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, Q2 2023
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 290
- −1 vs. Q1 2023
- Shares held
- 58.5M
- +249.9K (+0.4%) vs. Q1 2023
- Total value
- $3.31B
- −$56.0M (−1.7%) vs. Q1 2023
- New holders
- 28
- 126 more added
- Sold out
- 29
- 88 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,972,487 | $509.3M | 0.01% | +120,406+1.4% | Added |
| Vanguard Group Inc | 6,573,190 | $373.1M | 0.01% | +22,456+0.3% | Added |
| American Century Companies Inc | 3,604,815 | $204.6M | 0.15% | +22,177+0.6% | Added |
| Victory Capital Management Inc | 2,294,323 | $130.2M | 0.14% | −6,058−0.3% | Reduced |
| State Street Corp | 2,181,768 | $123.8M | 0.01% | +1,226+0.1% | Added |
| JPMorgan Chase & Co | 2,179,733 | $123.7M | 0.01% | +29,126+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,866,087 | $105.9M | 0.07% | −63,050−3.3% | Reduced |
| Franklin Resources Inc | 1,360,086 | $77.2M | 0.04% | −3,103−0.2% | Reduced |
| First Trust Advisors LP | 1,350,290 | $76.6M | 0.09% | −57,837−4.1% | Reduced |
| River Road Asset Management, LLC | 1,319,252 | $74.9M | 1.03% | +432,717+48.8% | Added |
| Westwood Holdings Group Inc. | 1,283,913 | $72.9M | 0.65% | +34,326+2.7% | Added |
| Geode Capital Management, LLC | 1,258,713 | $71.4M | 0.01% | +100,699+8.7% | Added |
| Bank of New York Mellon Corp | 1,173,302 | $66.6M | 0.01% | +65,565+5.9% | Added |
| Macquarie Group Ltd | 1,150,295 | $65.3M | 0.07% | +29,320+2.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,082,068 | $61.4M | 0.35% | −418,077−27.9% | Reduced |
| Dimensional Fund Advisors LP | 966,244 | $54.8M | 0.02% | +13,391+1.4% | Added |
| Systematic Financial Management LP | 851,511 | $48.3M | 1.53% | −3600.0% | Reduced |
| Northern Trust Corp | 814,670 | $46.2M | 0.01% | +8,194+1.0% | Added |
| FMR LLC | 814,636 | $46.2M | 0.00% | +36,048+4.6% | Added |
| Invesco Ltd. | 778,747 | $44.2M | 0.01% | −210,085−21.2% | Reduced |
| GW&K Investment Management, LLC | 721,517 | $41.0M | 0.39% | −8,677−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 713,679 | $40.5M | 0.01% | +19,304+2.8% | Added |
| ProShare Advisors LLC | 698,175 | $39.6M | 0.11% | −80,293−10.3% | Reduced |
| Norges Bank | 654,803 | $37.2M | 0.01% | +38,599+6.3% | Added |
| William Blair Investment Management, LLC | 608,578 | $34.5M | 0.11% | +11,311+1.9% | Added |
| Morgan Stanley | 604,437 | $34.3M | 0.00% | −25,191−4.0% | Reduced |
| Thrivent Financial for Lutherans | 583,035 | $33.1M | 0.08% | +2,212+0.4% | Added |
| Gabelli Funds LLC | 545,000 | $30.9M | 0.23% | 00.0% | Unchanged |
| Bank of America Corp | 492,958 | $28.0M | 0.00% | −16,591−3.3% | Reduced |
| Balyasny Asset Management LLC | 421,908 | $23.9M | 0.07% | +221,775+110.8% | Added |
| SEI Investments Co | 409,744 | $23.3M | 0.04% | +30,432+8.0% | Added |
| AQR Capital Management LLC | 398,199 | $22.6M | 0.05% | −137,167−25.6% | Reduced |
| Millennium Management LLC | 363,532 | $20.6M | 0.02% | +341,960+1,585.2% | Added |
| Legal & General Group Plc | 330,356 | $18.8M | 0.01% | +15,762+5.0% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $15.8M | 0.17% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 253,739 | $14.4M | 0.00% | +11,315+4.7% | Added |
| Chartwell Investment Partners, LLC | 230,326 | $13.1M | 0.47% | +58,802+34.3% | Added |
| Empower Advisory Group, LLC | 228,591 | $13.0M | 0.06% | +5,534+2.5% | Added |
| Principal Financial Group Inc | 226,463 | $12.9M | 0.01% | −3,057−1.3% | Reduced |
| Rhumbline Advisers | 215,551 | $12.2M | 0.01% | +10,416+5.1% | Added |
| Liberty One Investment Management, LLC | 207,752 | $11.8M | 1.53% | +166+0.1% | Added |
| Alliancebernstein L.P. | 194,373 | $11.0M | 0.00% | +3,442+1.8% | Added |
| Wedge Capital Management L L P | 192,624 | $10.9M | 0.17% | −19,512−9.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 185,870 | $10.5M | 0.04% | +4,670+2.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 181,384 | $10.3M | 0.02% | +78,102+75.6% | Added |
| Brandywine Global Investment Management, LLC | 176,430 | $10.0M | 0.08% | −71,545−28.9% | Reduced |
| Nuveen Asset Management, LLC | 170,410 | $9.67M | 0.00% | +3,125+1.9% | Added |
| Ameriprise Financial Inc | 163,760 | $9.30M | 0.00% | −160−0.1% | Reduced |
| Advisors Asset Management, Inc. | 161,154 | $9.15M | 0.19% | −33,994−17.4% | Reduced |
| Price T Rowe Associates Inc | 136,435 | $7.75M | 0.00% | +15,562+12.9% | Added |
| HSBC Holdings PLC | 130,238 | $7.40M | 0.01% | +50,090+62.5% | Added |
| Swiss National Bank | 130,083 | $7.38M | 0.01% | +5,300+4.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,871 | $7.31M | 0.06% | +14,758+12.9% | Added |
| First Manhattan Co | 127,582 | $7.24M | 0.03% | −7,763−5.7% | Reduced |
| Aristotle Capital Boston, LLC | 125,043 | $7.10M | 0.21% | +5,450+4.6% | Added |
| American International Group, Inc. | 118,649 | $6.73M | 0.04% | +2,072+1.8% | Added |
| Mutual of America Capital Management LLC | 117,992 | $6.70M | 0.08% | −1,386−1.2% | Reduced |
| Mairs & Power Inc | 117,495 | $6.67M | 0.07% | +6,375+5.7% | Added |
| Kennedy Capital Management, Inc. | 114,974 | $6.53M | 0.15% | −2,320−2.0% | Reduced |
| Renaissance Technologies LLC | 114,940 | $6.52M | 0.01% | −96,786−45.7% | Reduced |
| First PREMIER Bank | 110,612 | $6.28M | 1.79% | −795−0.7% | Reduced |
| Two Sigma Advisers, LP | 105,700 | $6.00M | 0.02% | −7,700−6.8% | Reduced |
| Envestnet Asset Management Inc | 102,922 | $5.84M | 0.00% | +14,883+16.9% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $5.68M | 0.01% | +100,000 | New |
| Raymond James & Associates | 99,033 | $5.62M | 0.00% | +15,750+18.9% | Added |
| MetLife Investment Management | 98,201 | $5.57M | 0.04% | +1,973+2.1% | Added |
| UBS Group AG | 96,679 | $5.49M | 0.00% | −11,236−10.4% | Reduced |
| UBS Asset Management Americas Inc | 87,178 | $5.04M | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 87,194 | $4.95M | 0.35% | +4,158+5.0% | Added |
| Voya Investment Management LLC | 85,371 | $4.85M | 0.01% | +37,982+80.1% | Added |
| Stockman Wealth Management, Inc. | 84,307 | $4.79M | 1.03% | +3,034+3.7% | Added |
| Algert Global LLC | 81,799 | $4.64M | 0.20% | 00.0% | Unchanged |
| South Dakota Investment Council | 79,854 | $4.53M | 0.09% | −1,400−1.7% | Reduced |
| Conning Inc. | 77,076 | $4.37M | 0.15% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 77,058 | $4.37M | 0.02% | +1,562+2.1% | Added |
| New York State Teachers Retirement System | 74,369 | $4.22M | 0.01% | +208+0.3% | Added |
| California State Teachers Retirement System | 72,630 | $4.12M | 0.01% | +283+0.4% | Added |
| Great West Life Assurance Co | 69,982 | $3.99M | 0.01% | −250.0% | Reduced |
| ExodusPoint Capital Management, LP | 69,994 | $3.97M | 0.05% | +69,994 | New |
| Susquehanna International Group, LLP | 66,996 | $3.80M | 0.01% | −11,970−15.2% | Reduced |
| Manufacturers Life Insurance Company, The | 66,959 | $3.80M | 0.00% | +669+1.0% | Added |
| Deutsche Bank AG | 64,174 | $3.64M | 0.00% | −13,154−17.0% | Reduced |
| Prudential Financial Inc | 60,167 | $3.64M | 0.01% | +17,181+40.0% | Added |
| Maryland State Retirement & Pension System | 63,155 | $3.58M | 0.08% | +3,969+6.7% | Added |
| Dean Investment Associates, LLC | 63,036 | $3.58M | 0.58% | +5,449+9.5% | Added |
| Public Employees Retirement System of Ohio | 62,329 | $3.54M | 0.01% | +143+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 60,972 | $3.46M | 0.24% | +2,215+3.8% | Added |
| Agf Management Ltd | 60,849 | $3.45M | 0.03% | +1,007+1.7% | Added |
| Russell Investments Group, Ltd. | 58,414 | $3.32M | 0.01% | −434−0.7% | Reduced |
| PATRIZIA Pty Ltd | 55,420 | $3.15M | 2.58% | −14,342−20.6% | Reduced |
| TD Asset Management Inc | 54,500 | $3.09M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 53,122 | $3.02M | 0.02% | +3,060+6.1% | Added |
| Texas Permanent School Fund | 52,365 | $2.97M | 0.03% | +833+1.6% | Added |
| Advisor Group Holdings, Inc. | 51,039 | $2.90M | 0.01% | +2,999+6.2% | Added |
| Verition Fund Management LLC | 45,392 | $2.58M | 0.04% | −78,776−63.4% | Reduced |
| Barclays PLC | 44,535 | $2.53M | 0.00% | +8,529+23.7% | Added |
| Bank of Montreal | 42,604 | $2.52M | 0.00% | −2,712−6.0% | Reduced |
| Wells Fargo & Company | 44,165 | $2.51M | 0.00% | +11,008+33.2% | Added |
| North Star Investment Management Corp. | 43,997 | $2.50M | 0.20% | −1,540−3.4% | Reduced |
| Credit Suisse AG | 43,136 | $2.45M | 0.00% | −4,607−9.6% | Reduced |