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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 5,459 | $318.0K | 0.00% | −109−2.0% | Reduced |
| Bokf, NA | 5,564 | $311.3K | 0.01% | −523−8.6% | Reduced |
| Pathstone Holdings, LLC | 5,258 | $300.9K | 0.00% | +52+1.0% | Added |
| Brevan Howard Capital Management LP | 5,158 | $295.1K | 0.01% | +5,158 | New |
| Sanctuary Advisors, LLC | 5,033 | $285.6K | 0.00% | +5,033 | New |
| Arete Wealth Advisors, LLC | 4,888 | $279.0K | 0.02% | +4,888 | New |
| Allspring Global Investments Holdings, LLC | 4,827 | $276.2K | 0.00% | −357−6.9% | Reduced |
| Securian Asset Management, Inc | 4,766 | $272.7K | 0.01% | −119−2.4% | Reduced |
| UMA Financial Services, Inc. | 4,779 | $269.5K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,541 | $259.8K | 0.01% | +4,541 | New |
| Captrust Financial Advisors | 4,532 | $259.3K | 0.00% | +4,532 | New |
| Steel Peak Wealth Management LLC | 4,525 | $258.9K | 0.01% | +44+1.0% | Added |
| Crewe Advisors LLC | 4,410 | $252.3K | 0.03% | +50+1.1% | Added |
| Veriti Management LLC | 4,382 | $250.7K | 0.01% | +4,382 | New |
| Zacks Investment Management | 4,337 | $248.2K | 0.00% | +4,337 | New |
| CIBC Private Wealth Group, LLC | 4,332 | $247.9K | 0.00% | +145+3.5% | Added |
| Canandaigua National Bank & Trust Co | 4,236 | $242.4K | 0.02% | +4,236 | New |
| Mackenzie Financial Corp | 4,198 | $240.2K | 0.00% | +4,198 | New |
| Ifrah Financial Services, Inc. | 4,116 | $235.5K | 0.06% | +4,116 | New |
| First Citizens Bank & Trust Co | 4,011 | $229.5K | 0.01% | +4,011 | New |
| Advisory Services Network, LLC | 4,475 | $224.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,900 | $223.2K | 0.03% | +517+15.3% | Added |
| ZWJ Investment Counsel Inc | 3,837 | $219.6K | 0.01% | +3,837 | New |
| MQS Management LLC | 3,704 | $211.9K | 0.12% | +3,704 | New |
| Atria Investments LLC | 3,533 | $202.2K | 0.00% | +3,533 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,523 | $201.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,505 | $200.6K | 0.00% | +3,505 | New |
| International Assets Investment Management, LLC | 9,842 | $172.0K | 0.00% | +9,670+5,622.1% | Added |
| STRS Ohio | 2,800 | $160.2K | 0.00% | +500+21.7% | Added |
| Shell Asset Management Co | 2,798 | $160.0K | 0.01% | +2,798 | New |
| Armstrong Advisory Group, Inc | 2,364 | $135.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,361 | $135.1K | 0.01% | +2,361 | New |
| Global Retirement Partners, LLC | 2,020 | $115.6K | 0.00% | +3+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,969 | $112.8K | 0.00% | −1,790−47.6% | Reduced |
| GAMMA Investing LLC | 1,879 | $107.5K | 0.01% | +740+65.0% | Added |
| Tower Research Capital LLC (TRC) | 1,821 | $104.2K | 0.00% | −6,378−77.8% | Reduced |
| KBC Group NV | 1,676 | $96.0K | 0.00% | +465+38.4% | Added |
| Principal Securities, Inc. | 1,572 | $90.0K | 0.00% | +51+3.4% | Added |
| CWM, LLC | 1,505 | $86.0K | 0.00% | +513+51.7% | Added |
| Front Row Advisors LLC | 1,135 | $64.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 975 | $55.8K | 0.00% | +102+11.7% | Added |
| Aquatic Capital Management LLC | 900 | $51.5K | 0.00% | −2,500−73.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $45.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 782 | $44.7K | 0.00% | +782 | New |
| Signaturefd, LLC | 694 | $39.7K | 0.00% | −2−0.3% | Reduced |
| AdvisorNet Financial, Inc | 683 | $39.1K | 0.00% | +683 | New |
| WR Wealth Planners, LLC | 679 | $38.9K | 0.01% | +29+4.5% | Added |
| Nomura Asset Management Co Ltd | 620 | $35.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 607 | $34.7K | 0.00% | +607 | New |
| Quadrant Capital Group LLC | 603 | $34.5K | 0.00% | −83−12.1% | Reduced |
| Parallel Advisors, LLC | 527 | $30.2K | 0.00% | +45+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 506 | $28.9K | 0.00% | +6+1.2% | Added |
| Central Trust Co | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 459 | $26.3K | 0.00% | +459 | New |
| Rise Advisors, LLC | 443 | $25.4K | 0.01% | +5+1.1% | Added |
| Fifth Third Bancorp | 433 | $24.8K | 0.00% | −24−5.3% | Reduced |
| Quarry LP | 399 | $22.8K | 0.01% | +269+206.9% | Added |
| Tucker Asset Management LLC | 369 | $21.1K | 0.00% | −71−16.1% | Reduced |
| Gen-Wealth Partners Inc | 380 | $20.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 331 | $18.9K | 0.00% | +259+359.7% | Added |
| EverSource Wealth Advisors, LLC | 316 | $18.1K | 0.00% | −1,198−79.1% | Reduced |
| Ronald Blue Trust, Inc. | 315 | $15.8K | 0.00% | +71+29.1% | Added |
| Harbor Capital Advisors, Inc. | 268 | $15.0K | 0.00% | +268 | New |
| Hemington Wealth Management | 281 | $15.0K | 0.00% | +281 | New |
| First Horizon Advisors, Inc. | 258 | $14.8K | 0.00% | −18−6.5% | Reduced |
| Bessemer Group Inc | 219 | $13.0K | 0.00% | +72+49.0% | Added |
| GHP Investment Advisors, Inc. | 223 | $12.8K | 0.00% | +223 | New |
| Ransom Advisory, Ltd | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 198 | $11.3K | 0.00% | +23+13.1% | Added |
| Hexagon Capital Partners LLC | 196 | $11.2K | 0.00% | −36−15.5% | Reduced |
| Jones Financial Companies LLLP | 151 | $8.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $8.64K | 0.00% | −20−11.7% | Reduced |
| Addison Advisors LLC | 150 | $8.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $8.25K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 141 | $8.07K | 0.00% | −147−51.0% | Reduced |
| GeoWealth Management, LLC | 136 | $7.78K | 0.00% | +136 | New |
| Capital Performance Advisors LLP | 114 | $6.52K | 0.00% | +114 | New |
| Private Wealth Management Group, LLC | 107 | $6.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $6.01K | 0.00% | −41−28.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 92 | $5.29K | 0.00% | +1+1.1% | Added |
| Park Place Capital Corp | 85 | $4.86K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $4.75K | 0.00% | −7−7.8% | Reduced |
| SRS Capital Advisors, Inc. | 79 | $4.52K | 0.00% | −10−11.2% | Reduced |
| Continuum Advisory, LLC | 78 | $4.28K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 74 | $4.23K | 0.00% | +68+1,133.3% | Added |
| LRI Investments, LLC | 68 | $3.73K | 0.00% | −96−58.5% | Reduced |
| GWM Advisors LLC | 62 | $3.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $3.55K | 0.00% | +55+785.7% | Added |
| Brown Brothers Harriman & Co | 59 | $3.38K | 0.00% | +59 | New |
| Ashton Thomas Securities, LLC | 59 | $3.38K | 0.00% | +59 | New |
| Rothschild Investment LLC | 51 | $2.92K | 0.00% | +35+218.8% | Added |
| Umb Bank N A | 49 | $2.80K | 0.00% | +49 | New |
| Eagle Bay Advisors LLC | 41 | $2.35K | 0.00% | −22−34.9% | Reduced |
| Allworth Financial LP | 37 | $2.12K | 0.00% | −9−19.6% | Reduced |
| IFP Advisors, Inc | 37 | $2.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29 | $1.66K | 0.00% | +29 | New |