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 |
|---|---|---|---|---|---|
| Versor Investments LP | 5,603 | $318.0K | 0.06% | −1,897−25.3% | Reduced |
| Janney Montgomery Scott LLC | 5,674 | $322.0K | 0.00% | −155−2.7% | Reduced |
| SG Americas Securities, LLC | 5,726 | $325.0K | 0.00% | −2,527−30.6% | Reduced |
| HighTower Advisors, LLC | 5,761 | $331.0K | 0.00% | +1,290+28.9% | Added |
| Centiva Capital, LP | 5,934 | $336.8K | 0.02% | +621+11.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $340.6K | 0.00% | 00.0% | Unchanged |
| Ballast, Inc. | 6,200 | $351.9K | 0.13% | +6,200 | New |
| Burney Co | 6,333 | $359.5K | 0.02% | −416−6.2% | Reduced |
| Squarepoint Ops LLC | 6,707 | $380.7K | 0.00% | +6,707 | New |
| Legato Capital Management LLC | 6,713 | $381.0K | 0.05% | +856+14.6% | Added |
| Dean Capital Management | 6,713 | $381.0K | 0.51% | +856+14.6% | Added |
| New York Life Investment Management LLC | 7,121 | $404.2K | 0.00% | −1,160−14.0% | Reduced |
| Cetera Advisor Networks LLC | 7,218 | $409.7K | 0.00% | +203+2.9% | Added |
| XTX Topco Ltd | 7,382 | $419.0K | 0.08% | +7,382 | New |
| IFM Investors Pty Ltd | 7,387 | $419.3K | 0.01% | +7,387 | New |
| State of Alaska, Department of Revenue | 7,414 | $420.0K | 0.01% | −548−6.9% | Reduced |
| Mariner, LLC | 7,567 | $429.5K | 0.00% | +623+9.0% | Added |
| Dark Forest Capital Management LP | 7,626 | $432.9K | 0.04% | +5,948+354.5% | Added |
| Susquehanna Fundamental Investments, LLC | 7,789 | $442.1K | 0.02% | −9,133−54.0% | Reduced |
| Krane Funds Advisors LLC | 7,910 | $449.0K | 0.02% | +661+9.1% | Added |
| Federated Hermes, Inc. | 7,923 | $449.7K | 0.00% | −1,032−11.5% | Reduced |
| Teacher Retirement System of Texas | 8,514 | $483.0K | 0.00% | −304−3.4% | Reduced |
| Bank of Nova Scotia | 8,548 | $485.2K | 0.00% | +364+4.4% | Added |
| JustInvest LLC | 8,549 | $485.3K | 0.01% | −938−9.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,595 | $488.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,771 | $497.8K | 0.01% | −278−3.1% | Reduced |
| Keybank National Association | 8,932 | $507.0K | 0.00% | −34−0.4% | Reduced |
| VELA Investment Management, LLC | 9,036 | $512.9K | 0.24% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,510 | $540.0K | 0.01% | +926+10.8% | Added |
| Pictet Asset Management SA | 9,657 | $548.1K | 0.00% | +28+0.3% | Added |
| LPL Financial LLC | 9,699 | $550.5K | 0.00% | +3,207+49.4% | Added |
| Commerce Bank | 9,890 | $561.4K | 0.00% | −150−1.5% | Reduced |
| Man Group plc | 10,062 | $571.1K | 0.00% | – | – |
| State of Tennessee, Treasury Department | 10,117 | $574.2K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,400 | $590.3K | 0.00% | +10,400 | New |
| Connacht Asset Management LP | 10,621 | $602.8K | 2.05% | +818+8.3% | Added |
| Jennison Associates LLC | 10,854 | $616.1K | 0.00% | +10,854 | New |
| Exchange Traded Concepts, LLC | 11,003 | $624.5K | 0.02% | −366−3.2% | Reduced |
| First Republic Investment Management, Inc. | 11,484 | $651.8K | 0.00% | −9,043−44.1% | Reduced |
| Boston Partners | 11,680 | $663.0K | 0.00% | +20+0.2% | Added |
| New Mexico Educational Retirement Board | 11,800 | $670.0K | 0.03% | +1,300+12.4% | Added |
| Vaughan & Co Securities, Inc. | 12,476 | $708.1K | 0.50% | 00.0% | Unchanged |
| Truist Financial Corp | 12,881 | $731.1K | 0.00% | −5,613−30.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,289 | $754.3K | 0.02% | +470+3.7% | Added |
| Jane Street Group, LLC | 14,494 | $822.7K | 0.00% | +10,607+272.9% | Added |
| State of Michigan Retirement System | 14,728 | $836.0K | 0.01% | +100+0.7% | Added |
| Van Eck Associates Corp | 15,029 | $854.0K | 0.00% | +1,046+7.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,137 | $859.2K | 0.00% | +7,781+105.8% | Added |
| Citadel Advisors LLC | 15,366 | $872.2K | 0.00% | +8,731+131.6% | Added |
| Integrated Advisors Network LLC | 16,137 | $916.0K | 0.05% | +16,137 | New |
| Cetera Investment Advisers | 16,451 | $933.8K | 0.01% | +5,252+46.9% | Added |
