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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −137−97.2% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $0 | 0.00% | +18 | New |
| Huntington National Bank | 1 | $48 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3 | $144 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 6 | $288 | 0.00% | −7−53.8% | Reduced |
| SJS Investment Consulting Inc. | 7 | $337 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $673 | 0.00% | −18−56.3% | Reduced |
| Tfo-TDC, LLC | 13 | $738 | 0.00% | +13 | New |
| Baker Avenue Asset Management, LP | 17 | $817 | 0.00% | +8+88.9% | Added |
| SRS Capital Advisors, Inc. | 22 | $1.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 31 | $1.49K | 0.00% | −4−11.4% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.59K | 0.00% | −107−76.4% | Reduced |
| Umb Bank N A | 39 | $1.87K | 0.00% | −23−37.1% | Reduced |
| Massmutual Trust Co FSB | 46 | $2.21K | 0.00% | −30−39.5% | Reduced |
| Red Tortoise LLC | 47 | $2.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $2.31K | 0.00% | −7−12.7% | Reduced |
| Northwest Investment Counselors, LLC | 55 | $2.62K | 0.00% | +55 | New |
| Ronald Blue Trust, Inc. | 53 | $3.00K | 0.00% | +34+178.9% | Added |
| Glassman Wealth Services | 66 | $3.17K | 0.00% | +33+100.0% | Added |
| Rosenberg Matthew Hamilton | 70 | $3.36K | 0.00% | +70 | New |
| Lindbrook Capital, LLC | 72 | $3.46K | 0.00% | −232−76.3% | Reduced |
| EverSource Wealth Advisors, LLC | 78 | $3.75K | 0.00% | −4−4.9% | Reduced |
| Bessemer Group Inc | 82 | $4.00K | 0.00% | −41−33.3% | Reduced |
| Park Place Capital Corp | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $4.34K | 0.00% | +28+45.2% | Added |
| Private Trust Co NA | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $4.90K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $4.98K | 0.00% | +2+2.0% | Added |
| Bartlett & Co. LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 142 | $6.82K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| American National Bank | 169 | $8.12K | 0.00% | +169 | New |
| CWM, LLC | 188 | $9.00K | 0.00% | −101−34.9% | Reduced |
| Hexagon Capital Partners LLC | 191 | $9.18K | 0.00% | −62−24.5% | Reduced |
| Farmers & Merchants Investments Inc | 225 | $10.8K | 0.00% | +200+800.0% | Added |
| Headlands Technologies LLC | 231 | $11.1K | 0.01% | +231 | New |
| JJJ Advisors Inc. | 234 | $11.2K | 0.00% | +234 | New |
| First Horizon Advisors, Inc. | 258 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 275 | $13.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 296 | $14.2K | 0.00% | +233+369.8% | Added |
| Geneos Wealth Management Inc. | 366 | $17.6K | 0.00% | +91+33.1% | Added |
| Fifth Third Bancorp | 392 | $18.8K | 0.00% | +96+32.4% | Added |
| Parallel Advisors, LLC | 401 | $19.3K | 0.00% | −225−35.9% | Reduced |
| IFP Advisors, Inc | 454 | $21.8K | 0.00% | +2+0.4% | Added |
| Signaturefd, LLC | 474 | $22.8K | 0.00% | −586−55.3% | Reduced |
| Central Trust Co | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 567 | $27.3K | 0.01% | −305−35.0% | Reduced |
| Eagle Bay Advisors LLC | 599 | $28.8K | 0.01% | −166−21.7% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $29.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $29.9K | 0.00% | +1+0.2% | Added |
| Lazard Asset Management LLC | 705 | $33.0K | 0.00% | +705 | New |
| Quadrant Capital Group LLC | 773 | $37.2K | 0.00% | −1,034−57.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $38.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 819 | $39.0K | 0.00% | −4,363−84.2% | Reduced |
| Assetmark, Inc | 873 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $48.1K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $48.1K | 0.01% | +250+33.3% | Added |
| Front Row Advisors LLC | 1,135 | $54.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,321 | $63.5K | 0.00% | −1,899−59.0% | Reduced |
| Sound Income Strategies, LLC | 1,322 | $63.6K | 0.01% | −44−3.2% | Reduced |
| State of Wyoming | 1,456 | $70.0K | 0.02% | +476+48.6% | Added |
| Tucker Asset Management LLC | 1,875 | $90.1K | 0.02% | +462+32.7% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $113.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,373 | $114.0K | 0.01% | +2,195+1,233.1% | Added |
| Global Retirement Partners, LLC | 2,417 | $116.0K | 0.01% | +61+2.6% | Added |
| C M Bidwell & Associates Ltd | 2,626 | $126.2K | 0.10% | +2,626 | New |
| Dividend Assets Capital, LLC | 2,750 | $132.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,463 | $166.4K | 0.01% | +176+5.4% | Added |
| Citigroup Inc | 3,965 | $190.6K | 0.00% | −21,152−84.2% | Reduced |
| STRS Ohio | 4,000 | $192.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,141 | $199.0K | 0.03% | +46+1.1% | Added |
| Truepoint, Inc. | 4,216 | $202.6K | 0.01% | +4,216 | New |
| D.A. Davidson & Co. | 4,225 | $203.1K | 0.00% | +125+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,252 | $204.0K | 0.00% | −925−17.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,205 | $206.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,297 | $206.5K | 0.01% | −4,252−49.7% | Reduced |
| Shell Asset Management Co | 4,303 | $207.0K | 0.01% | −69−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 4,517 | $217.1K | 0.00% | −719−13.7% | Reduced |
| MQS Management LLC | 4,674 | $224.6K | 0.14% | +4,674 | New |
| NinePointTwo Capital | 4,866 | $233.0K | 0.10% | +4,866 | New |
| UMA Financial Services, Inc. | 4,783 | $236.2K | 0.06% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,074 | $243.9K | 0.00% | −5,326−51.2% | Reduced |
| Securian Asset Management, Inc | 5,085 | $244.4K | 0.01% | −241−4.5% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $249.9K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,250 | $252.3K | 0.03% | +249+5.0% | Added |
| Accurate Wealth Management, LLC | 5,225 | $254.9K | 0.08% | +632+13.8% | Added |
| Foundry Partners, LLC | 5,340 | $256.6K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 5,408 | $259.9K | 0.00% | −2,159−28.5% | Reduced |
| Tudor Investment Corp Et Al | 5,699 | $273.9K | 0.00% | +5,699 | New |
| Cetera Advisor Networks LLC | 6,054 | $291.0K | 0.00% | −1,164−16.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,101 | $293.2K | 0.02% | −1,688−21.7% | Reduced |
| New York Life Investment Management LLC | 6,154 | $295.8K | 0.00% | −967−13.6% | Reduced |
| HighTower Advisors, LLC | 6,282 | $296.0K | 0.00% | +521+9.0% | Added |
| Ballast, Inc. | 6,200 | $298.0K | 0.12% | 00.0% | Unchanged |
| Burney Co | 6,271 | $301.4K | 0.01% | −62−1.0% | Reduced |
| Neuberger Berman Group LLC | 6,379 | $306.6K | 0.00% | +6,379 | New |
| Legato Capital Management LLC | 6,956 | $334.3K | 0.05% | +243+3.6% | Added |