NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding NorthWestern Energy Group, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of NWE: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	344	3	335	−6
Shares	59.2M	41.8K	60.5M	+1.32M (+2.2%)
Value	$3.43B	$2.42M	$3.11B	−$315.0M (−9.2%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to NWE in Q2 2025
Institution	Shares	Value	% of portfolio
Yaupon Capital Management LP	122,414	$6.28M	0.42%
Mathes Company, Inc.	55,205	$2.83M	1.05%
Susquehanna Portfolio Strategies, LLC	49,872	$2.56M	0.06%
Y-Intercept (Hong Kong) Ltd	48,192	$2.47M	0.06%
Engineers Gate Manager LP	47,348	$2.43M	0.03%
Horizon Investments, LLC	22,933	$1.18M	0.02%
Dynamic Technology Lab Private Ltd	17,798	$913.0K	0.12%
Point72 Asset Management, L.P.	16,419	$842.3K	0.00%
Two Sigma Securities, LLC	14,770	$757.7K	0.09%
Vestcor Inc	14,630	$751.0K	0.02%
ISAM Funds (UK) Ltd	13,394	$687.1K	0.15%
Graham Capital Management, L.P.	13,239	$679.2K	0.02%
Gsa Capital Partners LLP	11,638	$597.0K	0.04%
MQS Management LLC	11,050	$566.9K	0.31%
CSM Advisors, LLC	10,634	$546.0K	0.02%
Magnetar Financial LLC	9,023	$462.9K	0.00%
Infrastructure Capital Advisors, LLC	8,710	$446.8K	0.05%
Federation des caisses Desjardins du Quebec	8,276	$424.6K	0.00%
D. E. Shaw & Co., Inc.	7,950	$407.8K	0.00%
Sequoia Financial Advisors, LLC	6,757	$346.6K	0.00%
Sciencast Management LP	6,709	$344.2K	0.07%
Wealth Enhancement Advisory Services, LLC	6,113	$320.8K	0.00%
Virtu Financial LLC	5,007	$257.0K	0.01%
Sivia Capital Partners, LLC	4,489	$230.3K	0.08%
Axq Capital, LP	4,157	$213.3K	0.07%
Blueshift Asset Management, LLC	4,138	$212.3K	0.07%
Shaker Investments LLC	4,062	$208.4K	0.09%
Aster Capital Management (DIFC) Ltd	1,834	$94.1K	0.02%
Global Retirement Partners, LLC	1,817	$93.2K	0.00%
USA Financial Portformulas Corp	1,038	$53.2K	0.01%
Clear Street Markets LLC	937	$48.1K	0.02%
Quarry LP	711	$36.5K	0.01%
Operose Advisors LLC	300	$15.4K	0.00%
Annis Gardner Whiting Capital Advisors, LLC	242	$12.4K	0.00%
Quantbot Technologies LP	136	$6.98K	0.00%
Essential Partners LLC	119	$6.11K	0.00%
Twin Peaks Wealth Advisors, LLC	36	$2.00K	0.00%
Atlantic Union Bankshares Corp	17	$873	0.00%
Bare Financial Services, Inc	14	$718	0.00%
Bogart Wealth, LLC	5	$250	0.00%
Rialto Wealth Management, LLC	1	$52	0.00%
Avion Wealth	9	$0	0.00%

Sold out (48)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of NWE in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Corebridge Financial, Inc.	97,531	$5.64M
Inspire Advisors, LLC	48,706	$2.82M
Dean Investment Associates, LLC	43,365	$2.51M
Arrowstreet Capital, Limited Partnership	32,027	$1.85M
Universal- Beteiligungs- und Servicegesellschaft mbH	31,486	$1.82M
Pullen Investment Management, LLC	31,265	$1.81M
DRW Securities, LLC	25,203	$1.46M
Jump Financial, LLC	22,418	$1.30M
Fox Run Management, L.L.C.	21,440	$1.24M
Schonfeld Strategic Advisors LLC	21,124	$1.22M
Picton Mahoney Asset Management	20,206	$1.17M
Balyasny Asset Management LLC	20,115	$1.16M
Kennedy Capital Management, Inc.	18,468	$1.07M
Dean Capital Management	16,483	$953.9K
Empower Advisory Group, LLC	12,357	$715.1K
SG Americas Securities, LLC	10,823	$626.0K
Nebula Research & Development LLC	10,503	$607.8K
Point72 (DIFC) Ltd	10,272	$594.4K
Everence Capital Management Inc	9,320	$539.0K
Pacer Advisors, Inc.	8,090	$468.2K
Neo Ivy Capital Management	6,930	$401.0K
Pathstone Holdings, LLC	6,663	$385.6K
Quantessence Capital LLC	6,500	$376.2K
SummitTX Capital, L.P.	6,331	$366.4K
EntryPoint Capital, LLC	6,155	$356.2K
Moloney Securities Asset Management, LLC	5,309	$307.2K
Legato Capital Management LLC	5,179	$299.7K
Aigen Investment Management, LP	4,883	$282.6K
Entropy Technologies, LP	4,800	$277.8K
Ground Swell Capital, LLC	4,279	$247.6K
Longboard Asset Management, LP	3,833	$221.8K
United Services Automobile Association	3,874	$220.0K
Jain Global LLC	3,800	$219.9K
Accurate Wealth Management, LLC	3,875	$218.0K
Holocene Advisors, LP	3,712	$214.8K
HF Advisory Group, LLC	3,578	$207.1K
Thoroughbred Financial Services, LLC	3,473	$200.0K
Coldstream Capital Management Inc	2,687	$155.5K
Johnson Financial Group, Inc.	2,241	$129.7K
BI Asset Management Fondsmaeglerselskab A/S	2,006	$116.0K
V-Square Quantitative Management LLC	459	$26.6K
Hexagon Capital Partners LLC	425	$24.6K
Cullen/Frost Bankers, Inc.	235	$13.6K
Mather Group, LLC.	106	$6.13K
Sierra Ocean, LLC	66	$3.82K
Stephens Consulting, LLC	20	$1.16K
Global Financial Private Client, LLC	8	$463
CoreCap Advisors, LLC	4	$231

Not filed for Q2 2025 yet (3)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Orion Portfolio Solutions, LLC	26,382	$1.53M
Foundry Partners, LLC	10,673	$617.6K
Lindbrook Capital, LLC	4,719	$273.1K