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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 4,141 | $199.0K | 0.03% | +46+1.1% | Added |
| STRS Ohio | 4,000 | $192.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,965 | $190.6K | 0.00% | −21,152−84.2% | Reduced |
| Metropolitan Life Insurance Co | 3,463 | $166.4K | 0.01% | +176+5.4% | Added |
| Dividend Assets Capital, LLC | 2,750 | $132.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,626 | $126.2K | 0.10% | +2,626 | New |
| Global Retirement Partners, LLC | 2,417 | $116.0K | 0.01% | +61+2.6% | Added |
| Quantbot Technologies LP | 2,373 | $114.0K | 0.01% | +2,195+1,233.1% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $113.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,875 | $90.1K | 0.02% | +462+32.7% | Added |
| State of Wyoming | 1,456 | $70.0K | 0.02% | +476+48.6% | Added |
| Sound Income Strategies, LLC | 1,322 | $63.6K | 0.01% | −44−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,321 | $63.5K | 0.00% | −1,899−59.0% | Reduced |
| Front Row Advisors LLC | 1,135 | $54.5K | 0.03% | 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 |
| Assetmark, Inc | 873 | $42.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 819 | $39.0K | 0.00% | −4,363−84.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $38.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 773 | $37.2K | 0.00% | −1,034−57.2% | Reduced |
| Lazard Asset Management LLC | 705 | $33.0K | 0.00% | +705 | New |
| Steward Partners Investment Advisory, LLC | 622 | $29.9K | 0.00% | +1+0.2% | Added |
| Nomura Asset Management Co Ltd | 620 | $29.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 599 | $28.8K | 0.01% | −166−21.7% | Reduced |
| WR Wealth Planners, LLC | 567 | $27.3K | 0.01% | −305−35.0% | Reduced |
| Central Trust Co | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 474 | $22.8K | 0.00% | −586−55.3% | Reduced |
| IFP Advisors, Inc | 454 | $21.8K | 0.00% | +2+0.4% | Added |
| Parallel Advisors, LLC | 401 | $19.3K | 0.00% | −225−35.9% | Reduced |
| Fifth Third Bancorp | 392 | $18.8K | 0.00% | +96+32.4% | Added |
| Geneos Wealth Management Inc. | 366 | $17.6K | 0.00% | +91+33.1% | Added |
| Allworth Financial LP | 296 | $14.2K | 0.00% | +233+369.8% | Added |
| Salem Investment Counselors Inc | 275 | $13.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 258 | $12.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 234 | $11.2K | 0.00% | +234 | New |
| Headlands Technologies LLC | 231 | $11.1K | 0.01% | +231 | New |
| Farmers & Merchants Investments Inc | 225 | $10.8K | 0.00% | +200+800.0% | Added |
| Hexagon Capital Partners LLC | 191 | $9.18K | 0.00% | −62−24.5% | Reduced |
| CWM, LLC | 188 | $9.00K | 0.00% | −101−34.9% | Reduced |
| American National Bank | 169 | $8.12K | 0.00% | +169 | New |
| Brown Brothers Harriman & Co | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 142 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $4.98K | 0.00% | +2+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $4.90K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $4.34K | 0.00% | +28+45.2% | Added |
| Park Place Capital Corp | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 82 | $4.00K | 0.00% | −41−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 78 | $3.75K | 0.00% | −4−4.9% | Reduced |
| Lindbrook Capital, LLC | 72 | $3.46K | 0.00% | −232−76.3% | Reduced |
| Rosenberg Matthew Hamilton | 70 | $3.36K | 0.00% | +70 | New |
| Glassman Wealth Services | 66 | $3.17K | 0.00% | +33+100.0% | Added |
| Ronald Blue Trust, Inc. | 53 | $3.00K | 0.00% | +34+178.9% | Added |
| Northwest Investment Counselors, LLC | 55 | $2.62K | 0.00% | +55 | New |
| Versant Capital Management, Inc | 48 | $2.31K | 0.00% | −7−12.7% | Reduced |
| Red Tortoise LLC | 47 | $2.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $2.21K | 0.00% | −30−39.5% | Reduced |
| Umb Bank N A | 39 | $1.87K | 0.00% | −23−37.1% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.59K | 0.00% | −107−76.4% | Reduced |
| FinTrust Capital Advisors, LLC | 31 | $1.49K | 0.00% | −4−11.4% | Reduced |
| Farther Finance Advisors, LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $1.06K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $817 | 0.00% | +8+88.9% | Added |
| Tfo-TDC, LLC | 13 | $738 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $673 | 0.00% | −18−56.3% | Reduced |
| SJS Investment Consulting Inc. | 7 | $337 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $288 | 0.00% | −7−53.8% | Reduced |
| VisionPoint Advisory Group, LLC | 3 | $144 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $48 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |