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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 43,981 | $2.20M | 0.05% | +4,273+10.8% | Added |
| State of Wisconsin Investment Board | 43,023 | $2.15M | 0.01% | −2,499−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 39,180 | $1.96M | 0.00% | +6,179+18.7% | Added |
| State of New Jersey Common Pension Fund D | 37,130 | $1.86M | 0.01% | −20,859−36.0% | Reduced |
| Money Concepts Capital Corp | 36,497 | $1.83M | 0.15% | +170+0.5% | Added |
| Barclays PLC | 36,293 | $1.82M | 0.00% | −74,411−67.2% | Reduced |
| Inspire Advisors, LLC | 33,709 | $1.69M | 0.22% | +33,709 | New |
| DekaBank Deutsche Girozentrale | 33,664 | $1.67M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 32,613 | $1.63M | 0.00% | +25,309+346.5% | Added |
| Clearbridge Investments, LLC | 31,717 | $1.59M | 0.00% | −41−0.1% | Reduced |
| 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 |
| DC Investments Management, LLC | 30,670 | $1.54M | 1.29% | 00.0% | Unchanged |
| Amalgamated Bank | 29,787 | $1.49M | 0.01% | −2,343−7.3% | Reduced |
| Nisa Investment Advisors, LLC | 28,142 | $1.41M | 0.01% | +6,409+29.5% | Added |
| Janus Henderson Group PLC | 26,914 | $1.35M | 0.00% | −316−1.2% | Reduced |
| TD Asset Management Inc | 26,300 | $1.32M | 0.00% | −8,300−24.0% | Reduced |
| The PNC Financial Services Group, Inc. | 25,964 | $1.30M | 0.00% | +2,221+9.4% | Added |
| Yousif Capital Management, LLC | 25,639 | $1.28M | 0.01% | −2,151−7.7% | Reduced |
| New York State Common Retirement Fund | 25,120 | $1.26M | 0.00% | −30.0% | Reduced |
| Naples Global Advisors, LLC | 24,080 | $1.21M | 0.12% | −1,215−4.8% | Reduced |
| Cetera Investment Advisers | 23,432 | $1.17M | 0.00% | −7,531−24.3% | Reduced |
| Qube Research & Technologies Ltd | 22,896 | $1.15M | 0.00% | +22,896 | New |
| Gsa Capital Partners LLP | 22,477 | $1.13M | 0.08% | +9,284+70.4% | Added |
| Teacher Retirement System of Texas | 21,978 | $1.10M | 0.01% | −6,704−23.4% | Reduced |
| Guggenheim Capital LLC | 21,679 | $1.09M | 0.01% | −2,022−8.5% | Reduced |
| Convergence Investment Partners, LLC | 21,321 | $1.07M | 0.31% | +21,321 | New |
| LPL Financial LLC | 21,079 | $1.06M | 0.00% | +9,057+75.3% | Added |
| Ensign Peak Advisors, Inc | 20,680 | $1.04M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 20,443 | $1.02M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 19,763 | $989.7K | 0.16% | −181−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,352 | $970.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,193 | $961.2K | 0.03% | −659−3.3% | Reduced |
| Hennessy Advisors Inc | 19,098 | $956.4K | 0.04% | +800+4.4% | Added |
| Pullen Investment Management, LLC | 18,202 | $912.0K | 0.76% | +18,202 | New |
| Citigroup Inc | 17,757 | $889.3K | 0.00% | +2,913+19.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,496 | $876.2K | 0.00% | +3,691+26.7% | Added |
| Louisiana State Employees Retirement System | 17,300 | $866.4K | 0.02% | −300−1.7% | Reduced |
| Arizona State Retirement System | 17,154 | $859.1K | 0.01% | +323+1.9% | Added |
| State Board of Administration of Florida Retirement System | 16,930 | $847.9K | 0.00% | +6,983+70.2% | Added |
| Van Eck Associates Corp | 16,385 | $821.0K | 0.00% | +1,337+8.9% | Added |
| Pacer Advisors, Inc. | 16,376 | $820.1K | 0.00% | +7,247+79.4% | Added |
| BNP Paribas Arbitrage, SA | 16,282 | $815.4K | 0.00% | −47,010−74.3% | Reduced |
| US Bancorp | 15,509 | $776.7K | 0.00% | +114+0.7% | Added |
| Royal Bank of Canada | 15,163 | $760.0K | 0.00% | +600+4.1% | Added |
| Alps Advisors Inc | 14,747 | $738.5K | 0.01% | +1,973+15.4% | Added |
| State of Michigan Retirement System | 14,728 | $737.6K | 0.00% | −300−2.0% | Reduced |
| Huber Capital Management LLC | 14,407 | $721.5K | 0.16% | −517−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,679 | $685.0K | 0.02% | +19+0.1% | Added |
| Versor Investments LP | 13,603 | $681.2K | 0.13% | −367−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 13,500 | $676.1K | 0.02% | +648+5.0% | Added |
| Balyasny Asset Management LLC | 13,031 | $652.6K | 0.00% | +13,031 | New |
| Oregon Public Employees Retirement Fund | 12,712 | $636.6K | 0.01% | −2,400−15.9% | Reduced |
| Vaughan & Co Securities, Inc. | 12,540 | $628.0K | 0.40% | +922+7.9% | Added |
| Truist Financial Corp | 12,505 | $626.3K | 0.00% | +3,210+34.5% | Added |
| Mariner, LLC | 12,000 | $600.9K | 0.00% | +5,710+90.8% | Added |
| New Mexico Educational Retirement Board | 11,800 | $591.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $588.3K | 0.00% | +1,641+16.2% | Added |
| Meeder Advisory Services, Inc. | 11,643 | $583.1K | 0.04% | +5,289+83.2% | Added |
| Penn Capital Management Co Inc | 11,470 | $574.4K | 0.05% | −748−6.1% | Reduced |
| Susquehanna International Group, LLP | 10,877 | $544.7K | 0.00% | +10,877 | New |
| Northwest & Ethical Investments L.P. | 10,722 | $537.3K | 0.02% | −440−3.9% | Reduced |
| Private Advisor Group, LLC | 10,712 | $536.4K | 0.00% | −12−0.1% | Reduced |
| Pictet Asset Management Holding SA | 10,700 | $535.9K | 0.00% | +982+10.1% | Added |
| Henshaw Capital LLC | 10,499 | $525.8K | 0.02% | +162+1.6% | Added |
| Foundry Partners, LLC | 9,999 | $500.8K | 0.03% | +2,885+40.6% | Added |
| Commerce Bank | 9,313 | $466.4K | 0.00% | +8+0.1% | Added |
| Savant Capital, LLC | 9,110 | $456.2K | 0.00% | +9,110 | New |
| Y-Intercept (Hong Kong) Ltd | 9,086 | $455.0K | 0.02% | +9,086 | New |
| Susquehanna Portfolio Strategies, LLC | 8,767 | $439.1K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,648 | $433.1K | 0.09% | +8,648 | New |
| Atria Wealth Solutions, Inc. | 8,609 | $431.2K | 0.00% | +1,583+22.5% | Added |
| IFM Investors Pty Ltd | 8,539 | $427.6K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,489 | $425.1K | 0.06% | +1,041+14.0% | Added |
| Xponance, Inc. | 8,327 | $417.0K | 0.00% | −511−5.8% | Reduced |
| Summit Global Investments | 8,318 | $417.0K | 0.03% | −3,469−29.4% | Reduced |
| VELA Investment Management, LLC | 8,237 | $412.5K | 0.15% | 00.0% | Unchanged |
| Bailard, Inc. | 8,200 | $410.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,199 | $410.6K | 0.01% | +6,465+372.8% | Added |
| Creative Planning | 7,793 | $390.3K | 0.00% | +851+12.3% | Added |
| Jeppson Wealth Management, LLC | 7,752 | $388.2K | 0.15% | −122−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,544 | $377.8K | 0.00% | +2,229+41.9% | Added |
| JustInvest LLC | 7,174 | $359.3K | 0.01% | +1,281+21.7% | Added |
| Keybank National Association | 6,990 | $350.1K | 0.00% | −151−2.1% | Reduced |
| Consolidated Planning Corp | 6,852 | $343.2K | 0.06% | +2,479+56.7% | Added |
| State of Alaska, Department of Revenue | 6,754 | $338.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 6,745 | $337.8K | 0.00% | −5,040−42.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,682 | $334.6K | 0.02% | −34−0.5% | Reduced |
| Raymond James Trust N.A. | 6,173 | $309.1K | 0.01% | −29−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,157 | $308.0K | 0.00% | −545−8.1% | Reduced |
| Intrua Financial, LLC | 6,137 | $307.3K | 0.05% | −299−4.6% | Reduced |
| Bokf, NA | 6,087 | $304.8K | 0.01% | +2,963+94.8% | Added |
| SG Americas Securities, LLC | 6,052 | $303.0K | 0.00% | −29−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,858 | $293.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,568 | $287.0K | 0.00% | +189+3.5% | Added |
| Cerity Partners LLC | 5,547 | $277.8K | 0.00% | +1,222+28.3% | Added |
| Centiva Capital, LP | 5,540 | $277.4K | 0.01% | +5,540 | New |
| Verdence Capital Advisors LLC | 5,414 | $271.1K | 0.02% | −114−2.1% | Reduced |