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, Q3 2023
Institutional positions in NorthWestern Energy Group, Inc. as of Sep 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
- 274
- −15 vs. Q2 2023
- Shares held
- 59.3M
- +853.7K (+1.5%) vs. Q2 2023
- Total value
- $2.85B
- −$462.4M (−14.0%) vs. Q2 2023
- New holders
- 29
- 96 more added
- Sold out
- 44
- 110 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,071,060 | $436.0M | 0.01% | +98,573+1.1% | Added |
| Vanguard Group Inc | 6,592,679 | $316.8M | 0.01% | +19,489+0.3% | Added |
| American Century Companies Inc | 3,816,111 | $183.4M | 0.14% | +211,296+5.9% | Added |
| Victory Capital Management Inc | 2,420,762 | $116.3M | 0.13% | +126,439+5.5% | Added |
| State Street Corp | 2,199,157 | $105.7M | 0.01% | +17,389+0.8% | Added |
| JPMorgan Chase & Co | 2,152,053 | $103.4M | 0.01% | −27,680−1.3% | Reduced |
| River Road Asset Management, LLC | 1,605,669 | $77.2M | 1.10% | +286,417+21.7% | Added |
| First Trust Advisors LP | 1,476,637 | $71.0M | 0.08% | +126,347+9.4% | Added |
| Westwood Holdings Group Inc. | 1,436,814 | $69.1M | 0.64% | +152,901+11.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,428,675 | $68.7M | 0.05% | −437,412−23.4% | Reduced |
| Franklin Resources Inc | 1,359,363 | $65.3M | 0.03% | −723−0.1% | Reduced |
| Geode Capital Management, LLC | 1,311,238 | $63.0M | 0.01% | +52,525+4.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,240,873 | $59.6M | 0.34% | +158,805+14.7% | Added |
| Macquarie Group Ltd | 1,191,892 | $57.3M | 0.07% | +41,597+3.6% | Added |
| Bank of New York Mellon Corp | 1,045,538 | $50.2M | 0.01% | −127,764−10.9% | Reduced |
| FMR LLC | 959,877 | $46.1M | 0.00% | +145,241+17.8% | Added |
| Dimensional Fund Advisors LP | 952,278 | $45.8M | 0.02% | −13,966−1.4% | Reduced |
| Invesco Ltd. | 931,786 | $44.8M | 0.01% | +153,039+19.7% | Added |
| Systematic Financial Management LP | 904,798 | $43.5M | 1.40% | +53,287+6.3% | Added |
| Northern Trust Corp | 793,229 | $38.1M | 0.01% | −21,441−2.6% | Reduced |
| ProShare Advisors LLC | 776,243 | $37.3M | 0.12% | +78,068+11.2% | Added |
| Massachusetts Financial Services Co | 759,728 | $36.5M | 0.01% | +759,728 | New |
| Charles Schwab Investment Management Inc | 737,477 | $35.4M | 0.01% | +23,798+3.3% | Added |
| GW&K Investment Management, LLC | 730,391 | $35.1M | 0.35% | +8,874+1.2% | Added |
| Norges Bank | 677,767 | $32.6M | 0.01% | +22,964+3.5% | Added |
| Thrivent Financial for Lutherans | 571,986 | $27.5M | 0.07% | −11,049−1.9% | Reduced |
| William Blair Investment Management, LLC | 567,032 | $27.3M | 0.09% | −41,546−6.8% | Reduced |
| Gabelli Funds LLC | 545,000 | $26.2M | 0.21% | 00.0% | Unchanged |
| Bank of America Corp | 520,294 | $25.0M | 0.00% | +27,336+5.5% | Added |
| SEI Investments Co | 435,800 | $20.9M | 0.04% | +26,056+6.4% | Added |
| Morgan Stanley | 392,391 | $18.9M | 0.00% | −212,046−35.1% | Reduced |
| AQR Capital Management LLC | 331,642 | $15.9M | 0.03% | −66,557−16.7% | Reduced |
| Legal & General Group Plc | 328,804 | $15.8M | 0.01% | −1,552−0.5% | Reduced |
| Renaissance Technologies LLC | 292,926 | $14.1M | 0.02% | +177,986+154.9% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $13.4M | 0.15% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 244,402 | $11.7M | 0.00% | +73,992+43.4% | Added |
| Empower Advisory Group, LLC | 237,679 | $11.4M | 0.05% | +9,088+4.0% | Added |
| Principal Financial Group Inc | 225,646 | $10.8M | 0.01% | −817−0.4% | Reduced |
| Rhumbline Advisers | 221,302 | $10.6M | 0.01% | +5,751+2.7% | Added |
| Chartwell Investment Partners, LLC | 219,679 | $10.6M | 0.41% | −10,647−4.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 208,410 | $10.0M | 0.04% | +22,540+12.1% | Added |
| Jupiter Asset Management Ltd | 181,144 | $8.71M | 0.10% | +181,144 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 179,621 | $8.63M | 0.01% | −1,763−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 172,739 | $8.30M | 0.07% | −3,691−2.1% | Reduced |
| Voya Investment Management LLC | 152,454 | $7.33M | 0.01% | +67,083+78.6% | Added |
| Ameriprise Financial Inc | 151,461 | $7.28M | 0.00% | −12,299−7.5% | Reduced |
| Wedge Capital Management L L P | 149,765 | $7.20M | 0.14% | −42,859−22.3% | Reduced |
| Goldman Sachs Group Inc | 145,389 | $6.99M | 0.00% | −108,350−42.7% | Reduced |