| Arizona State Retirement System | 16,788 | $952.9K | 0.01% | +47+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 17,288 | $981.3K | 0.00% | −13,653−44.1% | Reduced |
| Oregon Public Employees Retirement Fund | 17,312 | $982.6K | 0.01% | +400+2.4% | Added |
| Louisiana State Employees Retirement System | 17,500 | $993.3K | 0.02% | +2,200+14.4% | Added |
| State Board of Administration of Florida Retirement System | 17,707 | $1.01M | 0.00% | +7,760+78.0% | Added |
| Gateway Investment Advisers LLC | 18,071 | $1.03M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 18,423 | $1.05M | 0.00% | +3,250+21.4% | Added |
| Holocene Advisors, LP | 18,718 | $1.06M | 0.00% | −13,280−41.5% | Reduced |
| Cornercap Investment Counsel Inc | 18,721 | $1.06M | 0.18% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,000 | $1.08M | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 19,298 | $1.10M | 0.08% | −1,400−6.8% | Reduced |
| US Bancorp | 19,664 | $1.12M | 0.00% | +2,100+12.0% | Added |
| Ameritas Investment Partners, Inc. | 19,927 | $1.13M | 0.04% | +331+1.7% | Added |
| Commonwealth Equity Services, LLC | 21,084 | $1.20M | 0.00% | −2,503−10.6% | Reduced |
| Royal Bank of Canada | 23,419 | $1.33M | 0.00% | −843−3.5% | Reduced |
| New York State Common Retirement Fund | 23,972 | $1.36M | 0.00% | −6,527−21.4% | Reduced |
| Allianz Asset Management GmbH | 24,993 | $1.42M | 0.00% | +3,042+13.9% | Added |
| Citigroup Inc | 25,117 | $1.43M | 0.00% | +18,287+267.7% | Added |
| Naples Global Advisors, LLC | 25,935 | $1.47M | 0.17% | −625−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 26,066 | $1.48M | 0.00% | +968+3.9% | Added |
| Janus Henderson Group PLC | 27,266 | $1.55M | 0.00% | −17−0.1% | Reduced |
| Greenland Capital Management LP | 27,643 | $1.57M | 0.23% | +27,643 | New |
| Guggenheim Capital LLC | 27,769 | $1.58M | 0.01% | +3,636+15.1% | Added |
| State of Wisconsin Investment Board | 27,857 | $1.58M | 0.00% | −2,552−8.4% | Reduced |
| Element Capital Management LLC | 28,853 | $1.64M | 0.11% | +28,853 | New |
| Yousif Capital Management, LLC | 29,134 | $1.65M | 0.02% | −145−0.5% | Reduced |
| Brinker Capital Investments, LLC | 31,018 | $1.76M | 0.02% | −21,522−41.0% | Reduced |
| Orion Portfolio Solutions, LLC | 31,018 | $1.76M | 0.02% | −21,522−41.0% | Reduced |
| Magellan Asset Management Ltd | 31,493 | $1.79M | 0.02% | −1,118−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,043 | $1.93M | 0.00% | −418−1.2% | Reduced |
| Money Concepts Capital Corp | 34,232 | $1.94M | 0.20% | −206,422−85.8% | Reduced |
| Amalgamated Bank | 35,796 | $2.03M | 0.02% | −802−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 37,099 | $2.11M | 0.00% | −21,918−37.1% | Reduced |
| Clearbridge Investments, LLC | 37,117 | $2.11M | 0.00% | −2,307−5.9% | Reduced |
| Martingale Asset Management L P | 37,895 | $2.15M | 0.04% | −270−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 38,105 | $2.16M | 0.02% | +38,105 | New |
| DekaBank Deutsche Girozentrale | 39,683 | $2.25M | 0.01% | +19,371+95.4% | Added |
| State of New Jersey Common Pension Fund D | 40,930 | $2.32M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 41,212 | $2.34M | 0.01% | +17,606+74.6% | Added |
| Credit Suisse AG | 43,136 | $2.45M | 0.00% | −4,607−9.6% | Reduced |
| North Star Investment Management Corp. | 43,997 | $2.50M | 0.20% | −1,540−3.4% | Reduced |
| Wells Fargo & Company | 44,165 | $2.51M | 0.00% | +11,008+33.2% | Added |
| Bank of Montreal | 42,604 | $2.52M | 0.00% | −2,712−6.0% | Reduced |
| Barclays PLC | 44,535 | $2.53M | 0.00% | +8,529+23.7% | Added |
| Verition Fund Management LLC | 45,392 | $2.58M | 0.04% | −78,776−63.4% | Reduced |
| Advisor Group Holdings, Inc. | 51,039 | $2.90M | 0.01% | +2,999+6.2% | Added |
| Texas Permanent School Fund | 52,365 | $2.97M | 0.03% | +833+1.6% | Added |
| Nisa Investment Advisors, LLC | 53,122 | $3.02M | 0.02% | +3,060+6.1% | Added |
| TD Asset Management Inc | 54,500 | $3.09M | 0.00% | 00.0% | Unchanged |