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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 1 | $53 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $107 | 0.00% | +2 | New |
| Mather Group, LLC. | 6 | $321 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $374 | 0.00% | −55−88.7% | Reduced |
| Brown Brothers Harriman & Co | 8 | $428 | 0.00% | −51−86.4% | Reduced |
| WPG Advisers, LLC | 9 | $481 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $482 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $482 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $764 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $1.02K | 0.00% | −60−75.9% | Reduced |
| Caldwell Trust Co | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.39K | 0.00% | −1−3.7% | Reduced |
| NewSquare Capital LLC | 35 | $1.87K | 0.00% | +35 | New |
| Millstone Evans Group, LLC | 35 | $1.87K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | +31 | New |
| Eagle Bay Advisors LLC | 40 | $2.14K | 0.00% | −1−2.4% | Reduced |
| Massmutual Trust Co FSB | 41 | $2.19K | 0.00% | +14+51.9% | Added |
| Allworth Financial LP | 50 | $2.67K | 0.00% | +13+35.1% | Added |
| IFP Advisors, Inc | 55 | $2.94K | 0.00% | +18+48.6% | Added |
| Fortitude Family Office, LLC | 57 | $3.05K | 0.00% | +57 | New |
| GWM Advisors LLC | 62 | $3.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 65 | $3.48K | 0.00% | +65 | New |
| Rothschild Investment LLC | 66 | $3.53K | 0.00% | +15+29.4% | Added |
| Sierra Ocean, LLC | 66 | $3.53K | 0.00% | +66 | New |
| C M Bidwell & Associates Ltd | 68 | $3.63K | 0.00% | −6−8.1% | Reduced |
| LRI Investments, LLC | 68 | $3.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $3.85K | 0.00% | +43+148.3% | Added |
| Larson Financial Group LLC | 74 | $3.96K | 0.00% | +67+957.1% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $5.45K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 104 | $5.61K | 0.00% | −2,257−95.6% | Reduced |
| Private Wealth Management Group, LLC | 107 | $5.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $5.77K | 0.00% | +25+30.1% | Added |
| Colonial Trust Co | 119 | $6.36K | 0.00% | +119 | New |
| GeoWealth Management, LLC | 128 | $6.84K | 0.00% | −8−5.9% | Reduced |
| Sound Income Strategies, LLC | 133 | $7.13K | 0.00% | −11−7.6% | Reduced |
| Proequities, Inc. | 141 | $7.52K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $8.07K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 152 | $8.12K | 0.00% | +152 | New |
| MAI Capital Management | 155 | $8.29K | 0.00% | +155 | New |
| Bell Investment Advisors, Inc | 171 | $9.14K | 0.00% | +20+13.2% | Added |
| SBI Securities Co., Ltd. | 193 | $10.3K | 0.00% | +193 | New |
| Ransom Advisory, Ltd | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 200 | $10.7K | 0.00% | +200 | New |
| Hemington Wealth Management | 214 | $11.0K | 0.00% | −67−23.8% | Reduced |
| Umb Bank N A | 208 | $11.1K | 0.00% | +159+324.5% | Added |
| GHP Investment Advisors, Inc. | 223 | $11.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 247 | $13.2K | 0.00% | +49+24.7% | Added |
| First Horizon Advisors, Inc. | 258 | $13.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 265 | $14.0K | 0.00% | −3−1.1% | Reduced |
| Bessemer Group Inc | 275 | $15.0K | 0.00% | +56+25.6% | Added |
| Hexagon Capital Partners LLC | 283 | $15.1K | 0.00% | +87+44.4% | Added |
| Ronald Blue Trust, Inc. | 319 | $17.1K | 0.00% | +4+1.3% | Added |
| Farther Finance Advisors, LLC | 331 | $17.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $21.2K | 0.00% | +292+278.1% | Added |
| Fifth Third Bancorp | 433 | $23.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 449 | $24.0K | 0.01% | +6+1.4% | Added |
| V-Square Quantitative Management LLC | 459 | $24.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 459 | $24.5K | 0.00% | +90+24.4% | Added |
| Central Trust Co | 500 | $26.7K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 554 | $29.6K | 0.02% | +554 | New |
| Quadrant Capital Group LLC | 597 | $31.9K | 0.00% | −6−1.0% | Reduced |
| Bryn Mawr Trust Co | 607 | $32.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 612 | $32.7K | 0.00% | −82−11.8% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $33.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 682 | $36.5K | 0.01% | +3+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $42.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 813 | $43.5K | 0.00% | +286+54.3% | Added |
| AdvisorNet Financial, Inc | 883 | $47.2K | 0.00% | +200+29.3% | Added |
| Steward Partners Investment Advisory, LLC | 971 | $51.9K | 0.00% | +465+91.9% | Added |
| Assetmark, Inc | 973 | $52.0K | 0.00% | −2−0.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $53.5K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,135 | $60.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,203 | $64.3K | 0.00% | +887+280.7% | Added |
| Asset Management One Co.,Ltd. | 1,373 | $72.8K | 0.00% | +1,373 | New |
| Principal Securities, Inc. | 1,500 | $80.2K | 0.00% | −72−4.6% | Reduced |
| Global Retirement Partners, LLC | 1,695 | $90.6K | 0.00% | −325−16.1% | Reduced |
| Venturi Wealth Management, LLC | 1,725 | $92.2K | 0.00% | +1,725 | New |
| GAMMA Investing LLC | 1,799 | $96.2K | 0.01% | −80−4.3% | Reduced |
| Spirit of America Management Corp | 1,900 | $101.6K | 0.02% | +900+90.0% | Added |
| Quantbot Technologies LP | 2,143 | $114.6K | 0.00% | +2,143 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,161 | $115.5K | 0.00% | −1,362−38.7% | Reduced |
| CWM, LLC | 2,213 | $118.0K | 0.00% | +708+47.0% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $126.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,501 | $134.0K | 0.00% | +825+49.2% | Added |
| Quest Partners LLC | 2,667 | $142.6K | 0.02% | +1,885+241.0% | Added |
| Shell Asset Management Co | 2,785 | $149.0K | 0.01% | −13−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,794 | $202.8K | 0.00% | +3,794 | New |
| EP Wealth Advisors, LLC | 3,802 | $203.3K | 0.00% | +3,802 | New |
| Longboard Asset Management, LP | 3,833 | $204.9K | 0.54% | +3,833 | New |
| Accurate Wealth Management, LLC | 4,013 | $205.1K | 0.04% | +4,013 | New |
| Sanctuary Advisors, LLC | 3,836 | $207.9K | 0.00% | −1,197−23.8% | Reduced |
| Ieq Capital, LLC | 3,898 | $208.4K | 0.00% | +3,898 | New |
| Squarepoint Ops LLC | 3,924 | $209.8K | 0.00% | +3,924 | New |
| Brevan Howard Capital Management LP | 4,136 | $221.1K | 0.01% | −1,022−19.8% | Reduced |
| State of Wyoming | 4,138 | $221.2K | 0.03% | +238+6.1% | Added |
| Canandaigua National Bank & Trust Co | 4,141 | $221.4K | 0.02% | −95−2.2% | Reduced |