NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding NorthWestern Energy Group, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of NWE: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	313	3	323	+13
Shares	59.1M	586.5K	60.3M	+1.78M (+3.0%)
Value	$3.38B	$33.6M	$3.22B	−$121.7M (−3.6%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to NWE in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	560,771	$30.0M	0.01%
DRW Securities, LLC	210,900	$11.3M	0.76%
Aventail Capital Group, LP	139,895	$7.48M	0.39%
Kempen Capital Management N.V.	98,637	$5.27M	0.05%
Zimmer Partners, LP	81,000	$4.33M	0.08%
Bridgewater Associates, LP	59,839	$3.20M	0.01%
Susquehanna Fundamental Investments, LLC	51,995	$2.78M	0.05%
Point72 Asset Management, L.P.	51,434	$2.75M	0.01%
BTG Pactual Asset Management US LLC	20,668	$1.10M	0.14%
Verition Fund Management LLC	19,599	$1.05M	0.01%
Police & Firemen's Retirement System of New Jersey	13,125	$701.7K	0.01%
Connor, Clark & Lunn Investment Management Ltd.	11,797	$630.7K	0.00%
Edgestream Partners, L.P.	10,752	$574.8K	0.02%
Everence Capital Management Inc	9,320	$498.0K	0.03%
Renaissance Technologies LLC	8,326	$445.1K	0.00%
Nomura Holdings Inc	8,120	$434.1K	0.00%
Assenagon Asset Management S.A.	7,504	$401.2K	0.00%
Gsa Capital Partners LLP	6,275	$335.0K	0.02%
Centiva Capital, LP	6,176	$330.2K	0.01%
Hager Investment Management Services, LLC	6,075	$324.8K	0.20%
Engineers Gate Manager LP	5,964	$318.8K	0.01%
CIBC World Markets Corp	5,769	$308.4K	0.00%
Jacobi Capital Management LLC	4,957	$265.0K	0.02%
Sumitomo Mitsui Trust Holdings, Inc.	4,900	$262.0K	0.00%
Vestcor Inc	4,596	$246.0K	0.01%
Jump Financial, LLC	4,375	$233.9K	0.00%
Squarepoint Ops LLC	3,924	$209.8K	0.00%
Ieq Capital, LLC	3,898	$208.4K	0.00%
Accurate Wealth Management, LLC	4,013	$205.1K	0.04%
Longboard Asset Management, LP	3,833	$204.9K	0.54%
EP Wealth Advisors, LLC	3,802	$203.3K	0.00%
Wealth Enhancement Advisory Services, LLC	3,794	$202.8K	0.00%
Quantbot Technologies LP	2,143	$114.6K	0.00%
Venturi Wealth Management, LLC	1,725	$92.2K	0.00%
Asset Management One Co.,Ltd.	1,373	$72.8K	0.00%
S.A. Mason LLC	554	$29.6K	0.02%
Transce3nd, LLC	200	$10.7K	0.00%
SBI Securities Co., Ltd.	193	$10.3K	0.00%
MAI Capital Management	155	$8.29K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	152	$8.12K	0.00%
Colonial Trust Co	119	$6.36K	0.00%
Sierra Ocean, LLC	66	$3.53K	0.00%
Caitong International Asset Management Co., Ltd	65	$3.48K	0.00%
Fortitude Family Office, LLC	57	$3.05K	0.00%
Capital Advisors, Ltd. LLC	31	$2.00K	0.00%
NewSquare Capital LLC	35	$1.87K	0.00%
Millstone Evans Group, LLC	35	$1.87K	0.00%
WPG Advisers, LLC	9	$481	0.00%
Global Financial Private Client, LLC	2	$107	0.00%
Parkworth Wealth Management, Inc.	1	$53	0.00%

Sold out (37)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of NWE in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Millennium Management LLC	51,368	$2.94M
Arrowstreet Capital, Limited Partnership	32,015	$1.83M
ClearAlpha Technologies LP	25,340	$1.45M
Holocene Advisors, LP	22,789	$1.30M
Balyasny Asset Management LLC	21,529	$1.23M
Two Sigma Investments, LP	20,818	$1.19M
D. E. Shaw & Co., Inc.	16,034	$917.5K
SG Americas Securities, LLC	15,561	$890.0K
Winton Group Ltd	13,536	$774.5K
Man Group plc	12,558	$718.6K
XTX Topco Ltd	11,026	$630.9K
TD Asset Management Inc	10,800	$618.5K
Penn Capital Management Co Inc	10,229	$585.3K
Northwest & Ethical Investments L.P.	10,204	$583.9K
Schonfeld Strategic Advisors LLC	9,440	$540.2K
Susquehanna Portfolio Strategies, LLC	8,767	$501.6K
Legato Capital Management LLC	8,090	$462.9K
Marshall Wace, LLP	6,913	$395.6K
Keybank National Association	6,025	$344.8K
Paloma Partners Management Co	4,541	$259.8K
Veriti Management LLC	4,382	$250.7K
ZWJ Investment Counsel Inc	3,837	$219.6K
MQS Management LLC	3,704	$211.9K
Atria Investments LLC	3,533	$202.2K
RSM US Wealth Management LLC	3,505	$200.6K
International Assets Investment Management, LLC	9,842	$172.0K
nVerses Capital, LLC	1,000	$57.2K
Aquatic Capital Management LLC	900	$51.5K
Quarry LP	399	$22.8K
Gen-Wealth Partners Inc	380	$20.5K
Capital Performance Advisors LLP	114	$6.52K
Geneos Wealth Management Inc.	92	$5.29K
Park Place Capital Corp	85	$4.86K
Continuum Advisory, LLC	78	$4.28K
Ashton Thomas Securities, LLC	59	$3.38K
HM Payson & Co	17	$973
Riggs Asset Managment Co. Inc.	16	$916

Not filed for Q4 2024 yet (3)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	432,329	$24.7M
Chartwell Investment Partners, LLC	147,915	$8.46M
Raymond James Trust N.A.	6,288	$359.8K