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 |
|---|---|---|---|---|---|
| Dean Capital Management | 6,956 | $334.3K | 0.25% | +243+3.6% | Added |
| State of Alaska, Department of Revenue | 7,184 | $345.0K | 0.00% | −230−3.1% | Reduced |
| IFM Investors Pty Ltd | 8,018 | $385.3K | 0.01% | +631+8.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,297 | $398.7K | 0.00% | +8,297 | New |
| Federated Hermes, Inc. | 8,408 | $404.1K | 0.00% | +485+6.1% | Added |
| Walleye Trading LLC | 8,427 | $405.0K | 0.01% | +8,427 | New |
| Public Employees Retirement Association of Colorado | 8,595 | $413.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,644 | $415.4K | 0.01% | −127−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 8,732 | $419.7K | 0.01% | +8,732 | New |
| Keybank National Association | 8,743 | $420.2K | 0.00% | −189−2.1% | Reduced |
| VELA Investment Management, LLC | 9,036 | $434.3K | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,080 | $436.4K | 0.04% | +1,454+19.1% | Added |
| Alps Advisors Inc | 9,294 | $446.7K | 0.00% | +4,259+84.6% | Added |
| Henshaw Capital LLC | 9,305 | $447.2K | 0.03% | +4,678+101.1% | Added |
| Commerce Bank | 9,645 | $463.5K | 0.00% | −245−2.5% | Reduced |
| Pictet Asset Management Holding SA | 9,657 | $464.1K | 0.00% | +9,657 | New |
| Y-Intercept (Hong Kong) Ltd | 9,679 | $465.2K | 0.05% | +9,679 | New |
| LPL Financial LLC | 10,241 | $492.2K | 0.00% | +542+5.6% | Added |
| First Republic Investment Management, Inc. | 10,453 | $502.4K | 0.00% | −1,031−9.0% | Reduced |
| Teacher Retirement System of Texas | 10,577 | $508.0K | 0.00% | +2,063+24.2% | Added |
| Exchange Traded Concepts, LLC | 11,034 | $530.3K | 0.02% | +31+0.3% | Added |
| D. E. Shaw & Co., Inc. | 11,409 | $548.3K | 0.00% | +11,409 | New |
| Cubist Systematic Strategies, LLC | 11,637 | $559.3K | 0.01% | +11,637 | New |
| New Mexico Educational Retirement Board | 11,800 | $567.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 12,000 | $576.7K | 0.00% | −7,000−36.8% | Reduced |
| Vaughan & Co Securities, Inc. | 12,419 | $596.9K | 0.44% | −57−0.5% | Reduced |
| Millennium Management LLC | 12,734 | $612.0K | 0.00% | −350,798−96.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,316 | $640.0K | 0.02% | +27+0.2% | Added |
| SG Americas Securities, LLC | 13,390 | $644.0K | 0.01% | +7,664+133.8% | Added |
| Citadel Advisors LLC | 13,419 | $644.9K | 0.00% | −1,947−12.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,070 | $676.2K | 0.00% | −3,218−18.6% | Reduced |
| State of Michigan Retirement System | 14,328 | $688.6K | 0.00% | −400−2.7% | Reduced |
| Van Eck Associates Corp | 14,448 | $694.0K | 0.00% | −581−3.9% | Reduced |
| Cetera Investment Advisers | 15,335 | $737.0K | 0.01% | −1,116−6.8% | Reduced |
| Huber Capital Management LLC | 16,000 | $769.0K | 0.18% | +16,000 | New |
| Oregon Public Employees Retirement Fund | 16,812 | $808.0K | 0.01% | −500−2.9% | Reduced |
| Louisiana State Employees Retirement System | 17,000 | $817.0K | 0.02% | −500−2.9% | Reduced |
| Arizona State Retirement System | 17,025 | $818.2K | 0.01% | +237+1.4% | Added |
| State Board of Administration of Florida Retirement System | 17,797 | $855.3K | 0.00% | +90+0.5% | Added |
| US Bancorp | 18,065 | $868.2K | 0.00% | −1,599−8.1% | Reduced |
| Gateway Investment Advisers LLC | 18,071 | $868.5K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 18,182 | $873.8K | 0.16% | −539−2.9% | Reduced |
| Boston Partners | 18,637 | $895.7K | 0.00% | +6,957+59.6% | Added |
| Hennessy Advisors Inc | 19,298 | $927.5K | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,352 | $931.0K | 0.01% | +9,842+103.5% | Added |
| Ameritas Investment Partners, Inc. | 19,451 | $934.8K | 0.04% | −476−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,779 | $950.6K | 0.00% | +4,642+30.7% | Added |
| Commonwealth Equity Services, LLC | 20,941 | $1.01M | 0.00% | −143−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 21,723 | $1.04M | 0.00% | +3,300+17.9% | Added |
| New York State Common Retirement Fund | 24,135 | $1.16M | 0.00% | +163+0.7% | Added |
