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 |
|---|---|---|---|---|---|
| Bank of Montreal | 45,316 | $2.62M | 0.00% | +3,139+7.4% | Added |
| Prudential Financial Inc | 42,986 | $2.60M | 0.00% | −18,525−30.1% | Reduced |
| Tudor Investment Corp Et Al | 43,461 | $2.52M | 0.05% | +7,259+20.1% | Added |
| State of New Jersey Common Pension Fund D | 40,930 | $2.37M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 39,424 | $2.28M | 0.00% | +4,993+14.5% | Added |
| Martingale Asset Management L P | 38,165 | $2.21M | 0.04% | −4,079−9.7% | Reduced |
| Amalgamated Bank | 36,598 | $2.12M | 0.02% | −2,357−6.1% | Reduced |
| Barclays PLC | 36,006 | $2.08M | 0.00% | −6,540−15.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,461 | $1.99M | 0.00% | +557+1.6% | Added |
| Wells Fargo & Company | 33,157 | $1.92M | 0.00% | +8,130+32.5% | Added |
| Magellan Asset Management Ltd | 32,611 | $1.89M | 0.02% | −8,958−21.5% | Reduced |
| Holocene Advisors, LP | 31,998 | $1.85M | 0.01% | −5,100−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 30,941 | $1.79M | 0.00% | +89+0.3% | Added |
| New York State Common Retirement Fund | 30,499 | $1.76M | 0.00% | −11,280−27.0% | Reduced |
| State of Wisconsin Investment Board | 30,409 | $1.76M | 0.01% | +18,210+149.3% | Added |
| Yousif Capital Management, LLC | 29,279 | $1.69M | 0.02% | −175−0.6% | Reduced |
| Janus Henderson Group PLC | 27,283 | $1.58M | 0.00% | +19,015+230.0% | Added |
| Naples Global Advisors, LLC | 26,560 | $1.54M | 0.19% | +2,140+8.8% | Added |
| The PNC Financial Services Group, Inc. | 25,098 | $1.45M | 0.00% | +5,077+25.4% | Added |
| Royal Bank of Canada | 24,262 | $1.40M | 0.00% | −11,235−31.7% | Reduced |
| Guggenheim Capital LLC | 24,133 | $1.40M | 0.01% | −2,096−8.0% | Reduced |
| Two Sigma Investments, LP | 23,606 | $1.37M | 0.00% | +7,117+43.2% | Added |
| Commonwealth Equity Services, LLC | 23,587 | $1.36M | 0.00% | −1,123−4.5% | Reduced |
| Allianz Asset Management GmbH | 21,951 | $1.27M | 0.00% | −2,017−8.4% | Reduced |
| Millennium Management LLC | 21,572 | $1.25M | 0.00% | −333,862−93.9% | Reduced |
| Hennessy Advisors Inc | 20,698 | $1.20M | 0.09% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 20,527 | $1.19M | 0.00% | −1,309−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 20,312 | $1.15M | 0.00% | +20,312 | New |
| Ameritas Investment Partners, Inc. | 19,596 | $1.13M | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 18,721 | $1.08M | 0.19% | +996+5.6% | Added |
| Truist Financial Corp | 18,494 | $1.07M | 0.00% | −73−0.4% | Reduced |
| Gateway Investment Advisers LLC | 18,071 | $1.05M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,564 | $1.02M | 0.00% | +2,613+17.5% | Added |
| Susquehanna Fundamental Investments, LLC | 16,922 | $979.1K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,912 | $978.5K | 0.01% | −185−1.1% | Reduced |
| Arizona State Retirement System | 16,741 | $968.6K | 0.01% | +897+5.7% | Added |
| Man Group plc | – | $920.9K | 0.00% | – | – |
| Louisiana State Employees Retirement System | 15,300 | $885.3K | 0.02% | −200−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 15,173 | $877.9K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 14,628 | $846.4K | 0.01% | −100−0.7% | Reduced |
| Ergoteles LLC | 14,235 | $823.6K | 0.03% | +14,235 | New |
| Van Eck Associates Corp | 13,983 | $809.0K | 0.00% | −190−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,819 | $741.7K | 0.02% | +7,472+139.7% | Added |
| Inspire Advisors, LLC | 12,774 | $739.1K | 0.17% | +3,075+31.7% | Added |
| Teza Capital Management LLC | 12,692 | $734.4K | 0.16% | −3,606−22.1% | Reduced |
| Vaughan & Co Securities, Inc. | 12,476 | $721.9K | 0.54% | −562−4.3% | Reduced |
| Boston Partners | 11,660 | $674.6K | 0.00% | +805+7.4% | Added |
| Exchange Traded Concepts, LLC | 11,369 | $657.8K | 0.02% | −325−2.8% | Reduced |
