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 |
|---|---|---|---|---|---|
| Algert Global LLC | 71,859 | $3.66M | 0.15% | −29,421−29.0% | Reduced |
| Advisors Asset Management, Inc. | 73,344 | $3.73M | 0.08% | −43,573−37.3% | Reduced |
| New York State Teachers Retirement System | 75,069 | $3.82M | 0.01% | +700+0.9% | Added |
| Retirement Systems of Alabama | 76,703 | $3.90M | 0.02% | +1,735+2.3% | Added |
| Conning Inc. | 77,076 | $3.92M | 0.14% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 78,136 | $3.98M | 0.02% | +5,852+8.1% | Added |
| Panagora Asset Management Inc | 78,526 | $4.00M | 0.02% | −41,187−34.4% | Reduced |
| South Dakota Investment Council | 78,754 | $4.01M | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 85,836 | $4.37M | 0.87% | +1,416+1.7% | Added |
| UBS Asset Management Americas Inc | 93,209 | $4.74M | 0.00% | +5,254+6.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,951 | $4.88M | 0.01% | −83,670−46.6% | Reduced |
| MetLife Investment Management | 96,891 | $4.93M | 0.04% | +121+0.1% | Added |
| UBS Group AG | 104,968 | $5.34M | 0.00% | +26,610+34.0% | Added |
| First PREMIER Bank | 106,208 | $5.41M | 1.52% | −336−0.3% | Reduced |
| First Manhattan Co | 109,045 | $5.55M | 0.02% | −12,191−10.1% | Reduced |
| Aristotle Capital Boston, LLC | 111,335 | $5.67M | 0.17% | −11,388−9.3% | Reduced |
| American International Group, Inc. | 112,884 | $5.74M | 0.02% | −1,264−1.1% | Reduced |
| Mutual of America Capital Management LLC | 113,001 | $5.75M | 0.07% | −2,483−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 114,222 | $5.81M | 0.13% | −180−0.2% | Reduced |
| Price T Rowe Associates Inc | 114,729 | $5.84M | 0.00% | −1,513−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 115,053 | $5.86M | 0.04% | +4,480+4.1% | Added |
| Dean Investment Associates, LLC | 120,666 | $6.14M | 0.88% | +55,503+85.2% | Added |
| Swiss National Bank | 120,683 | $6.14M | 0.00% | −10,700−8.1% | Reduced |
| Envestnet Asset Management Inc | 122,679 | $6.24M | 0.00% | +27,316+28.6% | Added |
| Mairs & Power Inc | 124,530 | $6.34M | 0.07% | −2,610−2.1% | Reduced |
| Jupiter Asset Management Ltd | 126,952 | $6.46M | 0.06% | −54,192−29.9% | Reduced |
| Alliancebernstein L.P. | 128,414 | $6.53M | 0.00% | −1,930−1.5% | Reduced |
| Barclays PLC | 136,278 | $6.94M | 0.00% | +99,539+270.9% | Added |
| Liberty One Investment Management, LLC | 140,743 | $7.16M | 0.88% | +3,411+2.5% | Added |
| Comerica Bank | 145,375 | $7.40M | 0.03% | +18,003+14.1% | Added |
| Brandywine Global Investment Management, LLC | 159,636 | $8.12M | 0.07% | −13,103−7.6% | Reduced |
| Wedge Capital Management L L P | 163,424 | $8.32M | 0.15% | +13,659+9.1% | Added |
| Voya Investment Management LLC | 198,994 | $10.1M | 0.01% | +46,540+30.5% | Added |
| Chartwell Investment Partners, LLC | 211,719 | $10.8M | 0.38% | −7,960−3.6% | Reduced |
| Goldman Sachs Group Inc | 218,143 | $11.1M | 0.00% | +72,754+50.0% | Added |
| Rhumbline Advisers | 218,620 | $11.1M | 0.01% | −2,682−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 222,110 | $11.3M | 0.04% | +13,700+6.6% | Added |
| Principal Financial Group Inc | 228,752 | $11.6M | 0.01% | +3,106+1.4% | Added |
| AQR Capital Management LLC | 241,287 | $12.3M | 0.02% | −90,355−27.2% | Reduced |
| Empower Advisory Group, LLC | 245,095 | $12.5M | 0.05% | +7,416+3.1% | Added |
| Balyasny Asset Management LLC | 249,252 | $12.7M | 0.04% | +249,252 | New |
| Gamco Investors, Inc. Et Al | 279,850 | $14.2M | 0.15% | +1,500+0.5% | Added |
| Nuveen Asset Management, LLC | 305,209 | $15.5M | 0.00% | +60,807+24.9% | Added |
| Raymond James & Associates | 335,634 | $17.1M | 0.01% | +219,145+188.1% | Added |
