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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 4,048 | $206.0K | 0.00% | +4,048 | New |
| Canandaigua National Bank & Trust Co | 4,000 | $203.6K | 0.03% | +4,000 | New |
| Mackenzie Financial Corp | 3,941 | $200.6K | 0.00% | +3,941 | New |
| Cambridge Investment Research Advisors, Inc. | 3,937 | $200.0K | 0.00% | −315−7.4% | Reduced |
| Metropolitan Life Insurance Co | 3,463 | $176.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $173.0K | 0.00% | −23,700−87.5% | Reduced |
| Shell Asset Management Co | 3,340 | $170.0K | 0.01% | −963−22.4% | Reduced |
| Advisory Services Network, LLC | 3,304 | $168.1K | 0.00% | +3,304 | New |
| STRS Ohio | 3,200 | $162.0K | 0.00% | −800−20.0% | Reduced |
| Dividend Assets Capital, LLC | 2,750 | $140.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,495 | $127.0K | 0.01% | +122+5.1% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $120.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,019 | $97.3K | 0.00% | −398−16.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,667 | $84.8K | 0.01% | +1,589+2,037.2% | Added |
| State of Wyoming | 1,665 | $84.7K | 0.02% | +209+14.4% | Added |
| Principal Securities, Inc. | 1,304 | $66.4K | 0.00% | +1,304 | New |
| Tucker Asset Management LLC | 1,282 | $65.2K | 0.02% | −593−31.6% | Reduced |
| Lazard Asset Management LLC | 1,228 | $62.0K | 0.00% | +523+74.2% | Added |
| Front Row Advisors LLC | 1,135 | $57.8K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,127 | $57.0K | 0.00% | +939+499.5% | Added |
| Sound Income Strategies, LLC | 1,008 | $51.3K | 0.00% | −314−23.8% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 979 | $49.8K | 0.00% | +206+26.6% | Added |
| Assetmark, Inc | 873 | $44.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 819 | $42.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $40.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 792 | $38.1K | 0.01% | +792 | New |
| Steward Partners Investment Advisory, LLC | 624 | $31.7K | 0.00% | +2+0.3% | Added |
| Nomura Asset Management Co Ltd | 620 | $31.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 550 | $28.0K | 0.01% | +319+138.1% | Added |
| Group One Trading, L.P. | 510 | $26.0K | 0.00% | +510 | New |
| Central Trust Co | 500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 461 | $23.5K | 0.00% | −13−2.7% | Reduced |
| Fifth Third Bancorp | 367 | $18.7K | 0.00% | −25−6.4% | Reduced |
| Geneos Wealth Management Inc. | 367 | $18.7K | 0.00% | +1+0.3% | Added |
| Ronald Blue Trust, Inc. | 363 | $18.0K | 0.00% | +310+584.9% | Added |
| GWM Advisors LLC | 353 | $18.0K | 0.00% | +263+292.2% | Added |
| Hexagon Capital Partners LLC | 295 | $15.0K | 0.00% | +104+54.5% | Added |
| Parallel Advisors, LLC | 283 | $14.4K | 0.00% | −118−29.4% | Reduced |
| First Horizon Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $8.86K | 0.00% | +141+427.3% | Added |
| Bessemer Group Inc | 146 | $8.00K | 0.00% | +64+78.0% | Added |
| Brown Brothers Harriman & Co | 150 | $7.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.63K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 142 | $7.23K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 111 | $5.66K | 0.00% | −488−81.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 95 | $4.83K | 0.00% | −11,542−99.2% | Reduced |
| Lindbrook Capital, LLC | 94 | $4.78K | 0.00% | +22+30.6% | Added |
| Park Place Capital Corp | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $4.07K | 0.00% | +80 | New |
| Versant Capital Management, Inc | 54 | $2.75K | 0.00% | +6+12.5% | Added |
| Red Tortoise LLC | 47 | $2.39K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $1.88K | 0.00% | −417−91.9% | Reduced |
| Glassman Wealth Services | 33 | $1.68K | 0.00% | −33−50.0% | Reduced |
| Security National Bank | 32 | $1.63K | 0.00% | +32 | 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 |
| Private Wealth Management Group, LLC | 27 | $1.38K | 0.00% | +27 | New |
| Arlington Trust Co LLC | 26 | $1.32K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 25 | $1.27K | 0.00% | −200−88.9% | Reduced |
| SRS Capital Advisors, Inc. | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $916 | 0.00% | −28−60.9% | Reduced |
| Sachetta, LLC | 14 | $713 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 14 | $712 | 0.00% | −13−48.1% | Reduced |
| Tfo-TDC, LLC | 12 | $611 | 0.00% | −1−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $611 | 0.00% | −2−14.3% | Reduced |
| AdvisorNet Financial, Inc | 11 | $560 | 0.00% | +5+83.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 7 | $356 | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 6 | $305 | 0.00% | −2,620−99.8% | Reduced |
| 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 |
| Castleview Partners, LLC | 3 | $153 | 0.00% | +3 | New |
| Rothschild Investment LLC | 1 | $51 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |