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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.

Q3 2023 vs. Q2 2023

How the institutions holding NorthWestern Energy Group, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of NWE: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2901274−15
Shares58.5M9.66K59.3M+853.7K (+1.5%)
Value$3.31B$548.1K$2.85B−$462.4M (−14.0%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to NWE in Q3 2023
InstitutionSharesValue% of portfolio
Massachusetts Financial Services Co759,728$36.5M0.01%
Jupiter Asset Management Ltd181,144$8.71M0.10%
Panagora Asset Management Inc119,713$5.75M0.04%
Marshall Wace, LLP39,976$1.92M0.00%
Voloridge Investment Management, LLC30,733$1.48M0.01%
Aquatic Capital Management LLC27,100$1.30M0.05%
Huber Capital Management LLC16,000$769.0K0.18%
Cubist Systematic Strategies, LLC11,637$559.3K0.01%
D. E. Shaw & Co., Inc.11,409$548.3K0.00%
Y-Intercept (Hong Kong) Ltd9,679$465.2K0.05%
Pictet Asset Management Holding SA9,657$464.1K0.00%
Capstone Investment Advisors, LLC8,732$419.7K0.01%
Walleye Trading LLC8,427$405.0K0.01%
Envestnet Portfolio Solutions, Inc.8,297$398.7K0.00%
Neuberger Berman Group LLC6,379$306.6K0.00%
Tudor Investment Corp Et Al5,699$273.9K0.00%
NinePointTwo Capital4,866$233.0K0.10%
MQS Management LLC4,674$224.6K0.14%
Truepoint, Inc.4,216$202.6K0.01%
C M Bidwell & Associates Ltd2,626$126.2K0.10%
Lazard Asset Management LLC705$33.0K0.00%
JJJ Advisors Inc.234$11.2K0.00%
Headlands Technologies LLC231$11.1K0.01%
American National Bank169$8.12K0.00%
Rosenberg Matthew Hamilton70$3.36K0.00%
Northwest Investment Counselors, LLC55$2.62K0.00%
Tfo-TDC, LLC13$7380.00%
VisionPoint Advisory Group, LLC3$1440.00%
Steward Financial Group LLC18$00.00%

Sold out (44)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of NWE in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Balyasny Asset Management LLC421,908$23.9M
Adage Capital Partners GP, L.L.C.100,000$5.68M
Agf Management Ltd60,849$3.45M
Verition Fund Management LLC45,392$2.58M
Bank of Montreal42,604$2.52M
Greenland Capital Management LP27,643$1.57M
Holocene Advisors, LP18,718$1.06M
Integrated Advisors Network LLC16,137$916.0K
Jane Street Group, LLC14,494$822.7K
Truist Financial Corp12,881$731.1K
Jennison Associates LLC10,854$616.1K
Connacht Asset Management LP10,621$602.8K
State of Tennessee, Treasury Department10,117$574.2K
Man Group plc10,062$571.1K
Bank of Nova Scotia8,548$485.2K
Krane Funds Advisors LLC7,910$449.0K
XTX Topco Ltd7,382$419.0K
Healthcare of Ontario Pension Plan Trust Fund6,000$340.6K
Centiva Capital, LP5,934$336.8K
Janney Montgomery Scott LLC5,674$322.0K
Versor Investments LP5,603$318.0K
Zacks Investment Management5,445$309.1K
CI Private Wealth, LLC5,285$300.0K
Dynamic Technology Lab Private Ltd5,153$292.0K
Summit Global Investments4,657$264.0K
Sciencast Management LP4,445$251.3K
Vise Technologies, Inc.4,394$249.4K
Dakota Wealth Management4,187$237.7K
Mackenzie Financial Corp4,017$229.9K
Creative Planning4,038$229.2K
Alberta Investment Management Corp3,865$219.4K
Bridgefront Capital, LLC3,850$218.5K
Canandaigua National Bank & Trust Co3,749$212.8K
Ifrah Financial Services, Inc.3,674$208.5K
Jeppson Wealth Management, LLC3,620$205.5K
Strategic Wealth Partners, Ltd.3,587$203.6K
Harbor Investment Advisory, LLC1,147$65.1K
Harbor Capital Advisors, Inc.1,066$60.5K
Pinebridge Investments, L.P.466$26.4K
Cohen & Steers, Inc.348$20.0K
V-Square Quantitative Management LLC132$7.49K
25 LLC9$517
Disciplined Investments, LLC8$454
Toronto Dominion Bank4$0

Not filed for Q3 2023 yet (1)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA9,657$548.1K