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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 6,754 | $343.0K | 0.00% | −430−6.0% | Reduced |
| Point72 Europe (London) LLP | 7,188 | $365.8K | 0.05% | +7,188 | New |
| Cetera Advisor Networks LLC | 7,381 | $375.6K | 0.00% | +1,327+21.9% | Added |
| Mariner, LLC | 7,425 | $377.9K | 0.00% | +2,017+37.3% | Added |
| Public Employees Retirement Association of Colorado | 7,916 | $403.0K | 0.00% | −679−7.9% | Reduced |
| VELA Investment Management, LLC | 8,237 | $419.2K | 0.17% | −799−8.8% | Reduced |
| Jeppson Wealth Management, LLC | 8,354 | $425.1K | 0.18% | +8,354 | New |
| Summit Global Investments | 8,531 | $434.0K | 0.03% | +8,531 | New |
| Foundry Partners, LLC | 8,585 | $436.9K | 0.03% | +3,245+60.8% | Added |
| Keybank National Association | 8,614 | $438.4K | 0.00% | −129−1.5% | Reduced |
| Xponance, Inc. | 8,863 | $451.0K | 0.01% | +219+2.5% | Added |
| Commerce Bank | 9,645 | $490.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,657 | $491.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,817 | $499.6K | 0.01% | +8,496+643.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,959 | $507.0K | 0.05% | +9,959 | New |
| Penn Capital Management Co Inc | 9,970 | $507.4K | 0.05% | +9,970 | New |
| Henshaw Capital LLC | 10,337 | $526.0K | 0.03% | +1,032+11.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,337 | $526.1K | 0.00% | +2,040+24.6% | Added |
| LPL Financial LLC | 10,338 | $526.1K | 0.00% | +97+0.9% | Added |
| Teacher Retirement System of Texas | 10,765 | $548.0K | 0.00% | +188+1.8% | Added |
| Legato Capital Management LLC | 10,794 | $549.3K | 0.07% | +3,838+55.2% | Added |
| Dean Capital Management | 10,794 | $549.3K | 0.34% | +3,838+55.2% | Added |
| Alps Advisors Inc | 10,830 | $551.1K | 0.00% | +1,536+16.5% | Added |
| Exchange Traded Concepts, LLC | 11,036 | $561.6K | 0.02% | +20.0% | Added |
| JustInvest LLC | 11,726 | $596.7K | 0.02% | +7,429+172.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,799 | $600.5K | 0.00% | −7,980−40.3% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $601.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12,225 | $622.1K | 0.00% | −1,845−13.1% | Reduced |
| Vaughan & Co Securities, Inc. | 12,650 | $643.8K | 0.43% | +231+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,624 | $693.3K | 0.02% | +308+2.3% | Added |
| Bayesian Capital Management, LP | 14,006 | $712.8K | 0.08% | +14,006 | New |
| Van Eck Associates Corp | 14,396 | $732.0K | 0.00% | −52−0.4% | Reduced |
| Pacer Advisors, Inc. | 14,533 | $739.6K | 0.00% | +9,459+186.4% | Added |
| SYSTM Wealth Solutions LLC | 14,570 | $741.5K | 0.10% | +14,570 | New |
| State of Michigan Retirement System | 14,728 | $749.5K | 0.00% | +400+2.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 14,780 | $752.2K | 0.01% | +14,780 | New |
| State of Wisconsin Investment Board | 15,421 | $784.8K | 0.00% | −12,759−45.3% | Reduced |
| Huber Capital Management LLC | 16,000 | $814.2K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 16,034 | $816.0K | 0.17% | +16,034 | New |
| US Bancorp | 16,706 | $850.2K | 0.00% | −1,359−7.5% | Reduced |
| Arizona State Retirement System | 17,120 | $871.2K | 0.01% | +95+0.6% | Added |
| Louisiana State Employees Retirement System | 17,200 | $875.3K | 0.02% | +200+1.2% | Added |
| Oregon Public Employees Retirement Fund | 17,312 | $881.0K | 0.02% | +500+3.0% | Added |
| State Board of Administration of Florida Retirement System | 17,797 | $905.7K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 18,141 | $923.2K | 0.01% | +70+0.4% | Added |
| Cornercap Investment Counsel Inc | 18,182 | $925.3K | 0.15% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 19,298 | $982.1K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,352 | $985.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,852 | $1.01M | 0.04% | +401+2.1% | Added |
| Russell Investments Group, Ltd. | 19,868 | $1.01M | 0.00% | −50,764−71.9% | Reduced |
| State of Tennessee, Treasury Department | 20,443 | $1.04M | 0.00% | +20,443 | New |
| Cetera Investment Advisers | 20,778 | $1.06M | 0.01% | +5,443+35.5% | Added |
| Commonwealth Equity Services, LLC | 20,896 | $1.06M | 0.00% | −45−0.2% | Reduced |
| Prudential Financial Inc | 20,933 | $1.07M | 0.00% | −13,505−39.2% | Reduced |
| Ensign Peak Advisors, Inc | 21,723 | $1.11M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,743 | $1.16M | 0.00% | −16,041−41.4% | Reduced |
| New York State Common Retirement Fund | 25,124 | $1.28M | 0.00% | +989+4.1% | Added |
| Capital Fund Management S.A. | 25,594 | $1.30M | 0.02% | +25,594 | New |
| Naples Global Advisors, LLC | 26,645 | $1.36M | 0.15% | −765−2.8% | Reduced |
| Janus Henderson Group PLC | 27,230 | $1.39M | 0.00% | −39−0.1% | Reduced |
| Citigroup Inc | 27,517 | $1.40M | 0.00% | +23,552+594.0% | Added |
| BNP Paribas Arbitrage, SA | 27,664 | $1.41M | 0.00% | −16,619−37.5% | Reduced |
| Nisa Investment Advisors, LLC | 28,033 | $1.43M | 0.01% | −3,944−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 28,130 | $1.43M | 0.00% | −35,197−55.6% | Reduced |
| Yousif Capital Management, LLC | 28,405 | $1.45M | 0.02% | +621+2.2% | Added |
| Brinker Capital Investments, LLC | 28,990 | $1.49M | 0.02% | −1,040−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 28,990 | $1.49M | 0.02% | −1,040−3.5% | Reduced |
| Susquehanna International Group, LLP | 30,328 | $1.54M | 0.00% | −12,202−28.7% | Reduced |
| Clearbridge Investments, LLC | 31,717 | $1.61M | 0.00% | −2,245−6.6% | Reduced |
| Assenagon Asset Management S.A. | 32,371 | $1.65M | 0.01% | +32,371 | New |
| Squarepoint Ops LLC | 33,115 | $1.69M | 0.01% | −28,824−46.5% | Reduced |
| Amalgamated Bank | 34,515 | $1.76M | 0.01% | +25+0.1% | Added |
| Guggenheim Capital LLC | 35,045 | $1.78M | 0.01% | +10,724+44.1% | Added |
| Magellan Asset Management Ltd | 35,419 | $1.80M | 0.02% | −668−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,585 | $1.81M | 0.00% | +365+1.0% | Added |
| Money Concepts Capital Corp | 36,208 | $1.84M | 0.17% | +268+0.7% | Added |
| Royal Bank of Canada | 36,702 | $1.87M | 0.00% | +5,742+18.5% | Added |
| Wells Fargo & Company | 36,976 | $1.88M | 0.00% | +3,589+10.7% | Added |
| DekaBank Deutsche Girozentrale | 39,683 | $2.02M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 39,705 | $2.02M | 0.04% | −50−0.1% | Reduced |
| Jane Street Group, LLC | 39,711 | $2.02M | 0.00% | +39,711 | New |
| Credit Suisse AG | 40,538 | $2.06M | 0.00% | −364−0.9% | Reduced |
| Oliver Luxxe Assets LLC | 41,030 | $2.09M | 0.49% | +41,030 | New |
| TD Asset Management Inc | 41,100 | $2.09M | 0.00% | −11,400−21.7% | Reduced |
| Citadel Advisors LLC | 41,568 | $2.12M | 0.00% | +28,149+209.8% | Added |
| Bank of Montreal | 43,044 | $2.22M | 0.00% | +43,044 | New |
| North Star Investment Management Corp. | 43,848 | $2.23M | 0.17% | +105+0.2% | Added |
| Federated Hermes, Inc. | 46,371 | $2.36M | 0.01% | +37,963+451.5% | Added |
| State of New Jersey Common Pension Fund D | 49,084 | $2.50M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 51,506 | $2.62M | 0.05% | +1,685+3.4% | Added |
| Two Sigma Advisers, LP | 51,900 | $2.64M | 0.01% | −39,000−42.9% | Reduced |
| Texas Permanent School Fund | 52,904 | $2.69M | 0.02% | +2,564+5.1% | Added |
| Renaissance Technologies LLC | 56,226 | $2.86M | 0.00% | −236,700−80.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 59,910 | $3.05M | 0.20% | −4,410−6.9% | Reduced |
| Ontario Teachers Pension Plan Board | 61,319 | $3.12M | 0.03% | +26,555+76.4% | Added |
| Deutsche Bank AG | 62,321 | $3.17M | 0.00% | −6,050−8.8% | Reduced |
| Millennium Management LLC | 62,325 | $3.17M | 0.00% | +49,591+389.4% | Added |
| California State Teachers Retirement System | 64,685 | $3.29M | 0.00% | −1,494−2.3% | Reduced |
| Great West Life Assurance Co | 70,852 | $3.59M | 0.01% | −2,547−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 71,176 | $3.62M | 0.00% | −1,010−1.4% | Reduced |