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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.

Q4 2023 vs. Q3 2023

How the institutions holding NorthWestern Energy Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of NWE: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2742278+6
Shares59.3M10.5K59.9M+603.0K (+1.0%)
Value$2.85B$502.4K$3.05B+$198.6M (+7.0%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to NWE in Q4 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC249,252$12.7M0.04%
Bank of Montreal43,044$2.22M0.00%
Oliver Luxxe Assets LLC41,030$2.09M0.49%
Jane Street Group, LLC39,711$2.02M0.00%
Assenagon Asset Management S.A.32,371$1.65M0.01%
Capital Fund Management S.A.25,594$1.30M0.02%
State of Tennessee, Treasury Department20,443$1.04M0.00%
Versor Investments LP16,034$816.0K0.17%
Susquehanna Portfolio Strategies, LLC14,780$752.2K0.01%
SYSTM Wealth Solutions LLC14,570$741.5K0.10%
Bayesian Capital Management, LP14,006$712.8K0.08%
Penn Capital Management Co Inc9,970$507.4K0.05%
Dynamic Technology Lab Private Ltd9,959$507.0K0.05%
Summit Global Investments8,531$434.0K0.03%
Jeppson Wealth Management, LLC8,354$425.1K0.18%
Point72 Europe (London) LLP7,188$365.8K0.05%
Hennion & Walsh Asset Management, Inc.6,072$309.0K0.02%
Sumitomo Mitsui Trust Holdings, Inc.5,460$277.9K0.00%
Northwest & Ethical Investments L.P.5,214$265.4K0.01%
Creative Planning5,198$264.5K0.00%
First Hawaiian Bank4,957$252.3K0.01%
Intrua Financial, LLC4,608$234.5K0.04%
Meeder Advisory Services, Inc.4,357$221.7K0.03%
Raymond James Trust N.A.4,234$215.5K0.01%
Jump Financial, LLC4,100$208.6K0.01%
Pathstone Holdings, LLC4,068$207.0K0.00%
Raymond James Financial Services Advisors, Inc.4,048$206.0K0.00%
Canandaigua National Bank & Trust Co4,000$203.6K0.03%
Mackenzie Financial Corp3,941$200.6K0.00%
Advisory Services Network, LLC3,304$168.1K0.00%
Principal Securities, Inc.1,304$66.4K0.00%
GAMMA Investing LLC792$38.1K0.01%
Group One Trading, L.P.510$26.0K0.00%
Fortitude Family Office, LLC80$4.07K0.00%
Security National Bank32$1.63K0.00%
Northwestern Mutual Wealth Management Co30$1.53K0.00%
Private Wealth Management Group, LLC27$1.38K0.00%
Arlington Trust Co LLC26$1.32K0.00%
Sachetta, LLC14$7130.00%
Foster Dykema Cabot & Partners, LLC7$3560.00%
DiNuzzo Private Wealth, Inc.5$2550.00%
Castleview Partners, LLC3$1530.00%
Rothschild Investment LLC1$510.00%

Sold out (37)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (2)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.10,453$502.4K
Steward Financial Group LLC18$0