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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 39,708 | $2.02M | 0.04% | +30.0% | Added |
| Magellan Asset Management Ltd | 43,721 | $2.23M | 0.02% | +8,302+23.4% | Added |
| State of Wisconsin Investment Board | 45,522 | $2.32M | 0.01% | +30,101+195.2% | Added |
| Federated Hermes, Inc. | 47,431 | $2.42M | 0.01% | +1,060+2.3% | Added |
| Bank of Montreal | 47,831 | $2.44M | 0.00% | +4,787+11.1% | Added |
| Oliver Luxxe Assets LLC | 48,943 | $2.49M | 0.52% | +7,913+19.3% | Added |
| Maryland State Retirement & Pension System | 52,325 | $2.52M | 0.05% | +819+1.6% | Added |
| North Star Investment Management Corp. | 49,768 | $2.53M | 0.18% | +5,920+13.5% | Added |
| Texas Permanent School Fund | 53,508 | $2.73M | 0.02% | +604+1.1% | Added |
| Trexquant Investment LP | 53,797 | $2.74M | 0.05% | +53,797 | New |
| Susquehanna Fundamental Investments, LLC | 56,195 | $2.86M | 0.13% | +56,195 | New |
| Advisors Asset Management, Inc. | 56,587 | $2.88M | 0.06% | −16,757−22.8% | Reduced |
| State of New Jersey Common Pension Fund D | 57,989 | $2.95M | 0.01% | +8,905+18.1% | Added |
| Deutsche Bank AG | 59,356 | $3.02M | 0.00% | −2,965−4.8% | Reduced |
| Voloridge Investment Management, LLC | 59,672 | $3.04M | 0.01% | +59,672 | New |
| Citadel Advisors LLC | 60,292 | $3.07M | 0.00% | +18,724+45.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 60,810 | $3.10M | 0.19% | +900+1.5% | Added |
| California State Teachers Retirement System | 61,275 | $3.12M | 0.00% | −3,410−5.3% | Reduced |
| Credit Suisse AG | 61,464 | $3.13M | 0.00% | +20,926+51.6% | Added |
| BNP Paribas Arbitrage, SA | 63,292 | $3.22M | 0.00% | +35,628+128.8% | Added |
| Algert Global LLC | 65,729 | $3.35M | 0.13% | −6,130−8.5% | Reduced |
| Two Sigma Advisers, LP | 68,300 | $3.48M | 0.01% | +16,400+31.6% | Added |
| Public Employees Retirement System of Ohio | 72,573 | $3.70M | 0.01% | −5,563−7.1% | Reduced |
| Manufacturers Life Insurance Company, The | 73,288 | $3.73M | 0.00% | +2,112+3.0% | Added |
| Ontario Teachers Pension Plan Board | 74,277 | $3.78M | 0.03% | +12,958+21.1% | Added |
| New York State Teachers Retirement System | 75,878 | $3.86M | 0.01% | +809+1.1% | Added |
| Great West Life Assurance Co | 76,074 | $3.88M | 0.01% | +5,222+7.4% | Added |
| Retirement Systems of Alabama | 76,905 | $3.92M | 0.02% | +202+0.3% | Added |
| Conning Inc. | 77,076 | $3.93M | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 79,511 | $4.05M | 0.02% | +985+1.3% | Added |
| South Dakota Investment Council | 85,354 | $4.35M | 0.09% | +6,600+8.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 86,781 | $4.42M | 0.01% | −9,170−9.6% | Reduced |
| Stockman Wealth Management, Inc. | 93,556 | $4.76M | 0.84% | +7,720+9.0% | Added |
| UBS Asset Management Americas Inc | 94,154 | $4.80M | 0.00% | +945+1.0% | Added |
| MetLife Investment Management | 96,000 | $4.89M | 0.03% | −891−0.9% | Reduced |
| First PREMIER Bank | 99,082 | $5.05M | 1.33% | −7,126−6.7% | Reduced |
| Russell Investments Group, Ltd. | 105,103 | $5.35M | 0.01% | +85,235+429.0% | Added |
| Aristotle Capital Boston, LLC | 105,576 | $5.38M | 0.16% | −5,759−5.2% | Reduced |
| Kennedy Capital Management, Inc. | 106,725 | $5.44M | 0.11% | −7,497−6.6% | Reduced |
| First Manhattan Co | 106,945 | $5.45M | 0.02% | −2,100−1.9% | Reduced |
| Mutual of America Capital Management LLC | 108,749 | $5.54M | 0.06% | −4,252−3.8% | Reduced |
| Barclays PLC | 110,704 | $5.64M | 0.00% | −25,574−18.8% | Reduced |
| American International Group, Inc. | 110,966 | $5.65M | 0.02% | −1,918−1.7% | Reduced |
| First Washington CORP | 111,648 | $5.69M | 2.17% | +111,648 | New |
| Comerica Bank | 113,260 | $5.77M | 0.02% | −32,115−22.1% | Reduced |
| Price T Rowe Associates Inc | 114,667 | $5.84M | 0.00% | −62−0.1% | Reduced |
| UBS Group AG | 119,481 | $6.09M | 0.00% | +14,513+13.8% | Added |
| Swiss National Bank | 120,683 | $6.15M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,667 | $6.25M | 0.04% | +7,614+6.6% | Added |
| Alliancebernstein L.P. | 123,514 | $6.29M | 0.00% | −4,900−3.8% | Reduced |
