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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 43,721 | $2.23M | 0.02% | +8,302+23.4% | Added |
| Martingale Asset Management L P | 39,708 | $2.02M | 0.04% | +30.0% | Added |
| Wells Fargo & Company | 39,666 | $2.02M | 0.00% | +2,690+7.3% | Added |
| Prudential Financial Inc | 39,079 | $1.99M | 0.00% | +18,146+86.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,461 | $1.94M | 0.00% | −1,124−3.2% | Reduced |
| Capital Fund Management S.A. | 37,007 | $1.88M | 0.02% | +11,413+44.6% | Added |
| Money Concepts Capital Corp | 36,327 | $1.85M | 0.17% | +119+0.3% | Added |
| Holocene Advisors, LP | 35,524 | $1.81M | 0.01% | +35,524 | New |
| TD Asset Management Inc | 34,600 | $1.76M | 0.00% | −6,500−15.8% | Reduced |
| Commonwealth Equity Services, LLC | 33,001 | $1.68M | 0.00% | +12,105+57.9% | Added |
| DekaBank Deutsche Girozentrale | 33,664 | $1.67M | 0.00% | −6,019−15.2% | Reduced |
| Amalgamated Bank | 32,130 | $1.64M | 0.01% | −2,385−6.9% | Reduced |
| Clearbridge Investments, LLC | 31,758 | $1.62M | 0.00% | +41+0.1% | Added |
| Brinker Capital Investments, LLC | 31,674 | $1.61M | 0.02% | +2,684+9.3% | Added |
| Orion Portfolio Solutions, LLC | 31,674 | $1.61M | 0.02% | +2,684+9.3% | Added |
| Cetera Investment Advisers | 30,963 | $1.58M | 0.00% | +10,185+49.0% | Added |
| DC Investments Management, LLC | 30,670 | $1.56M | 1.32% | +30,670 | New |
| Marshall Wace, LLP | 28,843 | $1.47M | 0.00% | +28,843 | New |
| Teacher Retirement System of Texas | 28,682 | $1.46M | 0.01% | +17,917+166.4% | Added |
| Yousif Capital Management, LLC | 27,790 | $1.42M | 0.02% | −615−2.2% | Reduced |
| Janus Henderson Group PLC | 27,230 | $1.39M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,194 | $1.33M | 0.00% | −13,517−34.0% | Reduced |
| Naples Global Advisors, LLC | 25,295 | $1.29M | 0.13% | −1,350−5.1% | Reduced |
| New York State Common Retirement Fund | 25,123 | $1.28M | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 23,743 | $1.21M | 0.00% | +1,000+4.4% | Added |
| Guggenheim Capital LLC | 23,701 | $1.21M | 0.01% | −11,344−32.4% | Reduced |
| Nisa Investment Advisors, LLC | 21,733 | $1.11M | 0.01% | −6,300−22.5% | Reduced |
| Two Sigma Investments, LP | 21,565 | $1.10M | 0.00% | +21,565 | New |
| APG Asset Management N.V. | 22,900 | $1.08M | 0.00% | +22,900 | New |
| Ensign Peak Advisors, Inc | 20,680 | $1.05M | 0.00% | −1,043−4.8% | Reduced |
| State of Tennessee, Treasury Department | 20,443 | $1.04M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,106 | $1.02M | 0.01% | +20,106 | New |
| Cornercap Investment Counsel Inc | 19,944 | $1.02M | 0.16% | +1,762+9.7% | Added |
| Ameritas Investment Partners, Inc. | 19,852 | $1.01M | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19,714 | $1.00M | 0.13% | +5,144+35.3% | Added |
| Teachers Retirement System of the State of Kentucky | 19,352 | $985.0K | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 18,298 | $931.9K | 0.04% | −1,000−5.2% | Reduced |
| Gateway Investment Advisers LLC | 18,141 | $923.9K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 17,600 | $896.4K | 0.02% | +400+2.3% | Added |
| Arizona State Retirement System | 16,831 | $857.2K | 0.01% | −289−1.7% | Reduced |
| US Bancorp | 15,395 | $784.1K | 0.00% | −1,311−7.8% | Reduced |
| Oregon Public Employees Retirement Fund | 15,112 | $769.7K | 0.02% | −2,200−12.7% | Reduced |
| Van Eck Associates Corp | 15,048 | $766.0K | 0.00% | +652+4.5% | Added |
| State of Michigan Retirement System | 15,028 | $765.4K | 0.00% | +300+2.0% | Added |
| Huber Capital Management LLC | 14,924 | $760.1K | 0.17% | −1,076−6.7% | Reduced |
| Citigroup Inc | 14,844 | $756.0K | 0.00% | −12,673−46.1% | Reduced |
| Royal Bank of Canada | 14,563 | $742.0K | 0.00% | −22,139−60.3% | Reduced |
| Versor Investments LP | 13,970 | $711.5K | 0.14% | −2,064−12.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,805 | $703.1K | 0.00% | +3,468+33.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,660 | $695.7K | 0.02% | +36+0.3% | Added |
