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 |
|---|---|---|---|---|---|
| UBS Group AG | 697,492 | $37.3M | 0.01% | +628,884+916.6% | Added |
| Nuveen Asset Management, LLC | 752,441 | $40.2M | 0.01% | +148,870+24.7% | Added |
| Norges Bank | 752,631 | $40.2M | 0.01% | −152,911−16.9% | Reduced |
| ProShare Advisors LLC | 772,252 | $41.3M | 0.09% | +21,116+2.8% | Added |
| Victory Capital Management Inc | 875,459 | $46.8M | 0.05% | −987,782−53.0% | Reduced |
| Charles Schwab Investment Management Inc | 879,762 | $47.0M | 0.01% | +31,468+3.7% | Added |
| Westwood Holdings Group Inc. | 884,114 | $47.3M | 0.36% | −283,275−24.3% | Reduced |
| Bank of New York Mellon Corp | 886,066 | $47.4M | 0.01% | +135,611+18.1% | Added |
| Northern Trust Corp | 894,163 | $47.8M | 0.01% | +91,977+11.5% | Added |
| Invesco Ltd. | 904,579 | $48.4M | 0.01% | +81,852+9.9% | Added |
| Massachusetts Financial Services Co | 917,497 | $49.0M | 0.02% | −177,217−16.2% | Reduced |
| Neuberger Berman Group LLC | 977,897 | $52.3M | 0.04% | −14,069−1.4% | Reduced |
| First Trust Advisors LP | 999,884 | $53.5M | 0.05% | +796,500+391.6% | Added |
| Dimensional Fund Advisors LP | 1,033,437 | $55.2M | 0.01% | +4,544+0.4% | Added |
| Systematic Financial Management LP | 1,110,574 | $59.4M | 1.51% | +40,140+3.7% | Added |
| Macquarie Group Ltd | 1,286,128 | $68.8M | 0.08% | +8,287+0.6% | Added |
| Franklin Resources Inc | 1,323,212 | $70.7M | 0.02% | −13,458−1.0% | Reduced |
| Geode Capital Management, LLC | 1,534,722 | $82.1M | 0.01% | −1,796−0.1% | Reduced |
| River Road Asset Management, LLC | 2,371,931 | $126.8M | 1.69% | +136,922+6.1% | Added |
| State Street Corp | 2,556,830 | $136.7M | 0.01% | +52,430+2.1% | Added |
| American Century Companies Inc | 3,288,228 | $175.8M | 0.10% | −578,634−15.0% | Reduced |
| Vanguard Group Inc | 6,849,519 | $366.2M | 0.01% | +56,180+0.8% | Added |
| BlackRock, Inc. | 11,098,837 | $593.3M | 0.01% | +1,183,309+11.9% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −51,368−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −32,015−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −25,340−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,789−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −21,529−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,818−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,034−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,561−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,536−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,558−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,026−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −10,229−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −8,767−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,842−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |