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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 5,983 | $305.0K | 0.11% | +5,983 | New |
| JustInvest LLC | 5,893 | $300.1K | 0.01% | −5,833−49.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,858 | $298.3K | 0.02% | +5,858 | New |
| MQS Management LLC | 5,699 | $290.3K | 0.17% | +5,699 | New |
| Squarepoint Ops LLC | 5,596 | $285.0K | 0.00% | −27,519−83.1% | Reduced |
| Verdence Capital Advisors LLC | 5,528 | $281.6K | 0.03% | +217+4.1% | Added |
| HighTower Advisors, LLC | 5,379 | $281.0K | 0.00% | +263+5.1% | Added |
| Oppenheimer Asset Management Inc. | 5,315 | $270.7K | 0.00% | +5,315 | New |
| XTX Topco Ltd | 5,301 | $270.0K | 0.04% | +5,301 | New |
| Walleye Capital LLC | 5,176 | $263.6K | 0.00% | +5,176 | New |
| Securian Asset Management, Inc | 4,985 | $253.9K | 0.01% | −100−2.0% | Reduced |
| Meritage Portfolio Management | 4,628 | $236.0K | 0.02% | −266−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,628 | $235.7K | 0.00% | +580+14.3% | Added |
| Brevan Howard Capital Management LP | 4,603 | $234.4K | 0.02% | +4,603 | New |
| ISAM Funds (UK) Ltd | 4,564 | $232.4K | 0.13% | +4,564 | New |
| UMA Financial Services, Inc. | 4,779 | $228.9K | 0.05% | −4−0.1% | Reduced |
| Consolidated Planning Corp | 4,373 | $222.7K | 0.04% | +4,373 | New |
| First Hawaiian Bank | 4,334 | $220.7K | 0.01% | −623−12.6% | Reduced |
| Cerity Partners LLC | 4,325 | $220.4K | 0.00% | +4,325 | New |
| Schonfeld Strategic Advisors LLC | 4,290 | $218.5K | 0.00% | +4,290 | New |
| Crewe Advisors LLC | 4,250 | $216.4K | 0.03% | +53+1.3% | Added |
| Tudor Investment Corp Et Al | 4,217 | $214.8K | 0.00% | +4,217 | New |
| Accurate Wealth Management, LLC | 4,110 | $206.0K | 0.06% | −134−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,003 | $204.0K | 0.00% | −50−1.2% | Reduced |
| Ifrah Financial Services, Inc. | 3,971 | $202.2K | 0.06% | +3,971 | New |
| Mackenzie Financial Corp | 3,942 | $200.8K | 0.00% | +10.0% | Added |
| Metropolitan Life Insurance Co | 3,225 | $164.2K | 0.01% | −238−6.9% | Reduced |
| State of Wyoming | 3,192 | $162.6K | 0.03% | +1,527+91.7% | Added |
| Bokf, NA | 3,124 | $158.2K | 0.00% | +3,124 | New |
| Advisor Group Holdings, Inc. | 3,051 | $155.6K | 0.00% | −25,079−89.2% | Reduced |
| Shell Asset Management Co | 2,957 | $148.0K | 0.01% | −383−11.5% | Reduced |
| Covestor Ltd | 2,720 | $139.0K | 0.09% | +2,716+67,900.0% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $120.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,306 | $116.8K | 0.00% | +2,306 | New |
| PEAK6 Investments LLC | 2,035 | $103.6K | 0.01% | +2,035 | New |
| Global Retirement Partners, LLC | 2,003 | $102.0K | 0.00% | −16−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,734 | $88.3K | 0.00% | −8,083−82.3% | Reduced |
| Quantbot Technologies LP | 1,668 | $85.0K | 0.00% | −827−33.1% | Reduced |
| STRS Ohio | 1,600 | $81.0K | 0.00% | −1,600−50.0% | Reduced |
| Principal Securities, Inc. | 1,359 | $69.2K | 0.00% | +55+4.2% | Added |
| EverSource Wealth Advisors, LLC | 1,364 | $68.8K | 0.01% | −303−18.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,230 | $62.6K | 0.00% | +427+53.2% | Added |
| KBC Group NV | 1,211 | $62.0K | 0.00% | +392+47.9% | Added |
| Front Row Advisors LLC | 1,135 | $58.5K | 0.02% | 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 |
| Assetmark, Inc | 873 | $44.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 764 | $38.9K | 0.00% | −215−22.0% | Reduced |
| EntryPoint Capital, LLC | 650 | $33.1K | 0.03% | +650 | New |
| Signaturefd, LLC | 644 | $32.8K | 0.00% | +183+39.7% | Added |
| Sound Income Strategies, LLC | 643 | $32.8K | 0.00% | −365−36.2% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $31.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 617 | $31.4K | 0.01% | +617 | New |
| Mitsubishi UFJ Trust & Banking Corp | 542 | $27.6K | 0.00% | +542 | New |
| Fifth Third Bancorp | 504 | $25.7K | 0.00% | +137+37.3% | Added |
| 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 |
| GAMMA Investing LLC | 469 | $23.9K | 0.00% | −323−40.8% | Reduced |
| Tucker Asset Management LLC | 441 | $22.5K | 0.01% | −841−65.6% | Reduced |
| Rise Advisors, LLC | 427 | $21.7K | 0.01% | +427 | New |
| CWM, LLC | 413 | $21.0K | 0.00% | −714−63.4% | Reduced |
| Gen-Wealth Partners Inc | 380 | $19.4K | 0.01% | +380 | New |
| First Horizon Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 246 | $12.6K | 0.00% | −37−13.1% | Reduced |
| Quarry LP | 214 | $10.9K | 0.00% | +214 | New |
| Ransom Advisory, Ltd | 200 | $10.2K | 0.01% | +200 | New |
| GWM Advisors LLC | 188 | $9.57K | 0.00% | −165−46.7% | Reduced |
| Ronald Blue Trust, Inc. | 185 | $9.44K | 0.00% | −178−49.0% | Reduced |
| JJJ Advisors Inc. | 180 | $9.17K | 0.00% | +180 | New |
| Versant Capital Management, Inc | 173 | $8.81K | 0.00% | +119+220.4% | Added |
| Hexagon Capital Partners LLC | 160 | $8.15K | 0.00% | −135−45.8% | Reduced |
| Bessemer Group Inc | 147 | $8.00K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 150 | $7.74K | 0.00% | +8+5.6% | Added |
| Addison Advisors LLC | 150 | $7.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $6.62K | 0.00% | −44−25.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.20K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 96 | $4.88K | 0.00% | +96 | New |
| Geneos Wealth Management Inc. | 89 | $4.53K | 0.00% | −278−75.7% | Reduced |
| Park Place Capital Corp | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 78 | $4.04K | 0.00% | +78 | New |
| Lindbrook Capital, LLC | 62 | $3.16K | 0.00% | −32−34.0% | Reduced |
| Eagle Bay Advisors LLC | 46 | $2.34K | 0.00% | −65−58.6% | Reduced |
| AdvisorNet Financial, Inc | 41 | $2.09K | 0.00% | +30+272.7% | Added |
| IFP Advisors, Inc | 37 | $1.88K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $1.73K | 0.00% | +4+13.3% | Added |
| Allworth Financial LP | 33 | $1.68K | 0.00% | +3+10.0% | Added |
| Farther Finance Advisors, LLC | 29 | $1.47K | 0.00% | +15+107.1% | Added |
| Private Wealth Management Group, LLC | 27 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22 | $1.12K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 19 | $968 | 0.00% | +7+58.3% | Added |
| Riggs Asset Managment Co. Inc. | 16 | $815 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 14 | $717 | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $713 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $611 | 0.00% | −6−33.3% | Reduced |
| C M Bidwell & Associates Ltd | 6 | $306 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $306 | 0.00% | +5+500.0% | Added |
| SJS Investment Consulting Inc. | 5 | $255 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $255 | 0.00% | 00.0% | Unchanged |