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, Q2 2025
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 335
- −6 vs. Q1 2025
- Shares held
- 60.5M
- +1.32M (+2.2%) vs. Q1 2025
- Total value
- $3.11B
- −$315.0M (−9.2%) vs. Q1 2025
- New holders
- 42
- 129 more added
- Sold out
- 48
- 113 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $102 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $205 | 0.00% | +3+300.0% | Added |
| Bogart Wealth, LLC | 5 | $250 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $257 | 0.00% | −4−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $360 | 0.00% | −1−12.5% | Reduced |
| Larson Financial Group LLC | 9 | $462 | 0.00% | −29−76.3% | Reduced |
| WPG Advisers, LLC | 9 | $462 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $616 | 0.00% | −21−63.6% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $667 | 0.00% | −35−72.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 14 | $718 | 0.00% | −253−94.8% | Reduced |
| Bare Financial Services, Inc | 14 | $718 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 14 | $763 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17 | $873 | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 18 | $923 | 0.00% | −39−68.4% | Reduced |
| Caldwell Trust Co | 18 | $923 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $1.80K | 0.00% | −27−43.5% | Reduced |
| Millstone Evans Group, LLC | 35 | $1.80K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Clearstead Advisors, LLC | 40 | $2.05K | 0.00% | +26+185.7% | Added |
| Farmers & Merchants Investments Inc | 51 | $2.62K | 0.00% | +5+10.9% | Added |
| Massmutual Trust Co FSB | 58 | $2.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $3.05K | 0.00% | −241−80.1% | Reduced |
| Wealth Preservation Advisors, LLC | 61 | $3.13K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $3.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $3.69K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 77 | $3.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 86 | $4.41K | 0.00% | −10−10.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $5.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $5.26K | 0.00% | +2+2.0% | Added |
| Private Wealth Management Group, LLC | 107 | $5.49K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 127 | $6.00K | 0.00% | −96−43.0% | Reduced |
| Essential Partners LLC | 119 | $6.11K | 0.00% | +119 | New |
| Allworth Financial LP | 120 | $6.16K | 0.00% | +15+14.3% | Added |
| Quantbot Technologies LP | 136 | $6.98K | 0.00% | +136 | New |
| Bessemer Group Inc | 141 | $7.00K | 0.00% | −39−21.7% | Reduced |
| Addison Advisors LLC | 150 | $7.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $8.21K | 0.00% | +34+27.0% | Added |
| SBI Securities Co., Ltd. | 171 | $8.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 192 | $9.85K | 0.00% | −172−47.3% | Reduced |
| Hantz Financial Services, Inc. | 201 | $10.0K | 0.00% | +94+87.9% | Added |
| Bell Investment Advisors, Inc | 202 | $10.4K | 0.00% | +16+8.6% | Added |
| GHP Investment Advisors, Inc. | 223 | $11.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $12.4K | 0.00% | +242 | New |
| First Horizon Advisors, Inc. | 258 | $13.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 274 | $14.1K | 0.00% | +149+119.2% | Added |
| Rise Advisors, LLC | 276 | $14.2K | 0.01% | +3+1.1% | Added |
| IFP Advisors, Inc | 285 | $14.6K | 0.00% | +193+209.8% | Added |
| Harbor Capital Advisors, Inc. | 288 | $15.0K | 0.00% | −22−7.1% | Reduced |
| Huntington National Bank | 297 | $15.2K | 0.00% | +290+4,142.9% | Added |
| Operose Advisors LLC | 300 | $15.4K | 0.00% | +300 | New |
| Versant Capital Management, Inc | 359 | $18.4K | 0.00% | −11−3.0% | Reduced |
| Umb Bank N A | 451 | $23.1K | 0.00% | +108+31.5% | Added |
| Farther Finance Advisors, LLC | 499 | $25.6K | 0.00% | −346−40.9% | Reduced |
| Central Trust Co | 500 | $25.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 531 | $27.2K | 0.00% | +29+5.8% | Added |
| S.A. Mason LLC | 567 | $29.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 603 | $30.9K | 0.00% | −403−40.1% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $31.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 623 | $32.0K | 0.00% | −72−10.4% | Reduced |
| Optiver Holding B.V. | 643 | $33.0K | 0.00% | −163−20.2% | Reduced |
| Quarry LP | 711 | $36.5K | 0.01% | +711 | New |
| Parallel Advisors, LLC | 819 | $42.0K | 0.00% | +121+17.3% | Added |
| Daiwa Securities Group Inc. | 845 | $43.0K | 0.00% | +216+34.3% | Added |
| AdvisorNet Financial, Inc | 883 | $45.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 937 | $48.1K | 0.02% | +937 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $51.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,025 | $52.6K | 0.00% | +52+5.3% | Added |
| USA Financial Portformulas Corp | 1,038 | $53.2K | 0.01% | +1,038 | New |
| Front Row Advisors LLC | 1,135 | $58.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,290 | $66.2K | 0.02% | +993+334.3% | Added |
| Principal Securities, Inc. | 1,500 | $77.0K | 0.00% | −58−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,624 | $83.3K | 0.00% | +493+43.6% | Added |
| Ransom Advisory, Ltd | 1,800 | $92.3K | 0.04% | +1,600+800.0% | Added |
| Global Retirement Partners, LLC | 1,817 | $93.2K | 0.00% | +1,817 | New |
| Aster Capital Management (DIFC) Ltd | 1,834 | $94.1K | 0.02% | +1,834 | New |
| KBC Group NV | 1,977 | $101.0K | 0.00% | −1,289−39.5% | Reduced |
| Bryn Mawr Trust Co | 2,098 | $107.6K | 0.00% | +1,491+245.6% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $121.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,421 | $124.2K | 0.01% | +124+5.4% | Added |
| Advisor Group Holdings, Inc. | 2,458 | $126.3K | 0.00% | +1,000+68.6% | Added |
| STRS Ohio | 3,700 | $189.8K | 0.00% | +300+8.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,824 | $196.2K | 0.00% | +981+34.5% | Added |
| Shell Asset Management Co | 3,848 | $197.0K | 0.01% | −762−16.5% | Reduced |
| Canandaigua National Bank & Trust Co | 3,964 | $203.4K | 0.02% | −92−2.3% | Reduced |
| CWM, LLC | 4,004 | $205.0K | 0.00% | +949+31.1% | Added |
| Shaker Investments LLC | 4,062 | $208.4K | 0.09% | +4,062 | New |
| Blueshift Asset Management, LLC | 4,138 | $212.3K | 0.07% | +4,138 | New |
| Axq Capital, LP | 4,157 | $213.3K | 0.07% | +4,157 | New |
| Steel Peak Wealth Management LLC | 4,174 | $214.1K | 0.01% | −207−4.7% | Reduced |
| Ifrah Financial Services, Inc. | 4,229 | $216.9K | 0.06% | +11+0.3% | Added |
| J.W. Cole Advisors, Inc. | 4,288 | $220.0K | 0.00% | +47+1.1% | Added |
| IFM Investors Pty Ltd | 4,415 | $226.5K | 0.00% | 00.0% | Unchanged |