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Livermore
ZHEN

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.

Institutional holdersQ4 2023: 278 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ4 2023: $3.05B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company36,976$1.88M0.00%+3,589+10.7%Added
Royal Bank of Canada36,702$1.87M0.00%+5,742+18.5%Added
Money Concepts Capital Corp36,208$1.84M0.17%+268+0.7%Added
Mirae Asset Global Investments Co., Ltd.35,585$1.81M0.00%+365+1.0%Added
Magellan Asset Management Ltd35,419$1.80M0.02%−668−1.9%Reduced
Guggenheim Capital LLC35,045$1.78M0.01%+10,724+44.1%Added
Amalgamated Bank34,515$1.76M0.01%+25+0.1%Added
Squarepoint Ops LLC33,115$1.69M0.01%−28,824−46.5%Reduced
Assenagon Asset Management S.A.32,371$1.65M0.01%+32,371New
Clearbridge Investments, LLC31,717$1.61M0.00%−2,245−6.6%Reduced
Susquehanna International Group, LLP30,328$1.54M0.00%−12,202−28.7%Reduced
Brinker Capital Investments, LLC28,990$1.49M0.02%−1,040−3.5%Reduced
Orion Portfolio Solutions, LLC28,990$1.49M0.02%−1,040−3.5%Reduced
Yousif Capital Management, LLC28,405$1.45M0.02%+621+2.2%Added
Advisor Group Holdings, Inc.28,130$1.43M0.00%−35,197−55.6%Reduced
Nisa Investment Advisors, LLC28,033$1.43M0.01%−3,944−12.3%Reduced
BNP Paribas Arbitrage, SA27,664$1.41M0.00%−16,619−37.5%Reduced
Citigroup Inc27,517$1.40M0.00%+23,552+594.0%Added
Janus Henderson Group PLC27,230$1.39M0.00%−39−0.1%Reduced
Naples Global Advisors, LLC26,645$1.36M0.15%−765−2.8%Reduced
Capital Fund Management S.A.25,594$1.30M0.02%+25,594New
New York State Common Retirement Fund25,124$1.28M0.00%+989+4.1%Added
The PNC Financial Services Group, Inc.22,743$1.16M0.00%−16,041−41.4%Reduced
Ensign Peak Advisors, Inc21,723$1.11M0.00%00.0%Unchanged
Prudential Financial Inc20,933$1.07M0.00%−13,505−39.2%Reduced
Commonwealth Equity Services, LLC20,896$1.06M0.00%−45−0.2%Reduced
Cetera Investment Advisers20,778$1.06M0.01%+5,443+35.5%Added
State of Tennessee, Treasury Department20,443$1.04M0.00%+20,443New
Russell Investments Group, Ltd.19,868$1.01M0.00%−50,764−71.9%Reduced
Ameritas Investment Partners, Inc.19,852$1.01M0.04%+401+2.1%Added
Teachers Retirement System of the State of Kentucky19,352$985.0K0.01%00.0%Unchanged
Hennessy Advisors Inc19,298$982.1K0.05%00.0%Unchanged
Cornercap Investment Counsel Inc18,182$925.3K0.15%00.0%Unchanged
Gateway Investment Advisers LLC18,141$923.2K0.01%+70+0.4%Added
State Board of Administration of Florida Retirement System17,797$905.7K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund17,312$881.0K0.02%+500+3.0%Added
Louisiana State Employees Retirement System17,200$875.3K0.02%+200+1.2%Added
Arizona State Retirement System17,120$871.2K0.01%+95+0.6%Added
US Bancorp16,706$850.2K0.00%−1,359−7.5%Reduced
Versor Investments LP16,034$816.0K0.17%+16,034New
Huber Capital Management LLC16,000$814.2K0.20%00.0%Unchanged
State of Wisconsin Investment Board15,421$784.8K0.00%−12,759−45.3%Reduced
Susquehanna Portfolio Strategies, LLC14,780$752.2K0.01%+14,780New
State of Michigan Retirement System14,728$749.5K0.00%+400+2.8%Added
SYSTM Wealth Solutions LLC14,570$741.5K0.10%+14,570New
Pacer Advisors, Inc.14,533$739.6K0.00%+9,459+186.4%Added
Van Eck Associates Corp14,396$732.0K0.00%−52−0.4%Reduced
Bayesian Capital Management, LP14,006$712.8K0.08%+14,006New
Northwestern Mutual Investment Management Company, LLC13,624$693.3K0.02%+308+2.3%Added
Vaughan & Co Securities, Inc.12,650$643.8K0.43%+231+1.9%Added
Allspring Global Investments Holdings, LLC12,225$622.1K0.00%−1,845−13.1%Reduced
New Mexico Educational Retirement Board11,800$601.0K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)11,799$600.5K0.00%−7,980−40.3%Reduced
JustInvest LLC11,726$596.7K0.02%+7,429+172.9%Added
Exchange Traded Concepts, LLC11,036$561.6K0.02%+20.0%Added
Alps Advisors Inc10,830$551.1K0.00%+1,536+16.5%Added
Legato Capital Management LLC10,794$549.3K0.07%+3,838+55.2%Added
Dean Capital Management10,794$549.3K0.34%+3,838+55.2%Added
Teacher Retirement System of Texas10,765$548.0K0.00%+188+1.8%Added
LPL Financial LLC10,338$526.1K0.00%+97+0.9%Added
Envestnet Portfolio Solutions, Inc.10,337$526.1K0.00%+2,040+24.6%Added
Henshaw Capital LLC10,337$526.0K0.03%+1,032+11.1%Added
Penn Capital Management Co Inc9,970$507.4K0.05%+9,970New
Dynamic Technology Lab Private Ltd9,959$507.0K0.05%+9,959New
Tower Research Capital LLC (TRC)9,817$499.6K0.01%+8,496+643.1%Added
Pictet Asset Management Holding SA9,657$491.4K0.00%00.0%Unchanged
Commerce Bank9,645$490.8K0.00%00.0%Unchanged
Xponance, Inc.8,863$451.0K0.01%+219+2.5%Added
Keybank National Association8,614$438.4K0.00%−129−1.5%Reduced
Foundry Partners, LLC8,585$436.9K0.03%+3,245+60.8%Added
Summit Global Investments8,531$434.0K0.03%+8,531New
Jeppson Wealth Management, LLC8,354$425.1K0.18%+8,354New
VELA Investment Management, LLC8,237$419.2K0.17%−799−8.8%Reduced
Public Employees Retirement Association of Colorado7,916$403.0K0.00%−679−7.9%Reduced
Mariner, LLC7,425$377.9K0.00%+2,017+37.3%Added
Cetera Advisor Networks LLC7,381$375.6K0.00%+1,327+21.9%Added
Point72 Europe (London) LLP7,188$365.8K0.05%+7,188New
State of Alaska, Department of Revenue6,754$343.0K0.00%−430−6.0%Reduced
Capstone Investment Advisors, LLC6,712$341.6K0.01%−2,020−23.1%Reduced
Atria Wealth Solutions, Inc.6,407$326.0K0.00%+1,890+41.8%Added
Hennion & Walsh Asset Management, Inc.6,072$309.0K0.02%+6,072New
New York Life Investment Management LLC6,015$306.1K0.00%−139−2.3%Reduced
Allianz Asset Management GmbH5,540$281.9K0.00%−18,861−77.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,460$277.9K0.00%+5,460New
Verdence Capital Advisors LLC5,311$270.3K0.03%+61+1.2%Added
Northwest & Ethical Investments L.P.5,214$265.4K0.01%+5,214New
Creative Planning5,198$264.5K0.00%+5,198New
HighTower Advisors, LLC5,116$264.0K0.00%−1,166−18.6%Reduced
Securian Asset Management, Inc5,085$258.8K0.01%00.0%Unchanged
First Hawaiian Bank4,957$252.3K0.01%+4,957New
Meritage Portfolio Management4,894$249.0K0.02%−50,246−91.1%Reduced
Intrua Financial, LLC4,608$234.5K0.04%+4,608New
UMA Financial Services, Inc.4,783$229.0K0.05%00.0%Unchanged
Meeder Advisory Services, Inc.4,357$221.7K0.03%+4,357New
Raymond James Trust N.A.4,234$215.5K0.01%+4,234New
Crewe Advisors LLC4,197$213.6K0.03%+56+1.4%Added
Accurate Wealth Management, LLC4,244$210.9K0.07%−981−18.8%Reduced
Jump Financial, LLC4,100$208.6K0.01%+4,100New
Pathstone Holdings, LLC4,068$207.0K0.00%+4,068New
Crossmark Global Holdings, Inc.4,053$207.0K0.00%−152−3.6%Reduced