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 |
|---|---|---|---|---|---|
| Algert Global LLC | 48,078 | $2.41M | 0.08% | −17,651−26.9% | Reduced |
| HSBC Holdings PLC | 49,555 | $2.48M | 0.00% | +42,479+600.3% | Added |
| North Star Investment Management Corp. | 49,690 | $2.49M | 0.18% | −78−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 49,958 | $2.50M | 0.53% | +1,015+2.1% | Added |
| Maryland State Retirement & Pension System | 52,325 | $2.62M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 52,569 | $2.64M | 0.00% | +4,738+9.9% | Added |
| Magellan Asset Management Ltd | 53,085 | $2.66M | 0.03% | +9,364+21.4% | Added |
| Susquehanna Fundamental Investments, LLC | 56,195 | $2.81M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 57,060 | $2.86M | 0.00% | +30,866+117.8% | Added |
| Two Sigma Investments, LP | 57,105 | $2.86M | 0.01% | +35,540+164.8% | Added |
| California State Teachers Retirement System | 59,841 | $3.00M | 0.00% | −1,434−2.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 61,830 | $3.10M | 0.19% | +1,020+1.7% | Added |
| Advisors Asset Management, Inc. | 65,839 | $3.30M | 0.06% | +9,252+16.4% | Added |
| Public Employees Retirement System of Ohio | 67,749 | $3.39M | 0.01% | −4,824−6.6% | Reduced |
| Voloridge Investment Management, LLC | 69,679 | $3.49M | 0.01% | +10,007+16.8% | Added |
| Manufacturers Life Insurance Company, The | 73,132 | $3.66M | 0.00% | −156−0.2% | Reduced |
| First PREMIER Bank | 74,267 | $3.72M | 0.99% | −24,815−25.0% | Reduced |
| Federated Hermes, Inc. | 75,032 | $3.76M | 0.01% | +27,601+58.2% | Added |
| New York State Teachers Retirement System | 75,578 | $3.79M | 0.01% | −300−0.4% | Reduced |
| Retirement Systems of Alabama | 75,641 | $3.79M | 0.01% | −1,264−1.6% | Reduced |
| Great West Life Assurance Co | 75,808 | $3.80M | 0.01% | −266−0.3% | Reduced |
| Conning Inc. | 77,076 | $3.86M | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 78,810 | $3.95M | 0.02% | −34,450−30.4% | Reduced |
| Citadel Advisors LLC | 79,772 | $3.99M | 0.00% | +19,480+32.3% | Added |
| Two Sigma Advisers, LP | 84,100 | $4.21M | 0.01% | +15,800+23.1% | Added |
| Aristotle Capital Boston, LLC | 84,567 | $4.24M | 0.14% | −21,009−19.9% | Reduced |
| UBS Group AG | 85,573 | $4.29M | 0.00% | −33,908−28.4% | Reduced |
| Panagora Asset Management Inc | 87,228 | $4.37M | 0.02% | +7,717+9.7% | Added |
| Deutsche Bank AG | 87,440 | $4.38M | 0.00% | +28,084+47.3% | Added |
| South Dakota Investment Council | 92,162 | $4.62M | 0.09% | +6,808+8.0% | Added |
| Kennedy Capital Management, Inc. | 95,257 | $4.77M | 0.10% | −11,468−10.7% | Reduced |
| Stockman Wealth Management, Inc. | 97,028 | $4.86M | 0.85% | +3,472+3.7% | Added |
| MetLife Investment Management | 98,527 | $4.93M | 0.03% | +2,527+2.6% | Added |
| Mutual of America Capital Management LLC | 106,722 | $5.34M | 0.06% | −2,027−1.9% | Reduced |
| First Manhattan Co | 107,845 | $5.40M | 0.02% | +900+0.8% | Added |
| Corebridge Financial, Inc. | 110,217 | $5.52M | 0.03% | +110,217 | New |
| First Washington CORP | 113,799 | $5.70M | 2.11% | +2,151+1.9% | Added |
| Russell Investments Group, Ltd. | 120,428 | $6.03M | 0.01% | +15,325+14.6% | Added |
| Swiss National Bank | 120,683 | $6.04M | 0.00% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 121,552 | $6.09M | 0.87% | −7,946−6.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,855 | $6.15M | 0.04% | +188+0.2% | Added |
| Wedge Capital Management L L P | 123,049 | $6.16M | 0.11% | −45,686−27.1% | Reduced |
| Alliancebernstein L.P. | 123,921 | $6.21M | 0.00% | +407+0.3% | Added |
| Envestnet Asset Management Inc | 125,921 | $6.31M | 0.00% | −6,964−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 132,879 | $6.65M | 0.01% | +46,098+53.1% | Added |
| Verition Fund Management LLC | 134,145 | $6.72M | 0.05% | +114,039+567.2% | Added |
| Mairs & Power Inc | 137,385 | $6.88M | 0.07% | +105+0.1% | Added |
| UBS Asset Management Americas Inc | 138,644 | $6.94M | 0.00% | +44,490+47.3% | Added |
| Liberty One Investment Management, LLC | 143,840 | $7.20M | 0.81% | +1,059+0.7% | Added |
| Price T Rowe Associates Inc | 144,955 | $7.26M | 0.00% | +30,288+26.4% | Added |
| Chartwell Investment Partners, LLC | 164,494 | $8.24M | 0.29% | −5,038−3.0% | Reduced |
| Ancora Advisors, LLC | 173,510 | $8.69M | 0.22% | +44,900+34.9% | Added |
| First Trust Advisors LP | 185,730 | $9.30M | 0.01% | −14,539−7.3% | Reduced |
| Voya Investment Management LLC | 190,949 | $9.56M | 0.01% | −14,792−7.2% | Reduced |
| Millennium Management LLC | 205,450 | $10.3M | 0.01% | −29,353−12.5% | Reduced |
| Goldman Sachs Group Inc | 206,498 | $10.3M | 0.00% | +63,681+44.6% | Added |
| Rhumbline Advisers | 221,150 | $11.1M | 0.01% | +952+0.4% | Added |
| Principal Financial Group Inc | 230,030 | $11.5M | 0.01% | −26,852−10.5% | Reduced |
| Brandywine Global Investment Management, LLC | 244,014 | $12.2M | 0.09% | +84,772+53.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 244,880 | $12.3M | 0.04% | +5,570+2.3% | Added |
| Empower Advisory Group, LLC | 257,989 | $12.9M | 0.05% | +3,485+1.4% | Added |
| Gamco Investors, Inc. Et Al | 279,850 | $14.0M | 0.15% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 282,285 | $14.1M | 0.03% | +282,285 | New |
| Nuveen Asset Management, LLC | 315,935 | $15.8M | 0.00% | +5,683+1.8% | Added |
| Legal & General Group Plc | 355,478 | $17.8M | 0.01% | −17,769−4.8% | Reduced |
| Thrivent Financial for Lutherans | 371,970 | $18.6M | 0.04% | −34,090−8.4% | Reduced |
| AQR Capital Management LLC | 396,409 | $19.8M | 0.03% | +105,845+36.4% | Added |
| SEI Investments Co | 405,604 | $20.3M | 0.03% | −9,493−2.3% | Reduced |
| Ameriprise Financial Inc | 420,775 | $21.1M | 0.01% | −9,780−2.3% | Reduced |
| Morgan Stanley | 423,897 | $21.2M | 0.00% | −51,458−10.8% | Reduced |
| Raymond James & Associates | 447,273 | $22.4M | 0.01% | −21,847−4.7% | Reduced |
| Gabelli Funds LLC | 548,500 | $27.5M | 0.21% | −1,000−0.2% | Reduced |
| William Blair Investment Management, LLC | 555,041 | $27.8M | 0.07% | −1,032−0.2% | Reduced |
| GW&K Investment Management, LLC | 640,446 | $32.1M | 0.29% | −22,499−3.4% | Reduced |
| FMR LLC | 649,343 | $32.5M | 0.00% | −27,848−4.1% | Reduced |
| Bank of America Corp | 699,498 | $35.0M | 0.00% | +56,344+8.8% | Added |
| Norges Bank | 733,944 | $36.8M | 0.01% | +3,143+0.4% | Added |
| ProShare Advisors LLC | 758,144 | $38.0M | 0.10% | −38,981−4.9% | Reduced |
| Northern Trust Corp | 800,210 | $40.1M | 0.01% | +47,378+6.3% | Added |
| Invesco Ltd. | 812,423 | $40.7M | 0.01% | −110,835−12.0% | Reduced |
| Charles Schwab Investment Management Inc | 828,752 | $41.5M | 0.01% | +27,845+3.5% | Added |
| Bank of New York Mellon Corp | 849,064 | $42.5M | 0.01% | +12,091+1.4% | Added |
| JPMorgan Chase & Co | 891,099 | $44.6M | 0.00% | −520,978−36.9% | Reduced |
| Neuberger Berman Group LLC | 933,698 | $46.8M | 0.04% | +314,103+50.7% | Added |
| Systematic Financial Management LP | 957,169 | $47.9M | 1.46% | −1,510−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,027,698 | $51.5M | 0.01% | +61,216+6.3% | Added |
| Massachusetts Financial Services Co | 1,125,546 | $56.4M | 0.02% | −20,286−1.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,222,890 | $61.2M | 0.26% | −8,355−0.7% | Reduced |
| Westwood Holdings Group Inc. | 1,231,334 | $61.7M | 0.29% | −81,161−6.2% | Reduced |
| Franklin Resources Inc | 1,341,285 | $67.2M | 0.02% | −5,774−0.4% | Reduced |
| Macquarie Group Ltd | 1,428,561 | $71.5M | 0.08% | −85,439−5.6% | Reduced |
| Geode Capital Management, LLC | 1,501,239 | $75.2M | 0.01% | +61,267+4.3% | Added |
| Victory Capital Management Inc | 2,128,539 | $106.6M | 0.11% | +19,369+0.9% | Added |
| River Road Asset Management, LLC | 2,220,355 | $111.2M | 1.60% | −23,916−1.1% | Reduced |
| State Street Corp | 2,462,296 | $123.3M | 0.01% | −17,986−0.7% | Reduced |
| American Century Companies Inc | 3,968,413 | $198.7M | 0.12% | +19,748+0.5% | Added |
| Vanguard Group Inc | 6,762,778 | $338.7M | 0.01% | −9850.0% | Reduced |
| BlackRock Inc. | 9,379,059 | $469.7M | 0.01% | +5,156+0.1% | Added |
| American International Group, Inc. | 0 | $0 | 0.00% | −110,966−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −74,277−100.0% | Sold out |