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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $51 | 0.00% | +1 | New |
| Castleview Partners, LLC | 3 | $153 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $255 | 0.00% | −2−28.6% | Reduced |
| Huntington National Bank | 5 | $255 | 0.00% | +4+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $255 | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 6 | $305 | 0.00% | −2,620−99.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7 | $356 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 11 | $560 | 0.00% | +5+83.3% | Added |
| Tfo-TDC, LLC | 12 | $611 | 0.00% | −1−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $611 | 0.00% | −2−14.3% | Reduced |
| Farther Finance Advisors, LLC | 14 | $712 | 0.00% | −13−48.1% | Reduced |
| Sachetta, LLC | 14 | $713 | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 18 | $916 | 0.00% | −28−60.9% | Reduced |
| SRS Capital Advisors, Inc. | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.27K | 0.00% | −200−88.9% | Reduced |
| Arlington Trust Co LLC | 26 | $1.32K | 0.00% | +26 | New |
| Private Wealth Management Group, LLC | 27 | $1.38K | 0.00% | +27 | New |
| Allworth Financial LP | 30 | $1.53K | 0.00% | −266−89.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 30 | $1.53K | 0.00% | +30 | New |
| Security National Bank | 32 | $1.63K | 0.00% | +32 | New |
| Glassman Wealth Services | 33 | $1.68K | 0.00% | −33−50.0% | Reduced |
| IFP Advisors, Inc | 37 | $1.88K | 0.00% | −417−91.9% | Reduced |
| Red Tortoise LLC | 47 | $2.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $2.75K | 0.00% | +6+12.5% | Added |
| Fortitude Family Office, LLC | 80 | $4.07K | 0.00% | +80 | New |
| Park Place Capital Corp | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 94 | $4.78K | 0.00% | +22+30.6% | Added |
| Cubist Systematic Strategies, LLC | 95 | $4.83K | 0.00% | −11,542−99.2% | Reduced |
| Bartlett & Co. LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $5.31K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 111 | $5.66K | 0.00% | −488−81.5% | Reduced |
| Proequities, Inc. | 142 | $7.23K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $7.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 146 | $8.00K | 0.00% | +64+78.0% | Added |
| Bell Investment Advisors, Inc | 174 | $8.86K | 0.00% | +141+427.3% | Added |
| First Horizon Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 283 | $14.4K | 0.00% | −118−29.4% | Reduced |
| Hexagon Capital Partners LLC | 295 | $15.0K | 0.00% | +104+54.5% | Added |
| GWM Advisors LLC | 353 | $18.0K | 0.00% | +263+292.2% | Added |
| Ronald Blue Trust, Inc. | 363 | $18.0K | 0.00% | +310+584.9% | Added |
| Geneos Wealth Management Inc. | 367 | $18.7K | 0.00% | +1+0.3% | Added |
| Fifth Third Bancorp | 367 | $18.7K | 0.00% | −25−6.4% | Reduced |
| Signaturefd, LLC | 461 | $23.5K | 0.00% | −13−2.7% | Reduced |
| Central Trust Co | 500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 510 | $26.0K | 0.00% | +510 | New |
| Headlands Technologies LLC | 550 | $28.0K | 0.01% | +319+138.1% | Added |
| Nomura Asset Management Co Ltd | 620 | $31.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 624 | $31.7K | 0.00% | +2+0.3% | Added |
| GAMMA Investing LLC | 792 | $38.1K | 0.01% | +792 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $40.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 819 | $42.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 873 | $44.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 979 | $49.8K | 0.00% | +206+26.6% | Added |
| Spirit of America Management Corp | 1,000 | $50.9K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $50.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,008 | $51.3K | 0.00% | −314−23.8% | Reduced |
| CWM, LLC | 1,127 | $57.0K | 0.00% | +939+499.5% | Added |
| Front Row Advisors LLC | 1,135 | $57.8K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,228 | $62.0K | 0.00% | +523+74.2% | Added |
| Tucker Asset Management LLC | 1,282 | $65.2K | 0.02% | −593−31.6% | Reduced |
| Principal Securities, Inc. | 1,304 | $66.4K | 0.00% | +1,304 | New |
| State of Wyoming | 1,665 | $84.7K | 0.02% | +209+14.4% | Added |
| EverSource Wealth Advisors, LLC | 1,667 | $84.8K | 0.01% | +1,589+2,037.2% | Added |
| Global Retirement Partners, LLC | 2,019 | $97.3K | 0.00% | −398−16.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,364 | $120.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,495 | $127.0K | 0.01% | +122+5.1% | Added |
| Dividend Assets Capital, LLC | 2,750 | $140.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 3,200 | $162.0K | 0.00% | −800−20.0% | Reduced |
| Advisory Services Network, LLC | 3,304 | $168.1K | 0.00% | +3,304 | New |
| Shell Asset Management Co | 3,340 | $170.0K | 0.01% | −963−22.4% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $173.0K | 0.00% | −23,700−87.5% | Reduced |
| Metropolitan Life Insurance Co | 3,463 | $176.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,937 | $200.0K | 0.00% | −315−7.4% | Reduced |
| Mackenzie Financial Corp | 3,941 | $200.6K | 0.00% | +3,941 | New |
| Canandaigua National Bank & Trust Co | 4,000 | $203.6K | 0.03% | +4,000 | New |
| Raymond James Financial Services Advisors, Inc. | 4,048 | $206.0K | 0.00% | +4,048 | New |
| Crossmark Global Holdings, Inc. | 4,053 | $207.0K | 0.00% | −152−3.6% | Reduced |
| Pathstone Holdings, LLC | 4,068 | $207.0K | 0.00% | +4,068 | New |
| Jump Financial, LLC | 4,100 | $208.6K | 0.01% | +4,100 | New |
| Accurate Wealth Management, LLC | 4,244 | $210.9K | 0.07% | −981−18.8% | Reduced |
| Crewe Advisors LLC | 4,197 | $213.6K | 0.03% | +56+1.4% | Added |
| Raymond James Trust N.A. | 4,234 | $215.5K | 0.01% | +4,234 | New |
| Meeder Advisory Services, Inc. | 4,357 | $221.7K | 0.03% | +4,357 | New |
| UMA Financial Services, Inc. | 4,783 | $229.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,608 | $234.5K | 0.04% | +4,608 | New |
| Meritage Portfolio Management | 4,894 | $249.0K | 0.02% | −50,246−91.1% | Reduced |
| First Hawaiian Bank | 4,957 | $252.3K | 0.01% | +4,957 | New |
| Securian Asset Management, Inc | 5,085 | $258.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,116 | $264.0K | 0.00% | −1,166−18.6% | Reduced |
| Creative Planning | 5,198 | $264.5K | 0.00% | +5,198 | New |
| Northwest & Ethical Investments L.P. | 5,214 | $265.4K | 0.01% | +5,214 | New |
| Verdence Capital Advisors LLC | 5,311 | $270.3K | 0.03% | +61+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,460 | $277.9K | 0.00% | +5,460 | New |
| Allianz Asset Management GmbH | 5,540 | $281.9K | 0.00% | −18,861−77.3% | Reduced |
| New York Life Investment Management LLC | 6,015 | $306.1K | 0.00% | −139−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,072 | $309.0K | 0.02% | +6,072 | New |
| Atria Wealth Solutions, Inc. | 6,407 | $326.0K | 0.00% | +1,890+41.8% | Added |
| Capstone Investment Advisors, LLC | 6,712 | $341.6K | 0.01% | −2,020−23.1% | Reduced |