| Guggenheim Capital LLC | 24,321 | $1.17M | 0.01% | −3,448−12.4% | Reduced |
| Allianz Asset Management GmbH | 24,401 | $1.17M | 0.00% | −592−2.4% | Reduced |
| Element Capital Management LLC | 25,035 | $1.20M | 0.11% | −3,818−13.2% | Reduced |
| Aquatic Capital Management LLC | 27,100 | $1.30M | 0.05% | +27,100 | New |
| Janus Henderson Group PLC | 27,269 | $1.31M | 0.00% | +30.0% | Added |
| Naples Global Advisors, LLC | 27,410 | $1.32M | 0.16% | +1,475+5.7% | Added |
| Yousif Capital Management, LLC | 27,784 | $1.34M | 0.02% | −1,350−4.6% | Reduced |
| State of Wisconsin Investment Board | 28,180 | $1.35M | 0.00% | +323+1.2% | Added |
| Brinker Capital Investments, LLC | 30,030 | $1.44M | 0.02% | −988−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 30,030 | $1.44M | 0.02% | −988−3.2% | Reduced |
| Voloridge Investment Management, LLC | 30,733 | $1.48M | 0.01% | +30,733 | New |
| Royal Bank of Canada | 30,960 | $1.49M | 0.00% | +7,541+32.2% | Added |
| Nisa Investment Advisors, LLC | 31,977 | $1.54M | 0.01% | −21,145−39.8% | Reduced |
| Wells Fargo & Company | 33,387 | $1.60M | 0.00% | −10,778−24.4% | Reduced |
| Clearbridge Investments, LLC | 33,962 | $1.63M | 0.00% | −3,155−8.5% | Reduced |
| Prudential Financial Inc | 34,438 | $1.66M | 0.00% | −25,729−42.8% | Reduced |
| Amalgamated Bank | 34,490 | $1.66M | 0.01% | −1,306−3.6% | Reduced |
| Ontario Teachers Pension Plan Board | 34,764 | $1.67M | 0.02% | −3,341−8.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,220 | $1.69M | 0.00% | +1,177+3.5% | Added |
| Money Concepts Capital Corp | 35,940 | $1.73M | 0.18% | +1,708+5.0% | Added |
| Magellan Asset Management Ltd | 36,087 | $1.73M | 0.02% | +4,594+14.6% | Added |
| Barclays PLC | 36,739 | $1.77M | 0.00% | −7,796−17.5% | Reduced |
| The PNC Financial Services Group, Inc. | 38,784 | $1.86M | 0.00% | +12,718+48.8% | Added |
| DekaBank Deutsche Girozentrale | 39,683 | $1.87M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 39,755 | $1.91M | 0.04% | +1,860+4.9% | Added |
| Marshall Wace, LLP | 39,976 | $1.92M | 0.00% | +39,976 | New |
| Credit Suisse AG | 40,902 | $1.97M | 0.00% | −2,234−5.2% | Reduced |
| Susquehanna International Group, LLP | 42,530 | $2.04M | 0.00% | −24,466−36.5% | Reduced |
| North Star Investment Management Corp. | 43,743 | $2.10M | 0.18% | −254−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 44,283 | $2.13M | 0.00% | +7,184+19.4% | Added |
| State of New Jersey Common Pension Fund D | 49,084 | $2.36M | 0.01% | +8,154+19.9% | Added |
| Maryland State Retirement & Pension System | 49,821 | $2.39M | 0.05% | −13,334−21.1% | Reduced |
| Texas Permanent School Fund | 50,340 | $2.42M | 0.02% | −2,025−3.9% | Reduced |
| TD Asset Management Inc | 52,500 | $2.52M | 0.00% | −2,000−3.7% | Reduced |
| PATRIZIA Pty Ltd | 52,992 | $2.55M | 2.43% | −2,428−4.4% | Reduced |
| Meritage Portfolio Management | 55,140 | $2.65M | 0.20% | −32,054−36.8% | Reduced |
| Squarepoint Ops LLC | 61,939 | $2.98M | 0.01% | +55,232+823.5% | Added |
| Advisor Group Holdings, Inc. | 63,327 | $3.04M | 0.00% | +12,288+24.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 64,320 | $3.09M | 0.23% | +3,348+5.5% | Added |
| Dean Investment Associates, LLC | 65,163 | $3.13M | 0.51% | +2,127+3.4% | Added |
| California State Teachers Retirement System | 66,179 | $3.18M | 0.00% | −6,451−8.9% | Reduced |
| Deutsche Bank AG | 68,371 | $3.29M | 0.00% | +4,197+6.5% | Added |
| Russell Investments Group, Ltd. | 70,632 | $3.39M | 0.01% | +12,218+20.9% | Added |
| Manufacturers Life Insurance Company, The | 72,186 | $3.47M | 0.00% | +5,227+7.8% | Added |
| Public Employees Retirement System of Ohio | 72,284 | $3.47M | 0.02% | +9,955+16.0% | Added |
| ExodusPoint Capital Management, LP | 72,919 | $3.50M | 0.04% | +2,925+4.2% | Added |
| Great West Life Assurance Co | 73,399 | $3.53M | 0.01% | +3,417+4.9% | Added |
| New York State Teachers Retirement System | 74,369 | $3.57M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 74,968 | $3.60M | 0.02% | −2,090−2.7% | Reduced |
| Conning Inc. | 77,076 | $3.70M | 0.14% | 00.0% | Unchanged |