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 |
|---|---|---|---|---|---|
| UBS Group AG | 78,358 | $3.77M | 0.00% | −18,321−19.0% | Reduced |
| South Dakota Investment Council | 78,754 | $3.79M | 0.09% | −1,100−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 84,420 | $4.06M | 0.89% | +113+0.1% | Added |
| UBS Asset Management Americas Inc | 87,955 | $4.23M | 0.00% | +777+0.9% | Added |
| Two Sigma Investments, LP | 89,397 | $4.30M | 0.01% | +48,185+116.9% | Added |
| Two Sigma Advisers, LP | 90,900 | $4.37M | 0.01% | −14,800−14.0% | Reduced |
| Envestnet Asset Management Inc | 95,363 | $4.58M | 0.00% | −7,559−7.3% | Reduced |
| MetLife Investment Management | 96,770 | $4.65M | 0.04% | −1,431−1.5% | Reduced |
| Algert Global LLC | 101,280 | $4.87M | 0.23% | +19,481+23.8% | Added |
| First PREMIER Bank | 106,544 | $5.12M | 1.57% | −4,068−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 110,573 | $5.31M | 0.04% | −18,298−14.2% | Reduced |
| American International Group, Inc. | 114,148 | $5.49M | 0.04% | −4,501−3.8% | Reduced |
| Kennedy Capital Management, Inc. | 114,402 | $5.50M | 0.13% | −572−0.5% | Reduced |
| Mutual of America Capital Management LLC | 115,484 | $5.55M | 0.07% | −2,508−2.1% | Reduced |
| Price T Rowe Associates Inc | 116,242 | $5.59M | 0.00% | −20,193−14.8% | Reduced |
| Raymond James & Associates | 116,489 | $5.60M | 0.00% | +17,456+17.6% | Added |
| Advisors Asset Management, Inc. | 116,917 | $5.62M | 0.12% | −44,237−27.5% | Reduced |
| HSBC Holdings PLC | 119,602 | $5.74M | 0.01% | −10,636−8.2% | Reduced |
| Panagora Asset Management Inc | 119,713 | $5.75M | 0.04% | +119,713 | New |
| First Manhattan Co | 121,236 | $5.83M | 0.02% | −6,346−5.0% | Reduced |
| Aristotle Capital Boston, LLC | 122,723 | $5.90M | 0.19% | −2,320−1.9% | Reduced |
| Mairs & Power Inc | 127,140 | $6.11M | 0.07% | +9,645+8.2% | Added |
| Comerica Bank | 127,372 | $6.12M | 0.03% | +27,141+27.1% | Added |
| Alliancebernstein L.P. | 130,344 | $6.26M | 0.00% | −64,029−32.9% | Reduced |
| Swiss National Bank | 131,383 | $6.31M | 0.00% | +1,300+1.0% | Added |
| Liberty One Investment Management, LLC | 137,332 | $6.60M | 0.96% | −70,420−33.9% | Reduced |
| Goldman Sachs Group Inc | 145,389 | $6.99M | 0.00% | −108,350−42.7% | Reduced |
| Wedge Capital Management L L P | 149,765 | $7.20M | 0.14% | −42,859−22.3% | Reduced |
| Ameriprise Financial Inc | 151,461 | $7.28M | 0.00% | −12,299−7.5% | Reduced |
| Voya Investment Management LLC | 152,454 | $7.33M | 0.01% | +67,083+78.6% | Added |
| Brandywine Global Investment Management, LLC | 172,739 | $8.30M | 0.07% | −3,691−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 179,621 | $8.63M | 0.01% | −1,763−1.0% | Reduced |
| Jupiter Asset Management Ltd | 181,144 | $8.71M | 0.10% | +181,144 | New |
| Hotchkis & Wiley Capital Management LLC | 208,410 | $10.0M | 0.04% | +22,540+12.1% | Added |
| Chartwell Investment Partners, LLC | 219,679 | $10.6M | 0.41% | −10,647−4.6% | Reduced |
| Rhumbline Advisers | 221,302 | $10.6M | 0.01% | +5,751+2.7% | Added |
| Principal Financial Group Inc | 225,646 | $10.8M | 0.01% | −817−0.4% | Reduced |
| Empower Advisory Group, LLC | 237,679 | $11.4M | 0.05% | +9,088+4.0% | Added |
| Nuveen Asset Management, LLC | 244,402 | $11.7M | 0.00% | +73,992+43.4% | Added |
| Gamco Investors, Inc. Et Al | 278,350 | $13.4M | 0.15% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 292,926 | $14.1M | 0.02% | +177,986+154.9% | Added |
| Legal & General Group Plc | 328,804 | $15.8M | 0.01% | −1,552−0.5% | Reduced |
| AQR Capital Management LLC | 331,642 | $15.9M | 0.03% | −66,557−16.7% | Reduced |
| Morgan Stanley | 392,391 | $18.9M | 0.00% | −212,046−35.1% | Reduced |
| SEI Investments Co | 435,800 | $20.9M | 0.04% | +26,056+6.4% | Added |
| Bank of America Corp | 520,294 | $25.0M | 0.00% | +27,336+5.5% | Added |
| Gabelli Funds LLC | 545,000 | $26.2M | 0.21% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 567,032 | $27.3M | 0.09% | −41,546−6.8% | Reduced |
| Thrivent Financial for Lutherans | 571,986 | $27.5M | 0.07% | −11,049−1.9% | Reduced |
| Norges Bank | 677,767 | $32.6M | 0.01% | +22,964+3.5% | Added |
| GW&K Investment Management, LLC | 730,391 | $35.1M | 0.35% | +8,874+1.2% | Added |
| Charles Schwab Investment Management Inc | 737,477 | $35.4M | 0.01% | +23,798+3.3% | Added |
| Massachusetts Financial Services Co | 759,728 | $36.5M | 0.01% | +759,728 | New |
| ProShare Advisors LLC | 776,243 | $37.3M | 0.12% | +78,068+11.2% | Added |
| Northern Trust Corp | 793,229 | $38.1M | 0.01% | −21,441−2.6% | Reduced |
| Systematic Financial Management LP | 904,798 | $43.5M | 1.40% | +53,287+6.3% | Added |
| Invesco Ltd. | 931,786 | $44.8M | 0.01% | +153,039+19.7% | Added |
| Dimensional Fund Advisors LP | 952,278 | $45.8M | 0.02% | −13,966−1.4% | Reduced |
| FMR LLC | 959,877 | $46.1M | 0.00% | +145,241+17.8% | Added |
| Bank of New York Mellon Corp | 1,045,538 | $50.2M | 0.01% | −127,764−10.9% | Reduced |
| Macquarie Group Ltd | 1,191,892 | $57.3M | 0.07% | +41,597+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,240,873 | $59.6M | 0.34% | +158,805+14.7% | Added |
| Geode Capital Management, LLC | 1,311,238 | $63.0M | 0.01% | +52,525+4.2% | Added |
| Franklin Resources Inc | 1,359,363 | $65.3M | 0.03% | −723−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,428,675 | $68.7M | 0.05% | −437,412−23.4% | Reduced |
| Westwood Holdings Group Inc. | 1,436,814 | $69.1M | 0.64% | +152,901+11.9% | Added |
| First Trust Advisors LP | 1,476,637 | $71.0M | 0.08% | +126,347+9.4% | Added |
| River Road Asset Management, LLC | 1,605,669 | $77.2M | 1.10% | +286,417+21.7% | Added |
| JPMorgan Chase & Co | 2,152,053 | $103.4M | 0.01% | −27,680−1.3% | Reduced |
| State Street Corp | 2,199,157 | $105.7M | 0.01% | +17,389+0.8% | Added |
| Victory Capital Management Inc | 2,420,762 | $116.3M | 0.13% | +126,439+5.5% | Added |
| American Century Companies Inc | 3,816,111 | $183.4M | 0.14% | +211,296+5.9% | Added |
| Vanguard Group Inc | 6,592,679 | $316.8M | 0.01% | +19,489+0.3% | Added |
| BlackRock Inc. | 9,071,060 | $436.0M | 0.01% | +98,573+1.1% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −421,908−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −60,849−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −45,392−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −42,604−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −27,643−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −18,718−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −16,137−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,494−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,881−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −10,621−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −8,548−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,910−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,382−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,285−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |