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