| Ancora Advisors, LLC | 128,610 | $6.55M | 0.15% | +128,610 | New |
| Dean Investment Associates, LLC | 129,498 | $6.60M | 0.91% | +8,832+7.3% | Added |
| Envestnet Asset Management Inc | 132,885 | $6.77M | 0.00% | +10,206+8.3% | Added |
| Mairs & Power Inc | 137,280 | $6.99M | 0.07% | +12,750+10.2% | Added |
| Liberty One Investment Management, LLC | 142,781 | $7.27M | 0.82% | +2,038+1.4% | Added |
| Goldman Sachs Group Inc | 142,817 | $7.27M | 0.00% | −75,326−34.5% | Reduced |
| Brandywine Global Investment Management, LLC | 159,242 | $8.11M | 0.06% | −394−0.2% | Reduced |
| Wedge Capital Management L L P | 168,735 | $8.59M | 0.14% | +5,311+3.2% | Added |
| Chartwell Investment Partners, LLC | 169,532 | $8.63M | 0.30% | −42,187−19.9% | Reduced |
| First Trust Advisors LP | 200,269 | $10.2M | 0.01% | −1,238,877−86.1% | Reduced |
| Voya Investment Management LLC | 205,741 | $10.5M | 0.01% | +6,747+3.4% | Added |
| Rhumbline Advisers | 220,198 | $11.2M | 0.01% | +1,578+0.7% | Added |
| Millennium Management LLC | 234,803 | $12.0M | 0.01% | +172,478+276.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 239,310 | $12.2M | 0.04% | +17,200+7.7% | Added |
| Empower Advisory Group, LLC | 254,504 | $13.0M | 0.05% | +9,409+3.8% | Added |
| Principal Financial Group Inc | 256,882 | $13.1M | 0.01% | +28,130+12.3% | Added |
| Gamco Investors, Inc. Et Al | 279,850 | $14.3M | 0.14% | 00.0% | Unchanged |
| AQR Capital Management LLC | 290,564 | $14.7M | 0.03% | +49,277+20.4% | Added |
| Nuveen Asset Management, LLC | 310,252 | $15.8M | 0.00% | +5,043+1.7% | Added |
| Legal & General Group Plc | 373,247 | $19.0M | 0.01% | +5,588+1.5% | Added |
| Thrivent Financial for Lutherans | 406,060 | $20.7M | 0.04% | −126,058−23.7% | Reduced |
| SEI Investments Co | 415,097 | $21.1M | 0.03% | −17,180−4.0% | Reduced |
| Ameriprise Financial Inc | 430,555 | $21.9M | 0.01% | +14,125+3.4% | Added |
| Raymond James & Associates | 469,120 | $23.9M | 0.02% | +133,486+39.8% | Added |
| Morgan Stanley | 475,355 | $24.2M | 0.00% | −10,814−2.2% | Reduced |
| Gabelli Funds LLC | 549,500 | $28.0M | 0.21% | +4,500+0.8% | Added |
| William Blair Investment Management, LLC | 556,073 | $28.3M | 0.07% | −2750.0% | Reduced |
| Neuberger Berman Group LLC | 619,595 | $31.5M | 0.03% | +173,595+38.9% | Added |
| Bank of America Corp | 643,154 | $32.8M | 0.00% | +73,449+12.9% | Added |
| GW&K Investment Management, LLC | 662,945 | $33.8M | 0.30% | −12,021−1.8% | Reduced |
| FMR LLC | 677,191 | $34.5M | 0.00% | −33,236−4.7% | Reduced |
| Norges Bank | 730,801 | $37.2M | 0.01% | +57,639+8.6% | Added |
| Northern Trust Corp | 752,832 | $38.3M | 0.01% | −84,620−10.1% | Reduced |
| ProShare Advisors LLC | 797,125 | $40.6M | 0.11% | +13,753+1.8% | Added |
| Charles Schwab Investment Management Inc | 800,907 | $40.8M | 0.01% | +32,330+4.2% | Added |
| Bank of New York Mellon Corp | 836,973 | $42.6M | 0.01% | −223,510−21.1% | Reduced |
| Invesco Ltd. | 923,258 | $47.0M | 0.01% | +54,794+6.3% | Added |
| Systematic Financial Management LP | 958,679 | $48.8M | 1.36% | +69,701+7.8% | Added |
| Dimensional Fund Advisors LP | 966,482 | $49.2M | 0.01% | +10,355+1.1% | Added |
| Massachusetts Financial Services Co | 1,145,832 | $58.4M | 0.02% | +177,778+18.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,231,245 | $62.7M | 0.27% | +35,741+3.0% | Added |
| Westwood Holdings Group Inc. | 1,312,495 | $66.8M | 0.52% | −66,611−4.8% | Reduced |
| Franklin Resources Inc | 1,347,059 | $68.6M | 0.02% | −7,420−0.5% | Reduced |
| JPMorgan Chase & Co | 1,412,077 | $71.9M | 0.01% | −303,258−17.7% | Reduced |
| Geode Capital Management, LLC | 1,439,972 | $73.3M | 0.01% | +43,085+3.1% | Added |
| Macquarie Group Ltd | 1,514,000 | $77.1M | 0.09% | −19,475−1.3% | Reduced |
| Victory Capital Management Inc | 2,109,170 | $107.4M | 0.10% | −302,382−12.5% | Reduced |
| River Road Asset Management, LLC | 2,244,271 | $114.3M | 1.54% | +76,054+3.5% | Added |
| State Street Corp | 2,480,282 | $126.3M | 0.01% | +210,293+9.3% | Added |
| American Century Companies Inc | 3,948,665 | $201.1M | 0.13% | +13,644+0.3% | Added |