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 |
|---|---|---|---|---|---|
| MQS Management LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −4,216−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |