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, Q3 2024
Institutional positions in NorthWestern Energy Group, Inc. as of Sep 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
- 313
- +18 vs. Q2 2024
- Shares held
- 59.1M
- +9.71M (+19.7%) vs. Q2 2024
- Total value
- $3.38B
- +$905.4M (+36.6%) vs. Q2 2024
- New holders
- 48
- 115 more added
- Sold out
- 30
- 110 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,915,528 | $567.4M | 0.01% | +9,915,528 | New |
| Vanguard Group Inc | 6,793,339 | $388.7M | 0.01% | +30,561+0.5% | Added |
| American Century Companies Inc | 3,866,862 | $221.3M | 0.13% | −101,551−2.6% | Reduced |
| State Street Corp | 2,504,400 | $143.3M | 0.01% | +42,104+1.7% | Added |
| River Road Asset Management, LLC | 2,235,009 | $127.9M | 1.67% | +14,654+0.7% | Added |
| Victory Capital Management Inc | 1,863,241 | $106.6M | 0.10% | −265,298−12.5% | Reduced |
| Geode Capital Management, LLC | 1,536,518 | $87.9M | 0.01% | +35,279+2.3% | Added |
| Franklin Resources Inc | 1,336,670 | $74.3M | 0.02% | −4,615−0.3% | Reduced |
| Macquarie Group Ltd | 1,277,841 | $73.1M | 0.08% | −150,720−10.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,200,524 | $68.7M | 0.27% | −22,366−1.8% | Reduced |
| Westwood Holdings Group Inc. | 1,167,389 | $66.8M | 0.28% | −63,945−5.2% | Reduced |
| Massachusetts Financial Services Co | 1,094,714 | $62.6M | 0.02% | −30,832−2.7% | Reduced |
| Systematic Financial Management LP | 1,070,434 | $61.3M | 1.56% | +113,265+11.8% | Added |
| Dimensional Fund Advisors LP | 1,028,893 | $58.9M | 0.01% | +1,195+0.1% | Added |
| Neuberger Berman Group LLC | 991,966 | $56.8M | 0.04% | +58,268+6.2% | Added |
| Norges Bank | 905,542 | $51.8M | 0.01% | +171,598+23.4% | Added |
| Charles Schwab Investment Management Inc | 848,294 | $48.5M | 0.01% | +19,542+2.4% | Added |
| Invesco Ltd. | 822,727 | $47.1M | 0.01% | +10,304+1.3% | Added |
| Northern Trust Corp | 802,186 | $45.9M | 0.01% | +1,976+0.2% | Added |
| FMR LLC | 759,804 | $43.5M | 0.00% | +110,461+17.0% | Added |
| ProShare Advisors LLC | 751,136 | $43.0M | 0.11% | −7,008−0.9% | Reduced |
| Bank of New York Mellon Corp | 750,455 | $42.9M | 0.01% | −98,609−11.6% | Reduced |
| Bank of America Corp | 711,698 | $40.7M | 0.00% | +12,200+1.7% | Added |
| GW&K Investment Management, LLC | 686,113 | $39.3M | 0.34% | +45,667+7.1% | Added |
| Nuveen Asset Management, LLC | 603,571 | $34.5M | 0.01% | +287,636+91.0% | Added |
| Morgan Stanley | 581,943 | $33.3M | 0.00% | +158,046+37.3% | Added |
| Gabelli Funds LLC | 547,000 | $31.3M | 0.23% | −1,500−0.3% | Reduced |
| William Blair Investment Management, LLC | 538,700 | $30.8M | 0.08% | −16,341−2.9% | Reduced |
| JPMorgan Chase & Co | 518,812 | $29.7M | 0.00% | −372,287−41.8% | Reduced |
| Raymond James & Associates | 432,329 | $24.7M | 0.02% | −14,944−3.3% | Reduced |
| AQR Capital Management LLC | 430,679 | $24.6M | 0.03% | +34,270+8.6% | Added |
| Goldman Sachs Group Inc | 429,597 | $24.6M | 0.00% | +223,099+108.0% | Added |
| SEI Investments Co | 395,227 | $22.6M | 0.03% | −10,377−2.6% | Reduced |
| Ameriprise Financial Inc | 368,889 | $21.1M | 0.01% | −51,886−12.3% | Reduced |
| Thrivent Financial for Lutherans | 367,034 | $21.0M | 0.04% | −4,936−1.3% | Reduced |
| Legal & General Group Plc | 346,703 | $19.8M | 0.01% | −8,775−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 283,851 | $16.2M | 0.04% | +1,566+0.6% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $15.6M | 0.16% | −6,500−2.3% | Reduced |
| Empower Advisory Group, LLC | 269,411 | $15.4M | 0.05% | +11,422+4.4% | Added |
| Brandywine Global Investment Management, LLC | 237,841 | $13.2M | 0.09% | −6,173−2.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 225,080 | $12.9M | 0.04% | −19,800−8.1% | Reduced |
| Voya Investment Management LLC | 216,950 | $12.4M | 0.01% | +26,001+13.6% | Added |
| Rhumbline Advisers | 214,016 | $12.2M | 0.01% | −7,134−3.2% | Reduced |
| First Trust Advisors LP | 203,384 | $11.6M | 0.01% | +17,654+9.5% | Added |
| Ancora Advisors, LLC | 174,510 | $9.99M | 0.23% | +1,000+0.6% | Added |
| Principal Financial Group Inc | 171,362 | $9.81M | 0.01% | −58,668−25.5% | Reduced |
| Price T Rowe Associates Inc | 164,529 | $9.41M | 0.00% | +19,574+13.5% | Added |
| Chartwell Investment Partners, LLC | 147,915 | $8.46M | 0.29% | −16,579−10.1% | Reduced |
| Liberty One Investment Management, LLC | 140,797 | $8.06M | 0.82% | −3,043−2.1% | Reduced |
| Russell Investments Group, Ltd. | 137,776 | $7.88M | 0.01% | +17,348+14.4% | Added |
| Mairs & Power Inc | 137,075 | $7.84M | 0.07% | −310−0.2% | Reduced |
| Envestnet Asset Management Inc | 127,458 | $7.29M | 0.00% | +1,537+1.2% | Added |
| UBS Asset Management Americas Inc | 124,998 | $7.15M | 0.00% | −13,646−9.8% | Reduced |
| Alliancebernstein L.P. | 121,782 | $6.97M | 0.00% | −2,139−1.7% | Reduced |
| Swiss National Bank | 119,683 | $6.85M | 0.00% | −1,000−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,569 | $6.67M | 0.04% | −6,286−5.1% | Reduced |
| Barclays PLC | 110,571 | $6.33M | 0.00% | +74,278+204.7% | Added |
| Wedge Capital Management L L P | 110,153 | $6.30M | 0.11% | −12,896−10.5% | Reduced |
| Corebridge Financial, Inc. | 104,999 | $6.01M | 0.03% | −5,218−4.7% | Reduced |
| Stockman Wealth Management, Inc. | 103,723 | $5.94M | 0.92% | +6,695+6.9% | Added |
| Mutual of America Capital Management LLC | 103,208 | $5.91M | 0.06% | −3,514−3.3% | Reduced |
| First Manhattan Co | 101,245 | $5.79M | 0.02% | −6,600−6.1% | Reduced |
| Kennedy Capital Management, Inc. | 98,201 | $5.62M | 0.12% | +2,944+3.1% | Added |
| MetLife Investment Management | 97,962 | $5.61M | 0.03% | −565−0.6% | Reduced |
| South Dakota Investment Council | 96,362 | $5.51M | 0.11% | +4,200+4.6% | Added |
| First Eagle Investment Management, LLC | 91,099 | $5.21M | 0.01% | +91,099 | New |
| Panagora Asset Management Inc | 89,032 | $5.09M | 0.02% | +1,804+2.1% | Added |
| Advisors Asset Management, Inc. | 83,822 | $4.80M | 0.09% | +17,983+27.3% | Added |
| Comerica Bank | 82,593 | $4.73M | 0.02% | +3,783+4.8% | Added |
| Dean Investment Associates, LLC | 77,137 | $4.41M | 0.60% | −44,415−36.5% | Reduced |
| Conning Inc. | 77,076 | $4.41M | 0.15% | 00.0% | Unchanged |
| Great West Life Assurance Co | 76,251 | $4.37M | 0.01% | +443+0.6% | Added |
| Federated Hermes, Inc. | 75,191 | $4.30M | 0.01% | +159+0.2% | Added |
| New York State Teachers Retirement System | 75,178 | $4.30M | 0.01% | −400−0.5% | Reduced |
| Retirement Systems of Alabama | 74,464 | $4.26M | 0.02% | −1,177−1.6% | Reduced |
| First PREMIER Bank | 73,997 | $4.23M | 1.06% | −270−0.4% | Reduced |
| Wells Fargo & Company | 69,491 | $3.98M | 0.00% | +23,903+52.4% | Added |
| Manufacturers Life Insurance Company, The | 69,283 | $3.96M | 0.00% | −3,849−5.3% | Reduced |
| UBS Group AG | 68,608 | $3.93M | 0.00% | −16,965−19.8% | Reduced |
| Oliver Luxxe Assets LLC | 67,322 | $3.85M | 0.69% | +17,364+34.8% | Added |
| Aristotle Capital Boston, LLC | 65,400 | $3.74M | 0.12% | −19,167−22.7% | Reduced |
| Deutsche Bank AG | 64,201 | $3.67M | 0.00% | −23,239−26.6% | Reduced |
| Public Employees Retirement System of Ohio | 62,580 | $3.58M | 0.02% | −5,169−7.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 62,205 | $3.56M | 0.20% | +375+0.6% | Added |
| Meritage Portfolio Management | 60,954 | $3.49M | 0.21% | +56,330+1,218.2% | Added |
| California State Teachers Retirement System | 58,003 | $3.32M | 0.00% | −1,838−3.1% | Reduced |
| Citigroup Inc | 57,329 | $3.28M | 0.00% | +39,572+222.9% | Added |
| Heartland Advisors Inc | 56,302 | $3.22M | 0.17% | +56,302 | New |
| Two Sigma Advisers, LP | 54,300 | $3.11M | 0.01% | −29,800−35.4% | Reduced |
| Magellan Asset Management Ltd | 52,715 | $3.02M | 0.03% | −370−0.7% | Reduced |
| Maryland State Retirement & Pension System | 51,757 | $2.96M | 0.06% | −568−1.1% | Reduced |
| Millennium Management LLC | 51,368 | $2.94M | 0.00% | −154,082−75.0% | Reduced |
| Nisa Investment Advisors, LLC | 50,926 | $2.91M | 0.02% | +22,784+81.0% | Added |
| Bank of Montreal | 50,651 | $2.90M | 0.00% | −1,918−3.6% | Reduced |
| Qube Research & Technologies Ltd | 50,562 | $2.89M | 0.01% | +27,666+120.8% | Added |
| North Star Investment Management Corp. | 49,836 | $2.85M | 0.20% | +146+0.3% | Added |
| Martingale Asset Management L P | 46,441 | $2.66M | 0.06% | +2,460+5.6% | Added |
| Prudential Financial Inc | 44,153 | $2.53M | 0.00% | −1,266−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 43,806 | $2.51M | 0.00% | +4,626+11.8% | Added |
| Citadel Advisors LLC | 42,783 | $2.45M | 0.00% | −36,989−46.4% | Reduced |