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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 4,229 | $244.7K | 0.02% | +4,229 | New |
| J.W. Cole Advisors, Inc. | 4,241 | $245.4K | 0.01% | +4,241 | New |
| Ground Swell Capital, LLC | 4,279 | $247.6K | 0.56% | +4,279 | New |
| Spirit of America Management Corp | 4,300 | $248.8K | 0.05% | +2,400+126.3% | Added |
| Steel Peak Wealth Management LLC | 4,381 | $253.5K | 0.01% | −118−2.6% | Reduced |
| IFM Investors Pty Ltd | 4,415 | $255.5K | 0.00% | −3,721−45.7% | Reduced |
| Quantinno Capital Management LP | 4,447 | $257.4K | 0.00% | +4,447 | New |
| Shell Asset Management Co | 4,610 | $267.0K | 0.01% | +1,825+65.5% | Added |
| First Citizens Bank & Trust Co | 4,634 | $268.2K | 0.01% | +18+0.4% | Added |
| Securian Asset Management, Inc | 4,635 | $268.2K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,708 | $272.5K | 0.02% | −428−8.3% | Reduced |
| Lindbrook Capital, LLC | 4,719 | $273.1K | 0.03% | +4,611+4,269.4% | Added |
| UMA Financial Services, Inc. | 4,779 | $276.6K | 0.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,800 | $277.8K | 0.03% | +4,800 | New |
| Fiduciary Trust Co | 4,805 | $278.1K | 0.00% | +4,805 | New |
| MAI Capital Management | 4,828 | $279.4K | 0.00% | +4,673+3,014.8% | Added |
| Captrust Financial Advisors | 4,844 | $280.3K | 0.00% | +500+11.5% | Added |
| Aigen Investment Management, LP | 4,883 | $282.6K | 0.05% | +4,883 | New |
| Arete Wealth Advisors, LLC | 4,885 | $283.0K | 0.02% | −3−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 5,242 | $287.1K | 0.00% | +488+10.3% | Added |
| HighTower Advisors, LLC | 5,072 | $293.5K | 0.00% | −504−9.0% | Reduced |
| Legato Capital Management LLC | 5,179 | $299.7K | 0.04% | +5,179 | New |
| Moloney Securities Asset Management, LLC | 5,309 | $307.2K | 0.04% | +5,309 | New |
| Crewe Advisors LLC | 5,658 | $327.4K | 0.05% | +65+1.2% | Added |
| Assenagon Asset Management S.A. | 5,918 | $342.5K | 0.00% | −1,586−21.1% | Reduced |
| Quadrant Capital Group LLC | 5,925 | $342.9K | 0.01% | +5,328+892.5% | Added |
| Public Employees Retirement Association of Colorado | 6,157 | $356.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,155 | $356.2K | 0.16% | +6,155 | New |
| SummitTX Capital, L.P. | 6,331 | $366.4K | 0.02% | +6,331 | New |
| Jacobi Capital Management LLC | 6,371 | $368.7K | 0.03% | +1,414+28.5% | Added |
| Quantessence Capital LLC | 6,500 | $376.2K | 0.09% | +6,500 | New |
| Pathstone Holdings, LLC | 6,663 | $385.6K | 0.00% | +1,471+28.3% | Added |
| Resona Asset Management Co.,Ltd. | 6,745 | $390.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,762 | $391.3K | 0.01% | +531+8.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,774 | $392.0K | 0.00% | −16,215−70.5% | Reduced |
| Neo Ivy Capital Management | 6,930 | $401.0K | 0.13% | +6,930 | New |
| Intrua Financial, LLC | 7,078 | $409.6K | 0.06% | +466+7.0% | Added |
| State of Alaska, Department of Revenue | 7,179 | $415.0K | 0.00% | +185+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,448 | $431.0K | 0.00% | +2,610+53.9% | Added |
| Jeppson Wealth Management, LLC | 7,507 | $434.4K | 0.16% | −200−2.6% | Reduced |
| Atria Investments LLC | 7,709 | $446.1K | 0.01% | +7,709 | New |
| Pacer Advisors, Inc. | 8,090 | $468.2K | 0.00% | −1,056−11.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,672 | $501.8K | 0.00% | +803+10.2% | Added |
| Bridgefront Capital, LLC | 8,746 | $506.1K | 0.15% | +8,746 | New |
| JustInvest LLC | 8,773 | $507.7K | 0.01% | −75−0.8% | Reduced |
| Xponance, Inc. | 8,782 | $508.2K | 0.00% | +53+0.6% | Added |
| Bailard, Inc. | 8,800 | $509.3K | 0.01% | +600+7.3% | Added |
| Hager Investment Management Services, LLC | 9,275 | $536.7K | 0.38% | +3,200+52.7% | Added |
| Everence Capital Management Inc | 9,320 | $539.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 9,728 | $563.0K | 0.00% | −97−1.0% | Reduced |
| Cetera Investment Advisers | 10,062 | $582.3K | 0.00% | −16,506−62.1% | Reduced |
| Meeder Advisory Services, Inc. | 10,213 | $591.0K | 0.04% | −1,590−13.5% | Reduced |
| Zacks Investment Management | 10,256 | $593.5K | 0.01% | +5,391+110.8% | Added |
| Private Advisor Group, LLC | 10,267 | $594.1K | 0.00% | −25−0.2% | Reduced |
| Point72 (DIFC) Ltd | 10,272 | $594.4K | 0.06% | +10,272 | New |
| Creative Planning | 10,375 | $600.4K | 0.00% | +1,552+17.6% | Added |
| Oppenheimer Asset Management Inc. | 10,463 | $605.5K | 0.01% | +2,583+32.8% | Added |
| Henshaw Capital LLC | 10,499 | $607.6K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 10,503 | $607.8K | 0.06% | +10,503 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,590 | $612.8K | 0.16% | +10,438+6,867.1% | Added |
| Foundry Partners, LLC | 10,673 | $617.6K | 0.03% | +1,088+11.4% | Added |
| SG Americas Securities, LLC | 10,823 | $626.0K | 0.00% | +10,823 | New |
| Cerity Partners LLC | 11,083 | $641.4K | 0.00% | +648+6.2% | Added |
| LPL Financial LLC | 11,155 | $645.6K | 0.00% | −16,515−59.7% | Reduced |
| Sterling Capital Management LLC | 11,324 | $655.3K | 0.01% | −1,774−13.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,748 | $679.9K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,800 | $683.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,057 | $697.7K | 0.00% | +1,357+12.7% | Added |
| Empower Advisory Group, LLC | 12,357 | $715.1K | 0.00% | −269,272−95.6% | Reduced |
| Vaughan & Co Securities, Inc. | 12,488 | $722.7K | 0.45% | +82+0.7% | Added |
| Oregon Public Employees Retirement Fund | 12,510 | $724.0K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,125 | $759.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,195 | $763.6K | 0.00% | −174−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,636 | $789.1K | 0.01% | +9+0.1% | Added |
| CIBC World Markets Corp | 13,681 | $791.7K | 0.01% | +7,912+137.1% | Added |
| Exchange Traded Concepts, LLC | 14,379 | $832.1K | 0.01% | +571+4.1% | Added |
| Trexquant Investment LP | 14,592 | $844.4K | 0.01% | +14,592 | New |
| State of Michigan Retirement System | 14,728 | $852.3K | 0.00% | +200+1.4% | Added |
| Dark Forest Capital Management LP | 15,318 | $886.5K | 0.04% | +15,318 | New |
| Royal Bank of Canada | 15,505 | $897.0K | 0.00% | −6,343−29.0% | Reduced |
| Ieq Capital, LLC | 15,542 | $899.4K | 0.01% | +11,644+298.7% | Added |
| XTX Topco Ltd | 16,441 | $951.4K | 0.05% | +16,441 | New |
| Dean Capital Management | 16,483 | $953.9K | 0.42% | +6,511+65.3% | Added |
| Huber Capital Management LLC | 16,742 | $968.9K | 0.18% | +6,572+64.6% | Added |
| Louisiana State Employees Retirement System | 17,200 | $995.4K | 0.02% | +200+1.2% | Added |
| Arizona State Retirement System | 17,564 | $1.02M | 0.01% | −228−1.3% | Reduced |
| Hennessy Advisors Inc | 17,998 | $1.04M | 0.03% | −900−4.8% | Reduced |
| Mariner, LLC | 18,020 | $1.04M | 0.00% | +2,270+14.4% | Added |
| Ameritas Investment Partners, Inc. | 18,304 | $1.06M | 0.04% | −427−2.3% | Reduced |
| Kennedy Capital Management, Inc. | 18,468 | $1.07M | 0.03% | −77,106−80.7% | Reduced |
| Winton Group Ltd | 18,749 | $1.09M | 0.07% | +18,749 | New |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.09M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 19,117 | $1.11M | 0.01% | −7,955−29.4% | Reduced |
| New York State Common Retirement Fund | 19,120 | $1.11M | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 19,348 | $1.12M | 0.24% | −1,725−8.2% | Reduced |
| Van Eck Associates Corp | 19,877 | $1.15M | 0.00% | +871+4.6% | Added |
| State of Tennessee, Treasury Department | 19,882 | $1.15M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 20,115 | $1.16M | 0.00% | +20,115 | New |
| Picton Mahoney Asset Management | 20,206 | $1.17M | 0.04% | +20,206 | New |
| Alps Advisors Inc | 20,267 | $1.17M | 0.01% | +1,464+7.8% | Added |