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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |