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