NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding NorthWestern Energy Group, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of NWE: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	323	4	344	+25
Shares	60.3M	765.6K	59.2M	−317.3K (−0.5%)
Value	$3.22B	$40.9M	$3.43B	+$243.3M (+7.6%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to NWE in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	925,135	$53.5M	0.02%
Marshall Wace, LLP	189,982	$11.0M	0.01%
Jupiter Asset Management Ltd	171,051	$9.90M	0.09%
Two Sigma Investments, LP	115,888	$6.71M	0.01%
Millennium Management LLC	98,630	$5.71M	0.01%
HRT Financial LP	78,038	$4.52M	0.03%
Lesa Sroufe & Co	37,393	$2.16M	2.16%
Arrowstreet Capital, Limited Partnership	32,027	$1.85M	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	31,486	$1.82M	0.00%
Boston Partners	28,756	$1.66M	0.00%
Cubist Systematic Strategies, LLC	22,324	$1.29M	0.02%
Capital Fund Management S.A.	21,611	$1.25M	0.02%
Fox Run Management, L.L.C.	21,440	$1.24M	0.19%
Schonfeld Strategic Advisors LLC	21,124	$1.22M	0.01%
Picton Mahoney Asset Management	20,206	$1.17M	0.04%
Balyasny Asset Management LLC	20,115	$1.16M	0.00%
Winton Group Ltd	18,749	$1.09M	0.07%
XTX Topco Ltd	16,441	$951.4K	0.05%
Dark Forest Capital Management LP	15,318	$886.5K	0.04%
Trexquant Investment LP	14,592	$844.4K	0.01%
SG Americas Securities, LLC	10,823	$626.0K	0.00%
Nebula Research & Development LLC	10,503	$607.8K	0.06%
Point72 (DIFC) Ltd	10,272	$594.4K	0.06%
Bridgefront Capital, LLC	8,746	$506.1K	0.15%
Atria Investments LLC	7,709	$446.1K	0.01%
Neo Ivy Capital Management	6,930	$401.0K	0.13%
Quantessence Capital LLC	6,500	$376.2K	0.09%
SummitTX Capital, L.P.	6,331	$366.4K	0.02%
EntryPoint Capital, LLC	6,155	$356.2K	0.16%
Moloney Securities Asset Management, LLC	5,309	$307.2K	0.04%
Legato Capital Management LLC	5,179	$299.7K	0.04%
Aigen Investment Management, LP	4,883	$282.6K	0.05%
Fiduciary Trust Co	4,805	$278.1K	0.00%
Entropy Technologies, LP	4,800	$277.8K	0.03%
Quantinno Capital Management LP	4,447	$257.4K	0.00%
Ground Swell Capital, LLC	4,279	$247.6K	0.56%
J.W. Cole Advisors, Inc.	4,241	$245.4K	0.01%
Campbell & CO Investment Adviser LLC	4,229	$244.7K	0.02%
United Services Automobile Association	3,874	$220.0K	0.01%
Jain Global LLC	3,800	$219.9K	0.00%
Holocene Advisors, LP	3,712	$214.8K	0.00%
HF Advisory Group, LLC	3,578	$207.1K	0.09%
Thoroughbred Financial Services, LLC	3,473	$200.0K	0.01%
Coldstream Capital Management Inc	2,687	$155.5K	0.00%
Kestra Investment Management, LLC	2,228	$128.9K	0.00%
BI Asset Management Fondsmaeglerselskab A/S	2,006	$116.0K	0.00%
Optiver Holding B.V.	806	$46.6K	0.00%
Daiwa Securities Group Inc.	629	$36.0K	0.00%
Costello Asset Management, INC	297	$17.2K	0.01%
Cullen/Frost Bankers, Inc.	235	$13.6K	0.00%
Parkside Financial Bank & Trust	126	$7.29K	0.00%
Skopos Labs, Inc.	125	$7.23K	0.00%
Hantz Financial Services, Inc.	107	$6.00K	0.00%
BFSG, LLC	77	$4.46K	0.00%
Wealth Preservation Advisors, LLC	61	$3.53K	0.00%
Stephens Consulting, LLC	20	$1.16K	0.00%
Clearstead Advisors, LLC	14	$811	0.00%
CoreCap Advisors, LLC	4	$231	0.00%
HFM Investment Advisors, LLC	3	$174	0.00%
Bay Harbor Wealth Management, LLC	1	$57	0.00%

Sold out (35)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of NWE in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Liberty One Investment Management, LLC	136,960	$7.32M
Stockman Wealth Management, Inc.	105,678	$5.65M
Zimmer Partners, LP	81,000	$4.33M
Panagora Asset Management Inc	80,710	$4.31M
Susquehanna Fundamental Investments, LLC	51,995	$2.78M
Point72 Asset Management, L.P.	51,434	$2.75M
BTG Pactual Asset Management US LLC	20,668	$1.10M
Atria Wealth Solutions, Inc.	12,080	$645.8K
Versor Investments LP	10,980	$587.0K
Edgestream Partners, L.P.	10,752	$574.8K
Savant Capital, LLC	9,373	$501.1K
Cornercap Investment Counsel Inc	8,876	$474.5K
Nomura Holdings Inc	8,120	$434.1K
Verdence Capital Advisors LLC	6,787	$362.9K
Hennion & Walsh Asset Management, Inc.	6,415	$342.9K
Gsa Capital Partners LLP	6,275	$335.0K
Centiva Capital, LP	6,176	$330.2K
Engineers Gate Manager LP	5,964	$318.8K
Sumitomo Mitsui Trust Holdings, Inc.	4,900	$262.0K
Vestcor Inc	4,596	$246.0K
Sanctuary Advisors, LLC	3,836	$207.9K
EP Wealth Advisors, LLC	3,802	$203.3K
Wealth Enhancement Advisory Services, LLC	3,794	$202.8K
Quantbot Technologies LP	2,143	$114.6K
Venturi Wealth Management, LLC	1,725	$92.2K
Asset Management One Co.,Ltd.	1,373	$72.8K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	803	$42.9K
Tucker Asset Management LLC	459	$24.5K
Transce3nd, LLC	200	$10.7K
Proequities, Inc.	141	$7.52K
GeoWealth Management, LLC	128	$6.84K
Colonial Trust Co	119	$6.36K
Eagle Bay Advisors LLC	40	$2.14K
Capital Advisors, Ltd. LLC	31	$2.00K
Brown Brothers Harriman & Co	8	$428

Not filed for Q1 2025 yet (4)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	752,441	$40.2M
Passumpsic Savings Bank	10,758	$575.1K
Global Retirement Partners, LLC	1,695	$90.6K
WR Wealth Planners, LLC	682	$36.5K