| Cetera Investment Advisers | 11,199 | $648.0K | 0.01% | +1,559+16.2% | Added |
| Acrisure Capital Management, LLC | 10,596 | $613.1K | 0.62% | +3,617+51.8% | Added |
| New Mexico Educational Retirement Board | 10,500 | $608.0K | 0.03% | +2,000+23.5% | Added |
| State of Tennessee, Treasury Department | 10,117 | $585.4K | 0.00% | −661−6.1% | Reduced |
| Commerce Bank | 10,040 | $580.9K | 0.00% | −125−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,947 | $575.5K | 0.00% | 00.0% | Unchanged |
| Connacht Asset Management LP | 9,803 | $567.2K | 1.63% | +2,542+35.0% | Added |
| Pictet Asset Management SA | 9,629 | $557.1K | 0.00% | −27,274−73.9% | Reduced |
| JustInvest LLC | 9,487 | $548.9K | 0.02% | +9,487 | New |
| D. E. Shaw & Co., Inc. | 9,449 | $546.7K | 0.00% | +9,449 | New |
| Xponance, Inc. | 9,049 | $523.6K | 0.01% | +45+0.5% | Added |
| VELA Investment Management, LLC | 9,036 | $522.8K | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 8,966 | $518.8K | 0.00% | −539−5.7% | Reduced |
| Federated Hermes, Inc. | 8,955 | $518.1K | 0.00% | +913+11.4% | Added |
| Teacher Retirement System of Texas | 8,818 | $510.0K | 0.00% | +2,557+40.8% | Added |
| Cubist Systematic Strategies, LLC | 8,748 | $506.2K | 0.00% | +131+1.5% | Added |
| Public Employees Retirement Association of Colorado | 8,595 | $497.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,584 | $496.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,281 | $479.1K | 0.01% | −1,098−11.7% | Reduced |
| SG Americas Securities, LLC | 8,253 | $478.0K | 0.01% | −8,884−51.8% | Reduced |
| Bank of Nova Scotia | 8,184 | $473.5K | 0.00% | +2,700+49.2% | Added |
| State of Alaska, Department of Revenue | 7,962 | $460.0K | 0.01% | −125−1.5% | Reduced |
| Penn Capital Management Co Inc | 7,815 | $452.2K | 0.05% | +7,815 | New |
| Krane Funds Advisors LLC | 7,249 | $439.0K | 0.02% | +7,249 | New |
| Versor Investments LP | 7,500 | $433.9K | 0.06% | +700+10.3% | Added |
| Alberta Investment Management Corp | 7,481 | $432.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,356 | $425.6K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 7,104 | $411.0K | 0.03% | +21+0.3% | Added |
| Cetera Advisor Networks LLC | 7,015 | $405.9K | 0.00% | +2,033+40.8% | Added |
| Mariner, LLC | 6,944 | $402.0K | 0.00% | +1,962+39.4% | Added |
| Citigroup Inc | 6,830 | $395.2K | 0.00% | −424−5.8% | Reduced |
| Burney Co | 6,749 | $390.5K | 0.02% | −73−1.1% | Reduced |
| Citadel Advisors LLC | 6,635 | $383.9K | 0.00% | −11,542−63.5% | Reduced |
| LPL Financial LLC | 6,492 | $375.6K | 0.00% | +107+1.7% | Added |
| Bayesian Capital Management, LP | 6,426 | $371.8K | 0.05% | +6,426 | New |
| Toroso Investments, LLC | 6,386 | $369.0K | 0.01% | +504+8.6% | Added |
| Oppenheimer & Co Inc | 6,200 | $358.7K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,101 | $353.0K | 0.00% | +6,101 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $347.2K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,857 | $338.9K | 0.06% | +7+0.1% | Added |
| Dean Capital Management | 5,857 | $338.9K | 0.44% | +7+0.1% | Added |
| Janney Montgomery Scott LLC | 5,829 | $337.0K | 0.00% | −900−13.4% | Reduced |
| Verdence Capital Advisors LLC | 5,476 | $316.8K | 0.04% | +338+6.6% | Added |
| Centiva Capital, LP | 5,313 | $307.4K | 0.02% | +5,313 | New |
| Securian Asset Management, Inc | 5,209 | $301.4K | 0.01% | −100−1.9% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $301.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 5,182 | $300.0K | 0.00% | +5,182 | New |
| UMA Financial Services, Inc. | 4,757 | $280.9K | 0.07% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,627 | $267.7K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,471 | $267.0K | 0.00% | −210−4.5% | Reduced |
| Engineers Gate Manager LP | 4,538 | $262.6K | 0.01% | +4,538 | New |