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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 6,075 | $324.8K | 0.20% | +6,075 | New |
| Engineers Gate Manager LP | 5,964 | $318.8K | 0.01% | +5,964 | New |
| CIBC World Markets Corp | 5,769 | $308.4K | 0.00% | +5,769 | New |
| Crewe Advisors LLC | 5,593 | $299.0K | 0.04% | +1,183+26.8% | Added |
| HighTower Advisors, LLC | 5,576 | $298.1K | 0.00% | +117+2.1% | Added |
| Bokf, NA | 5,631 | $287.8K | 0.00% | +67+1.2% | Added |
| Pathstone Holdings, LLC | 5,192 | $277.6K | 0.00% | −66−1.3% | Reduced |
| Prosperity Consulting Group, LLC | 5,136 | $274.6K | 0.02% | −594−10.4% | Reduced |
| Jacobi Capital Management LLC | 4,957 | $265.0K | 0.02% | +4,957 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,900 | $262.0K | 0.00% | +4,900 | New |
| Arete Wealth Advisors, LLC | 4,888 | $261.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 4,865 | $260.1K | 0.00% | +528+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 4,838 | $258.6K | 0.00% | +11+0.2% | Added |
| UMA Financial Services, Inc. | 4,779 | $255.5K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,706 | $251.7K | 0.00% | +2,737+139.0% | Added |
| CIBC Private Wealth Group, LLC | 4,754 | $249.4K | 0.00% | +422+9.7% | Added |
| Securian Asset Management, Inc | 4,635 | $247.8K | 0.01% | −131−2.7% | Reduced |
| First Citizens Bank & Trust Co | 4,616 | $246.8K | 0.00% | +605+15.1% | Added |
| Vestcor Inc | 4,596 | $246.0K | 0.01% | +4,596 | New |
| Steel Peak Wealth Management LLC | 4,499 | $240.5K | 0.01% | −26−0.6% | Reduced |
| Jump Financial, LLC | 4,375 | $233.9K | 0.00% | +4,375 | New |
| Captrust Financial Advisors | 4,344 | $232.2K | 0.00% | −188−4.1% | Reduced |
| Ifrah Financial Services, Inc. | 4,178 | $223.4K | 0.06% | +62+1.5% | Added |
| Canandaigua National Bank & Trust Co | 4,141 | $221.4K | 0.02% | −95−2.2% | Reduced |
| State of Wyoming | 4,138 | $221.2K | 0.03% | +238+6.1% | Added |
| Brevan Howard Capital Management LP | 4,136 | $221.1K | 0.01% | −1,022−19.8% | Reduced |
| Squarepoint Ops LLC | 3,924 | $209.8K | 0.00% | +3,924 | New |
| Ieq Capital, LLC | 3,898 | $208.4K | 0.00% | +3,898 | New |
| Sanctuary Advisors, LLC | 3,836 | $207.9K | 0.00% | −1,197−23.8% | Reduced |
| Accurate Wealth Management, LLC | 4,013 | $205.1K | 0.04% | +4,013 | New |
| Longboard Asset Management, LP | 3,833 | $204.9K | 0.54% | +3,833 | New |
| EP Wealth Advisors, LLC | 3,802 | $203.3K | 0.00% | +3,802 | New |
| Wealth Enhancement Advisory Services, LLC | 3,794 | $202.8K | 0.00% | +3,794 | New |
| Shell Asset Management Co | 2,785 | $149.0K | 0.01% | −13−0.5% | Reduced |
| Quest Partners LLC | 2,667 | $142.6K | 0.02% | +1,885+241.0% | Added |
| KBC Group NV | 2,501 | $134.0K | 0.00% | +825+49.2% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $126.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,213 | $118.0K | 0.00% | +708+47.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,161 | $115.5K | 0.00% | −1,362−38.7% | Reduced |
| Quantbot Technologies LP | 2,143 | $114.6K | 0.00% | +2,143 | New |
| Spirit of America Management Corp | 1,900 | $101.6K | 0.02% | +900+90.0% | Added |
| GAMMA Investing LLC | 1,799 | $96.2K | 0.01% | −80−4.3% | Reduced |
| Venturi Wealth Management, LLC | 1,725 | $92.2K | 0.00% | +1,725 | New |
| Global Retirement Partners, LLC | 1,695 | $90.6K | 0.00% | −325−16.1% | Reduced |
| Principal Securities, Inc. | 1,500 | $80.2K | 0.00% | −72−4.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,373 | $72.8K | 0.00% | +1,373 | New |
| EverSource Wealth Advisors, LLC | 1,203 | $64.3K | 0.00% | +887+280.7% | Added |
| Front Row Advisors LLC | 1,135 | $60.7K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $53.5K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 973 | $52.0K | 0.00% | −2−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 971 | $51.9K | 0.00% | +465+91.9% | Added |
| AdvisorNet Financial, Inc | 883 | $47.2K | 0.00% | +200+29.3% | Added |
| Parallel Advisors, LLC | 813 | $43.5K | 0.00% | +286+54.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 803 | $42.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 682 | $36.5K | 0.01% | +3+0.4% | Added |
| Nomura Asset Management Co Ltd | 620 | $33.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 612 | $32.7K | 0.00% | −82−11.8% | Reduced |
| Bryn Mawr Trust Co | 607 | $32.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 597 | $31.9K | 0.00% | −6−1.0% | Reduced |
| S.A. Mason LLC | 554 | $29.6K | 0.02% | +554 | New |
| Central Trust Co | 500 | $26.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rise Advisors, LLC | 449 | $24.0K | 0.01% | +6+1.4% | Added |
| Fifth Third Bancorp | 433 | $23.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $21.2K | 0.00% | +292+278.1% | Added |
| Farther Finance Advisors, LLC | 331 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 319 | $17.1K | 0.00% | +4+1.3% | Added |
| Hexagon Capital Partners LLC | 283 | $15.1K | 0.00% | +87+44.4% | Added |
| Bessemer Group Inc | 275 | $15.0K | 0.00% | +56+25.6% | Added |
| Harbor Capital Advisors, Inc. | 265 | $14.0K | 0.00% | −3−1.1% | Reduced |
| First Horizon Advisors, Inc. | 258 | $13.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 247 | $13.2K | 0.00% | +49+24.7% | Added |
| GHP Investment Advisors, Inc. | 223 | $11.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 208 | $11.1K | 0.00% | +159+324.5% | Added |
| Hemington Wealth Management | 214 | $11.0K | 0.00% | −67−23.8% | Reduced |
| Ransom Advisory, Ltd | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 200 | $10.7K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 193 | $10.3K | 0.00% | +193 | New |
| Bell Investment Advisors, Inc | 171 | $9.14K | 0.00% | +20+13.2% | Added |
| MAI Capital Management | 155 | $8.29K | 0.00% | +155 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 152 | $8.12K | 0.00% | +152 | New |
| Jones Financial Companies LLLP | 151 | $8.07K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 141 | $7.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $7.13K | 0.00% | −11−7.6% | Reduced |
| GeoWealth Management, LLC | 128 | $6.84K | 0.00% | −8−5.9% | Reduced |
| Colonial Trust Co | 119 | $6.36K | 0.00% | +119 | New |
| Lindbrook Capital, LLC | 108 | $5.77K | 0.00% | +25+30.1% | Added |
| Private Wealth Management Group, LLC | 107 | $5.72K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 104 | $5.61K | 0.00% | −2,257−95.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $3.96K | 0.00% | +67+957.1% | Added |
| Northwestern Mutual Wealth Management Co | 72 | $3.85K | 0.00% | +43+148.3% | Added |
| 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 |
| Rothschild Investment LLC | 66 | $3.53K | 0.00% | +15+29.4% | Added |
| Sierra Ocean, LLC | 66 | $3.53K | 0.00% | +66 | New |
| Caitong International Asset Management Co., Ltd | 65 | $3.48K | 0.00% | +65 | New |
| GWM Advisors LLC | 62 | $3.31K | 0.00% | 00.0% | Unchanged |