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Livermore
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, 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.

Institutional holdersQ1 2024: 302 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 heldQ1 2024: $3.00B
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, Q1 2024

Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2023.

Institutions holding NWE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC5,893$300.1K0.01%−5,833−49.7%Reduced
AlphaMark Advisors, LLC5,983$305.0K0.11%+5,983New
SG Americas Securities, LLC6,081$310.0K0.00%+6,081New
Sumitomo Mitsui Trust Holdings, Inc.6,130$312.2K0.00%+670+12.3%Added
Raymond James Trust N.A.6,202$315.9K0.01%+1,968+46.5%Added
Mariner, LLC6,290$320.3K0.00%−1,135−15.3%Reduced
Meeder Advisory Services, Inc.6,354$323.6K0.03%+1,997+45.8%Added
Intrua Financial, LLC6,436$327.8K0.05%+1,828+39.7%Added
Public Employees Retirement Association of Colorado6,702$341.0K0.00%−1,214−15.3%Reduced
Hennion & Walsh Asset Management, Inc.6,716$342.0K0.02%+644+10.6%Added
State of Alaska, Department of Revenue6,754$343.0K0.00%00.0%Unchanged
Creative Planning6,942$353.6K0.00%+1,744+33.6%Added
HSBC Holdings PLC7,076$360.4K0.00%+7,076New
Foundry Partners, LLC7,114$362.3K0.02%−1,471−17.1%Reduced
Atria Wealth Solutions, Inc.7,026$362.3K0.00%+619+9.7%Added
Keybank National Association7,141$363.7K0.00%−1,473−17.1%Reduced
Allspring Global Investments Holdings, LLC7,197$366.5K0.00%−5,028−41.1%Reduced
New York Life Investment Management LLC7,279$370.7K0.00%+1,264+21.0%Added
Man Group plc7,304$372.0K0.00%+7,304New
Capstone Investment Advisors, LLC7,386$376.2K0.01%+674+10.0%Added
Prosperity Consulting Group, LLC7,448$379.3K0.05%+7,448New
Jeppson Wealth Management, LLC7,874$401.0K0.16%−480−5.7%Reduced
ClearAlpha Technologies LP8,164$415.8K0.18%+8,164New
Bailard, Inc.8,200$417.6K0.01%+8,200New
VELA Investment Management, LLC8,237$419.5K0.15%00.0%Unchanged
Fox Run Management, L.L.C.8,272$421.3K0.09%+8,272New
IFM Investors Pty Ltd8,539$434.9K0.00%+8,539New
Assenagon Asset Management S.A.8,741$445.2K0.00%−23,630−73.0%Reduced
Susquehanna Portfolio Strategies, LLC8,767$446.5K0.01%−6,013−40.7%Reduced
Natixis8,798$448.1K0.00%+8,798New
Xponance, Inc.8,838$450.1K0.00%−25−0.3%Reduced
Pacer Advisors, Inc.9,129$464.9K0.00%−5,404−37.2%Reduced
Truist Financial Corp9,295$473.4K0.00%+9,295New
Commerce Bank9,305$473.9K0.00%−340−3.5%Reduced
Pictet Asset Management Holding SA9,718$494.9K0.00%+61+0.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,107$514.8K0.00%−1,692−14.3%Reduced
Henshaw Capital LLC10,337$526.5K0.02%00.0%Unchanged
Private Advisor Group, LLC10,724$546.2K0.00%+10,724New
Northwest & Ethical Investments L.P.11,162$569.0K0.02%+5,948+114.1%Added
State Board of Administration of Florida Retirement System9,947$575.5K0.00%−7,850−44.1%Reduced
Vaughan & Co Securities, Inc.11,618$591.7K0.38%−1,032−8.2%Reduced
Legato Capital Management LLC11,672$594.5K0.07%+878+8.1%Added
Dean Capital Management11,672$594.5K0.35%+878+8.1%Added
Summit Global Investments11,787$600.0K0.04%+3,256+38.2%Added
Resona Asset Management Co.,Ltd.11,785$600.2K0.00%+11,785New
New Mexico Educational Retirement Board11,800$601.0K0.02%00.0%Unchanged
LPL Financial LLC12,022$612.3K0.00%+1,684+16.3%Added
Penn Capital Management Co Inc12,218$622.3K0.06%+2,248+22.5%Added
Alps Advisors Inc12,774$650.6K0.00%+1,944+18.0%Added
Exchange Traded Concepts, LLC12,852$654.6K0.02%+1,816+16.5%Added
Jump Financial, LLC13,161$670.3K0.02%+9,061+221.0%Added
Gsa Capital Partners LLP13,193$672.0K0.05%+13,193New
Northwestern Mutual Investment Management Company, LLC13,660$695.7K0.02%+36+0.3%Added
Envestnet Portfolio Solutions, Inc.13,805$703.1K0.00%+3,468+33.5%Added
Versor Investments LP13,970$711.5K0.14%−2,064−12.9%Reduced
Royal Bank of Canada14,563$742.0K0.00%−22,139−60.3%Reduced
Citigroup Inc14,844$756.0K0.00%−12,673−46.1%Reduced
Huber Capital Management LLC14,924$760.1K0.17%−1,076−6.7%Reduced
State of Michigan Retirement System15,028$765.4K0.00%+300+2.0%Added
Van Eck Associates Corp15,048$766.0K0.00%+652+4.5%Added
Oregon Public Employees Retirement Fund15,112$769.7K0.02%−2,200−12.7%Reduced
US Bancorp15,395$784.1K0.00%−1,311−7.8%Reduced
Arizona State Retirement System16,831$857.2K0.01%−289−1.7%Reduced
Louisiana State Employees Retirement System17,600$896.4K0.02%+400+2.3%Added
Gateway Investment Advisers LLC18,141$923.9K0.01%00.0%Unchanged
Hennessy Advisors Inc18,298$931.9K0.04%−1,000−5.2%Reduced
Teachers Retirement System of the State of Kentucky19,352$985.0K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC19,714$1.00M0.13%+5,144+35.3%Added
Ameritas Investment Partners, Inc.19,852$1.01M0.03%00.0%Unchanged
Cornercap Investment Counsel Inc19,944$1.02M0.16%+1,762+9.7%Added
Verition Fund Management LLC20,106$1.02M0.01%+20,106New
State of Tennessee, Treasury Department20,443$1.04M0.00%00.0%Unchanged
Ensign Peak Advisors, Inc20,680$1.05M0.00%−1,043−4.8%Reduced
APG Asset Management N.V.22,900$1.08M0.00%+22,900New
Two Sigma Investments, LP21,565$1.10M0.00%+21,565New
Nisa Investment Advisors, LLC21,733$1.11M0.01%−6,300−22.5%Reduced
Guggenheim Capital LLC23,701$1.21M0.01%−11,344−32.4%Reduced
The PNC Financial Services Group, Inc.23,743$1.21M0.00%+1,000+4.4%Added
New York State Common Retirement Fund25,123$1.28M0.00%−10.0%Reduced
Naples Global Advisors, LLC25,295$1.29M0.13%−1,350−5.1%Reduced
Jane Street Group, LLC26,194$1.33M0.00%−13,517−34.0%Reduced
Janus Henderson Group PLC27,230$1.39M0.00%00.0%Unchanged
Yousif Capital Management, LLC27,790$1.42M0.02%−615−2.2%Reduced
Teacher Retirement System of Texas28,682$1.46M0.01%+17,917+166.4%Added
Marshall Wace, LLP28,843$1.47M0.00%+28,843New
DC Investments Management, LLC30,670$1.56M1.32%+30,670New
Cetera Investment Advisers30,963$1.58M0.00%+10,185+49.0%Added
Brinker Capital Investments, LLC31,674$1.61M0.02%+2,684+9.3%Added
Orion Portfolio Solutions, LLC31,674$1.61M0.02%+2,684+9.3%Added
Clearbridge Investments, LLC31,758$1.62M0.00%+41+0.1%Added
Amalgamated Bank32,130$1.64M0.01%−2,385−6.9%Reduced
DekaBank Deutsche Girozentrale33,664$1.67M0.00%−6,019−15.2%Reduced
Commonwealth Equity Services, LLC33,001$1.68M0.00%+12,105+57.9%Added
TD Asset Management Inc34,600$1.76M0.00%−6,500−15.8%Reduced
Holocene Advisors, LP35,524$1.81M0.01%+35,524New
Money Concepts Capital Corp36,327$1.85M0.17%+119+0.3%Added
Capital Fund Management S.A.37,007$1.88M0.02%+11,413+44.6%Added
Mirae Asset Global Investments Co., Ltd.34,461$1.94M0.00%−1,124−3.2%Reduced
Prudential Financial Inc39,079$1.99M0.00%+18,146+86.7%Added
Wells Fargo & Company39,666$2.02M0.00%+2,690+7.3%Added