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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 180 | $10.0K | 0.00% | −95−34.5% | Reduced |
| SBI Securities Co., Ltd. | 171 | $9.90K | 0.00% | −22−11.4% | Reduced |
| Addison Advisors LLC | 150 | $8.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $7.29K | 0.00% | +126 | New |
| Skopos Labs, Inc. | 125 | $7.23K | 0.00% | +125 | New |
| Private Wealth Management Group, LLC | 107 | $6.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 105 | $6.14K | 0.00% | +55+110.0% | Added |
| Mather Group, LLC. | 106 | $6.13K | 0.00% | +100+1,666.7% | Added |
| Hantz Financial Services, Inc. | 107 | $6.00K | 0.00% | +107 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 101 | $5.87K | 0.00% | −32−24.1% | Reduced |
| Rothschild Investment LLC | 96 | $5.56K | 0.00% | +30+45.5% | Added |
| IFP Advisors, Inc | 92 | $5.32K | 0.00% | +37+67.3% | Added |
| BFSG, LLC | 77 | $4.46K | 0.00% | +77 | New |
| Northwestern Mutual Wealth Management Co | 72 | $4.17K | 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 |
| Sierra Ocean, LLC | 66 | $3.82K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $3.59K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 62 | $3.59K | 0.00% | +27+77.1% | Added |
| Wealth Preservation Advisors, LLC | 61 | $3.53K | 0.00% | +61 | New |
| Massmutual Trust Co FSB | 58 | $3.36K | 0.00% | +17+41.5% | Added |
| Fortitude Family Office, LLC | 57 | $3.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $2.78K | 0.00% | +29+152.6% | Added |
| Farmers & Merchants Investments Inc | 46 | $2.66K | 0.00% | +21+84.0% | Added |
| Larson Financial Group LLC | 38 | $2.20K | 0.00% | −36−48.6% | Reduced |
| Millstone Evans Group, LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.91K | 0.00% | +7+26.9% | Added |
| Stephens Consulting, LLC | 20 | $1.16K | 0.00% | +20 | New |
| Caldwell Trust Co | 18 | $1.04K | 0.00% | −1−5.3% | Reduced |
| Cornerstone Planning Group LLC | 14 | $818 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $811 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 9 | $521 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $521 | 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 |
| Huntington National Bank | 7 | $405 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $231 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $174 | 0.00% | +3 | New |
| Jones Financial Companies LLLP | 2 | $114 | 0.00% | −149−98.7% | Reduced |
| Anchor Investment Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $57 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −136,960−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −105,678−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −81,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −80,710−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −51,995−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −51,434−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −20,668−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −12,080−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,980−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −9,373−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,275−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Passumpsic Savings Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |