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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.

Institutional holdersQ2 2023: 290 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ2 2023: $3.31B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Investments, LP41,212$2.34M0.01%+17,606+74.6%Added
State of New Jersey Common Pension Fund D40,930$2.32M0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale39,683$2.25M0.01%+19,371+95.4%Added
Ontario Teachers Pension Plan Board38,105$2.16M0.02%+38,105New
Martingale Asset Management L P37,895$2.15M0.04%−270−0.7%Reduced
Clearbridge Investments, LLC37,117$2.11M0.00%−2,307−5.9%Reduced
BNP Paribas Arbitrage, SA37,099$2.11M0.00%−21,918−37.1%Reduced
Amalgamated Bank35,796$2.03M0.02%−802−2.2%Reduced
Money Concepts Capital Corp34,232$1.94M0.20%−206,422−85.8%Reduced
Mirae Asset Global Investments Co., Ltd.34,043$1.93M0.00%−418−1.2%Reduced
Magellan Asset Management Ltd31,493$1.79M0.02%−1,118−3.4%Reduced
Brinker Capital Investments, LLC31,018$1.76M0.02%−21,522−41.0%Reduced
Orion Portfolio Solutions, LLC31,018$1.76M0.02%−21,522−41.0%Reduced
Yousif Capital Management, LLC29,134$1.65M0.02%−145−0.5%Reduced
Element Capital Management LLC28,853$1.64M0.11%+28,853New
State of Wisconsin Investment Board27,857$1.58M0.00%−2,552−8.4%Reduced
Guggenheim Capital LLC27,769$1.58M0.01%+3,636+15.1%Added
Greenland Capital Management LP27,643$1.57M0.23%+27,643New
Janus Henderson Group PLC27,266$1.55M0.00%−17−0.1%Reduced
The PNC Financial Services Group, Inc.26,066$1.48M0.00%+968+3.9%Added
Naples Global Advisors, LLC25,935$1.47M0.17%−625−2.4%Reduced
Citigroup Inc25,117$1.43M0.00%+18,287+267.7%Added
Allianz Asset Management GmbH24,993$1.42M0.00%+3,042+13.9%Added
New York State Common Retirement Fund23,972$1.36M0.00%−6,527−21.4%Reduced
Royal Bank of Canada23,419$1.33M0.00%−843−3.5%Reduced
Commonwealth Equity Services, LLC21,084$1.20M0.00%−2,503−10.6%Reduced
Ameritas Investment Partners, Inc.19,927$1.13M0.04%+331+1.7%Added
US Bancorp19,664$1.12M0.00%+2,100+12.0%Added
Hennessy Advisors Inc19,298$1.10M0.08%−1,400−6.8%Reduced
Canada Pension Plan Investment Board19,000$1.08M0.00%00.0%Unchanged
Cornercap Investment Counsel Inc18,721$1.06M0.18%00.0%Unchanged
Holocene Advisors, LP18,718$1.06M0.00%−13,280−41.5%Reduced
Ensign Peak Advisors, Inc18,423$1.05M0.00%+3,250+21.4%Added
Gateway Investment Advisers LLC18,071$1.03M0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System17,707$1.01M0.00%+7,760+78.0%Added
Louisiana State Employees Retirement System17,500$993.3K0.02%+2,200+14.4%Added
Oregon Public Employees Retirement Fund17,312$982.6K0.01%+400+2.4%Added
Allspring Global Investments Holdings, LLC17,288$981.3K0.00%−13,653−44.1%Reduced
Arizona State Retirement System16,788$952.9K0.01%+47+0.3%Added
Cetera Investment Advisers16,451$933.8K0.01%+5,252+46.9%Added
Integrated Advisors Network LLC16,137$916.0K0.05%+16,137New
Citadel Advisors LLC15,366$872.2K0.00%+8,731+131.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,137$859.2K0.00%+7,781+105.8%Added
Van Eck Associates Corp15,029$854.0K0.00%+1,046+7.5%Added
State of Michigan Retirement System14,728$836.0K0.01%+100+0.7%Added
Jane Street Group, LLC14,494$822.7K0.00%+10,607+272.9%Added
Northwestern Mutual Investment Management Company, LLC13,289$754.3K0.02%+470+3.7%Added
Truist Financial Corp12,881$731.1K0.00%−5,613−30.4%Reduced
Vaughan & Co Securities, Inc.12,476$708.1K0.50%00.0%Unchanged
New Mexico Educational Retirement Board11,800$670.0K0.03%+1,300+12.4%Added
Boston Partners11,680$663.0K0.00%+20+0.2%Added
First Republic Investment Management, Inc.11,484$651.8K0.00%−9,043−44.1%Reduced
Exchange Traded Concepts, LLC11,003$624.5K0.02%−366−3.2%Reduced
Jennison Associates LLC10,854$616.1K0.00%+10,854New
Connacht Asset Management LP10,621$602.8K2.05%+818+8.3%Added
Pacer Advisors, Inc.10,400$590.3K0.00%+10,400New
State of Tennessee, Treasury Department10,117$574.2K0.00%00.0%Unchanged
Man Group plc10,062$571.1K0.00%––
Commerce Bank9,890$561.4K0.00%−150−1.5%Reduced
LPL Financial LLC9,699$550.5K0.00%+3,207+49.4%Added
Pictet Asset Management SA9,657$548.1K0.00%+28+0.3%Added
Teachers Retirement System of the State of Kentucky9,510$540.0K0.01%+926+10.8%Added
VELA Investment Management, LLC9,036$512.9K0.24%00.0%Unchanged
Keybank National Association8,932$507.0K0.00%−34−0.4%Reduced
Xponance, Inc.8,771$497.8K0.01%−278−3.1%Reduced
Public Employees Retirement Association of Colorado8,595$488.0K0.00%00.0%Unchanged
JustInvest LLC8,549$485.3K0.01%−938−9.9%Reduced
Bank of Nova Scotia8,548$485.2K0.00%+364+4.4%Added
Teacher Retirement System of Texas8,514$483.0K0.00%−304−3.4%Reduced
Federated Hermes, Inc.7,923$449.7K0.00%−1,032−11.5%Reduced
Krane Funds Advisors LLC7,910$449.0K0.02%+661+9.1%Added
Susquehanna Fundamental Investments, LLC7,789$442.1K0.02%−9,133−54.0%Reduced
Dark Forest Capital Management LP7,626$432.9K0.04%+5,948+354.5%Added
Mariner, LLC7,567$429.5K0.00%+623+9.0%Added
State of Alaska, Department of Revenue7,414$420.0K0.01%−548−6.9%Reduced
IFM Investors Pty Ltd7,387$419.3K0.01%+7,387New
XTX Topco Ltd7,382$419.0K0.08%+7,382New
Cetera Advisor Networks LLC7,218$409.7K0.00%+203+2.9%Added
New York Life Investment Management LLC7,121$404.2K0.00%−1,160−14.0%Reduced
Legato Capital Management LLC6,713$381.0K0.05%+856+14.6%Added
Dean Capital Management6,713$381.0K0.51%+856+14.6%Added
Squarepoint Ops LLC6,707$380.7K0.00%+6,707New
Burney Co6,333$359.5K0.02%−416−6.2%Reduced
Ballast, Inc.6,200$351.9K0.13%+6,200New
Healthcare of Ontario Pension Plan Trust Fund6,000$340.6K0.00%00.0%Unchanged
Centiva Capital, LP5,934$336.8K0.02%+621+11.7%Added
HighTower Advisors, LLC5,761$331.0K0.00%+1,290+28.9%Added
SG Americas Securities, LLC5,726$325.0K0.00%−2,527−30.6%Reduced
Janney Montgomery Scott LLC5,674$322.0K0.00%−155−2.7%Reduced
Versor Investments LP5,603$318.0K0.06%−1,897−25.3%Reduced
Zacks Investment Management5,445$309.1K0.00%+1,417+35.2%Added
Foundry Partners, LLC5,340$303.1K0.02%+1,395+35.4%Added
Securian Asset Management, Inc5,326$302.3K0.01%+117+2.2%Added
CI Private Wealth, LLC5,285$300.0K0.00%+5,285New
Atria Wealth Solutions, Inc.5,236$297.2K0.00%+1,340+34.4%Added
John G Ullman & Associates Inc5,200$295.2K0.05%00.0%Unchanged
KBC Group NV5,182$294.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.5,177$294.0K0.00%+1,441+38.6%Added
Dynamic Technology Lab Private Ltd5,153$292.0K0.04%+771+17.6%Added
Alps Advisors Inc5,035$285.8K0.00%+1,560+44.9%Added