.08% | −3,260−2.7% | Reduced |
| Aristotle Capital Boston, LLC | 119,593 | $6.92M | 0.21% | +7,910+7.1% | Added |
| Price T Rowe Associates Inc | 120,873 | $7.00M | 0.00% | +4,274+3.7% | Added |
| Verition Fund Management LLC | 124,168 | $7.18M | 0.11% | −42,328−25.4% | Reduced |
| Swiss National Bank | 124,783 | $7.22M | 0.00% | −10,800−8.0% | Reduced |
| Walleye Capital LLC | 130,693 | $7.56M | 0.15% | +80,198+158.8% | Added |
| First Manhattan Co | 135,345 | $7.83M | 0.03% | −9,985−6.9% | Reduced |
| Ameriprise Financial Inc | 163,920 | $9.48M | 0.00% | +6,334+4.0% | Added |
| Nuveen Asset Management, LLC | 167,285 | $9.68M | 0.00% | −211,983−55.9% | Reduced |
| Chartwell Investment Partners, LLC | 171,524 | $9.92M | 0.38% | −1,463−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 181,200 | $10.5M | 0.04% | +12,230+7.2% | Added |
| Alliancebernstein L.P. | 190,931 | $11.0M | 0.00% | −2,004−1.0% | Reduced |
| Advisors Asset Management, Inc. | 195,148 | $11.3M | 0.23% | −18,410−8.6% | Reduced |
| Balyasny Asset Management LLC | 200,133 | $11.6M | 0.04% | +200,133 | New |
| Rhumbline Advisers | 205,135 | $11.9M | 0.01% | +703+0.3% | Added |
| Liberty One Investment Management, LLC | 207,586 | $12.0M | 1.64% | +3,376+1.7% | Added |
| Renaissance Technologies LLC | 211,726 | $12.3M | 0.02% | +126,400+148.1% | Added |
| Wedge Capital Management L L P | 212,136 | $12.3M | 0.21% | −9,915−4.5% | Reduced |
| Crawford Investment Counsel Inc | 219,333 | $12.7M | 0.27% | −170,339−43.7% | Reduced |
| Empower Advisory Group, LLC | 223,057 | $12.8M | 0.06% | +223,057 | New |
| Principal Financial Group Inc | 229,520 | $13.3M | 0.01% | +4,671+2.1% | Added |
| Money Concepts Capital Corp | 240,654 | $14.0M | 0.78% | −3,899−1.6% | Reduced |
| Goldman Sachs Group Inc | 242,424 | $14.0M | 0.00% | −11,611−4.6% | Reduced |
| Brandywine Global Investment Management, LLC | 247,975 | $14.3M | 0.12% | +155,960+169.5% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $16.1M | 0.17% | 00.0% | Unchanged |
| Legal & General Group Plc | 314,594 | $18.2M | 0.01% | +7,618+2.5% | Added |
| SEI Investments Co | 379,312 | $21.9M | 0.04% | +8,687+2.3% | Added |
| Bank of America Corp | 509,549 | $29.5M | 0.00% | +101,702+24.9% | Added |
| AQR Capital Management LLC | 535,366 | $30.7M | 0.07% | −201,327−27.3% | Reduced |
| Gabelli Funds LLC | 545,000 | $31.5M | 0.24% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 580,823 | $33.6M | 0.08% | +75,849+15.0% | Added |
| William Blair Investment Management, LLC | 597,267 | $34.6M | 0.12% | +2,183+0.4% | Added |
| Norges Bank | 616,204 | $35.7M | 0.01% | +21,441+3.6% | Added |
| Morgan Stanley | 629,628 | $36.4M | 0.00% | +56,895+9.9% | Added |
| Charles Schwab Investment Management Inc | 694,375 | $40.2M | 0.01% | +8,792+1.3% | Added |
| GW&K Investment Management, LLC | 730,194 | $42.2M | 0.41% | +2,293+0.3% | Added |
| ProShare Advisors LLC | 778,468 | $45.0M | 0.14% | −17,702−2.2% | Reduced |
| FMR LLC | 778,588 | $45.0M | 0.00% | −22,710−2.8% | Reduced |
| Northern Trust Corp | 806,476 | $46.7M | 0.01% | −12,716−1.6% | Reduced |
| Systematic Financial Management LP | 851,871 | $49.3M | 1.61% | +28,193+3.4% | Added |
| River Road Asset Management, LLC | 886,535 | $51.3M | 0.70% | +886,535 | New |
| Dimensional Fund Advisors LP | 952,853 | $55.1M | 0.02% | −13,361−1.4% | Reduced |
| Invesco Ltd. | 988,832 | $57.2M | 0.02% | −82,022−7.7% | Reduced |
| Bank of New York Mellon Corp | 1,107,737 | $64.1M | 0.01% | −40,168−3.5% | Reduced |
| Macquarie Group Ltd | 1,120,975 | $65.0M | 0.08% | +25,692+2.3% | Added |
| Geode Capital Management, LLC | 1,158,014 | $67.0M | 0.01% | +50,876+4.6% | Added |
| Westwood Holdings Group Inc. | 1,249,587 | $72.3M | 0.65% | +35,958+3.0% | Added |
| Franklin Resources Inc | 1,363,189 | $78.9M | 0.04% | +10,563+0.8% | Added |
| First Trust Advisors LP | 1,408,127 | $81.5M | 0.09% | +40,153+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,500,145 | $86.8M | 0.50% | −198,711−11.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,929,137 | $111.6M | 0.08% | +977,203+102.7% | Added |
| JPMorgan Chase & Co | 2,150,607 | $124.4M | 0.02% | +233,827+12.2% | Added |
| State Street Corp | 2,180,542 | $126.2M | 0.01% | −450,032−17.1% | Reduced |
| Victory Capital Management Inc | 2,300,381 | $133.1M | 0.15% | +14,615+0.6% | Added |
| American Century Companies Inc | 3,582,638 | $207.3M | 0.16% | +97,978+2.8% | Added |
| Vanguard Group Inc | 6,550,734 | $379.0M | 0.01% | +283,959+4.5% | Added |
| BlackRock Inc. | 8,852,081 | $512.2M | 0.02% | +90,659+1.0% | Added |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −193,877−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −147,141−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −112,063−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −35,515−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −27,220−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −18,108−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −15,950−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,211−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |