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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 274 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ3 2023: $2.85B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DekaBank Deutsche Girozentrale39,683$1.87M0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.38,784$1.86M0.00%+12,718+48.8%Added
Barclays PLC36,739$1.77M0.00%−7,796−17.5%Reduced
Magellan Asset Management Ltd36,087$1.73M0.02%+4,594+14.6%Added
Money Concepts Capital Corp35,940$1.73M0.18%+1,708+5.0%Added
Mirae Asset Global Investments Co., Ltd.35,220$1.69M0.00%+1,177+3.5%Added
Ontario Teachers Pension Plan Board34,764$1.67M0.02%−3,341−8.8%Reduced
Amalgamated Bank34,490$1.66M0.01%−1,306−3.6%Reduced
Prudential Financial Inc34,438$1.66M0.00%−25,729−42.8%Reduced
Clearbridge Investments, LLC33,962$1.63M0.00%−3,155−8.5%Reduced
Wells Fargo & Company33,387$1.60M0.00%−10,778−24.4%Reduced
Nisa Investment Advisors, LLC31,977$1.54M0.01%−21,145−39.8%Reduced
Royal Bank of Canada30,960$1.49M0.00%+7,541+32.2%Added
Voloridge Investment Management, LLC30,733$1.48M0.01%+30,733New
Brinker Capital Investments, LLC30,030$1.44M0.02%−988−3.2%Reduced
Orion Portfolio Solutions, LLC30,030$1.44M0.02%−988−3.2%Reduced
State of Wisconsin Investment Board28,180$1.35M0.00%+323+1.2%Added
Yousif Capital Management, LLC27,784$1.34M0.02%−1,350−4.6%Reduced
Naples Global Advisors, LLC27,410$1.32M0.16%+1,475+5.7%Added
Janus Henderson Group PLC27,269$1.31M0.00%+30.0%Added
Aquatic Capital Management LLC27,100$1.30M0.05%+27,100New
Element Capital Management LLC25,035$1.20M0.11%−3,818−13.2%Reduced
Allianz Asset Management GmbH24,401$1.17M0.00%−592−2.4%Reduced
Guggenheim Capital LLC24,321$1.17M0.01%−3,448−12.4%Reduced
New York State Common Retirement Fund24,135$1.16M0.00%+163+0.7%Added
Ensign Peak Advisors, Inc21,723$1.04M0.00%+3,300+17.9%Added
Commonwealth Equity Services, LLC20,941$1.01M0.00%−143−0.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)19,779$950.6K0.00%+4,642+30.7%Added
Ameritas Investment Partners, Inc.19,451$934.8K0.04%−476−2.4%Reduced
Teachers Retirement System of the State of Kentucky19,352$931.0K0.01%+9,842+103.5%Added
Hennessy Advisors Inc19,298$927.5K0.06%00.0%Unchanged
Boston Partners18,637$895.7K0.00%+6,957+59.6%Added
Cornercap Investment Counsel Inc18,182$873.8K0.16%−539−2.9%Reduced
Gateway Investment Advisers LLC18,071$868.5K0.01%00.0%Unchanged
US Bancorp18,065$868.2K0.00%−1,599−8.1%Reduced
State Board of Administration of Florida Retirement System17,797$855.3K0.00%+90+0.5%Added
Arizona State Retirement System17,025$818.2K0.01%+237+1.4%Added
Louisiana State Employees Retirement System17,000$817.0K0.02%−500−2.9%Reduced
Oregon Public Employees Retirement Fund16,812$808.0K0.01%−500−2.9%Reduced
Huber Capital Management LLC16,000$769.0K0.18%+16,000New
Cetera Investment Advisers15,335$737.0K0.01%−1,116−6.8%Reduced
Van Eck Associates Corp14,448$694.0K0.00%−581−3.9%Reduced
State of Michigan Retirement System14,328$688.6K0.00%−400−2.7%Reduced
Allspring Global Investments Holdings, LLC14,070$676.2K0.00%−3,218−18.6%Reduced
Citadel Advisors LLC13,419$644.9K0.00%−1,947−12.7%Reduced
SG Americas Securities, LLC13,390$644.0K0.01%+7,664+133.8%Added
Northwestern Mutual Investment Management Company, LLC13,316$640.0K0.02%+27+0.2%Added
Millennium Management LLC12,734$612.0K0.00%−350,798−96.5%Reduced
Vaughan & Co Securities, Inc.12,419$596.9K0.44%−57−0.5%Reduced
Canada Pension Plan Investment Board12,000$576.7K0.00%−7,000−36.8%Reduced
New Mexico Educational Retirement Board11,800$567.0K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC11,637$559.3K0.01%+11,637New
D. E. Shaw & Co., Inc.11,409$548.3K0.00%+11,409New
Exchange Traded Concepts, LLC11,034$530.3K0.02%+31+0.3%Added
Teacher Retirement System of Texas10,577$508.0K0.00%+2,063+24.2%Added
First Republic Investment Management, Inc.10,453$502.4K0.00%−1,031−9.0%Reduced
LPL Financial LLC10,241$492.2K0.00%+542+5.6%Added
Y-Intercept (Hong Kong) Ltd9,679$465.2K0.05%+9,679New
Pictet Asset Management Holding SA9,657$464.1K0.00%+9,657New
Commerce Bank9,645$463.5K0.00%−245−2.5%Reduced
Henshaw Capital LLC9,305$447.2K0.03%+4,678+101.1%Added
Alps Advisors Inc9,294$446.7K0.00%+4,259+84.6%Added
Dark Forest Capital Management LP9,080$436.4K0.04%+1,454+19.1%Added
VELA Investment Management, LLC9,036$434.3K0.19%00.0%Unchanged
Keybank National Association8,743$420.2K0.00%−189−2.1%Reduced
Capstone Investment Advisors, LLC8,732$419.7K0.01%+8,732New
Xponance, Inc.8,644$415.4K0.01%−127−1.4%Reduced
Public Employees Retirement Association of Colorado8,595$413.0K0.00%00.0%Unchanged
Walleye Trading LLC8,427$405.0K0.01%+8,427New
Federated Hermes, Inc.8,408$404.1K0.00%+485+6.1%Added
Envestnet Portfolio Solutions, Inc.8,297$398.7K0.00%+8,297New
IFM Investors Pty Ltd8,018$385.3K0.01%+631+8.5%Added
State of Alaska, Department of Revenue7,184$345.0K0.00%−230−3.1%Reduced
Legato Capital Management LLC6,956$334.3K0.05%+243+3.6%Added
Dean Capital Management6,956$334.3K0.25%+243+3.6%Added
Neuberger Berman Group LLC6,379$306.6K0.00%+6,379New
Burney Co6,271$301.4K0.01%−62−1.0%Reduced
Ballast, Inc.6,200$298.0K0.12%00.0%Unchanged
HighTower Advisors, LLC6,282$296.0K0.00%+521+9.0%Added
New York Life Investment Management LLC6,154$295.8K0.00%−967−13.6%Reduced
Susquehanna Fundamental Investments, LLC6,101$293.2K0.02%−1,688−21.7%Reduced
Cetera Advisor Networks LLC6,054$291.0K0.00%−1,164−16.1%Reduced
Tudor Investment Corp Et Al5,699$273.9K0.00%+5,699New
Mariner, LLC5,408$259.9K0.00%−2,159−28.5%Reduced
Foundry Partners, LLC5,340$256.6K0.02%00.0%Unchanged
Accurate Wealth Management, LLC5,225$254.9K0.08%+632+13.8%Added
Verdence Capital Advisors LLC5,250$252.3K0.03%+249+5.0%Added
John G Ullman & Associates Inc5,200$249.9K0.04%00.0%Unchanged
Securian Asset Management, Inc5,085$244.4K0.01%−241−4.5%Reduced
Pacer Advisors, Inc.5,074$243.9K0.00%−5,326−51.2%Reduced
UMA Financial Services, Inc.4,783$236.2K0.06%00.0%Unchanged
NinePointTwo Capital4,866$233.0K0.10%+4,866New
MQS Management LLC4,674$224.6K0.14%+4,674New
Atria Wealth Solutions, Inc.4,517$217.1K0.00%−719−13.7%Reduced
Shell Asset Management Co4,303$207.0K0.01%−69−1.6%Reduced
JustInvest LLC4,297$206.5K0.01%−4,252−49.7%Reduced
Crossmark Global Holdings, Inc.4,205$206.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.4,252$204.0K0.00%−925−17.9%Reduced
D.A. Davidson & Co.4,225$203.1K0.00%+125+3.0%Added
Truepoint, Inc.4,216$202.6K0.01%+4,216New