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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 313 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ3 2024: $3.38B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wisconsin Investment Board41,403$2.37M0.01%−1,620−3.8%Reduced
Teacher Retirement System of Texas38,083$2.18M0.01%+16,105+73.3%Added
State of New Jersey Common Pension Fund D36,651$2.10M0.01%−479−1.3%Reduced
Money Concepts Capital Corp35,738$2.04M0.16%−759−2.1%Reduced
DekaBank Deutsche Girozentrale33,664$1.92M0.00%00.0%Unchanged
Jane Street Group, LLC33,030$1.89M0.00%−24,030−42.1%Reduced
Voloridge Investment Management, LLC32,896$1.88M0.01%−36,783−52.8%Reduced
Brinker Capital Investments, LLC32,194$1.84M0.02%+892+2.8%Added
Orion Portfolio Solutions, LLC32,194$1.84M0.02%+892+2.8%Added
Arrowstreet Capital, Limited Partnership32,015$1.83M0.00%+32,015New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main30,849$1.77M0.00%−102,030−76.8%Reduced
DC Investments Management, LLC30,670$1.75M1.23%00.0%Unchanged
Inspire Advisors, LLC30,333$1.74M0.21%−3,376−10.0%Reduced
Amalgamated Bank27,466$1.57M0.01%−2,321−7.8%Reduced
Janus Henderson Group PLC26,914$1.54M0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.26,608$1.52M0.00%+644+2.5%Added
State Board of Administration of Florida Retirement System25,869$1.48M0.00%+8,939+52.8%Added
Naples Global Advisors, LLC25,705$1.47M0.14%+1,625+6.7%Added
Dean Capital Management25,676$1.47M0.62%+13,885+117.8%Added
ClearAlpha Technologies LP25,340$1.45M0.62%+25,340New
Guggenheim Capital LLC24,230$1.39M0.01%+2,551+11.8%Added
BNP Paribas Arbitrage, SA23,911$1.37M0.00%+7,629+46.9%Added
Eagle Global Advisors LLC23,350$1.34M0.07%+23,350New
LPL Financial LLC23,281$1.33M0.00%+2,202+10.4%Added
Cetera Investment Advisers23,101$1.32M0.00%−331−1.4%Reduced
Holocene Advisors, LP22,789$1.30M0.01%+22,789New
Yousif Capital Management, LLC22,535$1.29M0.01%−3,104−12.1%Reduced
Balyasny Asset Management LLC21,529$1.23M0.00%+8,498+65.2%Added
Pullen Investment Management, LLC21,067$1.21M0.88%+2,865+15.7%Added
Convergence Investment Partners, LLC20,842$1.19M0.32%−479−2.2%Reduced
Two Sigma Investments, LP20,818$1.19M0.00%−36,287−63.5%Reduced
Ensign Peak Advisors, Inc20,680$1.18M0.00%00.0%Unchanged
State of Tennessee, Treasury Department20,443$1.17M0.00%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.20,161$1.15M0.00%+2,665+15.2%Added
Teachers Retirement System of the State of Kentucky19,352$1.11M0.01%00.0%Unchanged
New York State Common Retirement Fund19,120$1.09M0.00%−6,000−23.9%Reduced
Ameritas Investment Partners, Inc.18,734$1.07M0.03%−459−2.4%Reduced
Hennessy Advisors Inc18,398$1.05M0.03%−700−3.7%Reduced
Schnieders Capital Management LLC17,873$1.02M0.19%+9,225+106.7%Added
Arizona State Retirement System17,648$1.01M0.01%+494+2.9%Added
Susquehanna International Group, LLP17,215$985.0K0.00%+6,338+58.3%Added
Louisiana State Employees Retirement System17,000$972.7K0.02%−300−1.7%Reduced
Van Eck Associates Corp17,540$970.0K0.00%+1,155+7.0%Added
Pacer Advisors, Inc.16,160$924.7K0.00%−216−1.3%Reduced
Royal Bank of Canada16,098$922.0K0.00%+935+6.2%Added
D. E. Shaw & Co., Inc.16,034$917.5K0.00%+16,034New
Alps Advisors Inc16,019$916.6K0.01%+1,272+8.6%Added
SG Americas Securities, LLC15,561$890.0K0.00%+9,509+157.1%Added
Huber Capital Management LLC15,107$864.4K0.17%+700+4.9%Added
State of Michigan Retirement System14,528$831.3K0.00%−200−1.4%Reduced
Northwestern Mutual Investment Management Company, LLC13,600$778.2K0.02%−79−0.6%Reduced
Winton Group Ltd13,536$774.5K0.05%+13,536New
Exchange Traded Concepts, LLC13,458$770.1K0.02%−42−0.3%Reduced
US Bancorp13,454$769.8K0.00%−2,055−13.3%Reduced
Meeder Advisory Services, Inc.13,189$754.7K0.05%+1,546+13.3%Added
Man Group plc12,558$718.6K0.00%−20,055−61.5%Reduced
Vaughan & Co Securities, Inc.12,450$712.4K0.42%−90−0.7%Reduced
Oregon Public Employees Retirement Fund12,432$711.4K0.01%−280−2.2%Reduced
Mariner, LLC12,369$707.7K0.00%+369+3.1%Added
Intech Investment Management LLC12,291$703.3K0.01%+12,291New
New Mexico Educational Retirement Board11,800$675.0K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)11,748$672.2K0.00%00.0%Unchanged
Sterling Capital Management LLC11,320$647.7K0.01%+11,320New
XTX Topco Ltd11,026$630.9K0.05%+11,026New
TD Asset Management Inc10,800$618.5K0.00%−15,500−58.9%Reduced
Private Advisor Group, LLC10,748$615.0K0.00%+36+0.3%Added
Pictet Asset Management Holding SA10,700$612.3K0.00%00.0%Unchanged
Passumpsic Savings Bank10,652$609.5K0.40%+10,652New
Atria Wealth Solutions, Inc.10,515$601.7K0.01%+1,906+22.1%Added
Henshaw Capital LLC10,499$600.8K0.03%00.0%Unchanged
HSBC Holdings PLC10,266$587.0K0.00%−39,289−79.3%Reduced
Penn Capital Management Co Inc10,229$585.3K0.05%−1,241−10.8%Reduced
Northwest & Ethical Investments L.P.10,204$583.9K0.02%−518−4.8%Reduced
Foundry Partners, LLC10,001$572.3K0.03%+20.0%Added
Commerce Bank9,900$566.5K0.00%+587+6.3%Added
Schonfeld Strategic Advisors LLC9,440$540.2K0.00%+9,440New
Savant Capital, LLC9,409$538.4K0.00%+299+3.3%Added
Cornercap Investment Counsel Inc8,876$507.9K0.15%−10,887−55.1%Reduced
Versor Investments LP8,800$503.5K0.08%−4,803−35.3%Reduced
Susquehanna Portfolio Strategies, LLC8,767$501.6K0.03%00.0%Unchanged
Xponance, Inc.8,308$475.4K0.00%−19−0.2%Reduced
Bailard, Inc.8,200$469.2K0.01%00.0%Unchanged
IFM Investors Pty Ltd8,136$465.5K0.00%−403−4.7%Reduced
Legato Capital Management LLC8,090$462.9K0.06%−3,701−31.4%Reduced
Creative Planning7,936$454.1K0.00%+143+1.8%Added
Oppenheimer Asset Management Inc.7,903$452.2K0.01%+359+4.8%Added
Jeppson Wealth Management, LLC7,877$450.7K0.16%+125+1.6%Added
JustInvest LLC7,813$447.1K0.01%+639+8.9%Added
Cerity Partners LLC7,672$439.0K0.00%+2,125+38.3%Added
State of Alaska, Department of Revenue7,234$413.0K0.00%+480+7.1%Added
Marshall Wace, LLP6,913$395.6K0.00%+6,913New
Verdence Capital Advisors LLC6,757$386.6K0.03%+1,343+24.8%Added
Resona Asset Management Co.,Ltd.6,745$385.9K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.6,684$382.5K0.02%+20.0%Added
O'Shaughnessy Asset Management, LLC6,624$368.3K0.00%+1,619+32.3%Added
Raymond James Trust N.A.6,288$359.8K0.01%+115+1.9%Added
Intrua Financial, LLC6,189$354.1K0.06%+52+0.8%Added
Public Employees Retirement Association of Colorado6,157$352.0K0.00%00.0%Unchanged
Keybank National Association6,025$344.8K0.00%−965−13.8%Reduced
Prosperity Consulting Group, LLC5,730$327.9K0.03%−2,759−32.5%Reduced