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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 48,971 | $2.62M | 0.06% | +2,530+5.4% | Added |
| North Star Investment Management Corp. | 48,773 | $2.61M | 0.18% | −1,063−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 47,540 | $2.54M | 0.00% | +3,734+8.5% | Added |
| Teacher Retirement System of Texas | 46,899 | $2.51M | 0.01% | +8,816+23.1% | Added |
| DC Investments Management, LLC | 44,816 | $2.40M | 1.56% | +14,146+46.1% | Added |
| Two Sigma Advisers, LP | 42,900 | $2.29M | 0.01% | −11,400−21.0% | Reduced |
| State of Wisconsin Investment Board | 40,185 | $2.15M | 0.01% | −1,218−2.9% | Reduced |
| Bank of Montreal | 40,065 | $2.14M | 0.00% | −10,586−20.9% | Reduced |
| State of New Jersey Common Pension Fund D | 37,714 | $2.02M | 0.01% | +1,063+2.9% | Added |
| Money Concepts Capital Corp | 36,453 | $1.95M | 0.14% | +715+2.0% | Added |
| Inspire Advisors, LLC | 33,698 | $1.80M | 0.22% | +3,365+11.1% | Added |
| Intech Investment Management LLC | 33,482 | $1.79M | 0.02% | +21,191+172.4% | Added |
| DekaBank Deutsche Girozentrale | 33,664 | $1.76M | 0.00% | 00.0% | Unchanged |
| 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 |
| Pullen Investment Management, LLC | 30,763 | $1.64M | 1.07% | +9,696+46.0% | Added |
| Amalgamated Bank | 28,131 | $1.50M | 0.01% | +665+2.4% | Added |
| LPL Financial LLC | 27,670 | $1.48M | 0.00% | +4,389+18.9% | Added |
| Susquehanna International Group, LLP | 27,638 | $1.48M | 0.00% | +10,423+60.5% | Added |
| Dean Investment Associates, LLC | 27,336 | $1.46M | 0.21% | −49,801−64.6% | Reduced |
| Guggenheim Capital LLC | 27,072 | $1.45M | 0.01% | +2,842+11.7% | Added |
| Janus Henderson Group PLC | 26,914 | $1.44M | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 26,905 | $1.44M | 0.13% | +1,200+4.7% | Added |
| Cetera Investment Advisers | 26,568 | $1.42M | 0.00% | +3,467+15.0% | Added |
| The PNC Financial Services Group, Inc. | 26,072 | $1.39M | 0.00% | −536−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 25,869 | $1.38M | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,825 | $1.38M | 0.00% | −5,024−16.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,989 | $1.23M | 0.00% | +2,828+14.0% | Added |
| Eagle Global Advisors LLC | 22,700 | $1.21M | 0.05% | −650−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 22,489 | $1.20M | 0.00% | −1,422−5.9% | Reduced |
| Royal Bank of Canada | 21,848 | $1.17M | 0.00% | +5,750+35.7% | Added |
| Yousif Capital Management, LLC | 21,470 | $1.15M | 0.01% | −1,065−4.7% | Reduced |
| Schnieders Capital Management LLC | 21,073 | $1.13M | 0.22% | +3,200+17.9% | Added |
| Convergence Investment Partners, LLC | 20,769 | $1.11M | 0.25% | −73−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 20,680 | $1.11M | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 20,668 | $1.10M | 0.14% | +20,668 | New |
| State of Tennessee, Treasury Department | 19,882 | $1.06M | 0.00% | −561−2.7% | Reduced |
| Verition Fund Management LLC | 19,599 | $1.05M | 0.01% | +19,599 | New |
| New York State Common Retirement Fund | 19,120 | $1.02M | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 19,006 | $1.02M | 0.00% | +1,466+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.01M | 0.01% | −430−2.2% | Reduced |
| Hennessy Advisors Inc | 18,898 | $1.01M | 0.03% | +500+2.7% | Added |
| Alps Advisors Inc | 18,803 | $1.01M | 0.01% | +2,784+17.4% | Added |
| Ameritas Investment Partners, Inc. | 18,731 | $1.00M | 0.03% | −30.0% | Reduced |
| Arizona State Retirement System | 17,792 | $951.2K | 0.01% | +144+0.8% | Added |
| Louisiana State Employees Retirement System | 17,000 | $908.8K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 15,750 | $842.0K | 0.00% | +3,381+27.3% | Added |
| HSBC Holdings PLC | 15,231 | $809.8K | 0.00% | +4,965+48.4% | Added |
| Jane Street Group, LLC | 14,732 | $787.6K | 0.00% | −18,298−55.4% | Reduced |
| State of Michigan Retirement System | 14,528 | $776.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 13,808 | $738.2K | 0.02% | +350+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,627 | $728.5K | 0.02% | +27+0.2% | Added |
| US Bancorp | 13,369 | $714.7K | 0.00% | −85−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,125 | $701.7K | 0.01% | +13,125 | New |
| Sterling Capital Management LLC | 13,098 | $700.2K | 0.01% | +1,778+15.7% | Added |
| Oregon Public Employees Retirement Fund | 12,510 | $668.8K | 0.01% | +78+0.6% | Added |
| Vaughan & Co Securities, Inc. | 12,406 | $663.2K | 0.40% | −44−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 12,080 | $645.8K | 0.01% | +1,565+14.9% | Added |
| New Mexico Educational Retirement Board | 11,800 | $631.0K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,803 | $631.0K | 0.04% | −1,386−10.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,797 | $630.7K | 0.00% | +11,797 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $628.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 10,980 | $587.0K | 0.10% | +2,180+24.8% | Added |
| Passumpsic Savings Bank | 10,758 | $575.1K | 0.36% | +106+1.0% | Added |
| Edgestream Partners, L.P. | 10,752 | $574.8K | 0.02% | +10,752 | New |
| Pictet Asset Management Holding SA | 10,700 | $572.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,435 | $563.9K | 0.00% | +2,763+36.0% | Added |
| Henshaw Capital LLC | 10,499 | $561.3K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,292 | $550.2K | 0.00% | −456−4.2% | Reduced |
| Mackenzie Financial Corp | 10,247 | $547.8K | 0.00% | +6,049+144.1% | Added |
| Huber Capital Management LLC | 10,170 | $543.7K | 0.11% | −4,937−32.7% | Reduced |
| Dean Capital Management | 9,972 | $533.1K | 0.23% | −15,704−61.2% | Reduced |
| Commerce Bank | 9,825 | $525.2K | 0.00% | −75−0.8% | Reduced |
| Foundry Partners, LLC | 9,585 | $512.4K | 0.03% | −416−4.2% | Reduced |
| Savant Capital, LLC | 9,373 | $501.1K | 0.00% | −36−0.4% | Reduced |
| Everence Capital Management Inc | 9,320 | $498.0K | 0.03% | +9,320 | New |
| Pacer Advisors, Inc. | 9,146 | $488.9K | 0.00% | −7,014−43.4% | Reduced |
| Cornercap Investment Counsel Inc | 8,876 | $474.5K | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 8,848 | $473.0K | 0.01% | +1,035+13.2% | Added |
| Creative Planning | 8,823 | $471.7K | 0.00% | +887+11.2% | Added |
| Xponance, Inc. | 8,729 | $466.7K | 0.00% | +421+5.1% | Added |
| Renaissance Technologies LLC | 8,326 | $445.1K | 0.00% | +8,326 | New |
| Bailard, Inc. | 8,200 | $438.4K | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 8,136 | $435.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 8,120 | $434.1K | 0.00% | +8,120 | New |
| Oppenheimer Asset Management Inc. | 7,880 | $421.3K | 0.01% | −23−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,869 | $420.7K | 0.00% | +1,245+18.8% | Added |
| Jeppson Wealth Management, LLC | 7,707 | $412.0K | 0.15% | −170−2.2% | Reduced |
| Assenagon Asset Management S.A. | 7,504 | $401.2K | 0.00% | +7,504 | New |
| State of Alaska, Department of Revenue | 6,994 | $373.0K | 0.00% | −240−3.3% | Reduced |
| Verdence Capital Advisors LLC | 6,787 | $362.9K | 0.03% | +30+0.4% | Added |
| Tower Research Capital LLC (TRC) | 6,778 | $362.4K | 0.01% | +4,957+272.2% | Added |
| Resona Asset Management Co.,Ltd. | 6,745 | $360.6K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,612 | $353.5K | 0.06% | +423+6.8% | Added |
| STRS Ohio | 6,500 | $347.5K | 0.00% | +3,700+132.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,415 | $342.9K | 0.02% | −269−4.0% | Reduced |
| Gsa Capital Partners LLP | 6,275 | $335.0K | 0.02% | +6,275 | New |
| Advisory Services Network, LLC | 6,231 | $333.1K | 0.01% | +1,756+39.2% | Added |
| Centiva Capital, LP | 6,176 | $330.2K | 0.01% | +6,176 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $329.0K | 0.00% | 00.0% | Unchanged |