| Liberty One Investment Management, LLC | 137,332 | $6.60M | 0.96% | −70,420−33.9% | Reduced |
| Swiss National Bank | 131,383 | $6.31M | 0.00% | +1,300+1.0% | Added |
| Alliancebernstein L.P. | 130,344 | $6.26M | 0.00% | −64,029−32.9% | Reduced |
| Comerica Bank | 127,372 | $6.12M | 0.03% | +27,141+27.1% | Added |
| Mairs & Power Inc | 127,140 | $6.11M | 0.07% | +9,645+8.2% | Added |
| Aristotle Capital Boston, LLC | 122,723 | $5.90M | 0.19% | −2,320−1.9% | Reduced |
| First Manhattan Co | 121,236 | $5.83M | 0.02% | −6,346−5.0% | Reduced |
| Panagora Asset Management Inc | 119,713 | $5.75M | 0.04% | +119,713 | New |
| HSBC Holdings PLC | 119,602 | $5.74M | 0.01% | −10,636−8.2% | Reduced |
| Advisors Asset Management, Inc. | 116,917 | $5.62M | 0.12% | −44,237−27.5% | Reduced |
| Raymond James & Associates | 116,489 | $5.60M | 0.00% | +17,456+17.6% | Added |
| Price T Rowe Associates Inc | 116,242 | $5.59M | 0.00% | −20,193−14.8% | Reduced |
| Mutual of America Capital Management LLC | 115,484 | $5.55M | 0.07% | −2,508−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 114,402 | $5.50M | 0.13% | −572−0.5% | Reduced |
| American International Group, Inc. | 114,148 | $5.49M | 0.04% | −4,501−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 110,573 | $5.31M | 0.04% | −18,298−14.2% | Reduced |
| First PREMIER Bank | 106,544 | $5.12M | 1.57% | −4,068−3.7% | Reduced |
| Algert Global LLC | 101,280 | $4.87M | 0.23% | +19,481+23.8% | Added |
| MetLife Investment Management | 96,770 | $4.65M | 0.04% | −1,431−1.5% | Reduced |
| Envestnet Asset Management Inc | 95,363 | $4.58M | 0.00% | −7,559−7.3% | Reduced |
| Two Sigma Advisers, LP | 90,900 | $4.37M | 0.01% | −14,800−14.0% | Reduced |
| Two Sigma Investments, LP | 89,397 | $4.30M | 0.01% | +48,185+116.9% | Added |
| UBS Asset Management Americas Inc | 87,955 | $4.23M | 0.00% | +777+0.9% | Added |
| Stockman Wealth Management, Inc. | 84,420 | $4.06M | 0.89% | +113+0.1% | Added |
| South Dakota Investment Council | 78,754 | $3.79M | 0.09% | −1,100−1.4% | Reduced |
| UBS Group AG | 78,358 | $3.77M | 0.00% | −18,321−19.0% | Reduced |
| Conning Inc. | 77,076 | $3.70M | 0.14% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 74,968 | $3.60M | 0.02% | −2,090−2.7% | Reduced |
| New York State Teachers Retirement System | 74,369 | $3.57M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 73,399 | $3.53M | 0.01% | +3,417+4.9% | Added |
| ExodusPoint Capital Management, LP | 72,919 | $3.50M | 0.04% | +2,925+4.2% | Added |
| Public Employees Retirement System of Ohio | 72,284 | $3.47M | 0.02% | +9,955+16.0% | Added |
| Manufacturers Life Insurance Company, The | 72,186 | $3.47M | 0.00% | +5,227+7.8% | Added |
| Russell Investments Group, Ltd. | 70,632 | $3.39M | 0.01% | +12,218+20.9% | Added |
| Deutsche Bank AG | 68,371 | $3.29M | 0.00% | +4,197+6.5% | Added |
| California State Teachers Retirement System | 66,179 | $3.18M | 0.00% | −6,451−8.9% | Reduced |
| Dean Investment Associates, LLC | 65,163 | $3.13M | 0.51% | +2,127+3.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 64,320 | $3.09M | 0.23% | +3,348+5.5% | Added |
| Advisor Group Holdings, Inc. | 63,327 | $3.04M | 0.00% | +12,288+24.1% | Added |
| Squarepoint Ops LLC | 61,939 | $2.98M | 0.01% | +55,232+823.5% | Added |
| Meritage Portfolio Management | 55,140 | $2.65M | 0.20% | −32,054−36.8% | Reduced |
| PATRIZIA Pty Ltd | 52,992 | $2.55M | 2.43% | −2,428−4.4% | Reduced |
| TD Asset Management Inc | 52,500 | $2.52M | 0.00% | −2,000−3.7% | Reduced |
| Texas Permanent School Fund | 50,340 | $2.42M | 0.02% | −2,025−3.9% | Reduced |
| Maryland State Retirement & Pension System | 49,821 | $2.39M | 0.05% | −13,334−21.1% | Reduced |
| State of New Jersey Common Pension Fund D | 49,084 | $2.36M | 0.01% | +8,154+19.9% | Added |
| BNP Paribas Arbitrage, SA | 44,283 | $2.13M | 0.00% | +7,184+19.4% | Added |
| North Star Investment Management Corp. | 43,743 | $2.10M | 0.18% | −254−0.6% | Reduced |
| Susquehanna International Group, LLP | 42,530 | $2.04M | 0.00% | −24,466−36.5% | Reduced |
| Credit Suisse AG | 40,902 | $1.97M | 0.00% | −2,234−5.2% | Reduced |
| Marshall Wace, LLP | 39,976 | $1.92M | 0.00% | +39,976 | New |
| Martingale Asset Management L P | 39,755 | $1.91M | 0.04% | +1,860+4.9% | Added |