NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding NorthWestern Energy Group, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of NWE: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	298	3	313	+18
Shares	58.8M	9.44M	59.1M	+9.71M (+19.7%)
Value	$2.95B	$472.5M	$3.38B	+$905.4M (+36.6%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to NWE in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	9,915,528	$567.4M	0.01%
First Eagle Investment Management, LLC	91,099	$5.21M	0.01%
Heartland Advisors Inc	56,302	$3.22M	0.17%
Arrowstreet Capital, Limited Partnership	32,015	$1.83M	0.00%
ClearAlpha Technologies LP	25,340	$1.45M	0.62%
Eagle Global Advisors LLC	23,350	$1.34M	0.07%
Holocene Advisors, LP	22,789	$1.30M	0.01%
D. E. Shaw & Co., Inc.	16,034	$917.5K	0.00%
Winton Group Ltd	13,536	$774.5K	0.05%
Intech Investment Management LLC	12,291	$703.3K	0.01%
Sterling Capital Management LLC	11,320	$647.7K	0.01%
XTX Topco Ltd	11,026	$630.9K	0.05%
Passumpsic Savings Bank	10,652	$609.5K	0.40%
Schonfeld Strategic Advisors LLC	9,440	$540.2K	0.00%
Marshall Wace, LLP	6,913	$395.6K	0.00%
Brevan Howard Capital Management LP	5,158	$295.1K	0.01%
Sanctuary Advisors, LLC	5,033	$285.6K	0.00%
Arete Wealth Advisors, LLC	4,888	$279.0K	0.02%
Paloma Partners Management Co	4,541	$259.8K	0.01%
Captrust Financial Advisors	4,532	$259.3K	0.00%
Veriti Management LLC	4,382	$250.7K	0.01%
Zacks Investment Management	4,337	$248.2K	0.00%
Canandaigua National Bank & Trust Co	4,236	$242.4K	0.02%
Mackenzie Financial Corp	4,198	$240.2K	0.00%
Ifrah Financial Services, Inc.	4,116	$235.5K	0.06%
First Citizens Bank & Trust Co	4,011	$229.5K	0.01%
ZWJ Investment Counsel Inc	3,837	$219.6K	0.01%
MQS Management LLC	3,704	$211.9K	0.12%
Atria Investments LLC	3,533	$202.2K	0.00%
RSM US Wealth Management LLC	3,505	$200.6K	0.00%
Shell Asset Management Co	2,798	$160.0K	0.01%
Johnson Financial Group, Inc.	2,361	$135.1K	0.01%
Quest Partners LLC	782	$44.7K	0.00%
AdvisorNet Financial, Inc	683	$39.1K	0.00%
Bryn Mawr Trust Co	607	$34.7K	0.00%
V-Square Quantitative Management LLC	459	$26.3K	0.00%
Harbor Capital Advisors, Inc.	268	$15.0K	0.00%
Hemington Wealth Management	281	$15.0K	0.00%
GHP Investment Advisors, Inc.	223	$12.8K	0.00%
GeoWealth Management, LLC	136	$7.78K	0.00%
Capital Performance Advisors LLP	114	$6.52K	0.00%
Brown Brothers Harriman & Co	59	$3.38K	0.00%
Ashton Thomas Securities, LLC	59	$3.38K	0.00%
Umb Bank N A	49	$2.80K	0.00%
Northwestern Mutual Wealth Management Co	29	$1.66K	0.00%
Caldwell Trust Co	19	$1.09K	0.00%
HM Payson & Co	17	$973	0.00%
Anchor Investment Management, LLC	1	$58	0.00%

Sold out (30)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of NWE in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Verition Fund Management LLC	134,145	$6.72M
First Washington CORP	113,799	$5.70M
Algert Global LLC	48,078	$2.41M
Clearbridge Investments, LLC	31,717	$1.59M
Gsa Capital Partners LLP	22,477	$1.13M
Truist Financial Corp	12,505	$626.3K
Y-Intercept (Hong Kong) Ltd	9,086	$455.0K
Summit Global Investments	8,318	$417.0K
VELA Investment Management, LLC	8,237	$412.5K
Consolidated Planning Corp	6,852	$343.2K
Dorsey & Whitney Trust CO LLC	5,858	$293.4K
Centiva Capital, LP	5,540	$277.4K
Plustick Management LLC	5,000	$250.4K
Fox Run Management, L.L.C.	4,926	$246.7K
Dynamic Technology Lab Private Ltd	4,691	$235.0K
Engineers Gate Manager LP	4,614	$231.1K
First Hawaiian Bank	4,301	$215.4K
ISAM Funds (UK) Ltd	4,166	$208.6K
Accurate Wealth Management, LLC	3,919	$201.8K
PEAK6 Investments LLC	1,389	$69.6K
Simplex Trading, LLC	1,121	$56.0K
Headlands Technologies LLC	449	$22.5K
HHM Wealth Advisors, LLC	171	$8.56K
Manchester Capital Management LLC	131	$6.56K
Cullen/Frost Bankers, Inc.	62	$3.10K
Ashton Thomas Private Wealth, LLC	57	$2.85K
Stephens Consulting, LLC	41	$2.05K
Triad Wealth Partners, LLC	23	$1.15K
Castleview Partners, LLC	3	$150
Innealta Capital, LLC	2	$100

Not filed for Q3 2024 yet (3)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	9,379,059	$469.7M
Susquehanna Fundamental Investments, LLC	56,195	$2.81M
JJJ Advisors Inc.	435	$21.8K