| Gsa Capital Partners LLP | 13,193 | $672.0K | 0.05% | +13,193 | New |
| Jump Financial, LLC | 13,161 | $670.3K | 0.02% | +9,061+221.0% | Added |
| Exchange Traded Concepts, LLC | 12,852 | $654.6K | 0.02% | +1,816+16.5% | Added |
| Alps Advisors Inc | 12,774 | $650.6K | 0.00% | +1,944+18.0% | Added |
| Penn Capital Management Co Inc | 12,218 | $622.3K | 0.06% | +2,248+22.5% | Added |
| LPL Financial LLC | 12,022 | $612.3K | 0.00% | +1,684+16.3% | Added |
| New Mexico Educational Retirement Board | 11,800 | $601.0K | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 11,785 | $600.2K | 0.00% | +11,785 | New |
| Summit Global Investments | 11,787 | $600.0K | 0.04% | +3,256+38.2% | Added |
| Legato Capital Management LLC | 11,672 | $594.5K | 0.07% | +878+8.1% | Added |
| Dean Capital Management | 11,672 | $594.5K | 0.35% | +878+8.1% | Added |
| Vaughan & Co Securities, Inc. | 11,618 | $591.7K | 0.38% | −1,032−8.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,947 | $575.5K | 0.00% | −7,850−44.1% | Reduced |
| Northwest & Ethical Investments L.P. | 11,162 | $569.0K | 0.02% | +5,948+114.1% | Added |
| Private Advisor Group, LLC | 10,724 | $546.2K | 0.00% | +10,724 | New |
| Henshaw Capital LLC | 10,337 | $526.5K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,107 | $514.8K | 0.00% | −1,692−14.3% | Reduced |
| Pictet Asset Management Holding SA | 9,718 | $494.9K | 0.00% | +61+0.6% | Added |
| Commerce Bank | 9,305 | $473.9K | 0.00% | −340−3.5% | Reduced |
| Truist Financial Corp | 9,295 | $473.4K | 0.00% | +9,295 | New |
| Pacer Advisors, Inc. | 9,129 | $464.9K | 0.00% | −5,404−37.2% | Reduced |
| Xponance, Inc. | 8,838 | $450.1K | 0.00% | −25−0.3% | Reduced |
| Natixis | 8,798 | $448.1K | 0.00% | +8,798 | New |
| Susquehanna Portfolio Strategies, LLC | 8,767 | $446.5K | 0.01% | −6,013−40.7% | Reduced |
| Assenagon Asset Management S.A. | 8,741 | $445.2K | 0.00% | −23,630−73.0% | Reduced |
| IFM Investors Pty Ltd | 8,539 | $434.9K | 0.00% | +8,539 | New |
| Fox Run Management, L.L.C. | 8,272 | $421.3K | 0.09% | +8,272 | New |
| VELA Investment Management, LLC | 8,237 | $419.5K | 0.15% | 00.0% | Unchanged |
| Bailard, Inc. | 8,200 | $417.6K | 0.01% | +8,200 | New |
| ClearAlpha Technologies LP | 8,164 | $415.8K | 0.18% | +8,164 | New |
| Jeppson Wealth Management, LLC | 7,874 | $401.0K | 0.16% | −480−5.7% | Reduced |
| Prosperity Consulting Group, LLC | 7,448 | $379.3K | 0.05% | +7,448 | New |
| Capstone Investment Advisors, LLC | 7,386 | $376.2K | 0.01% | +674+10.0% | Added |
| Man Group plc | 7,304 | $372.0K | 0.00% | +7,304 | New |
| New York Life Investment Management LLC | 7,279 | $370.7K | 0.00% | +1,264+21.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,197 | $366.5K | 0.00% | −5,028−41.1% | Reduced |
| Keybank National Association | 7,141 | $363.7K | 0.00% | −1,473−17.1% | Reduced |
| Atria Wealth Solutions, Inc. | 7,026 | $362.3K | 0.00% | +619+9.7% | Added |
| Foundry Partners, LLC | 7,114 | $362.3K | 0.02% | −1,471−17.1% | Reduced |
| HSBC Holdings PLC | 7,076 | $360.4K | 0.00% | +7,076 | New |
| Creative Planning | 6,942 | $353.6K | 0.00% | +1,744+33.6% | Added |
| State of Alaska, Department of Revenue | 6,754 | $343.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,716 | $342.0K | 0.02% | +644+10.6% | Added |
| Public Employees Retirement Association of Colorado | 6,702 | $341.0K | 0.00% | −1,214−15.3% | Reduced |
| Intrua Financial, LLC | 6,436 | $327.8K | 0.05% | +1,828+39.7% | Added |
| Meeder Advisory Services, Inc. | 6,354 | $323.6K | 0.03% | +1,997+45.8% | Added |
| Mariner, LLC | 6,290 | $320.3K | 0.00% | −1,135−15.3% | Reduced |
| Raymond James Trust N.A. | 6,202 | $315.9K | 0.01% | +1,968+46.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,130 | $312.2K | 0.00% | +670+12.3% | Added |
| SG Americas Securities, LLC | 6,081 | $310.0K | 0.00% | +6,081 | New |