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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $51 | 0.00% | −4−80.0% | Reduced |
| Castleview Partners, LLC | 3 | $153 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $255 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $255 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $306 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $306 | 0.00% | +5+500.0% | Added |
| Massmutual Trust Co FSB | 12 | $611 | 0.00% | −6−33.3% | Reduced |
| Sachetta, LLC | 14 | $713 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $717 | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 16 | $815 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 19 | $968 | 0.00% | +7+58.3% | Added |
| Quest Partners LLC | 22 | $1.12K | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $1.47K | 0.00% | +15+107.1% | Added |
| Allworth Financial LP | 33 | $1.68K | 0.00% | +3+10.0% | Added |
| Northwestern Mutual Wealth Management Co | 34 | $1.73K | 0.00% | +4+13.3% | Added |
| IFP Advisors, Inc | 37 | $1.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.09K | 0.00% | +30+272.7% | Added |
| Eagle Bay Advisors LLC | 46 | $2.34K | 0.00% | −65−58.6% | Reduced |
| Lindbrook Capital, LLC | 62 | $3.16K | 0.00% | −32−34.0% | Reduced |
| Continuum Advisory, LLC | 78 | $4.04K | 0.00% | +78 | New |
| Park Place Capital Corp | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 89 | $4.53K | 0.00% | −278−75.7% | Reduced |
| Mather Group, LLC. | 96 | $4.88K | 0.00% | +96 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $6.62K | 0.00% | −44−25.3% | Reduced |
| Addison Advisors LLC | 150 | $7.64K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $7.74K | 0.00% | +8+5.6% | Added |
| Bessemer Group Inc | 147 | $8.00K | 0.00% | +1+0.7% | Added |
| Hexagon Capital Partners LLC | 160 | $8.15K | 0.00% | −135−45.8% | Reduced |
| Versant Capital Management, Inc | 173 | $8.81K | 0.00% | +119+220.4% | Added |
| JJJ Advisors Inc. | 180 | $9.17K | 0.00% | +180 | New |
| Ronald Blue Trust, Inc. | 185 | $9.44K | 0.00% | −178−49.0% | Reduced |
| GWM Advisors LLC | 188 | $9.57K | 0.00% | −165−46.7% | Reduced |
| Ransom Advisory, Ltd | 200 | $10.2K | 0.01% | +200 | New |
| Quarry LP | 214 | $10.9K | 0.00% | +214 | New |
| Parallel Advisors, LLC | 246 | $12.6K | 0.00% | −37−13.1% | Reduced |
| First Horizon Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 380 | $19.4K | 0.01% | +380 | New |
| CWM, LLC | 413 | $21.0K | 0.00% | −714−63.4% | Reduced |
| Rise Advisors, LLC | 427 | $21.7K | 0.01% | +427 | New |
| Tucker Asset Management LLC | 441 | $22.5K | 0.01% | −841−65.6% | Reduced |
| GAMMA Investing LLC | 469 | $23.9K | 0.00% | −323−40.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $25.5K | 0.00% | −124−19.9% | Reduced |
| Central Trust Co | 500 | $25.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 504 | $25.7K | 0.00% | +137+37.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 542 | $27.6K | 0.00% | +542 | New |
| WR Wealth Planners, LLC | 617 | $31.4K | 0.01% | +617 | New |
| Nomura Asset Management Co Ltd | 620 | $31.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 643 | $32.8K | 0.00% | −365−36.2% | Reduced |
| Signaturefd, LLC | 644 | $32.8K | 0.00% | +183+39.7% | Added |
| EntryPoint Capital, LLC | 650 | $33.1K | 0.03% | +650 | New |
| Quadrant Capital Group LLC | 764 | $38.9K | 0.00% | −215−22.0% | Reduced |
| Assetmark, Inc | 873 | $44.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Front Row Advisors LLC | 1,135 | $58.5K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,211 | $62.0K | 0.00% | +392+47.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,230 | $62.6K | 0.00% | +427+53.2% | Added |
| EverSource Wealth Advisors, LLC | 1,364 | $68.8K | 0.01% | −303−18.2% | Reduced |
| Principal Securities, Inc. | 1,359 | $69.2K | 0.00% | +55+4.2% | Added |
| STRS Ohio | 1,600 | $81.0K | 0.00% | −1,600−50.0% | Reduced |
| Quantbot Technologies LP | 1,668 | $85.0K | 0.00% | −827−33.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,734 | $88.3K | 0.00% | −8,083−82.3% | Reduced |
| Global Retirement Partners, LLC | 2,003 | $102.0K | 0.00% | −16−0.8% | Reduced |
| PEAK6 Investments LLC | 2,035 | $103.6K | 0.01% | +2,035 | New |
| CIBC Private Wealth Group, LLC | 2,306 | $116.8K | 0.00% | +2,306 | New |
| Armstrong Advisory Group, Inc | 2,364 | $120.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,720 | $139.0K | 0.09% | +2,716+67,900.0% | Added |
| Shell Asset Management Co | 2,957 | $148.0K | 0.01% | −383−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,051 | $155.6K | 0.00% | −25,079−89.2% | Reduced |
| Bokf, NA | 3,124 | $158.2K | 0.00% | +3,124 | New |
| State of Wyoming | 3,192 | $162.6K | 0.03% | +1,527+91.7% | Added |
| Metropolitan Life Insurance Co | 3,225 | $164.2K | 0.01% | −238−6.9% | Reduced |
| Mackenzie Financial Corp | 3,942 | $200.8K | 0.00% | +10.0% | Added |
| Ifrah Financial Services, Inc. | 3,971 | $202.2K | 0.06% | +3,971 | New |
| Crossmark Global Holdings, Inc. | 4,003 | $204.0K | 0.00% | −50−1.2% | Reduced |
| Accurate Wealth Management, LLC | 4,110 | $206.0K | 0.06% | −134−3.2% | Reduced |
| Tudor Investment Corp Et Al | 4,217 | $214.8K | 0.00% | +4,217 | New |
| Crewe Advisors LLC | 4,250 | $216.4K | 0.03% | +53+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,290 | $218.5K | 0.00% | +4,290 | New |
| Cerity Partners LLC | 4,325 | $220.4K | 0.00% | +4,325 | New |
| First Hawaiian Bank | 4,334 | $220.7K | 0.01% | −623−12.6% | Reduced |
| Consolidated Planning Corp | 4,373 | $222.7K | 0.04% | +4,373 | New |
| UMA Financial Services, Inc. | 4,779 | $228.9K | 0.05% | −4−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 4,564 | $232.4K | 0.13% | +4,564 | New |
| Brevan Howard Capital Management LP | 4,603 | $234.4K | 0.02% | +4,603 | New |
| Raymond James Financial Services Advisors, Inc. | 4,628 | $235.7K | 0.00% | +580+14.3% | Added |
| Meritage Portfolio Management | 4,628 | $236.0K | 0.02% | −266−5.4% | Reduced |
| Securian Asset Management, Inc | 4,985 | $253.9K | 0.01% | −100−2.0% | Reduced |
| Walleye Capital LLC | 5,176 | $263.6K | 0.00% | +5,176 | New |
| XTX Topco Ltd | 5,301 | $270.0K | 0.04% | +5,301 | New |
| Oppenheimer Asset Management Inc. | 5,315 | $270.7K | 0.00% | +5,315 | New |
| HighTower Advisors, LLC | 5,379 | $281.0K | 0.00% | +263+5.1% | Added |
| Verdence Capital Advisors LLC | 5,528 | $281.6K | 0.03% | +217+4.1% | Added |
| Squarepoint Ops LLC | 5,596 | $285.0K | 0.00% | −27,519−83.1% | Reduced |
| MQS Management LLC | 5,699 | $290.3K | 0.17% | +5,699 | New |
| Dorsey & Whitney Trust CO LLC | 5,858 | $298.3K | 0.02% | +5,858 | New |