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