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, Q4 2023
Institutional positions in NorthWestern Energy Group, Inc. as of Dec 31, 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
- 278
- +6 vs. Q3 2023
- Shares held
- 59.9M
- +603.0K (+1.0%) vs. Q3 2023
- Total value
- $3.05B
- +$198.6M (+7.0%) vs. Q3 2023
- New holders
- 43
- 101 more added
- Sold out
- 37
- 97 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,209,029 | $468.6M | 0.01% | +137,969+1.5% | Added |
| Vanguard Group Inc | 6,780,298 | $345.0M | 0.01% | +187,619+2.8% | Added |
| American Century Companies Inc | 3,935,021 | $200.3M | 0.14% | +118,910+3.1% | Added |
| Victory Capital Management Inc | 2,411,552 | $122.7M | 0.13% | −9,210−0.4% | Reduced |
| State Street Corp | 2,269,989 | $115.5M | 0.01% | +70,832+3.2% | Added |
| River Road Asset Management, LLC | 2,168,217 | $110.3M | 1.53% | +562,548+35.0% | Added |
| JPMorgan Chase & Co | 1,715,335 | $87.3M | 0.01% | −436,718−20.3% | Reduced |
| Macquarie Group Ltd | 1,533,475 | $78.0M | 0.09% | +341,583+28.7% | Added |
| First Trust Advisors LP | 1,439,146 | $73.2M | 0.08% | −37,491−2.5% | Reduced |
| Geode Capital Management, LLC | 1,396,887 | $71.1M | 0.01% | +85,649+6.5% | Added |
| Westwood Holdings Group Inc. | 1,379,106 | $70.2M | 0.59% | −57,708−4.0% | Reduced |
| Franklin Resources Inc | 1,354,479 | $68.9M | 0.03% | −4,884−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,195,504 | $60.8M | 0.31% | −45,369−3.7% | Reduced |
| Bank of New York Mellon Corp | 1,060,483 | $54.0M | 0.01% | +14,945+1.4% | Added |
| Massachusetts Financial Services Co | 968,054 | $49.3M | 0.02% | +208,326+27.4% | Added |
| Dimensional Fund Advisors LP | 956,127 | $48.7M | 0.01% | +3,849+0.4% | Added |
| Systematic Financial Management LP | 888,978 | $45.2M | 1.34% | −15,820−1.7% | Reduced |
| Invesco Ltd. | 868,464 | $44.2M | 0.01% | −63,322−6.8% | Reduced |
| Northern Trust Corp | 837,452 | $42.6M | 0.01% | +44,223+5.6% | Added |
| ProShare Advisors LLC | 783,372 | $39.9M | 0.12% | +7,129+0.9% | Added |
| Charles Schwab Investment Management Inc | 768,577 | $39.1M | 0.01% | +31,100+4.2% | Added |
| FMR LLC | 710,427 | $36.2M | 0.00% | −249,450−26.0% | Reduced |
| GW&K Investment Management, LLC | 674,966 | $34.3M | 0.32% | −55,425−7.6% | Reduced |
| Norges Bank | 673,162 | $34.3M | 0.01% | −4,605−0.7% | Reduced |
| Bank of America Corp | 569,705 | $29.0M | 0.00% | +49,411+9.5% | Added |
| William Blair Investment Management, LLC | 556,348 | $28.3M | 0.08% | −10,684−1.9% | Reduced |
| Gabelli Funds LLC | 545,000 | $27.7M | 0.21% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 532,118 | $27.1M | 0.06% | −39,868−7.0% | Reduced |
| Morgan Stanley | 486,169 | $24.7M | 0.00% | +93,778+23.9% | Added |
| Neuberger Berman Group LLC | 446,000 | $22.7M | 0.02% | +439,621+6,891.7% | Added |
| SEI Investments Co | 432,277 | $22.0M | 0.04% | −3,523−0.8% | Reduced |
| Ameriprise Financial Inc | 416,430 | $21.2M | 0.01% | +264,969+174.9% | Added |
| T. Rowe Price Investment Management, Inc. | 412,490 | $21.0M | 0.01% | −1,016,185−71.1% | Reduced |
| Legal & General Group Plc | 367,659 | $18.7M | 0.01% | +38,855+11.8% | Added |
| Raymond James & Associates | 335,634 | $17.1M | 0.01% | +219,145+188.1% | Added |
| Nuveen Asset Management, LLC | 305,209 | $15.5M | 0.00% | +60,807+24.9% | Added |
| Gamco Investors, Inc. Et Al | 279,850 | $14.2M | 0.15% | +1,500+0.5% | Added |
| Balyasny Asset Management LLC | 249,252 | $12.7M | 0.04% | +249,252 | New |
| Empower Advisory Group, LLC | 245,095 | $12.5M | 0.05% | +7,416+3.1% | Added |
| AQR Capital Management LLC | 241,287 | $12.3M | 0.02% | −90,355−27.2% | Reduced |
| Principal Financial Group Inc | 228,752 | $11.6M | 0.01% | +3,106+1.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 222,110 | $11.3M | 0.04% | +13,700+6.6% | Added |
| Rhumbline Advisers | 218,620 | $11.1M | 0.01% | −2,682−1.2% | Reduced |
| Goldman Sachs Group Inc | 218,143 | $11.1M | 0.00% | +72,754+50.0% | Added |
| Chartwell Investment Partners, LLC | 211,719 | $10.8M | 0.38% | −7,960−3.6% | Reduced |
| Voya Investment Management LLC | 198,994 | $10.1M | 0.01% | +46,540+30.5% | Added |
| Wedge Capital Management L L P | 163,424 | $8.32M | 0.15% | +13,659+9.1% | Added |
