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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 4,410 | $252.3K | 0.03% | +50+1.1% | Added |
| Steel Peak Wealth Management LLC | 4,525 | $258.9K | 0.01% | +44+1.0% | Added |
| Captrust Financial Advisors | 4,532 | $259.3K | 0.00% | +4,532 | New |
| Paloma Partners Management Co | 4,541 | $259.8K | 0.01% | +4,541 | New |
| UMA Financial Services, Inc. | 4,779 | $269.5K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,766 | $272.7K | 0.01% | −119−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,827 | $276.2K | 0.00% | −357−6.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,888 | $279.0K | 0.02% | +4,888 | New |
| Sanctuary Advisors, LLC | 5,033 | $285.6K | 0.00% | +5,033 | New |
| Brevan Howard Capital Management LP | 5,158 | $295.1K | 0.01% | +5,158 | New |
| Pathstone Holdings, LLC | 5,258 | $300.9K | 0.00% | +52+1.0% | Added |
| Bokf, NA | 5,564 | $311.3K | 0.01% | −523−8.6% | Reduced |
| HighTower Advisors, LLC | 5,459 | $318.0K | 0.00% | −109−2.0% | Reduced |
| Prosperity Consulting Group, LLC | 5,730 | $327.9K | 0.03% | −2,759−32.5% | Reduced |
| Keybank National Association | 6,025 | $344.8K | 0.00% | −965−13.8% | Reduced |
| Public Employees Retirement Association of Colorado | 6,157 | $352.0K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,189 | $354.1K | 0.06% | +52+0.8% | Added |
| Raymond James Trust N.A. | 6,288 | $359.8K | 0.01% | +115+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 6,624 | $368.3K | 0.00% | +1,619+32.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,684 | $382.5K | 0.02% | +20.0% | Added |
| Resona Asset Management Co.,Ltd. | 6,745 | $385.9K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,757 | $386.6K | 0.03% | +1,343+24.8% | Added |
| Marshall Wace, LLP | 6,913 | $395.6K | 0.00% | +6,913 | New |
| State of Alaska, Department of Revenue | 7,234 | $413.0K | 0.00% | +480+7.1% | Added |
| Cerity Partners LLC | 7,672 | $439.0K | 0.00% | +2,125+38.3% | Added |
| JustInvest LLC | 7,813 | $447.1K | 0.01% | +639+8.9% | Added |
| Jeppson Wealth Management, LLC | 7,877 | $450.7K | 0.16% | +125+1.6% | Added |
| Oppenheimer Asset Management Inc. | 7,903 | $452.2K | 0.01% | +359+4.8% | Added |
| Creative Planning | 7,936 | $454.1K | 0.00% | +143+1.8% | Added |
| Legato Capital Management LLC | 8,090 | $462.9K | 0.06% | −3,701−31.4% | Reduced |
| IFM Investors Pty Ltd | 8,136 | $465.5K | 0.00% | −403−4.7% | Reduced |
| Bailard, Inc. | 8,200 | $469.2K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 8,308 | $475.4K | 0.00% | −19−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 8,767 | $501.6K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 8,800 | $503.5K | 0.08% | −4,803−35.3% | Reduced |
| Cornercap Investment Counsel Inc | 8,876 | $507.9K | 0.15% | −10,887−55.1% | Reduced |
| Savant Capital, LLC | 9,409 | $538.4K | 0.00% | +299+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 9,440 | $540.2K | 0.00% | +9,440 | New |
| Commerce Bank | 9,900 | $566.5K | 0.00% | +587+6.3% | Added |
| Foundry Partners, LLC | 10,001 | $572.3K | 0.03% | +20.0% | Added |
| Northwest & Ethical Investments L.P. | 10,204 | $583.9K | 0.02% | −518−4.8% | Reduced |
| Penn Capital Management Co Inc | 10,229 | $585.3K | 0.05% | −1,241−10.8% | Reduced |
| HSBC Holdings PLC | 10,266 | $587.0K | 0.00% | −39,289−79.3% | Reduced |
| Henshaw Capital LLC | 10,499 | $600.8K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,515 | $601.7K | 0.01% | +1,906+22.1% | Added |
| Passumpsic Savings Bank | 10,652 | $609.5K | 0.40% | +10,652 | New |
| Pictet Asset Management Holding SA | 10,700 | $612.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,748 | $615.0K | 0.00% | +36+0.3% | Added |
| TD Asset Management Inc | 10,800 | $618.5K | 0.00% | −15,500−58.9% | Reduced |
| XTX Topco Ltd | 11,026 | $630.9K | 0.05% | +11,026 | New |
| Sterling Capital Management LLC | 11,320 | $647.7K | 0.01% | +11,320 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $672.2K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,800 | $675.0K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,291 | $703.3K | 0.01% | +12,291 | New |
| Mariner, LLC | 12,369 | $707.7K | 0.00% | +369+3.1% | Added |
| Oregon Public Employees Retirement Fund | 12,432 | $711.4K | 0.01% | −280−2.2% | Reduced |
| Vaughan & Co Securities, Inc. | 12,450 | $712.4K | 0.42% | −90−0.7% | Reduced |
| Man Group plc | 12,558 | $718.6K | 0.00% | −20,055−61.5% | Reduced |
| Meeder Advisory Services, Inc. | 13,189 | $754.7K | 0.05% | +1,546+13.3% | Added |
| US Bancorp | 13,454 | $769.8K | 0.00% | −2,055−13.3% | Reduced |
| Exchange Traded Concepts, LLC | 13,458 | $770.1K | 0.02% | −42−0.3% | Reduced |
| Winton Group Ltd | 13,536 | $774.5K | 0.05% | +13,536 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,600 | $778.2K | 0.02% | −79−0.6% | Reduced |
| State of Michigan Retirement System | 14,528 | $831.3K | 0.00% | −200−1.4% | Reduced |
| Huber Capital Management LLC | 15,107 | $864.4K | 0.17% | +700+4.9% | Added |
| SG Americas Securities, LLC | 15,561 | $890.0K | 0.00% | +9,509+157.1% | Added |
| Alps Advisors Inc | 16,019 | $916.6K | 0.01% | +1,272+8.6% | Added |
| D. E. Shaw & Co., Inc. | 16,034 | $917.5K | 0.00% | +16,034 | New |
| Royal Bank of Canada | 16,098 | $922.0K | 0.00% | +935+6.2% | Added |
| Pacer Advisors, Inc. | 16,160 | $924.7K | 0.00% | −216−1.3% | Reduced |
| Van Eck Associates Corp | 17,540 | $970.0K | 0.00% | +1,155+7.0% | Added |
| Louisiana State Employees Retirement System | 17,000 | $972.7K | 0.02% | −300−1.7% | Reduced |
| Susquehanna International Group, LLP | 17,215 | $985.0K | 0.00% | +6,338+58.3% | Added |
| Arizona State Retirement System | 17,648 | $1.01M | 0.01% | +494+2.9% | Added |
| Schnieders Capital Management LLC | 17,873 | $1.02M | 0.19% | +9,225+106.7% | Added |
| Hennessy Advisors Inc | 18,398 | $1.05M | 0.03% | −700−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,734 | $1.07M | 0.03% | −459−2.4% | Reduced |
| New York State Common Retirement Fund | 19,120 | $1.09M | 0.00% | −6,000−23.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,352 | $1.11M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 20,161 | $1.15M | 0.00% | +2,665+15.2% | Added |
| State of Tennessee, Treasury Department | 20,443 | $1.17M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,680 | $1.18M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,818 | $1.19M | 0.00% | −36,287−63.5% | Reduced |
| Convergence Investment Partners, LLC | 20,842 | $1.19M | 0.32% | −479−2.2% | Reduced |
| Pullen Investment Management, LLC | 21,067 | $1.21M | 0.88% | +2,865+15.7% | Added |
| Balyasny Asset Management LLC | 21,529 | $1.23M | 0.00% | +8,498+65.2% | Added |
| Yousif Capital Management, LLC | 22,535 | $1.29M | 0.01% | −3,104−12.1% | Reduced |
| Holocene Advisors, LP | 22,789 | $1.30M | 0.01% | +22,789 | New |
| Cetera Investment Advisers | 23,101 | $1.32M | 0.00% | −331−1.4% | Reduced |
| LPL Financial LLC | 23,281 | $1.33M | 0.00% | +2,202+10.4% | Added |
| Eagle Global Advisors LLC | 23,350 | $1.34M | 0.07% | +23,350 | New |
| BNP Paribas Arbitrage, SA | 23,911 | $1.37M | 0.00% | +7,629+46.9% | Added |
| Guggenheim Capital LLC | 24,230 | $1.39M | 0.01% | +2,551+11.8% | Added |
| ClearAlpha Technologies LP | 25,340 | $1.45M | 0.62% | +25,340 | New |
| Dean Capital Management | 25,676 | $1.47M | 0.62% | +13,885+117.8% | Added |
| Naples Global Advisors, LLC | 25,705 | $1.47M | 0.14% | +1,625+6.7% | Added |
| State Board of Administration of Florida Retirement System | 25,869 | $1.48M | 0.00% | +8,939+52.8% | Added |
| The PNC Financial Services Group, Inc. | 26,608 | $1.52M | 0.00% | +644+2.5% | Added |
| Janus Henderson Group PLC | 26,914 | $1.54M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 27,466 | $1.57M | 0.01% | −2,321−7.8% | Reduced |