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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 100,231 | $0 | 0.00% | +100,231 | New |
| Huntington National Bank | 1 | $57 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $398 | 0.00% | +1+16.7% | Added |
| Disciplined Investments, LLC | 8 | $454 | 0.00% | −1−11.1% | Reduced |
| Baker Avenue Asset Management, LP | 9 | $490 | 0.00% | +1+12.5% | Added |
| 25 LLC | 9 | $517 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 13 | $738 | 0.00% | +2+18.2% | Added |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | −747−97.5% | Reduced |
| SRS Capital Advisors, Inc. | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $1.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.82K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $3.12K | 0.00% | −6−9.8% | Reduced |
| Umb Bank N A | 62 | $3.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $3.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $3.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $4.31K | 0.00% | −7−8.4% | Reduced |
| EverSource Wealth Advisors, LLC | 82 | $4.65K | 0.00% | −626−88.4% | Reduced |
| Park Place Capital Corp | 85 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $5.68K | 0.00% | −5−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 102 | $5.80K | 0.00% | +2+2.0% | Added |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 123 | $7.00K | 0.00% | +48+64.0% | Added |
| V-Square Quantitative Management LLC | 132 | $7.49K | 0.01% | +132 | New |
| Bell Investment Advisors, Inc | 140 | $7.95K | 0.00% | +103+278.4% | Added |
| Covestor Ltd | 141 | $8.00K | 0.01% | +135+2,250.0% | Added |
| Proequities, Inc. | 142 | $8.06K | 0.00% | +6+4.4% | Added |
| Addison Advisors LLC | 150 | $8.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $8.51K | 0.00% | +150 | New |
| Quantbot Technologies LP | 178 | $10.1K | 0.00% | +178 | New |
| Hexagon Capital Partners LLC | 253 | $14.4K | 0.00% | +65+34.6% | Added |
| First Horizon Advisors, Inc. | 258 | $14.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $15.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 275 | $15.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 289 | $16.0K | 0.00% | +43+17.5% | Added |
| Fifth Third Bancorp | 296 | $16.8K | 0.00% | +33+12.5% | Added |
| Lindbrook Capital, LLC | 304 | $17.3K | 0.00% | −18−5.6% | Reduced |
| Cohen & Steers, Inc. | 348 | $20.0K | 0.00% | +348 | New |
| IFP Advisors, Inc | 452 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $26.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $28.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $35.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 621 | $35.2K | 0.00% | +2+0.3% | Added |
| Parallel Advisors, LLC | 626 | $35.6K | 0.00% | −298−32.3% | Reduced |
| Spirit of America Management Corp | 750 | $42.6K | 0.01% | +750 | New |
| Eagle Bay Advisors LLC | 765 | $43.4K | 0.02% | −55−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $45.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 872 | $49.5K | 0.02% | +30+3.6% | Added |
| Assetmark, Inc | 873 | $49.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 980 | $55.6K | 0.02% | −290−22.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $56.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,060 | $60.2K | 0.00% | −29−2.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,066 | $60.5K | 0.01% | +1,066 | New |
| Front Row Advisors LLC | 1,135 | $64.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,147 | $65.1K | 0.01% | +249+27.7% | Added |
| Sound Income Strategies, LLC | 1,366 | $77.6K | 0.01% | −86,546−98.4% | Reduced |
| Tucker Asset Management LLC | 1,413 | $80.2K | 0.02% | +726+105.7% | Added |
| Quadrant Capital Group LLC | 1,807 | $102.6K | 0.01% | +448+33.0% | Added |
| Global Retirement Partners, LLC | 2,356 | $133.7K | 0.01% | +53+2.3% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $134.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,750 | $156.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,220 | $182.8K | 0.01% | +684+27.0% | Added |
| Metropolitan Life Insurance Co | 3,287 | $186.6K | 0.01% | +179+5.8% | Added |
| Strategic Wealth Partners, Ltd. | 3,587 | $203.6K | 0.03% | −225−5.9% | Reduced |
| Jeppson Wealth Management, LLC | 3,620 | $205.5K | 0.09% | −11−0.3% | Reduced |
| Ifrah Financial Services, Inc. | 3,674 | $208.5K | 0.06% | +38+1.0% | Added |
| Canandaigua National Bank & Trust Co | 3,749 | $212.8K | 0.03% | −119−3.1% | Reduced |
| Bridgefront Capital, LLC | 3,850 | $218.5K | 0.12% | +3,850 | New |
| Alberta Investment Management Corp | 3,865 | $219.4K | 0.00% | −3,616−48.3% | Reduced |
| STRS Ohio | 4,000 | $227.0K | 0.00% | +400+11.1% | Added |
| Creative Planning | 4,038 | $229.2K | 0.00% | +4,038 | New |
| Mackenzie Financial Corp | 4,017 | $229.9K | 0.00% | +4,017 | New |
| Crewe Advisors LLC | 4,095 | $232.5K | 0.03% | +45+1.1% | Added |
| D.A. Davidson & Co. | 4,100 | $232.7K | 0.00% | +100+2.5% | Added |
| Dakota Wealth Management | 4,187 | $237.7K | 0.01% | +112+2.7% | Added |
| Crossmark Global Holdings, Inc. | 4,205 | $239.0K | 0.01% | −15−0.4% | Reduced |
| Shell Asset Management Co | 4,372 | $248.0K | 0.01% | +37+0.9% | Added |
| Vise Technologies, Inc. | 4,394 | $249.4K | 0.06% | +4,394 | New |
| Sciencast Management LP | 4,445 | $251.3K | 0.20% | +4,445 | New |
| Accurate Wealth Management, LLC | 4,593 | $261.1K | 0.08% | +4,593 | New |
| Henshaw Capital LLC | 4,627 | $262.6K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 4,657 | $264.0K | 0.02% | +4,657 | New |
| UMA Financial Services, Inc. | 4,783 | $273.7K | 0.07% | +26+0.5% | Added |
| Verdence Capital Advisors LLC | 5,001 | $283.9K | 0.03% | −475−8.7% | Reduced |
| Alps Advisors Inc | 5,035 | $285.8K | 0.00% | +1,560+44.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,153 | $292.0K | 0.04% | +771+17.6% | Added |
| KBC Group NV | 5,182 | $294.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,177 | $294.0K | 0.00% | +1,441+38.6% | Added |
| John G Ullman & Associates Inc | 5,200 | $295.2K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,236 | $297.2K | 0.00% | +1,340+34.4% | Added |
| CI Private Wealth, LLC | 5,285 | $300.0K | 0.00% | +5,285 | New |
| Securian Asset Management, Inc | 5,326 | $302.3K | 0.01% | +117+2.2% | Added |
| Foundry Partners, LLC | 5,340 | $303.1K | 0.02% | +1,395+35.4% | Added |
| Zacks Investment Management | 5,445 | $309.1K | 0.00% | +1,417+35.2% | Added |