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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $58 | 0.00% | +1 | New |
| Mather Group, LLC. | 6 | $343 | 0.00% | −90−93.8% | Reduced |
| Larson Financial Group LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $515 | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $515 | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 14 | $750 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16 | $916 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $973 | 0.00% | +17 | New |
| Caldwell Trust Co | 19 | $1.09K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $1.54K | 0.00% | −28−50.9% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $1.54K | 0.00% | +1+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 29 | $1.66K | 0.00% | +29 | New |
| IFP Advisors, Inc | 37 | $2.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $2.12K | 0.00% | −9−19.6% | Reduced |
| Eagle Bay Advisors LLC | 41 | $2.35K | 0.00% | −22−34.9% | Reduced |
| Umb Bank N A | 49 | $2.80K | 0.00% | +49 | New |
| Rothschild Investment LLC | 51 | $2.92K | 0.00% | +35+218.8% | Added |
| Brown Brothers Harriman & Co | 59 | $3.38K | 0.00% | +59 | New |
| Ashton Thomas Securities, LLC | 59 | $3.38K | 0.00% | +59 | New |
| Huntington National Bank | 62 | $3.55K | 0.00% | +55+785.7% | Added |
| GWM Advisors LLC | 62 | $3.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $3.73K | 0.00% | −96−58.5% | Reduced |
| C M Bidwell & Associates Ltd | 74 | $4.23K | 0.00% | +68+1,133.3% | Added |
| Continuum Advisory, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 79 | $4.52K | 0.00% | −10−11.2% | Reduced |
| Lindbrook Capital, LLC | 83 | $4.75K | 0.00% | −7−7.8% | Reduced |
| Park Place Capital Corp | 85 | $4.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 92 | $5.29K | 0.00% | +1+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $5.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $6.01K | 0.00% | −41−28.1% | Reduced |
| Private Wealth Management Group, LLC | 107 | $6.12K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 114 | $6.52K | 0.00% | +114 | New |
| GeoWealth Management, LLC | 136 | $7.78K | 0.00% | +136 | New |
| Proequities, Inc. | 141 | $8.07K | 0.00% | −147−51.0% | Reduced |
| Sound Income Strategies, LLC | 144 | $8.25K | 0.00% | +1+0.7% | Added |
| Addison Advisors LLC | 150 | $8.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $8.64K | 0.00% | −20−11.7% | Reduced |
| Jones Financial Companies LLLP | 151 | $8.65K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 196 | $11.2K | 0.00% | −36−15.5% | Reduced |
| Smartleaf Asset Management LLC | 198 | $11.3K | 0.00% | +23+13.1% | Added |
| Ransom Advisory, Ltd | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 223 | $12.8K | 0.00% | +223 | New |
| Bessemer Group Inc | 219 | $13.0K | 0.00% | +72+49.0% | Added |
| First Horizon Advisors, Inc. | 258 | $14.8K | 0.00% | −18−6.5% | Reduced |
| Harbor Capital Advisors, Inc. | 268 | $15.0K | 0.00% | +268 | New |
| Hemington Wealth Management | 281 | $15.0K | 0.00% | +281 | New |
| Ronald Blue Trust, Inc. | 315 | $15.8K | 0.00% | +71+29.1% | Added |
| EverSource Wealth Advisors, LLC | 316 | $18.1K | 0.00% | −1,198−79.1% | Reduced |
| Farther Finance Advisors, LLC | 331 | $18.9K | 0.00% | +259+359.7% | Added |
| Gen-Wealth Partners Inc | 380 | $20.5K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 369 | $21.1K | 0.00% | −71−16.1% | Reduced |
| Quarry LP | 399 | $22.8K | 0.01% | +269+206.9% | Added |
| Fifth Third Bancorp | 433 | $24.8K | 0.00% | −24−5.3% | Reduced |
| Rise Advisors, LLC | 443 | $25.4K | 0.01% | +5+1.1% | Added |
| V-Square Quantitative Management LLC | 459 | $26.3K | 0.00% | +459 | New |
| Central Trust Co | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 506 | $28.9K | 0.00% | +6+1.2% | Added |
| Parallel Advisors, LLC | 527 | $30.2K | 0.00% | +45+9.3% | Added |
| Quadrant Capital Group LLC | 603 | $34.5K | 0.00% | −83−12.1% | Reduced |
| Bryn Mawr Trust Co | 607 | $34.7K | 0.00% | +607 | New |
| Nomura Asset Management Co Ltd | 620 | $35.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 679 | $38.9K | 0.01% | +29+4.5% | Added |
| AdvisorNet Financial, Inc | 683 | $39.1K | 0.00% | +683 | New |
| Signaturefd, LLC | 694 | $39.7K | 0.00% | −2−0.3% | Reduced |
| Quest Partners LLC | 782 | $44.7K | 0.00% | +782 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $45.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $51.5K | 0.00% | −2,500−73.5% | Reduced |
| Assetmark, Inc | 975 | $55.8K | 0.00% | +102+11.7% | Added |
| Spirit of America Management Corp | 1,000 | $57.2K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $57.2K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,000 | $57.2K | 0.03% | +600+150.0% | Added |
| Front Row Advisors LLC | 1,135 | $64.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,505 | $86.0K | 0.00% | +513+51.7% | Added |
| Principal Securities, Inc. | 1,572 | $90.0K | 0.00% | +51+3.4% | Added |
| KBC Group NV | 1,676 | $96.0K | 0.00% | +465+38.4% | Added |
| Tower Research Capital LLC (TRC) | 1,821 | $104.2K | 0.00% | −6,378−77.8% | Reduced |
| GAMMA Investing LLC | 1,879 | $107.5K | 0.01% | +740+65.0% | Added |
| Advisor Group Holdings, Inc. | 1,969 | $112.8K | 0.00% | −1,790−47.6% | Reduced |
| Global Retirement Partners, LLC | 2,020 | $115.6K | 0.00% | +3+0.1% | Added |
| Johnson Financial Group, Inc. | 2,361 | $135.1K | 0.01% | +2,361 | New |
| Armstrong Advisory Group, Inc | 2,364 | $135.3K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,798 | $160.0K | 0.01% | +2,798 | New |
| STRS Ohio | 2,800 | $160.2K | 0.00% | +500+21.7% | Added |
| International Assets Investment Management, LLC | 9,842 | $172.0K | 0.00% | +9,670+5,622.1% | Added |
| RSM US Wealth Management LLC | 3,505 | $200.6K | 0.00% | +3,505 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,523 | $201.6K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,533 | $202.2K | 0.00% | +3,533 | New |
| MQS Management LLC | 3,704 | $211.9K | 0.12% | +3,704 | New |
| ZWJ Investment Counsel Inc | 3,837 | $219.6K | 0.01% | +3,837 | New |
| State of Wyoming | 3,900 | $223.2K | 0.03% | +517+15.3% | Added |
| Advisory Services Network, LLC | 4,475 | $224.1K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,011 | $229.5K | 0.01% | +4,011 | New |
| Ifrah Financial Services, Inc. | 4,116 | $235.5K | 0.06% | +4,116 | New |
| Mackenzie Financial Corp | 4,198 | $240.2K | 0.00% | +4,198 | New |
| Canandaigua National Bank & Trust Co | 4,236 | $242.4K | 0.02% | +4,236 | New |
| CIBC Private Wealth Group, LLC | 4,332 | $247.9K | 0.00% | +145+3.5% | Added |
| Zacks Investment Management | 4,337 | $248.2K | 0.00% | +4,337 | New |
| Veriti Management LLC | 4,382 | $250.7K | 0.01% | +4,382 | New |