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, Q1 2024
Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2024. 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
- 302
- +25 vs. Q4 2023
- Shares held
- 58.9M
- −988.9K (−1.7%) vs. Q4 2023
- Total value
- $3.00B
- −$48.1M (−1.6%) vs. Q4 2023
- New holders
- 53
- 117 more added
- Sold out
- 28
- 100 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,373,903 | $477.4M | 0.01% | +164,874+1.8% | Added |
| Vanguard Group Inc | 6,763,763 | $344.5M | 0.01% | −16,535−0.2% | Reduced |
| American Century Companies Inc | 3,948,665 | $201.1M | 0.13% | +13,644+0.3% | Added |
| State Street Corp | 2,480,282 | $126.3M | 0.01% | +210,293+9.3% | Added |
| River Road Asset Management, LLC | 2,244,271 | $114.3M | 1.54% | +76,054+3.5% | Added |
| Victory Capital Management Inc | 2,109,170 | $107.4M | 0.10% | −302,382−12.5% | Reduced |
| Macquarie Group Ltd | 1,514,000 | $77.1M | 0.09% | −19,475−1.3% | Reduced |
| Geode Capital Management, LLC | 1,439,972 | $73.3M | 0.01% | +43,085+3.1% | Added |
| JPMorgan Chase & Co | 1,412,077 | $71.9M | 0.01% | −303,258−17.7% | Reduced |
| Franklin Resources Inc | 1,347,059 | $68.6M | 0.02% | −7,420−0.5% | Reduced |
| Westwood Holdings Group Inc. | 1,312,495 | $66.8M | 0.52% | −66,611−4.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,231,245 | $62.7M | 0.27% | +35,741+3.0% | Added |
| Massachusetts Financial Services Co | 1,145,832 | $58.4M | 0.02% | +177,778+18.4% | Added |
| Dimensional Fund Advisors LP | 966,482 | $49.2M | 0.01% | +10,355+1.1% | Added |
| Systematic Financial Management LP | 958,679 | $48.8M | 1.36% | +69,701+7.8% | Added |
| Invesco Ltd. | 923,258 | $47.0M | 0.01% | +54,794+6.3% | Added |
| Bank of New York Mellon Corp | 836,973 | $42.6M | 0.01% | −223,510−21.1% | Reduced |
| Charles Schwab Investment Management Inc | 800,907 | $40.8M | 0.01% | +32,330+4.2% | Added |
| ProShare Advisors LLC | 797,125 | $40.6M | 0.11% | +13,753+1.8% | Added |
| Northern Trust Corp | 752,832 | $38.3M | 0.01% | −84,620−10.1% | Reduced |
| Norges Bank | 730,801 | $37.2M | 0.01% | +57,639+8.6% | Added |
| FMR LLC | 677,191 | $34.5M | 0.00% | −33,236−4.7% | Reduced |
| GW&K Investment Management, LLC | 662,945 | $33.8M | 0.30% | −12,021−1.8% | Reduced |
| Bank of America Corp | 643,154 | $32.8M | 0.00% | +73,449+12.9% | Added |
| Neuberger Berman Group LLC | 619,595 | $31.5M | 0.03% | +173,595+38.9% | Added |
| William Blair Investment Management, LLC | 556,073 | $28.3M | 0.07% | −2750.0% | Reduced |
| Gabelli Funds LLC | 549,500 | $28.0M | 0.21% | +4,500+0.8% | Added |
| Morgan Stanley | 475,355 | $24.2M | 0.00% | −10,814−2.2% | Reduced |
| Raymond James & Associates | 469,120 | $23.9M | 0.02% | +133,486+39.8% | Added |
| Ameriprise Financial Inc | 430,555 | $21.9M | 0.01% | +14,125+3.4% | Added |
| SEI Investments Co | 415,097 | $21.1M | 0.03% | −17,180−4.0% | Reduced |
| Thrivent Financial for Lutherans | 406,060 | $20.7M | 0.04% | −126,058−23.7% | Reduced |
| Legal & General Group Plc | 373,247 | $19.0M | 0.01% | +5,588+1.5% | Added |
| Nuveen Asset Management, LLC | 310,252 | $15.8M | 0.00% | +5,043+1.7% | Added |
| AQR Capital Management LLC | 290,564 | $14.7M | 0.03% | +49,277+20.4% | Added |
| Gamco Investors, Inc. Et Al | 279,850 | $14.3M | 0.14% | 00.0% | Unchanged |
| Principal Financial Group Inc | 256,882 | $13.1M | 0.01% | +28,130+12.3% | Added |
| Empower Advisory Group, LLC | 254,504 | $13.0M | 0.05% | +9,409+3.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 239,310 | $12.2M | 0.04% | +17,200+7.7% | Added |
| Millennium Management LLC | 234,803 | $12.0M | 0.01% | +172,478+276.7% | Added |
| Rhumbline Advisers | 220,198 | $11.2M | 0.01% | +1,578+0.7% | Added |
| Voya Investment Management LLC | 205,741 | $10.5M | 0.01% | +6,747+3.4% | Added |
| First Trust Advisors LP | 200,269 | $10.2M | 0.01% | −1,238,877−86.1% | Reduced |
| Chartwell Investment Partners, LLC | 169,532 | $8.63M | 0.30% | −42,187−19.9% | Reduced |
| Wedge Capital Management L L P | 168,735 | $8.59M | 0.14% | +5,311+3.2% | Added |
| Brandywine Global Investment Management, LLC | 159,242 | $8.11M | 0.06% | −394−0.2% | Reduced |
| Goldman Sachs Group Inc | 142,817 | $7.27M | 0.00% | −75,326−34.5% | Reduced |
| Liberty One Investment Management, LLC | 142,781 | $7.27M | 0.82% | +2,038+1.4% | Added |
| Mairs & Power Inc | 137,280 | $6.99M | 0.07% | +12,750+10.2% | Added |
| Envestnet Asset Management Inc | 132,885 | $6.77M | 0.00% | +10,206+8.3% | Added |
| Dean Investment Associates, LLC | 129,498 | $6.60M | 0.91% | +8,832+7.3% | Added |
| Ancora Advisors, LLC | 128,610 | $6.55M | 0.15% | +128,610 | New |
| Alliancebernstein L.P. | 123,514 | $6.29M | 0.00% | −4,900−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,667 | $6.25M | 0.04% | +7,614+6.6% | Added |
| Swiss National Bank | 120,683 | $6.15M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 119,481 | $6.09M | 0.00% | +14,513+13.8% | Added |
| Price T Rowe Associates Inc | 114,667 | $5.84M | 0.00% | −62−0.1% | Reduced |
| Comerica Bank | 113,260 | $5.77M | 0.02% | −32,115−22.1% | Reduced |
| First Washington CORP | 111,648 | $5.69M | 2.17% | +111,648 | New |
| American International Group, Inc. | 110,966 | $5.65M | 0.02% | −1,918−1.7% | Reduced |
| Barclays PLC | 110,704 | $5.64M | 0.00% | −25,574−18.8% | Reduced |
| Mutual of America Capital Management LLC | 108,749 | $5.54M | 0.06% | −4,252−3.8% | Reduced |
| First Manhattan Co | 106,945 | $5.45M | 0.02% | −2,100−1.9% | Reduced |
| Kennedy Capital Management, Inc. | 106,725 | $5.44M | 0.11% | −7,497−6.6% | Reduced |
| Aristotle Capital Boston, LLC | 105,576 | $5.38M | 0.16% | −5,759−5.2% | Reduced |
| Russell Investments Group, Ltd. | 105,103 | $5.35M | 0.01% | +85,235+429.0% | Added |
| First PREMIER Bank | 99,082 | $5.05M | 1.33% | −7,126−6.7% | Reduced |
| MetLife Investment Management | 96,000 | $4.89M | 0.03% | −891−0.9% | Reduced |
| UBS Asset Management Americas Inc | 94,154 | $4.80M | 0.00% | +945+1.0% | Added |
| Stockman Wealth Management, Inc. | 93,556 | $4.76M | 0.84% | +7,720+9.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,781 | $4.42M | 0.01% | −9,170−9.6% | Reduced |
| South Dakota Investment Council | 85,354 | $4.35M | 0.09% | +6,600+8.4% | Added |
| Panagora Asset Management Inc | 79,511 | $4.05M | 0.02% | +985+1.3% | Added |
| Conning Inc. | 77,076 | $3.93M | 0.13% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 76,905 | $3.92M | 0.02% | +202+0.3% | Added |
| Great West Life Assurance Co | 76,074 | $3.88M | 0.01% | +5,222+7.4% | Added |
| New York State Teachers Retirement System | 75,878 | $3.86M | 0.01% | +809+1.1% | Added |
| Ontario Teachers Pension Plan Board | 74,277 | $3.78M | 0.03% | +12,958+21.1% | Added |
| Manufacturers Life Insurance Company, The | 73,288 | $3.73M | 0.00% | +2,112+3.0% | Added |
| Public Employees Retirement System of Ohio | 72,573 | $3.70M | 0.01% | −5,563−7.1% | Reduced |
| Two Sigma Advisers, LP | 68,300 | $3.48M | 0.01% | +16,400+31.6% | Added |
| Algert Global LLC | 65,729 | $3.35M | 0.13% | −6,130−8.5% | Reduced |
| BNP Paribas Arbitrage, SA | 63,292 | $3.22M | 0.00% | +35,628+128.8% | Added |
| Credit Suisse AG | 61,464 | $3.13M | 0.00% | +20,926+51.6% | Added |
| California State Teachers Retirement System | 61,275 | $3.12M | 0.00% | −3,410−5.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,810 | $3.10M | 0.19% | +900+1.5% | Added |
| Citadel Advisors LLC | 60,292 | $3.07M | 0.00% | +18,724+45.0% | Added |
| Voloridge Investment Management, LLC | 59,672 | $3.04M | 0.01% | +59,672 | New |
| Deutsche Bank AG | 59,356 | $3.02M | 0.00% | −2,965−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 57,989 | $2.95M | 0.01% | +8,905+18.1% | Added |
| Advisors Asset Management, Inc. | 56,587 | $2.88M | 0.06% | −16,757−22.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 56,195 | $2.86M | 0.13% | +56,195 | New |
| Trexquant Investment LP | 53,797 | $2.74M | 0.05% | +53,797 | New |
| Texas Permanent School Fund | 53,508 | $2.73M | 0.02% | +604+1.1% | Added |
| North Star Investment Management Corp. | 49,768 | $2.53M | 0.18% | +5,920+13.5% | Added |
| Maryland State Retirement & Pension System | 52,325 | $2.52M | 0.05% | +819+1.6% | Added |
| Oliver Luxxe Assets LLC | 48,943 | $2.49M | 0.52% | +7,913+19.3% | Added |
| Bank of Montreal | 47,831 | $2.44M | 0.00% | +4,787+11.1% | Added |
| Federated Hermes, Inc. | 47,431 | $2.42M | 0.01% | +1,060+2.3% | Added |
| State of Wisconsin Investment Board | 45,522 | $2.32M | 0.01% | +30,101+195.2% | Added |