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 |
|---|---|---|---|---|---|
| Ifrah Financial Services, Inc. | 4,178 | $223.4K | 0.06% | +62+1.5% | Added |
| Captrust Financial Advisors | 4,344 | $232.2K | 0.00% | −188−4.1% | Reduced |
| Jump Financial, LLC | 4,375 | $233.9K | 0.00% | +4,375 | New |
| Steel Peak Wealth Management LLC | 4,499 | $240.5K | 0.01% | −26−0.6% | Reduced |
| Vestcor Inc | 4,596 | $246.0K | 0.01% | +4,596 | New |
| First Citizens Bank & Trust Co | 4,616 | $246.8K | 0.00% | +605+15.1% | Added |
| Securian Asset Management, Inc | 4,635 | $247.8K | 0.01% | −131−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 4,754 | $249.4K | 0.00% | +422+9.7% | Added |
| Advisor Group Holdings, Inc. | 4,706 | $251.7K | 0.00% | +2,737+139.0% | Added |
| UMA Financial Services, Inc. | 4,779 | $255.5K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,838 | $258.6K | 0.00% | +11+0.2% | Added |
| Zacks Investment Management | 4,865 | $260.1K | 0.00% | +528+12.2% | Added |
| Arete Wealth Advisors, LLC | 4,888 | $261.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,900 | $262.0K | 0.00% | +4,900 | New |
| Jacobi Capital Management LLC | 4,957 | $265.0K | 0.02% | +4,957 | New |
| Prosperity Consulting Group, LLC | 5,136 | $274.6K | 0.02% | −594−10.4% | Reduced |
| Pathstone Holdings, LLC | 5,192 | $277.6K | 0.00% | −66−1.3% | Reduced |
| Bokf, NA | 5,631 | $287.8K | 0.00% | +67+1.2% | Added |
| HighTower Advisors, LLC | 5,576 | $298.1K | 0.00% | +117+2.1% | Added |
| Crewe Advisors LLC | 5,593 | $299.0K | 0.04% | +1,183+26.8% | Added |
| CIBC World Markets Corp | 5,769 | $308.4K | 0.00% | +5,769 | New |
| Engineers Gate Manager LP | 5,964 | $318.8K | 0.01% | +5,964 | New |
| Hager Investment Management Services, LLC | 6,075 | $324.8K | 0.20% | +6,075 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $329.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,176 | $330.2K | 0.01% | +6,176 | New |
| Advisory Services Network, LLC | 6,231 | $333.1K | 0.01% | +1,756+39.2% | Added |
| Gsa Capital Partners LLP | 6,275 | $335.0K | 0.02% | +6,275 | New |
| Hennion & Walsh Asset Management, Inc. | 6,415 | $342.9K | 0.02% | −269−4.0% | Reduced |
| STRS Ohio | 6,500 | $347.5K | 0.00% | +3,700+132.1% | Added |
| Intrua Financial, LLC | 6,612 | $353.5K | 0.06% | +423+6.8% | Added |
| Resona Asset Management Co.,Ltd. | 6,745 | $360.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,778 | $362.4K | 0.01% | +4,957+272.2% | Added |
| Verdence Capital Advisors LLC | 6,787 | $362.9K | 0.03% | +30+0.4% | Added |
| State of Alaska, Department of Revenue | 6,994 | $373.0K | 0.00% | −240−3.3% | Reduced |
| Assenagon Asset Management S.A. | 7,504 | $401.2K | 0.00% | +7,504 | New |
| Jeppson Wealth Management, LLC | 7,707 | $412.0K | 0.15% | −170−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,869 | $420.7K | 0.00% | +1,245+18.8% | Added |
| Oppenheimer Asset Management Inc. | 7,880 | $421.3K | 0.01% | −23−0.3% | Reduced |
| Nomura Holdings Inc | 8,120 | $434.1K | 0.00% | +8,120 | New |
| IFM Investors Pty Ltd | 8,136 | $435.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 8,200 | $438.4K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 8,326 | $445.1K | 0.00% | +8,326 | New |
| Xponance, Inc. | 8,729 | $466.7K | 0.00% | +421+5.1% | Added |
| Creative Planning | 8,823 | $471.7K | 0.00% | +887+11.2% | Added |
| JustInvest LLC | 8,848 | $473.0K | 0.01% | +1,035+13.2% | Added |
| Cornercap Investment Counsel Inc | 8,876 | $474.5K | 0.15% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,146 | $488.9K | 0.00% | −7,014−43.4% | Reduced |
| Everence Capital Management Inc | 9,320 | $498.0K | 0.03% | +9,320 | New |
| Savant Capital, LLC | 9,373 | $501.1K | 0.00% | −36−0.4% | Reduced |
| Foundry Partners, LLC | 9,585 | $512.4K | 0.03% | −416−4.2% | Reduced |
| Commerce Bank | 9,825 | $525.2K | 0.00% | −75−0.8% | Reduced |
| Dean Capital Management | 9,972 | $533.1K | 0.23% | −15,704−61.2% | Reduced |
| Huber Capital Management LLC | 10,170 | $543.7K | 0.11% | −4,937−32.7% | Reduced |
| Mackenzie Financial Corp | 10,247 | $547.8K | 0.00% | +6,049+144.1% | Added |
| Private Advisor Group, LLC | 10,292 | $550.2K | 0.00% | −456−4.2% | Reduced |
| Henshaw Capital LLC | 10,499 | $561.3K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,435 | $563.9K | 0.00% | +2,763+36.0% | Added |
| Pictet Asset Management Holding SA | 10,700 | $572.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,752 | $574.8K | 0.02% | +10,752 | New |
| Passumpsic Savings Bank | 10,758 | $575.1K | 0.36% | +106+1.0% | Added |
| Versor Investments LP | 10,980 | $587.0K | 0.10% | +2,180+24.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $628.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,797 | $630.7K | 0.00% | +11,797 | New |
| Meeder Advisory Services, Inc. | 11,803 | $631.0K | 0.04% | −1,386−10.5% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $631.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,080 | $645.8K | 0.01% | +1,565+14.9% | Added |
| Vaughan & Co Securities, Inc. | 12,406 | $663.2K | 0.40% | −44−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 12,510 | $668.8K | 0.01% | +78+0.6% | Added |
| Sterling Capital Management LLC | 13,098 | $700.2K | 0.01% | +1,778+15.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,125 | $701.7K | 0.01% | +13,125 | New |
| US Bancorp | 13,369 | $714.7K | 0.00% | −85−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,627 | $728.5K | 0.02% | +27+0.2% | Added |
| Exchange Traded Concepts, LLC | 13,808 | $738.2K | 0.02% | +350+2.6% | Added |
| State of Michigan Retirement System | 14,528 | $776.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,732 | $787.6K | 0.00% | −18,298−55.4% | Reduced |
| HSBC Holdings PLC | 15,231 | $809.8K | 0.00% | +4,965+48.4% | Added |
| Mariner, LLC | 15,750 | $842.0K | 0.00% | +3,381+27.3% | Added |
| Louisiana State Employees Retirement System | 17,000 | $908.8K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,792 | $951.2K | 0.01% | +144+0.8% | Added |
| Ameritas Investment Partners, Inc. | 18,731 | $1.00M | 0.03% | −30.0% | Reduced |
| Alps Advisors Inc | 18,803 | $1.01M | 0.01% | +2,784+17.4% | Added |
| Hennessy Advisors Inc | 18,898 | $1.01M | 0.03% | +500+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.01M | 0.01% | −430−2.2% | Reduced |
| Van Eck Associates Corp | 19,006 | $1.02M | 0.00% | +1,466+8.4% | Added |
| New York State Common Retirement Fund | 19,120 | $1.02M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 19,599 | $1.05M | 0.01% | +19,599 | New |
| State of Tennessee, Treasury Department | 19,882 | $1.06M | 0.00% | −561−2.7% | Reduced |
| BTG Pactual Asset Management US LLC | 20,668 | $1.10M | 0.14% | +20,668 | New |
| Ensign Peak Advisors, Inc | 20,680 | $1.11M | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 20,769 | $1.11M | 0.25% | −73−0.4% | Reduced |
| Schnieders Capital Management LLC | 21,073 | $1.13M | 0.22% | +3,200+17.9% | Added |
| Yousif Capital Management, LLC | 21,470 | $1.15M | 0.01% | −1,065−4.7% | Reduced |
| Royal Bank of Canada | 21,848 | $1.17M | 0.00% | +5,750+35.7% | Added |
| BNP Paribas Arbitrage, SA | 22,489 | $1.20M | 0.00% | −1,422−5.9% | Reduced |
| Eagle Global Advisors LLC | 22,700 | $1.21M | 0.05% | −650−2.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,989 | $1.23M | 0.00% | +2,828+14.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,825 | $1.38M | 0.00% | −5,024−16.3% | Reduced |
| State Board of Administration of Florida Retirement System | 25,869 | $1.38M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,072 | $1.39M | 0.00% | −536−2.0% | Reduced |
| Cetera Investment Advisers | 26,568 | $1.42M | 0.00% | +3,467+15.0% | Added |