| Brandywine Global Investment Management, LLC | 159,636 | $8.12M | 0.07% | −13,103−7.6% | Reduced |
| Comerica Bank | 145,375 | $7.40M | 0.03% | +18,003+14.1% | Added |
| Liberty One Investment Management, LLC | 140,743 | $7.16M | 0.88% | +3,411+2.5% | Added |
| Barclays PLC | 136,278 | $6.94M | 0.00% | +99,539+270.9% | Added |
| Alliancebernstein L.P. | 128,414 | $6.53M | 0.00% | −1,930−1.5% | Reduced |
| Jupiter Asset Management Ltd | 126,952 | $6.46M | 0.06% | −54,192−29.9% | Reduced |
| Mairs & Power Inc | 124,530 | $6.34M | 0.07% | −2,610−2.1% | Reduced |
| Envestnet Asset Management Inc | 122,679 | $6.24M | 0.00% | +27,316+28.6% | Added |
| Swiss National Bank | 120,683 | $6.14M | 0.00% | −10,700−8.1% | Reduced |
| Dean Investment Associates, LLC | 120,666 | $6.14M | 0.88% | +55,503+85.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 115,053 | $5.86M | 0.04% | +4,480+4.1% | Added |
| Price T Rowe Associates Inc | 114,729 | $5.84M | 0.00% | −1,513−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 114,222 | $5.81M | 0.13% | −180−0.2% | Reduced |
| Mutual of America Capital Management LLC | 113,001 | $5.75M | 0.07% | −2,483−2.2% | Reduced |
| American International Group, Inc. | 112,884 | $5.74M | 0.02% | −1,264−1.1% | Reduced |
| Aristotle Capital Boston, LLC | 111,335 | $5.67M | 0.17% | −11,388−9.3% | Reduced |
| First Manhattan Co | 109,045 | $5.55M | 0.02% | −12,191−10.1% | Reduced |
| First PREMIER Bank | 106,208 | $5.41M | 1.52% | −336−0.3% | Reduced |
| UBS Group AG | 104,968 | $5.34M | 0.00% | +26,610+34.0% | Added |
| MetLife Investment Management | 96,891 | $4.93M | 0.04% | +121+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,951 | $4.88M | 0.01% | −83,670−46.6% | Reduced |
| UBS Asset Management Americas Inc | 93,209 | $4.74M | 0.00% | +5,254+6.0% | Added |
| Stockman Wealth Management, Inc. | 85,836 | $4.37M | 0.87% | +1,416+1.7% | Added |
| South Dakota Investment Council | 78,754 | $4.01M | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 78,526 | $4.00M | 0.02% | −41,187−34.4% | Reduced |
| Public Employees Retirement System of Ohio | 78,136 | $3.98M | 0.02% | +5,852+8.1% | Added |
| Conning Inc. | 77,076 | $3.92M | 0.14% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 76,703 | $3.90M | 0.02% | +1,735+2.3% | Added |
| New York State Teachers Retirement System | 75,069 | $3.82M | 0.01% | +700+0.9% | Added |
| Advisors Asset Management, Inc. | 73,344 | $3.73M | 0.08% | −43,573−37.3% | Reduced |
| Algert Global LLC | 71,859 | $3.66M | 0.15% | −29,421−29.0% | Reduced |
| Manufacturers Life Insurance Company, The | 71,176 | $3.62M | 0.00% | −1,010−1.4% | Reduced |
| Great West Life Assurance Co | 70,852 | $3.59M | 0.01% | −2,547−3.5% | Reduced |
| California State Teachers Retirement System | 64,685 | $3.29M | 0.00% | −1,494−2.3% | Reduced |
| Millennium Management LLC | 62,325 | $3.17M | 0.00% | +49,591+389.4% | Added |
| Deutsche Bank AG | 62,321 | $3.17M | 0.00% | −6,050−8.8% | Reduced |
| Ontario Teachers Pension Plan Board | 61,319 | $3.12M | 0.03% | +26,555+76.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 59,910 | $3.05M | 0.20% | −4,410−6.9% | Reduced |
| Renaissance Technologies LLC | 56,226 | $2.86M | 0.00% | −236,700−80.8% | Reduced |
| Texas Permanent School Fund | 52,904 | $2.69M | 0.02% | +2,564+5.1% | Added |
| Two Sigma Advisers, LP | 51,900 | $2.64M | 0.01% | −39,000−42.9% | Reduced |
| Maryland State Retirement & Pension System | 51,506 | $2.62M | 0.05% | +1,685+3.4% | Added |
| State of New Jersey Common Pension Fund D | 49,084 | $2.50M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 46,371 | $2.36M | 0.01% | +37,963+451.5% | Added |
| North Star Investment Management Corp. | 43,848 | $2.23M | 0.17% | +105+0.2% | Added |
| Bank of Montreal | 43,044 | $2.22M | 0.00% | +43,044 | New |
| Citadel Advisors LLC | 41,568 | $2.12M | 0.00% | +28,149+209.8% | Added |
| TD Asset Management Inc | 41,100 | $2.09M | 0.00% | −11,400−21.7% | Reduced |
| Oliver Luxxe Assets LLC | 41,030 | $2.09M | 0.49% | +41,030 | New |
| Credit Suisse AG | 40,538 | $2.06M | 0.00% | −364−0.9% | Reduced |
| Jane Street Group, LLC | 39,711 | $2.02M | 0.00% | +39,711 | New |
| Martingale Asset Management L P | 39,705 | $2.02M | 0.04% | −50−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 39,683 | $2.02M | 0.00% | 00.0% | Unchanged |