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Livermore
ZHEN

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.

Institutional holdersQ1 2025: 344 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ1 2025: $3.43B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Magellan Asset Management Ltd49,120$2.84M0.03%−551−1.1%Reduced
North Star Investment Management Corp.48,779$2.82M0.21%+60.0%Added
Inspire Advisors, LLC48,706$2.82M0.33%+15,008+44.5%Added
Nisa Investment Advisors, LLC46,177$2.67M0.01%−5,003−9.8%Reduced
Dean Investment Associates, LLC43,365$2.51M0.37%+16,029+58.6%Added
Brevan Howard Capital Management LP43,197$2.50M0.07%+39,061+944.4%Added
Citadel Advisors LLC41,986$2.43M0.00%−53,537−56.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.41,201$2.38M0.01%+29,404+249.2%Added
Aristotle Capital Boston, LLC40,209$2.33M0.12%−20,299−33.5%Reduced
State of Wisconsin Investment Board40,014$2.32M0.01%−171−0.4%Reduced
Bank of Montreal39,440$2.28M0.00%−625−1.6%Reduced
Lesa Sroufe & Co37,393$2.16M2.16%+37,393New
State of New Jersey Common Pension Fund D35,613$2.06M0.01%−2,101−5.6%Reduced
Public Employees Retirement System of Ohio34,956$2.02M0.01%−15,906−31.3%Reduced
BNP Paribas Arbitrage, SA33,319$1.93M0.00%+10,830+48.2%Added
DC Investments Management, LLC32,976$1.91M0.98%−11,840−26.4%Reduced
DekaBank Deutsche Girozentrale33,664$1.89M0.00%00.0%Unchanged
Intech Investment Management LLC32,064$1.86M0.02%−1,418−4.2%Reduced
Arrowstreet Capital, Limited Partnership32,027$1.85M0.00%+32,027New
Universal- Beteiligungs- und Servicegesellschaft mbH31,486$1.82M0.00%+31,486New
Pullen Investment Management, LLC31,265$1.81M1.14%+502+1.6%Added
Teacher Retirement System of Texas31,053$1.80M0.01%−15,846−33.8%Reduced
Money Concepts Capital Corp29,493$1.71M0.13%−6,960−19.1%Reduced
Boston Partners28,756$1.66M0.00%+28,756New
Naples Global Advisors, LLC27,815$1.61M0.15%+910+3.4%Added
Amalgamated Bank27,426$1.59M0.01%−705−2.5%Reduced
Janus Henderson Group PLC26,914$1.53M0.00%00.0%Unchanged
Brinker Capital Investments, LLC26,382$1.53M0.01%−5,542−17.4%Reduced
Orion Portfolio Solutions, LLC26,382$1.53M0.01%−5,542−17.4%Reduced
The PNC Financial Services Group, Inc.26,322$1.52M0.00%+250+1.0%Added
State Board of Administration of Florida Retirement System25,869$1.50M0.00%00.0%Unchanged
DRW Securities, LLC25,203$1.46M0.12%−185,697−88.0%Reduced
Mackenzie Financial Corp22,785$1.32M0.00%+12,538+122.4%Added
Jump Financial, LLC22,418$1.30M0.02%+18,043+412.4%Added
Cubist Systematic Strategies, LLC22,324$1.29M0.02%+22,324New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main21,774$1.26M0.00%−4,051−15.7%Reduced
Capital Fund Management S.A.21,611$1.25M0.02%+21,611New
Fox Run Management, L.L.C.21,440$1.24M0.19%+21,440New
Schonfeld Strategic Advisors LLC21,124$1.22M0.01%+21,124New
Yousif Capital Management, LLC20,891$1.21M0.01%−579−2.7%Reduced
Convergence Investment Partners, LLC20,853$1.21M0.33%+84+0.4%Added
Ensign Peak Advisors, Inc20,680$1.20M0.00%00.0%Unchanged
Squarepoint Ops LLC20,634$1.19M0.00%+16,710+425.8%Added
Eagle Global Advisors LLC20,280$1.17M0.05%−2,420−10.7%Reduced
Alps Advisors Inc20,267$1.17M0.01%+1,464+7.8%Added
Picton Mahoney Asset Management20,206$1.17M0.04%+20,206New
Balyasny Asset Management LLC20,115$1.16M0.00%+20,115New
State of Tennessee, Treasury Department19,882$1.15M0.00%00.0%Unchanged
Van Eck Associates Corp19,877$1.15M0.00%+871+4.6%Added
Schnieders Capital Management LLC19,348$1.12M0.24%−1,725−8.2%Reduced
New York State Common Retirement Fund19,120$1.11M0.00%00.0%Unchanged
Guggenheim Capital LLC19,117$1.11M0.01%−7,955−29.4%Reduced
Teachers Retirement System of the State of Kentucky18,922$1.09M0.01%00.0%Unchanged
Winton Group Ltd18,749$1.09M0.07%+18,749New
Kennedy Capital Management, Inc.18,468$1.07M0.03%−77,106−80.7%Reduced
Ameritas Investment Partners, Inc.18,304$1.06M0.04%−427−2.3%Reduced
Mariner, LLC18,020$1.04M0.00%+2,270+14.4%Added
Hennessy Advisors Inc17,998$1.04M0.03%−900−4.8%Reduced
Arizona State Retirement System17,564$1.02M0.01%−228−1.3%Reduced
Louisiana State Employees Retirement System17,200$995.4K0.02%+200+1.2%Added
Huber Capital Management LLC16,742$968.9K0.18%+6,572+64.6%Added
Dean Capital Management16,483$953.9K0.42%+6,511+65.3%Added
XTX Topco Ltd16,441$951.4K0.05%+16,441New
Ieq Capital, LLC15,542$899.4K0.01%+11,644+298.7%Added
Royal Bank of Canada15,505$897.0K0.00%−6,343−29.0%Reduced
Dark Forest Capital Management LP15,318$886.5K0.04%+15,318New
State of Michigan Retirement System14,728$852.3K0.00%+200+1.4%Added
Trexquant Investment LP14,592$844.4K0.01%+14,592New
Exchange Traded Concepts, LLC14,379$832.1K0.01%+571+4.1%Added
CIBC World Markets Corp13,681$791.7K0.01%+7,912+137.1%Added
Northwestern Mutual Investment Management Company, LLC13,636$789.1K0.01%+9+0.1%Added
US Bancorp13,195$763.6K0.00%−174−1.3%Reduced
Police & Firemen's Retirement System of New Jersey13,125$759.5K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund12,510$724.0K0.01%00.0%Unchanged
Vaughan & Co Securities, Inc.12,488$722.7K0.45%+82+0.7%Added
Empower Advisory Group, LLC12,357$715.1K0.00%−269,272−95.6%Reduced
Pictet Asset Management Holding SA12,057$697.7K0.00%+1,357+12.7%Added
New Mexico Educational Retirement Board11,800$683.0K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)11,748$679.9K0.00%00.0%Unchanged
Sterling Capital Management LLC11,324$655.3K0.01%−1,774−13.5%Reduced
LPL Financial LLC11,155$645.6K0.00%−16,515−59.7%Reduced
Cerity Partners LLC11,083$641.4K0.00%+648+6.2%Added
SG Americas Securities, LLC10,823$626.0K0.00%+10,823New
Foundry Partners, LLC10,673$617.6K0.03%+1,088+11.4%Added
Point72 Asia (Singapore) Pte. Ltd.10,590$612.8K0.16%+10,438+6,867.1%Added
Nebula Research & Development LLC10,503$607.8K0.06%+10,503New
Henshaw Capital LLC10,499$607.6K0.03%00.0%Unchanged
Oppenheimer Asset Management Inc.10,463$605.5K0.01%+2,583+32.8%Added
Creative Planning10,375$600.4K0.00%+1,552+17.6%Added
Point72 (DIFC) Ltd10,272$594.4K0.06%+10,272New
Private Advisor Group, LLC10,267$594.1K0.00%−25−0.2%Reduced
Zacks Investment Management10,256$593.5K0.01%+5,391+110.8%Added
Meeder Advisory Services, Inc.10,213$591.0K0.04%−1,590−13.5%Reduced
Cetera Investment Advisers10,062$582.3K0.00%−16,506−62.1%Reduced
Commerce Bank9,728$563.0K0.00%−97−1.0%Reduced
Everence Capital Management Inc9,320$539.0K0.04%00.0%Unchanged
Hager Investment Management Services, LLC9,275$536.7K0.38%+3,200+52.7%Added
Bailard, Inc.8,800$509.3K0.01%+600+7.3%Added
Xponance, Inc.8,782$508.2K0.00%+53+0.6%Added
JustInvest LLC8,773$507.7K0.01%−75−0.8%Reduced