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 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 1,070,434 | $61.3M | 1.56% | +113,265+11.8% | Added |
| Massachusetts Financial Services Co | 1,094,714 | $62.6M | 0.02% | −30,832−2.7% | Reduced |
| Westwood Holdings Group Inc. | 1,167,389 | $66.8M | 0.28% | −63,945−5.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,200,524 | $68.7M | 0.27% | −22,366−1.8% | Reduced |
| Macquarie Group Ltd | 1,277,841 | $73.1M | 0.08% | −150,720−10.6% | Reduced |
| Franklin Resources Inc | 1,336,670 | $74.3M | 0.02% | −4,615−0.3% | Reduced |
| Geode Capital Management, LLC | 1,536,518 | $87.9M | 0.01% | +35,279+2.3% | Added |
| Victory Capital Management Inc | 1,863,241 | $106.6M | 0.10% | −265,298−12.5% | Reduced |
| River Road Asset Management, LLC | 2,235,009 | $127.9M | 1.67% | +14,654+0.7% | Added |
| State Street Corp | 2,504,400 | $143.3M | 0.01% | +42,104+1.7% | Added |
| American Century Companies Inc | 3,866,862 | $221.3M | 0.13% | −101,551−2.6% | Reduced |
| Vanguard Group Inc | 6,793,339 | $388.7M | 0.01% | +30,561+0.5% | Added |
| BlackRock, Inc. | 9,915,528 | $567.4M | 0.01% | +9,915,528 | New |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −134,145−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −113,799−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −48,078−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −31,717−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,477−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,086−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −8,237−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −5,858−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,926−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,166−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |