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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 5,547 | $277.8K | 0.00% | +1,222+28.3% | Added |
| HighTower Advisors, LLC | 5,568 | $287.0K | 0.00% | +189+3.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,858 | $293.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,052 | $303.0K | 0.00% | −29−0.5% | Reduced |
| Bokf, NA | 6,087 | $304.8K | 0.01% | +2,963+94.8% | Added |
| Intrua Financial, LLC | 6,137 | $307.3K | 0.05% | −299−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,157 | $308.0K | 0.00% | −545−8.1% | Reduced |
| Raymond James Trust N.A. | 6,173 | $309.1K | 0.01% | −29−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,682 | $334.6K | 0.02% | −34−0.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 6,745 | $337.8K | 0.00% | −5,040−42.8% | Reduced |
| State of Alaska, Department of Revenue | 6,754 | $338.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,852 | $343.2K | 0.06% | +2,479+56.7% | Added |
| Keybank National Association | 6,990 | $350.1K | 0.00% | −151−2.1% | Reduced |
| JustInvest LLC | 7,174 | $359.3K | 0.01% | +1,281+21.7% | Added |
| Oppenheimer Asset Management Inc. | 7,544 | $377.8K | 0.00% | +2,229+41.9% | Added |
| Jeppson Wealth Management, LLC | 7,752 | $388.2K | 0.15% | −122−1.5% | Reduced |
| Creative Planning | 7,793 | $390.3K | 0.00% | +851+12.3% | Added |
| Tower Research Capital LLC (TRC) | 8,199 | $410.6K | 0.01% | +6,465+372.8% | Added |
| Bailard, Inc. | 8,200 | $410.7K | 0.01% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 8,237 | $412.5K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 8,318 | $417.0K | 0.03% | −3,469−29.4% | Reduced |
| Xponance, Inc. | 8,327 | $417.0K | 0.00% | −511−5.8% | Reduced |
| Prosperity Consulting Group, LLC | 8,489 | $425.1K | 0.06% | +1,041+14.0% | Added |
| IFM Investors Pty Ltd | 8,539 | $427.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,609 | $431.2K | 0.00% | +1,583+22.5% | Added |
| Schnieders Capital Management LLC | 8,648 | $433.1K | 0.09% | +8,648 | New |
| Susquehanna Portfolio Strategies, LLC | 8,767 | $439.1K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,086 | $455.0K | 0.02% | +9,086 | New |
| Savant Capital, LLC | 9,110 | $456.2K | 0.00% | +9,110 | New |
| Commerce Bank | 9,313 | $466.4K | 0.00% | +8+0.1% | Added |
| Foundry Partners, LLC | 9,999 | $500.8K | 0.03% | +2,885+40.6% | Added |
| Henshaw Capital LLC | 10,499 | $525.8K | 0.02% | +162+1.6% | Added |
| Pictet Asset Management Holding SA | 10,700 | $535.9K | 0.00% | +982+10.1% | Added |
| Private Advisor Group, LLC | 10,712 | $536.4K | 0.00% | −12−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 10,722 | $537.3K | 0.02% | −440−3.9% | Reduced |
| Susquehanna International Group, LLP | 10,877 | $544.7K | 0.00% | +10,877 | New |
| Penn Capital Management Co Inc | 11,470 | $574.4K | 0.05% | −748−6.1% | Reduced |
| Meeder Advisory Services, Inc. | 11,643 | $583.1K | 0.04% | +5,289+83.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $588.3K | 0.00% | +1,641+16.2% | Added |
| Legato Capital Management LLC | 11,791 | $590.5K | 0.08% | +119+1.0% | Added |
| Dean Capital Management | 11,791 | $590.5K | 0.76% | +119+1.0% | Added |
| New Mexico Educational Retirement Board | 11,800 | $591.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 12,000 | $600.9K | 0.00% | +5,710+90.8% | Added |
| Truist Financial Corp | 12,505 | $626.3K | 0.00% | +3,210+34.5% | Added |
| Vaughan & Co Securities, Inc. | 12,540 | $628.0K | 0.40% | +922+7.9% | Added |
| Oregon Public Employees Retirement Fund | 12,712 | $636.6K | 0.01% | −2,400−15.9% | Reduced |
| Balyasny Asset Management LLC | 13,031 | $652.6K | 0.00% | +13,031 | New |
| Exchange Traded Concepts, LLC | 13,500 | $676.1K | 0.02% | +648+5.0% | Added |
| Versor Investments LP | 13,603 | $681.2K | 0.13% | −367−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,679 | $685.0K | 0.02% | +19+0.1% | Added |
| Huber Capital Management LLC | 14,407 | $721.5K | 0.16% | −517−3.5% | Reduced |
| State of Michigan Retirement System | 14,728 | $737.6K | 0.00% | −300−2.0% | Reduced |
| Alps Advisors Inc | 14,747 | $738.5K | 0.01% | +1,973+15.4% | Added |
| Royal Bank of Canada | 15,163 | $760.0K | 0.00% | +600+4.1% | Added |
| US Bancorp | 15,509 | $776.7K | 0.00% | +114+0.7% | Added |
| BNP Paribas Arbitrage, SA | 16,282 | $815.4K | 0.00% | −47,010−74.3% | Reduced |
| Pacer Advisors, Inc. | 16,376 | $820.1K | 0.00% | +7,247+79.4% | Added |
| Van Eck Associates Corp | 16,385 | $821.0K | 0.00% | +1,337+8.9% | Added |
| State Board of Administration of Florida Retirement System | 16,930 | $847.9K | 0.00% | +6,983+70.2% | Added |
| Arizona State Retirement System | 17,154 | $859.1K | 0.01% | +323+1.9% | Added |
| Louisiana State Employees Retirement System | 17,300 | $866.4K | 0.02% | −300−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,496 | $876.2K | 0.00% | +3,691+26.7% | Added |
| Citigroup Inc | 17,757 | $889.3K | 0.00% | +2,913+19.6% | Added |
| Pullen Investment Management, LLC | 18,202 | $912.0K | 0.76% | +18,202 | New |
| Hennessy Advisors Inc | 19,098 | $956.4K | 0.04% | +800+4.4% | Added |
| Ameritas Investment Partners, Inc. | 19,193 | $961.2K | 0.03% | −659−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,352 | $970.0K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 19,763 | $989.7K | 0.16% | −181−0.9% | Reduced |
| State of Tennessee, Treasury Department | 20,443 | $1.02M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,680 | $1.04M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 21,079 | $1.06M | 0.00% | +9,057+75.3% | Added |
| Convergence Investment Partners, LLC | 21,321 | $1.07M | 0.31% | +21,321 | New |
| Guggenheim Capital LLC | 21,679 | $1.09M | 0.01% | −2,022−8.5% | Reduced |
| Teacher Retirement System of Texas | 21,978 | $1.10M | 0.01% | −6,704−23.4% | Reduced |
| Gsa Capital Partners LLP | 22,477 | $1.13M | 0.08% | +9,284+70.4% | Added |
| Qube Research & Technologies Ltd | 22,896 | $1.15M | 0.00% | +22,896 | New |
| Cetera Investment Advisers | 23,432 | $1.17M | 0.00% | −7,531−24.3% | Reduced |
| Naples Global Advisors, LLC | 24,080 | $1.21M | 0.12% | −1,215−4.8% | Reduced |
| New York State Common Retirement Fund | 25,120 | $1.26M | 0.00% | −30.0% | Reduced |
| Yousif Capital Management, LLC | 25,639 | $1.28M | 0.01% | −2,151−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 25,964 | $1.30M | 0.00% | +2,221+9.4% | Added |
| TD Asset Management Inc | 26,300 | $1.32M | 0.00% | −8,300−24.0% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.35M | 0.00% | −316−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 28,142 | $1.41M | 0.01% | +6,409+29.5% | Added |
| Amalgamated Bank | 29,787 | $1.49M | 0.01% | −2,343−7.3% | Reduced |
| DC Investments Management, LLC | 30,670 | $1.54M | 1.29% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 31,302 | $1.57M | 0.02% | −372−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 31,302 | $1.57M | 0.02% | −372−1.2% | Reduced |
| Clearbridge Investments, LLC | 31,717 | $1.59M | 0.00% | −41−0.1% | Reduced |
| Man Group plc | 32,613 | $1.63M | 0.00% | +25,309+346.5% | Added |
| DekaBank Deutsche Girozentrale | 33,664 | $1.67M | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 33,709 | $1.69M | 0.22% | +33,709 | New |
| Barclays PLC | 36,293 | $1.82M | 0.00% | −74,411−67.2% | Reduced |
| Money Concepts Capital Corp | 36,497 | $1.83M | 0.15% | +170+0.5% | Added |
| State of New Jersey Common Pension Fund D | 37,130 | $1.86M | 0.01% | −20,859−36.0% | Reduced |
| Commonwealth Equity Services, LLC | 39,180 | $1.96M | 0.00% | +6,179+18.7% | Added |
| State of Wisconsin Investment Board | 43,023 | $2.15M | 0.01% | −2,499−5.5% | Reduced |
| Martingale Asset Management L P | 43,981 | $2.20M | 0.05% | +4,273+10.8% | Added |
| Prudential Financial Inc | 45,419 | $2.27M | 0.00% | +6,340+16.2% | Added |
| Wells Fargo & Company | 45,588 | $2.28M | 0.00% | +5,922+14.9% | Added |