| Legal & General Group Plc | 367,659 | $18.7M | 0.01% | +38,855+11.8% | Added |
| T. Rowe Price Investment Management, Inc. | 412,490 | $21.0M | 0.01% | −1,016,185−71.1% | Reduced |
| Ameriprise Financial Inc | 416,430 | $21.2M | 0.01% | +264,969+174.9% | Added |
| SEI Investments Co | 432,277 | $22.0M | 0.04% | −3,523−0.8% | Reduced |
| Neuberger Berman Group LLC | 446,000 | $22.7M | 0.02% | +439,621+6,891.7% | Added |
| Morgan Stanley | 486,169 | $24.7M | 0.00% | +93,778+23.9% | Added |
| Thrivent Financial for Lutherans | 532,118 | $27.1M | 0.06% | −39,868−7.0% | Reduced |
| Gabelli Funds LLC | 545,000 | $27.7M | 0.21% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 556,348 | $28.3M | 0.08% | −10,684−1.9% | Reduced |
| Bank of America Corp | 569,705 | $29.0M | 0.00% | +49,411+9.5% | Added |
| Norges Bank | 673,162 | $34.3M | 0.01% | −4,605−0.7% | Reduced |
| GW&K Investment Management, LLC | 674,966 | $34.3M | 0.32% | −55,425−7.6% | Reduced |
| FMR LLC | 710,427 | $36.2M | 0.00% | −249,450−26.0% | Reduced |
| Charles Schwab Investment Management Inc | 768,577 | $39.1M | 0.01% | +31,100+4.2% | Added |
| ProShare Advisors LLC | 783,372 | $39.9M | 0.12% | +7,129+0.9% | Added |
| Northern Trust Corp | 837,452 | $42.6M | 0.01% | +44,223+5.6% | Added |
| Invesco Ltd. | 868,464 | $44.2M | 0.01% | −63,322−6.8% | Reduced |
| Systematic Financial Management LP | 888,978 | $45.2M | 1.34% | −15,820−1.7% | Reduced |
| Dimensional Fund Advisors LP | 956,127 | $48.7M | 0.01% | +3,849+0.4% | Added |
| Massachusetts Financial Services Co | 968,054 | $49.3M | 0.02% | +208,326+27.4% | Added |
| Bank of New York Mellon Corp | 1,060,483 | $54.0M | 0.01% | +14,945+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,195,504 | $60.8M | 0.31% | −45,369−3.7% | Reduced |
| Franklin Resources Inc | 1,354,479 | $68.9M | 0.03% | −4,884−0.4% | Reduced |
| Westwood Holdings Group Inc. | 1,379,106 | $70.2M | 0.59% | −57,708−4.0% | Reduced |
| Geode Capital Management, LLC | 1,396,887 | $71.1M | 0.01% | +85,649+6.5% | Added |
| First Trust Advisors LP | 1,439,146 | $73.2M | 0.08% | −37,491−2.5% | Reduced |
| Macquarie Group Ltd | 1,533,475 | $78.0M | 0.09% | +341,583+28.7% | Added |
| JPMorgan Chase & Co | 1,715,335 | $87.3M | 0.01% | −436,718−20.3% | Reduced |
| River Road Asset Management, LLC | 2,168,217 | $110.3M | 1.53% | +562,548+35.0% | Added |
| State Street Corp | 2,269,989 | $115.5M | 0.01% | +70,832+3.2% | Added |
| Victory Capital Management Inc | 2,411,552 | $122.7M | 0.13% | −9,210−0.4% | Reduced |
| American Century Companies Inc | 3,935,021 | $200.3M | 0.14% | +118,910+3.1% | Added |
| Vanguard Group Inc | 6,780,298 | $345.0M | 0.01% | +187,619+2.8% | Added |
| BlackRock Inc. | 9,209,029 | $468.6M | 0.01% | +137,969+1.5% | Added |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −119,602−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −89,397−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −72,919−100.0% | Sold out |
| PATRIZIA Pty Ltd | 0 | $0 | 0.00% | −52,992−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −39,976−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −30,733−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −25,035−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −18,637−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,390−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,409−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,679−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,080−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,427−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −8,018−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Ballast, Inc. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |