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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −2,717−99.9% | Reduced |
| Innealta Capital, LLC | 2 | $100 | 0.00% | +2 | New |
| Castleview Partners, LLC | 3 | $150 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $300 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $350 | 0.00% | +6+600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $351 | 0.00% | +2+40.0% | Added |
| Larson Financial Group LLC | 7 | $351 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $401 | 0.00% | +3+60.0% | Added |
| Cornerstone Planning Group LLC | 14 | $721 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $801 | 0.00% | +10+166.7% | Added |
| Riggs Asset Managment Co. Inc. | 16 | $802 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 23 | $1.15K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.30K | 0.00% | +7+36.8% | Added |
| IFP Advisors, Inc | 37 | $1.85K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 41 | $2.05K | 0.00% | +41 | New |
| Allworth Financial LP | 46 | $2.42K | 0.00% | +13+39.4% | Added |
| Massmutual Trust Co FSB | 55 | $2.75K | 0.00% | +43+358.3% | Added |
| Ashton Thomas Private Wealth, LLC | 57 | $2.85K | 0.00% | +57 | New |
| GWM Advisors LLC | 62 | $3.10K | 0.00% | −126−67.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 62 | $3.10K | 0.00% | +62 | New |
| Eagle Bay Advisors LLC | 63 | $3.15K | 0.00% | +17+37.0% | Added |
| Farther Finance Advisors, LLC | 72 | $3.54K | 0.00% | +43+148.3% | Added |
| Continuum Advisory, LLC | 78 | $3.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 85 | $4.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $4.46K | 0.00% | +67+304.5% | Added |
| Lindbrook Capital, LLC | 90 | $4.51K | 0.00% | +28+45.2% | Added |
| Geneos Wealth Management Inc. | 91 | $4.58K | 0.00% | +2+2.2% | Added |
| Mather Group, LLC. | 96 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $5.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $5.36K | 0.00% | +80+296.3% | Added |
| Quarry LP | 130 | $6.51K | 0.00% | −84−39.3% | Reduced |
| Manchester Capital Management LLC | 131 | $6.56K | 0.00% | +131 | New |
| Bessemer Group Inc | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 143 | $7.15K | 0.00% | −500−77.8% | Reduced |
| Versant Capital Management, Inc | 146 | $7.31K | 0.00% | −27−15.6% | Reduced |
| Addison Advisors LLC | 150 | $7.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $7.56K | 0.00% | +151 | New |
| LRI Investments, LLC | 164 | $8.21K | 0.00% | +164 | New |
| Bell Investment Advisors, Inc | 171 | $8.56K | 0.00% | +41+31.5% | Added |
| HHM Wealth Advisors, LLC | 171 | $8.56K | 0.00% | +171 | New |
| International Assets Investment Management, LLC | 172 | $8.61K | 0.00% | +172 | New |
| Smartleaf Asset Management LLC | 175 | $8.75K | 0.00% | +175 | New |
| Ransom Advisory, Ltd | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 232 | $11.6K | 0.00% | +72+45.0% | Added |
| Ronald Blue Trust, Inc. | 244 | $12.4K | 0.00% | +59+31.9% | Added |
| First Horizon Advisors, Inc. | 276 | $13.8K | 0.00% | +18+7.0% | Added |
| Proequities, Inc. | 288 | $14.4K | 0.00% | +138+92.0% | Added |
| Gen-Wealth Partners Inc | 380 | $19.0K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $20.0K | 0.01% | +400 | New |
| JJJ Advisors Inc. | 435 | $21.8K | 0.00% | +255+141.7% | Added |
| Rise Advisors, LLC | 438 | $21.9K | 0.01% | +11+2.6% | Added |
| Tucker Asset Management LLC | 440 | $22.0K | 0.00% | −1−0.2% | Reduced |
| Headlands Technologies LLC | 449 | $22.5K | 0.00% | +449 | New |
| Fifth Third Bancorp | 457 | $22.9K | 0.00% | −47−9.3% | Reduced |
| Parallel Advisors, LLC | 482 | $24.1K | 0.00% | +236+95.9% | Added |
| Central Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $31.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 650 | $32.5K | 0.01% | +33+5.3% | Added |
| Quadrant Capital Group LLC | 686 | $34.4K | 0.00% | −78−10.2% | Reduced |
| Signaturefd, LLC | 696 | $34.9K | 0.00% | +52+8.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $40.2K | 0.00% | −427−34.7% | Reduced |
| Assetmark, Inc | 873 | $43.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 992 | $50.0K | 0.00% | +579+140.2% | Added |
| Spirit of America Management Corp | 1,000 | $50.1K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $50.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,121 | $56.0K | 0.00% | +1,121 | New |
| Front Row Advisors LLC | 1,135 | $56.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,139 | $57.0K | 0.01% | +670+142.9% | Added |
| KBC Group NV | 1,211 | $61.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,389 | $69.6K | 0.00% | −646−31.7% | Reduced |
| Principal Securities, Inc. | 1,521 | $76.2K | 0.00% | +162+11.9% | Added |
| EverSource Wealth Advisors, LLC | 1,514 | $81.4K | 0.01% | +150+11.0% | Added |
| Global Retirement Partners, LLC | 2,017 | $101.0K | 0.00% | +14+0.7% | Added |
| STRS Ohio | 2,300 | $115.2K | 0.00% | +700+43.8% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $118.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,383 | $169.4K | 0.03% | +191+6.0% | Added |
| Aquatic Capital Management LLC | 3,400 | $170.3K | 0.01% | +3,400 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,523 | $176.4K | 0.00% | +2,981+550.0% | Added |
| Advisor Group Holdings, Inc. | 3,759 | $188.3K | 0.00% | +708+23.2% | Added |
| Accurate Wealth Management, LLC | 3,919 | $201.8K | 0.05% | −191−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,187 | $204.1K | 0.00% | +1,881+81.6% | Added |
| ISAM Funds (UK) Ltd | 4,166 | $208.6K | 0.16% | −398−8.7% | Reduced |
| First Hawaiian Bank | 4,301 | $215.4K | 0.01% | −33−0.8% | Reduced |
| Crewe Advisors LLC | 4,360 | $218.4K | 0.02% | +110+2.6% | Added |
| Advisory Services Network, LLC | 4,475 | $224.1K | 0.00% | +4,475 | New |
| Steel Peak Wealth Management LLC | 4,481 | $224.4K | 0.01% | +4,481 | New |
| Engineers Gate Manager LP | 4,614 | $231.1K | 0.01% | +4,614 | New |
| Meritage Portfolio Management | 4,624 | $232.0K | 0.01% | −4−0.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,691 | $235.0K | 0.03% | +4,691 | New |
| Securian Asset Management, Inc | 4,885 | $244.6K | 0.01% | −100−2.0% | Reduced |
| Fox Run Management, L.L.C. | 4,926 | $246.7K | 0.05% | −3,346−40.4% | Reduced |
| Plustick Management LLC | 5,000 | $250.4K | 0.23% | +5,000 | New |
| O'Shaughnessy Asset Management, LLC | 5,005 | $250.7K | 0.00% | +5,005 | New |
| UMA Financial Services, Inc. | 4,779 | $251.9K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,184 | $259.6K | 0.00% | −2,013−28.0% | Reduced |
| Pathstone Holdings, LLC | 5,206 | $260.7K | 0.00% | +5,206 | New |
| Verdence Capital Advisors LLC | 5,414 | $271.1K | 0.02% | −114−2.1% | Reduced |
| Centiva Capital, LP | 5,540 | $277.4K | 0.01% | +5,540 | New |