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 |
|---|---|---|---|---|---|
| PATRIZIA Pty Ltd | 55,420 | $3.15M | 2.58% | −14,342−20.6% | Reduced |
| Russell Investments Group, Ltd. | 58,414 | $3.32M | 0.01% | −434−0.7% | Reduced |
| Agf Management Ltd | 60,849 | $3.45M | 0.03% | +1,007+1.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 60,972 | $3.46M | 0.24% | +2,215+3.8% | Added |
| Public Employees Retirement System of Ohio | 62,329 | $3.54M | 0.01% | +143+0.2% | Added |
| Dean Investment Associates, LLC | 63,036 | $3.58M | 0.58% | +5,449+9.5% | Added |
| Maryland State Retirement & Pension System | 63,155 | $3.58M | 0.08% | +3,969+6.7% | Added |
| Prudential Financial Inc | 60,167 | $3.64M | 0.01% | +17,181+40.0% | Added |
| Deutsche Bank AG | 64,174 | $3.64M | 0.00% | −13,154−17.0% | Reduced |
| Manufacturers Life Insurance Company, The | 66,959 | $3.80M | 0.00% | +669+1.0% | Added |
| Susquehanna International Group, LLP | 66,996 | $3.80M | 0.01% | −11,970−15.2% | Reduced |
| ExodusPoint Capital Management, LP | 69,994 | $3.97M | 0.05% | +69,994 | New |
| Great West Life Assurance Co | 69,982 | $3.99M | 0.01% | −250.0% | Reduced |
| California State Teachers Retirement System | 72,630 | $4.12M | 0.01% | +283+0.4% | Added |
| New York State Teachers Retirement System | 74,369 | $4.22M | 0.01% | +208+0.3% | Added |
| Retirement Systems of Alabama | 77,058 | $4.37M | 0.02% | +1,562+2.1% | Added |
| Conning Inc. | 77,076 | $4.37M | 0.15% | 00.0% | Unchanged |
| South Dakota Investment Council | 79,854 | $4.53M | 0.09% | −1,400−1.7% | Reduced |
| Algert Global LLC | 81,799 | $4.64M | 0.20% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 84,307 | $4.79M | 1.03% | +3,034+3.7% | Added |
| Voya Investment Management LLC | 85,371 | $4.85M | 0.01% | +37,982+80.1% | Added |
| Meritage Portfolio Management | 87,194 | $4.95M | 0.35% | +4,158+5.0% | Added |
| UBS Asset Management Americas Inc | 87,178 | $5.04M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 96,679 | $5.49M | 0.00% | −11,236−10.4% | Reduced |
| MetLife Investment Management | 98,201 | $5.57M | 0.04% | +1,973+2.1% | Added |
| Raymond James & Associates | 99,033 | $5.62M | 0.00% | +15,750+18.9% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $5.68M | 0.01% | +100,000 | New |
| Envestnet Asset Management Inc | 102,922 | $5.84M | 0.00% | +14,883+16.9% | Added |
| Two Sigma Advisers, LP | 105,700 | $6.00M | 0.02% | −7,700−6.8% | Reduced |
| First PREMIER Bank | 110,612 | $6.28M | 1.79% | −795−0.7% | Reduced |
| Renaissance Technologies LLC | 114,940 | $6.52M | 0.01% | −96,786−45.7% | Reduced |
| Kennedy Capital Management, Inc. | 114,974 | $6.53M | 0.15% | −2,320−2.0% | Reduced |
| Mairs & Power Inc | 117,495 | $6.67M | 0.07% | +6,375+5.7% | Added |
| Mutual of America Capital Management LLC | 117,992 | $6.70M | 0.08% | −1,386−1.2% | Reduced |
| American International Group, Inc. | 118,649 | $6.73M | 0.04% | +2,072+1.8% | Added |
| Aristotle Capital Boston, LLC | 125,043 | $7.10M | 0.21% | +5,450+4.6% | Added |
| First Manhattan Co | 127,582 | $7.24M | 0.03% | −7,763−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,871 | $7.31M | 0.06% | +14,758+12.9% | Added |
| Swiss National Bank | 130,083 | $7.38M | 0.01% | +5,300+4.2% | Added |
| HSBC Holdings PLC | 130,238 | $7.40M | 0.01% | +50,090+62.5% | Added |
| Price T Rowe Associates Inc | 136,435 | $7.75M | 0.00% | +15,562+12.9% | Added |
| Advisors Asset Management, Inc. | 161,154 | $9.15M | 0.19% | −33,994−17.4% | Reduced |
| Ameriprise Financial Inc | 163,760 | $9.30M | 0.00% | −160−0.1% | Reduced |
| Nuveen Asset Management, LLC | 170,410 | $9.67M | 0.00% | +3,125+1.9% | Added |
| Brandywine Global Investment Management, LLC | 176,430 | $10.0M | 0.08% | −71,545−28.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 181,384 | $10.3M | 0.02% | +78,102+75.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 185,870 | $10.5M | 0.04% | +4,670+2.6% | Added |
| Wedge Capital Management L L P | 192,624 | $10.9M | 0.17% | −19,512−9.2% | Reduced |
| Alliancebernstein L.P. | 194,373 | $11.0M | 0.00% | +3,442+1.8% | Added |
| Liberty One Investment Management, LLC | 207,752 | $11.8M | 1.53% | +166+0.1% | Added |
| Rhumbline Advisers | 215,551 | $12.2M | 0.01% | +10,416+5.1% | Added |
| Principal Financial Group Inc | 226,463 | $12.9M | 0.01% | −3,057−1.3% | Reduced |
| Empower Advisory Group, LLC | 228,591 | $13.0M | 0.06% | +5,534+2.5% | Added |
| Chartwell Investment Partners, LLC | 230,326 | $13.1M | 0.47% | +58,802+34.3% | Added |
| Goldman Sachs Group Inc | 253,739 | $14.4M | 0.00% | +11,315+4.7% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $15.8M | 0.17% | 00.0% | Unchanged |
| Legal & General Group Plc | 330,356 | $18.8M | 0.01% | +15,762+5.0% | Added |
| Millennium Management LLC | 363,532 | $20.6M | 0.02% | +341,960+1,585.2% | Added |
| AQR Capital Management LLC | 398,199 | $22.6M | 0.05% | −137,167−25.6% | Reduced |
| SEI Investments Co | 409,744 | $23.3M | 0.04% | +30,432+8.0% | Added |
| Balyasny Asset Management LLC | 421,908 | $23.9M | 0.07% | +221,775+110.8% | Added |
| Bank of America Corp | 492,958 | $28.0M | 0.00% | −16,591−3.3% | Reduced |
| Gabelli Funds LLC | 545,000 | $30.9M | 0.23% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 583,035 | $33.1M | 0.08% | +2,212+0.4% | Added |
| Morgan Stanley | 604,437 | $34.3M | 0.00% | −25,191−4.0% | Reduced |
| William Blair Investment Management, LLC | 608,578 | $34.5M | 0.11% | +11,311+1.9% | Added |
| Norges Bank | 654,803 | $37.2M | 0.01% | +38,599+6.3% | Added |
| ProShare Advisors LLC | 698,175 | $39.6M | 0.11% | −80,293−10.3% | Reduced |
| Charles Schwab Investment Management Inc | 713,679 | $40.5M | 0.01% | +19,304+2.8% | Added |
| GW&K Investment Management, LLC | 721,517 | $41.0M | 0.39% | −8,677−1.2% | Reduced |
| Invesco Ltd. | 778,747 | $44.2M | 0.01% | −210,085−21.2% | Reduced |
| FMR LLC | 814,636 | $46.2M | 0.00% | +36,048+4.6% | Added |
| Northern Trust Corp | 814,670 | $46.2M | 0.01% | +8,194+1.0% | Added |
| Systematic Financial Management LP | 851,511 | $48.3M | 1.53% | −3600.0% | Reduced |
| Dimensional Fund Advisors LP | 966,244 | $54.8M | 0.02% | +13,391+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,082,068 | $61.4M | 0.35% | −418,077−27.9% | Reduced |
| Macquarie Group Ltd | 1,150,295 | $65.3M | 0.07% | +29,320+2.6% | Added |
| Bank of New York Mellon Corp | 1,173,302 | $66.6M | 0.01% | +65,565+5.9% | Added |
| Geode Capital Management, LLC | 1,258,713 | $71.4M | 0.01% | +100,699+8.7% | Added |
| Westwood Holdings Group Inc. | 1,283,913 | $72.9M | 0.65% | +34,326+2.7% | Added |
| River Road Asset Management, LLC | 1,319,252 | $74.9M | 1.03% | +432,717+48.8% | Added |
| First Trust Advisors LP | 1,350,290 | $76.6M | 0.09% | −57,837−4.1% | Reduced |
| Franklin Resources Inc | 1,360,086 | $77.2M | 0.04% | −3,103−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,866,087 | $105.9M | 0.07% | −63,050−3.3% | Reduced |
| JPMorgan Chase & Co | 2,179,733 | $123.7M | 0.01% | +29,126+1.4% | Added |
| State Street Corp | 2,181,768 | $123.8M | 0.01% | +1,226+0.1% | Added |
| Victory Capital Management Inc | 2,294,323 | $130.2M | 0.14% | −6,058−0.3% | Reduced |
| American Century Companies Inc | 3,604,815 | $204.6M | 0.15% | +22,177+0.6% | Added |
| Vanguard Group Inc | 6,573,190 | $373.1M | 0.01% | +22,456+0.3% | Added |
| BlackRock Inc. | 8,972,487 | $509.3M | 0.01% | +120,406+1.4% | Added |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −219,333−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −130,693−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −43,461−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,235−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −12,774−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,692−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,449−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,748−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |