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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $57 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $114 | 0.00% | −149−98.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $174 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $231 | 0.00% | +4 | New |
| Huntington National Bank | 7 | $405 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $463 | 0.00% | −1−11.1% | Reduced |
| Global Financial Private Client, LLC | 8 | $463 | 0.00% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 9 | $521 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $521 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $811 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 14 | $818 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 18 | $1.04K | 0.00% | −1−5.3% | Reduced |
| Stephens Consulting, LLC | 20 | $1.16K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 33 | $1.91K | 0.00% | +7+26.9% | Added |
| Millstone Evans Group, LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $2.20K | 0.00% | −36−48.6% | Reduced |
| Farmers & Merchants Investments Inc | 46 | $2.66K | 0.00% | +21+84.0% | Added |
| SRS Capital Advisors, Inc. | 48 | $2.78K | 0.00% | +29+152.6% | Added |
| Fortitude Family Office, LLC | 57 | $3.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $3.36K | 0.00% | +17+41.5% | Added |
| Wealth Preservation Advisors, LLC | 61 | $3.53K | 0.00% | +61 | New |
| GWM Advisors LLC | 62 | $3.59K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 62 | $3.59K | 0.00% | +27+77.1% | Added |
| Sierra Ocean, LLC | 66 | $3.82K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 68 | $3.94K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $3.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $4.17K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 77 | $4.46K | 0.00% | +77 | New |
| IFP Advisors, Inc | 92 | $5.32K | 0.00% | +37+67.3% | Added |
| Rothschild Investment LLC | 96 | $5.56K | 0.00% | +30+45.5% | Added |
| Sound Income Strategies, LLC | 101 | $5.87K | 0.00% | −32−24.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 107 | $6.00K | 0.00% | +107 | New |
| Mather Group, LLC. | 106 | $6.13K | 0.00% | +100+1,666.7% | Added |
| Allworth Financial LP | 105 | $6.14K | 0.00% | +55+110.0% | Added |
| Private Wealth Management Group, LLC | 107 | $6.19K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 125 | $7.23K | 0.00% | +125 | New |
| Parkside Financial Bank & Trust | 126 | $7.29K | 0.00% | +126 | New |
| Addison Advisors LLC | 150 | $8.68K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 171 | $9.90K | 0.00% | −22−11.4% | Reduced |
| Bessemer Group Inc | 180 | $10.0K | 0.00% | −95−34.5% | Reduced |
| Bell Investment Advisors, Inc | 186 | $10.8K | 0.00% | +15+8.8% | Added |
| Ransom Advisory, Ltd | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 223 | $12.0K | 0.00% | +9+4.2% | Added |
| GHP Investment Advisors, Inc. | 223 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 235 | $13.6K | 0.00% | +235 | New |
| First Horizon Advisors, Inc. | 258 | $14.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 267 | $15.5K | 0.01% | +202+310.8% | Added |
| Rise Advisors, LLC | 273 | $15.8K | 0.01% | −176−39.2% | Reduced |
| Smartleaf Asset Management LLC | 301 | $17.1K | 0.00% | +54+21.9% | Added |
| Costello Asset Management, INC | 297 | $17.2K | 0.01% | +297 | New |
| Harbor Capital Advisors, Inc. | 310 | $18.0K | 0.00% | +45+17.0% | Added |
| Umb Bank N A | 343 | $19.8K | 0.00% | +135+64.9% | Added |
| Ronald Blue Trust, Inc. | 364 | $21.1K | 0.00% | +45+14.1% | Added |
| Versant Capital Management, Inc | 370 | $21.4K | 0.00% | −27−6.8% | Reduced |
| Hexagon Capital Partners LLC | 425 | $24.6K | 0.00% | +142+50.2% | Added |
| V-Square Quantitative Management LLC | 459 | $26.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 502 | $29.1K | 0.00% | +69+15.9% | Added |
| S.A. Mason LLC | 567 | $32.8K | 0.02% | +13+2.3% | Added |
| Bryn Mawr Trust Co | 607 | $35.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 620 | $35.9K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 629 | $36.0K | 0.00% | +629 | New |
| Signaturefd, LLC | 695 | $40.2K | 0.00% | +83+13.6% | Added |
| Parallel Advisors, LLC | 698 | $40.4K | 0.00% | −115−14.1% | Reduced |
| Optiver Holding B.V. | 806 | $46.6K | 0.00% | +806 | New |
| Farther Finance Advisors, LLC | 845 | $49.4K | 0.00% | +514+155.3% | Added |
| AdvisorNet Financial, Inc | 883 | $51.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 973 | $56.3K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,006 | $58.2K | 0.00% | +35+3.6% | Added |
| EverSource Wealth Advisors, LLC | 1,131 | $65.5K | 0.00% | −72−6.0% | Reduced |
| Front Row Advisors LLC | 1,135 | $65.7K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,558 | $83.3K | 0.00% | +58+3.9% | Added |
| Advisor Group Holdings, Inc. | 1,458 | $84.4K | 0.00% | −3,248−69.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,006 | $116.0K | 0.00% | +2,006 | New |
| Armstrong Advisory Group, Inc | 2,364 | $126.4K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,228 | $128.9K | 0.00% | +2,228 | New |
| Johnson Financial Group, Inc. | 2,241 | $129.7K | 0.01% | +2,137+2,054.8% | Added |
| GAMMA Investing LLC | 2,297 | $132.9K | 0.01% | +498+27.7% | Added |
| Coldstream Capital Management Inc | 2,687 | $155.5K | 0.00% | +2,687 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,843 | $164.5K | 0.00% | +682+31.6% | Added |
| CWM, LLC | 3,055 | $177.0K | 0.00% | +842+38.0% | Added |
| KBC Group NV | 3,266 | $189.0K | 0.00% | +765+30.6% | Added |
| STRS Ohio | 3,400 | $196.8K | 0.00% | −3,100−47.7% | Reduced |
| State of Wyoming | 3,402 | $196.9K | 0.03% | −736−17.8% | Reduced |
| Thoroughbred Financial Services, LLC | 3,473 | $200.0K | 0.01% | +3,473 | New |
| HF Advisory Group, LLC | 3,578 | $207.1K | 0.09% | +3,578 | New |
| Holocene Advisors, LP | 3,712 | $214.8K | 0.00% | +3,712 | New |
| Accurate Wealth Management, LLC | 3,875 | $218.0K | 0.04% | −138−3.4% | Reduced |
| Jain Global LLC | 3,800 | $219.9K | 0.00% | +3,800 | New |
| United Services Automobile Association | 3,874 | $220.0K | 0.01% | +3,874 | New |
| Longboard Asset Management, LP | 3,833 | $221.8K | 0.65% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,912 | $226.4K | 0.01% | −2,866−42.3% | Reduced |
| Canandaigua National Bank & Trust Co | 4,056 | $234.7K | 0.02% | −85−2.1% | Reduced |
| Bokf, NA | 4,066 | $235.3K | 0.00% | −1,565−27.8% | Reduced |
| Ifrah Financial Services, Inc. | 4,218 | $244.1K | 0.07% | +40+1.0% | Added |