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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 30,333 | $1.74M | 0.21% | −3,376−10.0% | Reduced |
| DC Investments Management, LLC | 30,670 | $1.75M | 1.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,849 | $1.77M | 0.00% | −102,030−76.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 32,015 | $1.83M | 0.00% | +32,015 | New |
| Brinker Capital Investments, LLC | 32,194 | $1.84M | 0.02% | +892+2.8% | Added |
| Orion Portfolio Solutions, LLC | 32,194 | $1.84M | 0.02% | +892+2.8% | Added |
| Voloridge Investment Management, LLC | 32,896 | $1.88M | 0.01% | −36,783−52.8% | Reduced |
| Jane Street Group, LLC | 33,030 | $1.89M | 0.00% | −24,030−42.1% | Reduced |
| DekaBank Deutsche Girozentrale | 33,664 | $1.92M | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 35,738 | $2.04M | 0.16% | −759−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 36,651 | $2.10M | 0.01% | −479−1.3% | Reduced |
| Teacher Retirement System of Texas | 38,083 | $2.18M | 0.01% | +16,105+73.3% | Added |
| State of Wisconsin Investment Board | 41,403 | $2.37M | 0.01% | −1,620−3.8% | Reduced |
| Citadel Advisors LLC | 42,783 | $2.45M | 0.00% | −36,989−46.4% | Reduced |
| Commonwealth Equity Services, LLC | 43,806 | $2.51M | 0.00% | +4,626+11.8% | Added |
| Prudential Financial Inc | 44,153 | $2.53M | 0.00% | −1,266−2.8% | Reduced |
| Martingale Asset Management L P | 46,441 | $2.66M | 0.06% | +2,460+5.6% | Added |
| North Star Investment Management Corp. | 49,836 | $2.85M | 0.20% | +146+0.3% | Added |
| Qube Research & Technologies Ltd | 50,562 | $2.89M | 0.01% | +27,666+120.8% | Added |
| Bank of Montreal | 50,651 | $2.90M | 0.00% | −1,918−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 50,926 | $2.91M | 0.02% | +22,784+81.0% | Added |
| Millennium Management LLC | 51,368 | $2.94M | 0.00% | −154,082−75.0% | Reduced |
| Maryland State Retirement & Pension System | 51,757 | $2.96M | 0.06% | −568−1.1% | Reduced |
| Magellan Asset Management Ltd | 52,715 | $3.02M | 0.03% | −370−0.7% | Reduced |
| Two Sigma Advisers, LP | 54,300 | $3.11M | 0.01% | −29,800−35.4% | Reduced |
| Heartland Advisors Inc | 56,302 | $3.22M | 0.17% | +56,302 | New |
| Citigroup Inc | 57,329 | $3.28M | 0.00% | +39,572+222.9% | Added |
| California State Teachers Retirement System | 58,003 | $3.32M | 0.00% | −1,838−3.1% | Reduced |
| Meritage Portfolio Management | 60,954 | $3.49M | 0.21% | +56,330+1,218.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 62,205 | $3.56M | 0.20% | +375+0.6% | Added |
| Public Employees Retirement System of Ohio | 62,580 | $3.58M | 0.02% | −5,169−7.6% | Reduced |
| Deutsche Bank AG | 64,201 | $3.67M | 0.00% | −23,239−26.6% | Reduced |
| Aristotle Capital Boston, LLC | 65,400 | $3.74M | 0.12% | −19,167−22.7% | Reduced |
| Oliver Luxxe Assets LLC | 67,322 | $3.85M | 0.69% | +17,364+34.8% | Added |
| UBS Group AG | 68,608 | $3.93M | 0.00% | −16,965−19.8% | Reduced |
| Manufacturers Life Insurance Company, The | 69,283 | $3.96M | 0.00% | −3,849−5.3% | Reduced |
| Wells Fargo & Company | 69,491 | $3.98M | 0.00% | +23,903+52.4% | Added |
| First PREMIER Bank | 73,997 | $4.23M | 1.06% | −270−0.4% | Reduced |
| Retirement Systems of Alabama | 74,464 | $4.26M | 0.02% | −1,177−1.6% | Reduced |
| New York State Teachers Retirement System | 75,178 | $4.30M | 0.01% | −400−0.5% | Reduced |
| Federated Hermes, Inc. | 75,191 | $4.30M | 0.01% | +159+0.2% | Added |
| Great West Life Assurance Co | 76,251 | $4.37M | 0.01% | +443+0.6% | Added |
| Conning Inc. | 77,076 | $4.41M | 0.15% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 77,137 | $4.41M | 0.60% | −44,415−36.5% | Reduced |
| Comerica Bank | 82,593 | $4.73M | 0.02% | +3,783+4.8% | Added |
| Advisors Asset Management, Inc. | 83,822 | $4.80M | 0.09% | +17,983+27.3% | Added |
| Panagora Asset Management Inc | 89,032 | $5.09M | 0.02% | +1,804+2.1% | Added |
| First Eagle Investment Management, LLC | 91,099 | $5.21M | 0.01% | +91,099 | New |
| South Dakota Investment Council | 96,362 | $5.51M | 0.11% | +4,200+4.6% | Added |
| MetLife Investment Management | 97,962 | $5.61M | 0.03% | −565−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 98,201 | $5.62M | 0.12% | +2,944+3.1% | Added |
| First Manhattan Co | 101,245 | $5.79M | 0.02% | −6,600−6.1% | Reduced |
| Mutual of America Capital Management LLC | 103,208 | $5.91M | 0.06% | −3,514−3.3% | Reduced |
| Stockman Wealth Management, Inc. | 103,723 | $5.94M | 0.92% | +6,695+6.9% | Added |
| Corebridge Financial, Inc. | 104,999 | $6.01M | 0.03% | −5,218−4.7% | Reduced |
| Wedge Capital Management L L P | 110,153 | $6.30M | 0.11% | −12,896−10.5% | Reduced |
| Barclays PLC | 110,571 | $6.33M | 0.00% | +74,278+204.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,569 | $6.67M | 0.04% | −6,286−5.1% | Reduced |
| Swiss National Bank | 119,683 | $6.85M | 0.00% | −1,000−0.8% | Reduced |
| Alliancebernstein L.P. | 121,782 | $6.97M | 0.00% | −2,139−1.7% | Reduced |
| UBS Asset Management Americas Inc | 124,998 | $7.15M | 0.00% | −13,646−9.8% | Reduced |
| Envestnet Asset Management Inc | 127,458 | $7.29M | 0.00% | +1,537+1.2% | Added |
| Mairs & Power Inc | 137,075 | $7.84M | 0.07% | −310−0.2% | Reduced |
| Russell Investments Group, Ltd. | 137,776 | $7.88M | 0.01% | +17,348+14.4% | Added |
| Liberty One Investment Management, LLC | 140,797 | $8.06M | 0.82% | −3,043−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 147,915 | $8.46M | 0.29% | −16,579−10.1% | Reduced |
| Price T Rowe Associates Inc | 164,529 | $9.41M | 0.00% | +19,574+13.5% | Added |
| Principal Financial Group Inc | 171,362 | $9.81M | 0.01% | −58,668−25.5% | Reduced |
| Ancora Advisors, LLC | 174,510 | $9.99M | 0.23% | +1,000+0.6% | Added |
| First Trust Advisors LP | 203,384 | $11.6M | 0.01% | +17,654+9.5% | Added |
| Rhumbline Advisers | 214,016 | $12.2M | 0.01% | −7,134−3.2% | Reduced |
| Voya Investment Management LLC | 216,950 | $12.4M | 0.01% | +26,001+13.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 225,080 | $12.9M | 0.04% | −19,800−8.1% | Reduced |
| Brandywine Global Investment Management, LLC | 237,841 | $13.2M | 0.09% | −6,173−2.5% | Reduced |
| Empower Advisory Group, LLC | 269,411 | $15.4M | 0.05% | +11,422+4.4% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $15.6M | 0.16% | −6,500−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 283,851 | $16.2M | 0.04% | +1,566+0.6% | Added |
| Legal & General Group Plc | 346,703 | $19.8M | 0.01% | −8,775−2.5% | Reduced |
| Thrivent Financial for Lutherans | 367,034 | $21.0M | 0.04% | −4,936−1.3% | Reduced |
| Ameriprise Financial Inc | 368,889 | $21.1M | 0.01% | −51,886−12.3% | Reduced |
| SEI Investments Co | 395,227 | $22.6M | 0.03% | −10,377−2.6% | Reduced |
| Goldman Sachs Group Inc | 429,597 | $24.6M | 0.00% | +223,099+108.0% | Added |
| AQR Capital Management LLC | 430,679 | $24.6M | 0.03% | +34,270+8.6% | Added |
| Raymond James & Associates | 432,329 | $24.7M | 0.02% | −14,944−3.3% | Reduced |
| JPMorgan Chase & Co | 518,812 | $29.7M | 0.00% | −372,287−41.8% | Reduced |
| William Blair Investment Management, LLC | 538,700 | $30.8M | 0.08% | −16,341−2.9% | Reduced |
| Gabelli Funds LLC | 547,000 | $31.3M | 0.23% | −1,500−0.3% | Reduced |
| Morgan Stanley | 581,943 | $33.3M | 0.00% | +158,046+37.3% | Added |
| Nuveen Asset Management, LLC | 603,571 | $34.5M | 0.01% | +287,636+91.0% | Added |
| GW&K Investment Management, LLC | 686,113 | $39.3M | 0.34% | +45,667+7.1% | Added |
| Bank of America Corp | 711,698 | $40.7M | 0.00% | +12,200+1.7% | Added |
| Bank of New York Mellon Corp | 750,455 | $42.9M | 0.01% | −98,609−11.6% | Reduced |
| ProShare Advisors LLC | 751,136 | $43.0M | 0.11% | −7,008−0.9% | Reduced |
| FMR LLC | 759,804 | $43.5M | 0.00% | +110,461+17.0% | Added |
| Northern Trust Corp | 802,186 | $45.9M | 0.01% | +1,976+0.2% | Added |
| Invesco Ltd. | 822,727 | $47.1M | 0.01% | +10,304+1.3% | Added |
| Charles Schwab Investment Management Inc | 848,294 | $48.5M | 0.01% | +19,542+2.4% | Added |
| Norges Bank | 905,542 | $51.8M | 0.01% | +171,598+23.4% | Added |
| Neuberger Berman Group LLC | 991,966 | $56.8M | 0.04% | +58,268+6.2% | Added |
| Dimensional Fund Advisors LP | 1,028,893 | $58.9M | 0.01% | +1,195+0.1% | Added |