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, Q2 2024
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 298
- −2 vs. Q1 2024
- Shares held
- 58.8M
- −42.0K (−0.1%) vs. Q1 2024
- Total value
- $2.95B
- −$52.1M (−1.7%) vs. Q1 2024
- New holders
- 35
- 124 more added
- Sold out
- 37
- 98 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,379,059 | $469.7M | 0.01% | +5,156+0.1% | Added |
| Vanguard Group Inc | 6,762,778 | $338.7M | 0.01% | −9850.0% | Reduced |
| American Century Companies Inc | 3,968,413 | $198.7M | 0.12% | +19,748+0.5% | Added |
| State Street Corp | 2,462,296 | $123.3M | 0.01% | −17,986−0.7% | Reduced |
| River Road Asset Management, LLC | 2,220,355 | $111.2M | 1.60% | −23,916−1.1% | Reduced |
| Victory Capital Management Inc | 2,128,539 | $106.6M | 0.11% | +19,369+0.9% | Added |
| Geode Capital Management, LLC | 1,501,239 | $75.2M | 0.01% | +61,267+4.3% | Added |
| Macquarie Group Ltd | 1,428,561 | $71.5M | 0.08% | −85,439−5.6% | Reduced |
| Franklin Resources Inc | 1,341,285 | $67.2M | 0.02% | −5,774−0.4% | Reduced |
| Westwood Holdings Group Inc. | 1,231,334 | $61.7M | 0.29% | −81,161−6.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,222,890 | $61.2M | 0.26% | −8,355−0.7% | Reduced |
| Massachusetts Financial Services Co | 1,125,546 | $56.4M | 0.02% | −20,286−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,027,698 | $51.5M | 0.01% | +61,216+6.3% | Added |
| Systematic Financial Management LP | 957,169 | $47.9M | 1.46% | −1,510−0.2% | Reduced |
| Neuberger Berman Group LLC | 933,698 | $46.8M | 0.04% | +314,103+50.7% | Added |
| JPMorgan Chase & Co | 891,099 | $44.6M | 0.00% | −520,978−36.9% | Reduced |
| Bank of New York Mellon Corp | 849,064 | $42.5M | 0.01% | +12,091+1.4% | Added |
| Charles Schwab Investment Management Inc | 828,752 | $41.5M | 0.01% | +27,845+3.5% | Added |
| Invesco Ltd. | 812,423 | $40.7M | 0.01% | −110,835−12.0% | Reduced |
| Northern Trust Corp | 800,210 | $40.1M | 0.01% | +47,378+6.3% | Added |
| ProShare Advisors LLC | 758,144 | $38.0M | 0.10% | −38,981−4.9% | Reduced |
| Norges Bank | 733,944 | $36.8M | 0.01% | +3,143+0.4% | Added |
| Bank of America Corp | 699,498 | $35.0M | 0.00% | +56,344+8.8% | Added |
| FMR LLC | 649,343 | $32.5M | 0.00% | −27,848−4.1% | Reduced |
| GW&K Investment Management, LLC | 640,446 | $32.1M | 0.29% | −22,499−3.4% | Reduced |
| William Blair Investment Management, LLC | 555,041 | $27.8M | 0.07% | −1,032−0.2% | Reduced |
| Gabelli Funds LLC | 548,500 | $27.5M | 0.21% | −1,000−0.2% | Reduced |
| Raymond James & Associates | 447,273 | $22.4M | 0.01% | −21,847−4.7% | Reduced |
| Morgan Stanley | 423,897 | $21.2M | 0.00% | −51,458−10.8% | Reduced |
| Ameriprise Financial Inc | 420,775 | $21.1M | 0.01% | −9,780−2.3% | Reduced |
| SEI Investments Co | 405,604 | $20.3M | 0.03% | −9,493−2.3% | Reduced |
| AQR Capital Management LLC | 396,409 | $19.8M | 0.03% | +105,845+36.4% | Added |
| Thrivent Financial for Lutherans | 371,970 | $18.6M | 0.04% | −34,090−8.4% | Reduced |
| Legal & General Group Plc | 355,478 | $17.8M | 0.01% | −17,769−4.8% | Reduced |
| Nuveen Asset Management, LLC | 315,935 | $15.8M | 0.00% | +5,683+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 282,285 | $14.1M | 0.03% | +282,285 | New |
| Gamco Investors, Inc. Et Al | 279,850 | $14.0M | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 257,989 | $12.9M | 0.05% | +3,485+1.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 244,880 | $12.3M | 0.04% | +5,570+2.3% | Added |
| Brandywine Global Investment Management, LLC | 244,014 | $12.2M | 0.09% | +84,772+53.2% | Added |
| Principal Financial Group Inc | 230,030 | $11.5M | 0.01% | −26,852−10.5% | Reduced |
| Rhumbline Advisers | 221,150 | $11.1M | 0.01% | +952+0.4% | Added |
| Goldman Sachs Group Inc | 206,498 | $10.3M | 0.00% | +63,681+44.6% | Added |
| Millennium Management LLC | 205,450 | $10.3M | 0.01% | −29,353−12.5% | Reduced |
| Voya Investment Management LLC | 190,949 | $9.56M | 0.01% | −14,792−7.2% | Reduced |
| First Trust Advisors LP | 185,730 | $9.30M | 0.01% | −14,539−7.3% | Reduced |
| Ancora Advisors, LLC | 173,510 | $8.69M | 0.22% | +44,900+34.9% | Added |
| Chartwell Investment Partners, LLC | 164,494 | $8.24M | 0.29% | −5,038−3.0% | Reduced |
| Price T Rowe Associates Inc | 144,955 | $7.26M | 0.00% | +30,288+26.4% | Added |
| Liberty One Investment Management, LLC | 143,840 | $7.20M | 0.81% | +1,059+0.7% | Added |
| UBS Asset Management Americas Inc | 138,644 | $6.94M | 0.00% | +44,490+47.3% | Added |
| Mairs & Power Inc | 137,385 | $6.88M | 0.07% | +105+0.1% | Added |
| Verition Fund Management LLC | 134,145 | $6.72M | 0.05% | +114,039+567.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 132,879 | $6.65M | 0.01% | +46,098+53.1% | Added |
| Envestnet Asset Management Inc | 125,921 | $6.31M | 0.00% | −6,964−5.2% | Reduced |
| Alliancebernstein L.P. | 123,921 | $6.21M | 0.00% | +407+0.3% | Added |
| Wedge Capital Management L L P | 123,049 | $6.16M | 0.11% | −45,686−27.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,855 | $6.15M | 0.04% | +188+0.2% | Added |
| Dean Investment Associates, LLC | 121,552 | $6.09M | 0.87% | −7,946−6.1% | Reduced |
| Swiss National Bank | 120,683 | $6.04M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 120,428 | $6.03M | 0.01% | +15,325+14.6% | Added |
| First Washington CORP | 113,799 | $5.70M | 2.11% | +2,151+1.9% | Added |
| Corebridge Financial, Inc. | 110,217 | $5.52M | 0.03% | +110,217 | New |
| First Manhattan Co | 107,845 | $5.40M | 0.02% | +900+0.8% | Added |
| Mutual of America Capital Management LLC | 106,722 | $5.34M | 0.06% | −2,027−1.9% | Reduced |
| MetLife Investment Management | 98,527 | $4.93M | 0.03% | +2,527+2.6% | Added |
| Stockman Wealth Management, Inc. | 97,028 | $4.86M | 0.85% | +3,472+3.7% | Added |
| Kennedy Capital Management, Inc. | 95,257 | $4.77M | 0.10% | −11,468−10.7% | Reduced |
| South Dakota Investment Council | 92,162 | $4.62M | 0.09% | +6,808+8.0% | Added |
| Deutsche Bank AG | 87,440 | $4.38M | 0.00% | +28,084+47.3% | Added |
| Panagora Asset Management Inc | 87,228 | $4.37M | 0.02% | +7,717+9.7% | Added |
| UBS Group AG | 85,573 | $4.29M | 0.00% | −33,908−28.4% | Reduced |
| Aristotle Capital Boston, LLC | 84,567 | $4.24M | 0.14% | −21,009−19.9% | Reduced |
| Two Sigma Advisers, LP | 84,100 | $4.21M | 0.01% | +15,800+23.1% | Added |
| Citadel Advisors LLC | 79,772 | $3.99M | 0.00% | +19,480+32.3% | Added |
| Comerica Bank | 78,810 | $3.95M | 0.02% | −34,450−30.4% | Reduced |
| Conning Inc. | 77,076 | $3.86M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 75,808 | $3.80M | 0.01% | −266−0.3% | Reduced |
| Retirement Systems of Alabama | 75,641 | $3.79M | 0.01% | −1,264−1.6% | Reduced |
| New York State Teachers Retirement System | 75,578 | $3.79M | 0.01% | −300−0.4% | Reduced |
| Federated Hermes, Inc. | 75,032 | $3.76M | 0.01% | +27,601+58.2% | Added |
| First PREMIER Bank | 74,267 | $3.72M | 0.99% | −24,815−25.0% | Reduced |
| Manufacturers Life Insurance Company, The | 73,132 | $3.66M | 0.00% | −156−0.2% | Reduced |
| Voloridge Investment Management, LLC | 69,679 | $3.49M | 0.01% | +10,007+16.8% | Added |
| Public Employees Retirement System of Ohio | 67,749 | $3.39M | 0.01% | −4,824−6.6% | Reduced |
| Advisors Asset Management, Inc. | 65,839 | $3.30M | 0.06% | +9,252+16.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 61,830 | $3.10M | 0.19% | +1,020+1.7% | Added |
| California State Teachers Retirement System | 59,841 | $3.00M | 0.00% | −1,434−2.3% | Reduced |
| Two Sigma Investments, LP | 57,105 | $2.86M | 0.01% | +35,540+164.8% | Added |
| Jane Street Group, LLC | 57,060 | $2.86M | 0.00% | +30,866+117.8% | Added |
| Susquehanna Fundamental Investments, LLC | 56,195 | $2.81M | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 53,085 | $2.66M | 0.03% | +9,364+21.4% | Added |
| Bank of Montreal | 52,569 | $2.64M | 0.00% | +4,738+9.9% | Added |
| Maryland State Retirement & Pension System | 52,325 | $2.62M | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 49,958 | $2.50M | 0.53% | +1,015+2.1% | Added |
| North Star Investment Management Corp. | 49,690 | $2.49M | 0.18% | −78−0.2% | Reduced |
| HSBC Holdings PLC | 49,555 | $2.48M | 0.00% | +42,479+600.3% | Added |
| Algert Global LLC | 48,078 | $2.41M | 0.08% | −17,651−26.9% | Reduced |
| Wells Fargo & Company | 45,588 | $2.28M | 0.00% | +5,922+14.9% | Added |
| Prudential Financial Inc | 45,419 | $2.27M | 0.00% | +6,340+16.2% | Added |