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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 20,280 | $1.17M | 0.05% | −2,420−10.7% | Reduced |
| Squarepoint Ops LLC | 20,634 | $1.19M | 0.00% | +16,710+425.8% | Added |
| Ensign Peak Advisors, Inc | 20,680 | $1.20M | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 20,853 | $1.21M | 0.33% | +84+0.4% | Added |
| Yousif Capital Management, LLC | 20,891 | $1.21M | 0.01% | −579−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,124 | $1.22M | 0.01% | +21,124 | New |
| Fox Run Management, L.L.C. | 21,440 | $1.24M | 0.19% | +21,440 | New |
| Capital Fund Management S.A. | 21,611 | $1.25M | 0.02% | +21,611 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,774 | $1.26M | 0.00% | −4,051−15.7% | Reduced |
| Cubist Systematic Strategies, LLC | 22,324 | $1.29M | 0.02% | +22,324 | New |
| Jump Financial, LLC | 22,418 | $1.30M | 0.02% | +18,043+412.4% | Added |
| Mackenzie Financial Corp | 22,785 | $1.32M | 0.00% | +12,538+122.4% | Added |
| DRW Securities, LLC | 25,203 | $1.46M | 0.12% | −185,697−88.0% | Reduced |
| State Board of Administration of Florida Retirement System | 25,869 | $1.50M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,322 | $1.52M | 0.00% | +250+1.0% | Added |
| Brinker Capital Investments, LLC | 26,382 | $1.53M | 0.01% | −5,542−17.4% | Reduced |
| Orion Portfolio Solutions, LLC | 26,382 | $1.53M | 0.01% | −5,542−17.4% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.53M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 27,426 | $1.59M | 0.01% | −705−2.5% | Reduced |
| Naples Global Advisors, LLC | 27,815 | $1.61M | 0.15% | +910+3.4% | Added |
| Boston Partners | 28,756 | $1.66M | 0.00% | +28,756 | New |
| Money Concepts Capital Corp | 29,493 | $1.71M | 0.13% | −6,960−19.1% | Reduced |
| Teacher Retirement System of Texas | 31,053 | $1.80M | 0.01% | −15,846−33.8% | Reduced |
| Pullen Investment Management, LLC | 31,265 | $1.81M | 1.14% | +502+1.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,486 | $1.82M | 0.00% | +31,486 | New |
| Arrowstreet Capital, Limited Partnership | 32,027 | $1.85M | 0.00% | +32,027 | New |
| Intech Investment Management LLC | 32,064 | $1.86M | 0.02% | −1,418−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 33,664 | $1.89M | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 32,976 | $1.91M | 0.98% | −11,840−26.4% | Reduced |
| BNP Paribas Arbitrage, SA | 33,319 | $1.93M | 0.00% | +10,830+48.2% | Added |
| Public Employees Retirement System of Ohio | 34,956 | $2.02M | 0.01% | −15,906−31.3% | Reduced |
| State of New Jersey Common Pension Fund D | 35,613 | $2.06M | 0.01% | −2,101−5.6% | Reduced |
| Lesa Sroufe & Co | 37,393 | $2.16M | 2.16% | +37,393 | New |
| Bank of Montreal | 39,440 | $2.28M | 0.00% | −625−1.6% | Reduced |
| State of Wisconsin Investment Board | 40,014 | $2.32M | 0.01% | −171−0.4% | Reduced |
| Aristotle Capital Boston, LLC | 40,209 | $2.33M | 0.12% | −20,299−33.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 41,201 | $2.38M | 0.01% | +29,404+249.2% | Added |
| Citadel Advisors LLC | 41,986 | $2.43M | 0.00% | −53,537−56.0% | Reduced |
| Brevan Howard Capital Management LP | 43,197 | $2.50M | 0.07% | +39,061+944.4% | Added |
| Dean Investment Associates, LLC | 43,365 | $2.51M | 0.37% | +16,029+58.6% | Added |
| Nisa Investment Advisors, LLC | 46,177 | $2.67M | 0.01% | −5,003−9.8% | Reduced |
| Inspire Advisors, LLC | 48,706 | $2.82M | 0.33% | +15,008+44.5% | Added |
| North Star Investment Management Corp. | 48,779 | $2.82M | 0.21% | +60.0% | Added |
| Magellan Asset Management Ltd | 49,120 | $2.84M | 0.03% | −551−1.1% | Reduced |
| Martingale Asset Management L P | 49,571 | $2.87M | 0.07% | +600+1.2% | Added |
| Maryland State Retirement & Pension System | 52,011 | $3.01M | 0.07% | +1,435+2.8% | Added |
| Verition Fund Management LLC | 52,877 | $3.06M | 0.02% | +33,278+169.8% | Added |
| Commonwealth Equity Services, LLC | 53,824 | $3.12M | 0.00% | +6,284+13.2% | Added |
| Envestnet Asset Management Inc | 54,756 | $3.17M | 0.00% | −78,352−58.9% | Reduced |
| Heartland Advisors Inc | 56,302 | $3.26M | 0.19% | 00.0% | Unchanged |
| Citigroup Inc | 56,603 | $3.28M | 0.00% | −8,482−13.0% | Reduced |
| Comerica Bank | 58,787 | $3.40M | 0.01% | −12,478−17.5% | Reduced |
| California State Teachers Retirement System | 60,765 | $3.52M | 0.00% | +3,399+5.9% | Added |
| Quest Partners LLC | 60,988 | $3.53M | 0.38% | +58,321+2,186.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 64,615 | $3.74M | 0.22% | +1,875+3.0% | Added |
| HSBC Holdings PLC | 67,762 | $3.89M | 0.00% | +52,531+344.9% | Added |
| Manufacturers Life Insurance Company, The | 67,576 | $3.91M | 0.00% | −153−0.2% | Reduced |
| First PREMIER Bank | 71,248 | $4.12M | 1.05% | −1,749−2.4% | Reduced |
| Oliver Luxxe Assets LLC | 71,692 | $4.15M | 0.77% | +4,370+6.5% | Added |
| Deutsche Bank AG | 73,385 | $4.25M | 0.00% | −5,429−6.9% | Reduced |
| Retirement Systems of Alabama | 74,644 | $4.32M | 0.02% | +92+0.1% | Added |
| Great West Life Assurance Co | 74,546 | $4.32M | 0.01% | −3,186−4.1% | Reduced |
| New York State Teachers Retirement System | 75,478 | $4.37M | 0.01% | +300+0.4% | Added |
| Wells Fargo & Company | 76,787 | $4.44M | 0.00% | −10,040−11.6% | Reduced |
| Conning Inc. | 77,076 | $4.46M | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 78,038 | $4.52M | 0.03% | +78,038 | New |
| Federated Hermes, Inc. | 78,344 | $4.53M | 0.01% | +318+0.4% | Added |
| Wedge Capital Management L L P | 90,188 | $5.22M | 0.10% | −19,449−17.7% | Reduced |
| First Manhattan Co | 93,699 | $5.42M | 0.02% | −4,596−4.7% | Reduced |
| Meritage Portfolio Management | 94,489 | $5.47M | 0.36% | +36,399+62.7% | Added |
| Bridgewater Associates, LP | 95,888 | $5.55M | 0.03% | +36,049+60.2% | Added |
| Prudential Financial Inc | 96,386 | $5.58M | 0.01% | +32,775+51.5% | Added |
| Corebridge Financial, Inc. | 97,531 | $5.64M | 0.03% | −2,073−2.1% | Reduced |
| Millennium Management LLC | 98,630 | $5.71M | 0.01% | +98,630 | New |
| MetLife Investment Management | 101,275 | $5.86M | 0.03% | −1,140−1.1% | Reduced |
| Kempen Capital Management N.V. | 106,494 | $6.16M | 0.06% | +7,857+8.0% | Added |
| Susquehanna International Group, LLP | 110,121 | $6.37M | 0.01% | +82,483+298.4% | Added |
| Two Sigma Advisers, LP | 111,300 | $6.44M | 0.01% | +68,400+159.4% | Added |
| Price T Rowe Associates Inc | 112,660 | $6.52M | 0.00% | +15,138+15.5% | Added |
| Two Sigma Investments, LP | 115,888 | $6.71M | 0.01% | +115,888 | New |
| Mutual of America Capital Management LLC | 116,089 | $6.72M | 0.08% | +13,945+13.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,559 | $6.80M | 0.04% | +1,119+1.0% | Added |
| Swiss National Bank | 118,783 | $6.87M | 0.00% | −1,800−1.5% | Reduced |
| South Dakota Investment Council | 122,311 | $7.08M | 0.14% | +25,949+26.9% | Added |
| Mairs & Power Inc | 123,885 | $7.17M | 0.07% | −13,110−9.6% | Reduced |
| Barclays PLC | 125,841 | $7.28M | 0.00% | −24,854−16.5% | Reduced |
| Alliancebernstein L.P. | 127,215 | $7.36M | 0.00% | +6,427+5.3% | Added |
| Advisors Asset Management, Inc. | 129,963 | $7.52M | 0.14% | +11,920+10.1% | Added |
| First Eagle Investment Management, LLC | 133,199 | $7.71M | 0.02% | +5,000+3.9% | Added |
| Renaissance Technologies LLC | 139,726 | $8.09M | 0.01% | +131,400+1,578.2% | Added |
| Ameriprise Financial Inc | 146,043 | $8.45M | 0.00% | +7,084+5.1% | Added |
| UBS Asset Management Americas Inc | 154,776 | $8.96M | 0.00% | +18,454+13.5% | Added |
| Aventail Capital Group, LP | 167,002 | $9.66M | 0.48% | +27,107+19.4% | Added |
| Jupiter Asset Management Ltd | 171,051 | $9.90M | 0.09% | +171,051 | New |
| Voloridge Investment Management, LLC | 180,386 | $10.4M | 0.04% | +92,705+105.7% | Added |
| Principal Financial Group Inc | 181,192 | $10.5M | 0.01% | +7,177+4.1% | Added |
| Marshall Wace, LLP | 189,982 | $11.0M | 0.01% | +189,982 | New |
| Russell Investments Group, Ltd. | 196,144 | $11.4M | 0.02% | +67,823+52.9% | Added |
| Qube Research & Technologies Ltd | 201,134 | $11.6M | 0.02% | −44,885−18.2% | Reduced |
| Rhumbline Advisers | 209,878 | $12.1M | 0.01% | −5,095−2.4% | Reduced |