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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 8,746 | $506.1K | 0.15% | +8,746 | New |
| O'Shaughnessy Asset Management, LLC | 8,672 | $501.8K | 0.00% | +803+10.2% | Added |
| Pacer Advisors, Inc. | 8,090 | $468.2K | 0.00% | −1,056−11.5% | Reduced |
| Atria Investments LLC | 7,709 | $446.1K | 0.01% | +7,709 | New |
| Jeppson Wealth Management, LLC | 7,507 | $434.4K | 0.16% | −200−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,448 | $431.0K | 0.00% | +2,610+53.9% | Added |
| State of Alaska, Department of Revenue | 7,179 | $415.0K | 0.00% | +185+2.6% | Added |
| Intrua Financial, LLC | 7,078 | $409.6K | 0.06% | +466+7.0% | Added |
| Neo Ivy Capital Management | 6,930 | $401.0K | 0.13% | +6,930 | New |
| Envestnet Portfolio Solutions, Inc. | 6,774 | $392.0K | 0.00% | −16,215−70.5% | Reduced |
| Advisory Services Network, LLC | 6,762 | $391.3K | 0.01% | +531+8.5% | Added |
| Resona Asset Management Co.,Ltd. | 6,745 | $390.3K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,663 | $385.6K | 0.00% | +1,471+28.3% | Added |
| Quantessence Capital LLC | 6,500 | $376.2K | 0.09% | +6,500 | New |
| Jacobi Capital Management LLC | 6,371 | $368.7K | 0.03% | +1,414+28.5% | Added |
| SummitTX Capital, L.P. | 6,331 | $366.4K | 0.02% | +6,331 | New |
| EntryPoint Capital, LLC | 6,155 | $356.2K | 0.16% | +6,155 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $356.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,925 | $342.9K | 0.01% | +5,328+892.5% | Added |
| Assenagon Asset Management S.A. | 5,918 | $342.5K | 0.00% | −1,586−21.1% | Reduced |
| Crewe Advisors LLC | 5,658 | $327.4K | 0.05% | +65+1.2% | Added |
| Moloney Securities Asset Management, LLC | 5,309 | $307.2K | 0.04% | +5,309 | New |
| Legato Capital Management LLC | 5,179 | $299.7K | 0.04% | +5,179 | New |
| HighTower Advisors, LLC | 5,072 | $293.5K | 0.00% | −504−9.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,242 | $287.1K | 0.00% | +488+10.3% | Added |
| Arete Wealth Advisors, LLC | 4,885 | $283.0K | 0.02% | −3−0.1% | Reduced |
| Aigen Investment Management, LP | 4,883 | $282.6K | 0.05% | +4,883 | New |
| Captrust Financial Advisors | 4,844 | $280.3K | 0.00% | +500+11.5% | Added |
| MAI Capital Management | 4,828 | $279.4K | 0.00% | +4,673+3,014.8% | Added |
| Fiduciary Trust Co | 4,805 | $278.1K | 0.00% | +4,805 | New |
| Entropy Technologies, LP | 4,800 | $277.8K | 0.03% | +4,800 | New |
| UMA Financial Services, Inc. | 4,779 | $276.6K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,719 | $273.1K | 0.03% | +4,611+4,269.4% | Added |
| Prosperity Consulting Group, LLC | 4,708 | $272.5K | 0.02% | −428−8.3% | Reduced |
| Securian Asset Management, Inc | 4,635 | $268.2K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,634 | $268.2K | 0.01% | +18+0.4% | Added |
| Shell Asset Management Co | 4,610 | $267.0K | 0.01% | +1,825+65.5% | Added |
| Quantinno Capital Management LP | 4,447 | $257.4K | 0.00% | +4,447 | New |
| IFM Investors Pty Ltd | 4,415 | $255.5K | 0.00% | −3,721−45.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,381 | $253.5K | 0.01% | −118−2.6% | Reduced |
| Spirit of America Management Corp | 4,300 | $248.8K | 0.05% | +2,400+126.3% | Added |
| Ground Swell Capital, LLC | 4,279 | $247.6K | 0.56% | +4,279 | New |
| J.W. Cole Advisors, Inc. | 4,241 | $245.4K | 0.01% | +4,241 | New |
| Campbell & CO Investment Adviser LLC | 4,229 | $244.7K | 0.02% | +4,229 | New |
| Ifrah Financial Services, Inc. | 4,218 | $244.1K | 0.07% | +40+1.0% | Added |
| Bokf, NA | 4,066 | $235.3K | 0.00% | −1,565−27.8% | Reduced |
