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, Q1 2025
Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2025. 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
- 344
- +25 vs. Q4 2024
- Shares held
- 59.2M
- −317.3K (−0.5%) vs. Q4 2024
- Total value
- $3.43B
- +$243.3M (+7.6%) vs. Q4 2024
- New holders
- 60
- 129 more added
- Sold out
- 35
- 104 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,212,305 | $533.1M | 0.01% | −1,886,532−17.0% | Reduced |
| Vanguard Group Inc | 6,774,365 | $392.0M | 0.01% | −75,154−1.1% | Reduced |
| American Century Companies Inc | 2,959,744 | $171.3M | 0.11% | −328,484−10.0% | Reduced |
| State Street Corp | 2,581,955 | $149.4M | 0.01% | +25,125+1.0% | Added |
| River Road Asset Management, LLC | 2,376,005 | $137.5M | 1.87% | +4,074+0.2% | Added |
| Geode Capital Management, LLC | 1,569,781 | $90.9M | 0.01% | +35,059+2.3% | Added |
| Franklin Resources Inc | 1,322,933 | $76.6M | 0.02% | −2790.0% | Reduced |
| Macquarie Group Ltd | 1,273,078 | $73.7M | 0.09% | −13,050−1.0% | Reduced |
| Systematic Financial Management LP | 1,114,838 | $64.5M | 1.84% | +4,264+0.4% | Added |
| Dimensional Fund Advisors LP | 1,023,713 | $59.2M | 0.01% | −9,724−0.9% | Reduced |
| Westwood Holdings Group Inc. | 1,001,201 | $57.9M | 0.44% | +117,087+13.2% | Added |
| FMR LLC | 984,363 | $57.0M | 0.00% | +296,151+43.0% | Added |
| Neuberger Berman Group LLC | 976,942 | $56.5M | 0.05% | −955−0.1% | Reduced |
| First Trust Advisors LP | 959,535 | $55.5M | 0.05% | −40,349−4.0% | Reduced |
| Nuveen, LLC | 925,135 | $53.5M | 0.02% | +925,135 | New |
| Massachusetts Financial Services Co | 895,798 | $51.8M | 0.02% | −21,699−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 880,998 | $51.0M | 0.01% | +1,236+0.1% | Added |
| Northern Trust Corp | 873,344 | $50.5M | 0.01% | −20,819−2.3% | Reduced |
| Bank of New York Mellon Corp | 865,807 | $50.1M | 0.01% | −20,259−2.3% | Reduced |
| UBS Group AG | 837,072 | $48.4M | 0.01% | +139,580+20.0% | Added |
| Victory Capital Management Inc | 829,257 | $48.0M | 0.05% | −46,202−5.3% | Reduced |
| Invesco Ltd. | 806,422 | $46.7M | 0.01% | −98,157−10.9% | Reduced |
| Norges Bank | 752,631 | $43.6M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 738,110 | $42.7M | 0.00% | +60,882+9.0% | Added |
| ProShare Advisors LLC | 706,865 | $40.9M | 0.09% | −65,387−8.5% | Reduced |
| GW&K Investment Management, LLC | 648,163 | $37.5M | 0.35% | −17,987−2.7% | Reduced |
| Morgan Stanley | 630,699 | $36.5M | 0.00% | +45,870+7.8% | Added |
| AQR Capital Management LLC | 583,063 | $33.5M | 0.03% | +163,147+38.9% | Added |
| Raymond James Financial Inc | 555,022 | $32.1M | 0.01% | −5,749−1.0% | Reduced |
| Gabelli Funds LLC | 546,500 | $31.6M | 0.24% | −500−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 546,308 | $31.6M | 0.12% | −3,540−0.6% | Reduced |
| William Blair Investment Management, LLC | 524,278 | $30.3M | 0.09% | −27,774−5.0% | Reduced |
| Thrivent Financial for Lutherans | 476,491 | $27.6M | 0.06% | +33,343+7.5% | Added |
| Legal & General Group Plc | 330,899 | $19.1M | 0.01% | −8,183−2.4% | Reduced |
| JPMorgan Chase & Co | 328,592 | $19.0M | 0.00% | −86,573−20.9% | Reduced |
| SEI Investments Co | 317,212 | $18.4M | 0.02% | −40,078−11.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 299,171 | $17.3M | 0.04% | −2,598−0.9% | Reduced |
| Goldman Sachs Group Inc | 296,785 | $17.2M | 0.00% | −248,499−45.6% | Reduced |
| Voya Investment Management LLC | 289,229 | $16.7M | 0.02% | +79,992+38.2% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $15.8M | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 243,070 | $14.1M | 0.03% | +228,338+1,549.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 240,811 | $13.9M | 0.05% | −7,469−3.0% | Reduced |
| Ancora Advisors, LLC | 221,325 | $12.8M | 0.29% | +13,235+6.4% | Added |
| Brandywine Global Investment Management, LLC | 220,775 | $12.8M | 0.09% | +11,269+5.4% | Added |
| Rhumbline Advisers | 209,878 | $12.1M | 0.01% | −5,095−2.4% | Reduced |
| Qube Research & Technologies Ltd | 201,134 | $11.6M | 0.02% | −44,885−18.2% | Reduced |
| Russell Investments Group, Ltd. | 196,144 | $11.4M | 0.02% | +67,823+52.9% | Added |
| Marshall Wace, LLP | 189,982 | $11.0M | 0.01% | +189,982 | New |
| Principal Financial Group Inc | 181,192 | $10.5M | 0.01% | +7,177+4.1% | Added |
| Voloridge Investment Management, LLC | 180,386 | $10.4M | 0.04% | +92,705+105.7% | Added |
| Jupiter Asset Management Ltd | 171,051 | $9.90M | 0.09% | +171,051 | New |
| Aventail Capital Group, LP | 167,002 | $9.66M | 0.48% | +27,107+19.4% | Added |
| UBS Asset Management Americas Inc | 154,776 | $8.96M | 0.00% | +18,454+13.5% | Added |
| Ameriprise Financial Inc | 146,043 | $8.45M | 0.00% | +7,084+5.1% | Added |
| Renaissance Technologies LLC | 139,726 | $8.09M | 0.01% | +131,400+1,578.2% | Added |
| First Eagle Investment Management, LLC | 133,199 | $7.71M | 0.02% | +5,000+3.9% | Added |
| Advisors Asset Management, Inc. | 129,963 | $7.52M | 0.14% | +11,920+10.1% | Added |
| Alliancebernstein L.P. | 127,215 | $7.36M | 0.00% | +6,427+5.3% | Added |
| Barclays PLC | 125,841 | $7.28M | 0.00% | −24,854−16.5% | Reduced |
| Mairs & Power Inc | 123,885 | $7.17M | 0.07% | −13,110−9.6% | Reduced |
| South Dakota Investment Council | 122,311 | $7.08M | 0.14% | +25,949+26.9% | Added |
| Swiss National Bank | 118,783 | $6.87M | 0.00% | −1,800−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,559 | $6.80M | 0.04% | +1,119+1.0% | Added |
| Mutual of America Capital Management LLC | 116,089 | $6.72M | 0.08% | +13,945+13.7% | Added |
| Two Sigma Investments, LP | 115,888 | $6.71M | 0.01% | +115,888 | New |
| Price T Rowe Associates Inc | 112,660 | $6.52M | 0.00% | +15,138+15.5% | Added |
| Two Sigma Advisers, LP | 111,300 | $6.44M | 0.01% | +68,400+159.4% | Added |
| Susquehanna International Group, LLP | 110,121 | $6.37M | 0.01% | +82,483+298.4% | Added |
| Kempen Capital Management N.V. | 106,494 | $6.16M | 0.06% | +7,857+8.0% | Added |
| MetLife Investment Management | 101,275 | $5.86M | 0.03% | −1,140−1.1% | Reduced |
| Millennium Management LLC | 98,630 | $5.71M | 0.01% | +98,630 | New |
| Corebridge Financial, Inc. | 97,531 | $5.64M | 0.03% | −2,073−2.1% | Reduced |
| Prudential Financial Inc | 96,386 | $5.58M | 0.01% | +32,775+51.5% | Added |
| Bridgewater Associates, LP | 95,888 | $5.55M | 0.03% | +36,049+60.2% | Added |
| Meritage Portfolio Management | 94,489 | $5.47M | 0.36% | +36,399+62.7% | Added |
| First Manhattan Co | 93,699 | $5.42M | 0.02% | −4,596−4.7% | Reduced |
| Wedge Capital Management L L P | 90,188 | $5.22M | 0.10% | −19,449−17.7% | Reduced |
| Federated Hermes, Inc. | 78,344 | $4.53M | 0.01% | +318+0.4% | Added |
| HRT Financial LP | 78,038 | $4.52M | 0.03% | +78,038 | New |
| Conning Inc. | 77,076 | $4.46M | 0.16% | 00.0% | Unchanged |
| Wells Fargo & Company | 76,787 | $4.44M | 0.00% | −10,040−11.6% | Reduced |
| New York State Teachers Retirement System | 75,478 | $4.37M | 0.01% | +300+0.4% | Added |
| Great West Life Assurance Co | 74,546 | $4.32M | 0.01% | −3,186−4.1% | Reduced |
| Retirement Systems of Alabama | 74,644 | $4.32M | 0.02% | +92+0.1% | Added |
| Deutsche Bank AG | 73,385 | $4.25M | 0.00% | −5,429−6.9% | Reduced |
| Oliver Luxxe Assets LLC | 71,692 | $4.15M | 0.77% | +4,370+6.5% | Added |
| First PREMIER Bank | 71,248 | $4.12M | 1.05% | −1,749−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 67,576 | $3.91M | 0.00% | −153−0.2% | Reduced |
| HSBC Holdings PLC | 67,762 | $3.89M | 0.00% | +52,531+344.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 64,615 | $3.74M | 0.22% | +1,875+3.0% | Added |
| Quest Partners LLC | 60,988 | $3.53M | 0.38% | +58,321+2,186.8% | Added |
| California State Teachers Retirement System | 60,765 | $3.52M | 0.00% | +3,399+5.9% | Added |
| Comerica Bank | 58,787 | $3.40M | 0.01% | −12,478−17.5% | Reduced |
| Citigroup Inc | 56,603 | $3.28M | 0.00% | −8,482−13.0% | Reduced |
| Heartland Advisors Inc | 56,302 | $3.26M | 0.19% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 54,756 | $3.17M | 0.00% | −78,352−58.9% | Reduced |
| Commonwealth Equity Services, LLC | 53,824 | $3.12M | 0.00% | +6,284+13.2% | Added |
| Verition Fund Management LLC | 52,877 | $3.06M | 0.02% | +33,278+169.8% | Added |
| Maryland State Retirement & Pension System | 52,011 | $3.01M | 0.07% | +1,435+2.8% | Added |
| Martingale Asset Management L P | 49,571 | $2.87M | 0.07% | +600+1.2% | Added |