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, Q4 2024
Institutional positions in NorthWestern Energy Group, Inc. as of Dec 31, 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
- 323
- +13 vs. Q3 2024
- Shares held
- 60.3M
- +1.78M (+3.0%) vs. Q3 2024
- Total value
- $3.22B
- −$121.7M (−3.6%) vs. Q3 2024
- New holders
- 50
- 123 more added
- Sold out
- 37
- 98 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,098,837 | $593.3M | 0.01% | +1,183,309+11.9% | Added |
| Vanguard Group Inc | 6,849,519 | $366.2M | 0.01% | +56,180+0.8% | Added |
| American Century Companies Inc | 3,288,228 | $175.8M | 0.10% | −578,634−15.0% | Reduced |
| State Street Corp | 2,556,830 | $136.7M | 0.01% | +52,430+2.1% | Added |
| River Road Asset Management, LLC | 2,371,931 | $126.8M | 1.69% | +136,922+6.1% | Added |
| Geode Capital Management, LLC | 1,534,722 | $82.1M | 0.01% | −1,796−0.1% | Reduced |
| Franklin Resources Inc | 1,323,212 | $70.7M | 0.02% | −13,458−1.0% | Reduced |
| Macquarie Group Ltd | 1,286,128 | $68.8M | 0.08% | +8,287+0.6% | Added |
| Systematic Financial Management LP | 1,110,574 | $59.4M | 1.51% | +40,140+3.7% | Added |
| Dimensional Fund Advisors LP | 1,033,437 | $55.2M | 0.01% | +4,544+0.4% | Added |
| First Trust Advisors LP | 999,884 | $53.5M | 0.05% | +796,500+391.6% | Added |
| Neuberger Berman Group LLC | 977,897 | $52.3M | 0.04% | −14,069−1.4% | Reduced |
| Massachusetts Financial Services Co | 917,497 | $49.0M | 0.02% | −177,217−16.2% | Reduced |
| Invesco Ltd. | 904,579 | $48.4M | 0.01% | +81,852+9.9% | Added |
| Northern Trust Corp | 894,163 | $47.8M | 0.01% | +91,977+11.5% | Added |
| Bank of New York Mellon Corp | 886,066 | $47.4M | 0.01% | +135,611+18.1% | Added |
| Westwood Holdings Group Inc. | 884,114 | $47.3M | 0.36% | −283,275−24.3% | Reduced |
| Charles Schwab Investment Management Inc | 879,762 | $47.0M | 0.01% | +31,468+3.7% | Added |
| Victory Capital Management Inc | 875,459 | $46.8M | 0.05% | −987,782−53.0% | Reduced |
| ProShare Advisors LLC | 772,252 | $41.3M | 0.09% | +21,116+2.8% | Added |
| Norges Bank | 752,631 | $40.2M | 0.01% | −152,911−16.9% | Reduced |
| Nuveen Asset Management, LLC | 752,441 | $40.2M | 0.01% | +148,870+24.7% | Added |
| UBS Group AG | 697,492 | $37.3M | 0.01% | +628,884+916.6% | Added |
| FMR LLC | 688,212 | $36.8M | 0.00% | −71,592−9.4% | Reduced |
| Bank of America Corp | 677,228 | $36.2M | 0.00% | −34,470−4.8% | Reduced |
| GW&K Investment Management, LLC | 666,150 | $35.6M | 0.30% | −19,963−2.9% | Reduced |
| Morgan Stanley | 584,829 | $31.3M | 0.00% | +2,886+0.5% | Added |
| Raymond James Financial Inc | 560,771 | $30.0M | 0.01% | +560,771 | New |
| William Blair Investment Management, LLC | 552,052 | $29.5M | 0.07% | +13,352+2.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 549,848 | $29.4M | 0.11% | −650,676−54.2% | Reduced |
| Gabelli Funds LLC | 547,000 | $29.2M | 0.22% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 545,284 | $29.2M | 0.01% | +115,687+26.9% | Added |
| Thrivent Financial for Lutherans | 443,148 | $23.7M | 0.05% | +76,114+20.7% | Added |
| AQR Capital Management LLC | 419,916 | $22.4M | 0.03% | −10,763−2.5% | Reduced |
| JPMorgan Chase & Co | 415,165 | $22.2M | 0.00% | −103,647−20.0% | Reduced |
| SEI Investments Co | 357,290 | $19.1M | 0.02% | −37,937−9.6% | Reduced |
| Legal & General Group Plc | 339,082 | $18.1M | 0.00% | −7,621−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 301,769 | $16.1M | 0.03% | +17,918+6.3% | Added |
| Empower Advisory Group, LLC | 281,629 | $15.1M | 0.05% | +12,218+4.5% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $14.6M | 0.15% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 248,280 | $13.3M | 0.04% | +23,200+10.3% | Added |
| Qube Research & Technologies Ltd | 246,019 | $13.2M | 0.02% | +195,457+386.6% | Added |
| Rhumbline Advisers | 214,973 | $11.5M | 0.01% | +957+0.4% | Added |
| DRW Securities, LLC | 210,900 | $11.3M | 0.76% | +210,900 | New |
| Brandywine Global Investment Management, LLC | 209,506 | $11.2M | 0.08% | −28,335−11.9% | Reduced |
| Voya Investment Management LLC | 209,237 | $11.2M | 0.01% | −7,713−3.6% | Reduced |
| Ancora Advisors, LLC | 208,090 | $11.1M | 0.25% | +33,580+19.2% | Added |
| Principal Financial Group Inc | 174,015 | $9.30M | 0.01% | +2,653+1.5% | Added |
| Barclays PLC | 150,695 | $8.06M | 0.00% | +40,124+36.3% | Added |
| Aventail Capital Group, LP | 139,895 | $7.48M | 0.39% | +139,895 | New |
| Ameriprise Financial Inc | 138,959 | $7.43M | 0.00% | −229,930−62.3% | Reduced |
| Mairs & Power Inc | 136,995 | $7.32M | 0.07% | −80−0.1% | Reduced |
| Liberty One Investment Management, LLC | 136,960 | $7.32M | 0.79% | −3,837−2.7% | Reduced |
| UBS Asset Management Americas Inc | 136,322 | $7.29M | 0.00% | +11,324+9.1% | Added |
| Envestnet Asset Management Inc | 133,108 | $7.12M | 0.00% | +5,650+4.4% | Added |
| Russell Investments Group, Ltd. | 128,321 | $6.86M | 0.01% | −9,455−6.9% | Reduced |
| First Eagle Investment Management, LLC | 128,199 | $6.85M | 0.02% | +37,100+40.7% | Added |
| Alliancebernstein L.P. | 120,788 | $6.46M | 0.00% | −994−0.8% | Reduced |
| Swiss National Bank | 120,583 | $6.45M | 0.00% | +900+0.8% | Added |
| Advisors Asset Management, Inc. | 118,043 | $6.31M | 0.12% | +34,221+40.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,440 | $6.22M | 0.04% | −129−0.1% | Reduced |
| Wedge Capital Management L L P | 109,637 | $5.86M | 0.11% | −516−0.5% | Reduced |
| Stockman Wealth Management, Inc. | 105,678 | $5.65M | 0.88% | +1,955+1.9% | Added |
| MetLife Investment Management | 102,415 | $5.48M | 0.03% | +4,453+4.5% | Added |
| Mutual of America Capital Management LLC | 102,144 | $5.46M | 0.06% | −1,064−1.0% | Reduced |
| Corebridge Financial, Inc. | 99,604 | $5.32M | 0.03% | −5,395−5.1% | Reduced |
| Kempen Capital Management N.V. | 98,637 | $5.27M | 0.05% | +98,637 | New |
| First Manhattan Co | 98,295 | $5.25M | 0.02% | −2,950−2.9% | Reduced |
| Price T Rowe Associates Inc | 97,522 | $5.21M | 0.00% | −67,007−40.7% | Reduced |
| South Dakota Investment Council | 96,362 | $5.15M | 0.10% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 95,574 | $5.11M | 0.11% | −2,627−2.7% | Reduced |
| Citadel Advisors LLC | 95,523 | $5.11M | 0.00% | +52,740+123.3% | Added |
| Voloridge Investment Management, LLC | 87,681 | $4.69M | 0.02% | +54,785+166.5% | Added |
| Wells Fargo & Company | 86,827 | $4.64M | 0.00% | +17,336+24.9% | Added |
| Zimmer Partners, LP | 81,000 | $4.33M | 0.08% | +81,000 | New |
| Panagora Asset Management Inc | 80,710 | $4.31M | 0.02% | −8,322−9.3% | Reduced |
| Deutsche Bank AG | 78,814 | $4.21M | 0.00% | +14,613+22.8% | Added |
| Federated Hermes, Inc. | 78,026 | $4.17M | 0.01% | +2,835+3.8% | Added |
| Great West Life Assurance Co | 77,732 | $4.15M | 0.01% | +1,481+1.9% | Added |
| Conning Inc. | 77,076 | $4.12M | 0.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 75,178 | $4.02M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 74,552 | $3.99M | 0.01% | +88+0.1% | Added |
| First PREMIER Bank | 72,997 | $3.90M | 0.99% | −1,000−1.4% | Reduced |
| Oliver Luxxe Assets LLC | 67,322 | $3.85M | 0.70% | 00.0% | Unchanged |
| Comerica Bank | 71,265 | $3.81M | 0.02% | −11,328−13.7% | Reduced |
| Manufacturers Life Insurance Company, The | 67,729 | $3.62M | 0.00% | −1,554−2.2% | Reduced |
| Prudential Financial Inc | 63,611 | $3.51M | 0.00% | +19,458+44.1% | Added |
| Citigroup Inc | 65,085 | $3.48M | 0.00% | +7,756+13.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 62,740 | $3.35M | 0.19% | +535+0.9% | Added |
| Aristotle Capital Boston, LLC | 60,508 | $3.23M | 0.12% | −4,892−7.5% | Reduced |
| Bridgewater Associates, LP | 59,839 | $3.20M | 0.01% | +59,839 | New |
| Meritage Portfolio Management | 58,090 | $3.11M | 0.19% | −2,864−4.7% | Reduced |
| California State Teachers Retirement System | 57,366 | $3.07M | 0.00% | −637−1.1% | Reduced |
| Heartland Advisors Inc | 56,302 | $3.01M | 0.16% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 51,995 | $2.78M | 0.05% | +51,995 | New |
| Point72 Asset Management, L.P. | 51,434 | $2.75M | 0.01% | +51,434 | New |
| Nisa Investment Advisors, LLC | 51,180 | $2.74M | 0.01% | +254+0.5% | Added |
| Public Employees Retirement System of Ohio | 50,862 | $2.72M | 0.01% | −11,718−18.7% | Reduced |
| Maryland State Retirement & Pension System | 50,576 | $2.70M | 0.06% | −1,181−2.3% | Reduced |
| Magellan Asset Management Ltd | 49,671 | $2.66M | 0.03% | −3,044−5.8% | Reduced |