| Canandaigua National Bank & Trust Co | 4,056 | $234.7K | 0.02% | −85−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,912 | $226.4K | 0.01% | −2,866−42.3% | Reduced |
| Longboard Asset Management, LP | 3,833 | $221.8K | 0.65% | 00.0% | Unchanged |
| United Services Automobile Association | 3,874 | $220.0K | 0.01% | +3,874 | New |
| Jain Global LLC | 3,800 | $219.9K | 0.00% | +3,800 | New |
| Accurate Wealth Management, LLC | 3,875 | $218.0K | 0.04% | −138−3.4% | Reduced |
| Holocene Advisors, LP | 3,712 | $214.8K | 0.00% | +3,712 | New |
| HF Advisory Group, LLC | 3,578 | $207.1K | 0.09% | +3,578 | New |
| Thoroughbred Financial Services, LLC | 3,473 | $200.0K | 0.01% | +3,473 | New |
| State of Wyoming | 3,402 | $196.9K | 0.03% | −736−17.8% | Reduced |
| STRS Ohio | 3,400 | $196.8K | 0.00% | −3,100−47.7% | Reduced |
| KBC Group NV | 3,266 | $189.0K | 0.00% | +765+30.6% | Added |
| CWM, LLC | 3,055 | $177.0K | 0.00% | +842+38.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,843 | $164.5K | 0.00% | +682+31.6% | Added |
| Coldstream Capital Management Inc | 2,687 | $155.5K | 0.00% | +2,687 | New |
| GAMMA Investing LLC | 2,297 | $132.9K | 0.01% | +498+27.7% | Added |
| Johnson Financial Group, Inc. | 2,241 | $129.7K | 0.01% | +2,137+2,054.8% | Added |
| Kestra Investment Management, LLC | 2,228 | $128.9K | 0.00% | +2,228 | New |
| Armstrong Advisory Group, Inc | 2,364 | $126.4K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,006 | $116.0K | 0.00% | +2,006 | New |
| Advisor Group Holdings, Inc. | 1,458 | $84.4K | 0.00% | −3,248−69.0% | Reduced |
| Principal Securities, Inc. | 1,558 | $83.3K | 0.00% | +58+3.9% | Added |
| Front Row Advisors LLC | 1,135 | $65.7K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,131 | $65.5K | 0.00% | −72−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,006 | $58.2K | 0.00% | +35+3.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 973 | $56.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 883 | $51.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 845 | $49.4K | 0.00% | +514+155.3% | Added |
| Optiver Holding B.V. | 806 | $46.6K | 0.00% | +806 | New |
| Parallel Advisors, LLC | 698 | $40.4K | 0.00% | −115−14.1% | Reduced |
| Signaturefd, LLC | 695 | $40.2K | 0.00% | +83+13.6% | Added |
| Daiwa Securities Group Inc. | 629 | $36.0K | 0.00% | +629 | New |
| Nomura Asset Management Co Ltd | 620 | $35.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 607 | $35.1K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 567 | $32.8K | 0.02% | +13+2.3% | Added |
| Fifth Third Bancorp | 502 | $29.1K | 0.00% | +69+15.9% | Added |
| Central Trust Co | 500 | $28.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 459 | $26.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 425 | $24.6K | 0.00% | +142+50.2% | Added |
| Versant Capital Management, Inc | 370 | $21.4K | 0.00% | −27−6.8% | Reduced |
| Ronald Blue Trust, Inc. | 364 | $21.1K | 0.00% | +45+14.1% | Added |
| Umb Bank N A | 343 | $19.8K | 0.00% | +135+64.9% | Added |
| Harbor Capital Advisors, Inc. | 310 | $18.0K | 0.00% | +45+17.0% | Added |
| Costello Asset Management, INC | 297 | $17.2K | 0.01% | +297 | New |
| Smartleaf Asset Management LLC | 301 | $17.1K | 0.00% | +54+21.9% | Added |
| Rise Advisors, LLC | 273 | $15.8K | 0.01% | −176−39.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 267 | $15.5K | 0.01% | +202+310.8% | Added |
| First Horizon Advisors, Inc. | 258 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 235 | $13.6K | 0.00% | +235 | New |
| GHP Investment Advisors, Inc. | 223 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 223 | $12.0K | 0.00% | +9+4.2% | Added |
| Ransom Advisory, Ltd | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $10.8K | 0.00% | +15+8.8% | Added |