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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 26,905 | $1.44M | 0.13% | +1,200+4.7% | Added |
| Janus Henderson Group PLC | 26,914 | $1.44M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 27,072 | $1.45M | 0.01% | +2,842+11.7% | Added |
| Dean Investment Associates, LLC | 27,336 | $1.46M | 0.21% | −49,801−64.6% | Reduced |
| Susquehanna International Group, LLP | 27,638 | $1.48M | 0.00% | +10,423+60.5% | Added |
| LPL Financial LLC | 27,670 | $1.48M | 0.00% | +4,389+18.9% | Added |
| Amalgamated Bank | 28,131 | $1.50M | 0.01% | +665+2.4% | Added |
| Pullen Investment Management, LLC | 30,763 | $1.64M | 1.07% | +9,696+46.0% | Added |
| Brinker Capital Investments, LLC | 31,924 | $1.71M | 0.02% | −270−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 31,924 | $1.71M | 0.02% | −270−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 33,664 | $1.76M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 33,482 | $1.79M | 0.02% | +21,191+172.4% | Added |
| Inspire Advisors, LLC | 33,698 | $1.80M | 0.22% | +3,365+11.1% | Added |
| Money Concepts Capital Corp | 36,453 | $1.95M | 0.14% | +715+2.0% | Added |
| State of New Jersey Common Pension Fund D | 37,714 | $2.02M | 0.01% | +1,063+2.9% | Added |
| Bank of Montreal | 40,065 | $2.14M | 0.00% | −10,586−20.9% | Reduced |
| State of Wisconsin Investment Board | 40,185 | $2.15M | 0.01% | −1,218−2.9% | Reduced |
| Two Sigma Advisers, LP | 42,900 | $2.29M | 0.01% | −11,400−21.0% | Reduced |
| DC Investments Management, LLC | 44,816 | $2.40M | 1.56% | +14,146+46.1% | Added |
| Teacher Retirement System of Texas | 46,899 | $2.51M | 0.01% | +8,816+23.1% | Added |
| Commonwealth Equity Services, LLC | 47,540 | $2.54M | 0.00% | +3,734+8.5% | Added |
| North Star Investment Management Corp. | 48,773 | $2.61M | 0.18% | −1,063−2.1% | Reduced |
| Martingale Asset Management L P | 48,971 | $2.62M | 0.06% | +2,530+5.4% | Added |
| Magellan Asset Management Ltd | 49,671 | $2.66M | 0.03% | −3,044−5.8% | Reduced |
| Maryland State Retirement & Pension System | 50,576 | $2.70M | 0.06% | −1,181−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 50,862 | $2.72M | 0.01% | −11,718−18.7% | Reduced |
| Nisa Investment Advisors, LLC | 51,180 | $2.74M | 0.01% | +254+0.5% | Added |
| Point72 Asset Management, L.P. | 51,434 | $2.75M | 0.01% | +51,434 | New |
| Susquehanna Fundamental Investments, LLC | 51,995 | $2.78M | 0.05% | +51,995 | New |
| Heartland Advisors Inc | 56,302 | $3.01M | 0.16% | 00.0% | Unchanged |
| California State Teachers Retirement System | 57,366 | $3.07M | 0.00% | −637−1.1% | Reduced |
| Meritage Portfolio Management | 58,090 | $3.11M | 0.19% | −2,864−4.7% | Reduced |
| Bridgewater Associates, LP | 59,839 | $3.20M | 0.01% | +59,839 | New |
| Aristotle Capital Boston, LLC | 60,508 | $3.23M | 0.12% | −4,892−7.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 62,740 | $3.35M | 0.19% | +535+0.9% | Added |
| Citigroup Inc | 65,085 | $3.48M | 0.00% | +7,756+13.5% | Added |
| Prudential Financial Inc | 63,611 | $3.51M | 0.00% | +19,458+44.1% | Added |
| Manufacturers Life Insurance Company, The | 67,729 | $3.62M | 0.00% | −1,554−2.2% | Reduced |
| Comerica Bank | 71,265 | $3.81M | 0.02% | −11,328−13.7% | Reduced |
| Oliver Luxxe Assets LLC | 67,322 | $3.85M | 0.70% | 00.0% | Unchanged |
| First PREMIER Bank | 72,997 | $3.90M | 0.99% | −1,000−1.4% | Reduced |
| Retirement Systems of Alabama | 74,552 | $3.99M | 0.01% | +88+0.1% | Added |
| New York State Teachers Retirement System | 75,178 | $4.02M | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 77,076 | $4.12M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77,732 | $4.15M | 0.01% | +1,481+1.9% | Added |
| Federated Hermes, Inc. | 78,026 | $4.17M | 0.01% | +2,835+3.8% | Added |
| Deutsche Bank AG | 78,814 | $4.21M | 0.00% | +14,613+22.8% | Added |
| Panagora Asset Management Inc | 80,710 | $4.31M | 0.02% | −8,322−9.3% | Reduced |
| Zimmer Partners, LP | 81,000 | $4.33M | 0.08% | +81,000 | New |
| Wells Fargo & Company | 86,827 | $4.64M | 0.00% | +17,336+24.9% | Added |
| Voloridge Investment Management, LLC | 87,681 | $4.69M | 0.02% | +54,785+166.5% | Added |
| Citadel Advisors LLC | 95,523 | $5.11M | 0.00% | +52,740+123.3% | Added |
| Kennedy Capital Management, Inc. | 95,574 | $5.11M | 0.11% | −2,627−2.7% | Reduced |
| South Dakota Investment Council | 96,362 | $5.15M | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 97,522 | $5.21M | 0.00% | −67,007−40.7% | Reduced |
| First Manhattan Co | 98,295 | $5.25M | 0.02% | −2,950−2.9% | Reduced |
| Kempen Capital Management N.V. | 98,637 | $5.27M | 0.05% | +98,637 | New |
| Corebridge Financial, Inc. | 99,604 | $5.32M | 0.03% | −5,395−5.1% | Reduced |
| Mutual of America Capital Management LLC | 102,144 | $5.46M | 0.06% | −1,064−1.0% | Reduced |
| MetLife Investment Management | 102,415 | $5.48M | 0.03% | +4,453+4.5% | Added |
| Stockman Wealth Management, Inc. | 105,678 | $5.65M | 0.88% | +1,955+1.9% | Added |
| Wedge Capital Management L L P | 109,637 | $5.86M | 0.11% | −516−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,440 | $6.22M | 0.04% | −129−0.1% | Reduced |
| Advisors Asset Management, Inc. | 118,043 | $6.31M | 0.12% | +34,221+40.8% | Added |
| Swiss National Bank | 120,583 | $6.45M | 0.00% | +900+0.8% | Added |
| Alliancebernstein L.P. | 120,788 | $6.46M | 0.00% | −994−0.8% | Reduced |
| First Eagle Investment Management, LLC | 128,199 | $6.85M | 0.02% | +37,100+40.7% | Added |
| Russell Investments Group, Ltd. | 128,321 | $6.86M | 0.01% | −9,455−6.9% | Reduced |
| Envestnet Asset Management Inc | 133,108 | $7.12M | 0.00% | +5,650+4.4% | Added |
| UBS Asset Management Americas Inc | 136,322 | $7.29M | 0.00% | +11,324+9.1% | Added |
| Liberty One Investment Management, LLC | 136,960 | $7.32M | 0.79% | −3,837−2.7% | Reduced |
| Mairs & Power Inc | 136,995 | $7.32M | 0.07% | −80−0.1% | Reduced |
| Ameriprise Financial Inc | 138,959 | $7.43M | 0.00% | −229,930−62.3% | Reduced |
| Aventail Capital Group, LP | 139,895 | $7.48M | 0.39% | +139,895 | New |
| Barclays PLC | 150,695 | $8.06M | 0.00% | +40,124+36.3% | Added |
| Principal Financial Group Inc | 174,015 | $9.30M | 0.01% | +2,653+1.5% | Added |
| Ancora Advisors, LLC | 208,090 | $11.1M | 0.25% | +33,580+19.2% | Added |
| Voya Investment Management LLC | 209,237 | $11.2M | 0.01% | −7,713−3.6% | Reduced |
| Brandywine Global Investment Management, LLC | 209,506 | $11.2M | 0.08% | −28,335−11.9% | Reduced |
| DRW Securities, LLC | 210,900 | $11.3M | 0.76% | +210,900 | New |
| Rhumbline Advisers | 214,973 | $11.5M | 0.01% | +957+0.4% | Added |
| Qube Research & Technologies Ltd | 246,019 | $13.2M | 0.02% | +195,457+386.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 248,280 | $13.3M | 0.04% | +23,200+10.3% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $14.6M | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 281,629 | $15.1M | 0.05% | +12,218+4.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 301,769 | $16.1M | 0.03% | +17,918+6.3% | Added |
| Legal & General Group Plc | 339,082 | $18.1M | 0.00% | −7,621−2.2% | Reduced |
| SEI Investments Co | 357,290 | $19.1M | 0.02% | −37,937−9.6% | Reduced |
| JPMorgan Chase & Co | 415,165 | $22.2M | 0.00% | −103,647−20.0% | Reduced |
| AQR Capital Management LLC | 419,916 | $22.4M | 0.03% | −10,763−2.5% | Reduced |
| Thrivent Financial for Lutherans | 443,148 | $23.7M | 0.05% | +76,114+20.7% | Added |
| Goldman Sachs Group Inc | 545,284 | $29.2M | 0.01% | +115,687+26.9% | Added |
| Gabelli Funds LLC | 547,000 | $29.2M | 0.22% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 549,848 | $29.4M | 0.11% | −650,676−54.2% | Reduced |
| William Blair Investment Management, LLC | 552,052 | $29.5M | 0.07% | +13,352+2.5% | Added |
| Raymond James Financial Inc | 560,771 | $30.0M | 0.01% | +560,771 | New |
| Morgan Stanley | 584,829 | $31.3M | 0.00% | +2,886+0.5% | Added |
| GW&K Investment Management, LLC | 666,150 | $35.6M | 0.30% | −19,963−2.9% | Reduced |
| Bank of America Corp | 677,228 | $36.2M | 0.00% | −34,470−4.8% | Reduced |
| FMR LLC | 688,212 | $36.8M | 0.00% | −71,592−9.4% | Reduced |