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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,093−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,791−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Coann Capital LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |