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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 4,489 | $230.3K | 0.08% | +4,489 | New |
| Prosperity Consulting Group, LLC | 4,521 | $231.9K | 0.02% | −187−4.0% | Reduced |
| Securian Asset Management, Inc | 4,635 | $237.8K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,451 | $243.0K | 0.00% | +2,223+99.8% | Added |
| CIBC Private Wealth Group, LLC | 4,746 | $243.5K | 0.00% | −496−9.5% | Reduced |
| HighTower Advisors, LLC | 4,753 | $243.8K | 0.00% | −319−6.3% | Reduced |
| UMA Financial Services, Inc. | 4,779 | $245.2K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,810 | $246.8K | 0.00% | +5+0.1% | Added |
| Quantinno Capital Management LP | 4,910 | $251.9K | 0.00% | +463+10.4% | Added |
| Arete Wealth Advisors, LLC | 4,949 | $254.0K | 0.02% | +64+1.3% | Added |
| Bokf, NA | 4,972 | $255.1K | 0.00% | +906+22.3% | Added |
| Virtu Financial LLC | 5,007 | $257.0K | 0.01% | +5,007 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,024 | $257.7K | 0.00% | −16,750−76.9% | Reduced |
| MAI Capital Management | 5,412 | $277.7K | 0.00% | +584+12.1% | Added |
| Crewe Advisors LLC | 5,731 | $294.0K | 0.04% | +73+1.3% | Added |
| Quadrant Capital Group LLC | 5,831 | $299.1K | 0.01% | −94−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,157 | $316.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,113 | $320.8K | 0.00% | +6,113 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,303 | $323.3K | 0.06% | −4,287−40.5% | Reduced |
| Bridgefront Capital, LLC | 6,408 | $328.7K | 0.09% | −2,338−26.7% | Reduced |
| Sciencast Management LP | 6,709 | $344.2K | 0.07% | +6,709 | New |
| Intrua Financial, LLC | 6,725 | $345.0K | 0.05% | −353−5.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 6,745 | $346.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,757 | $346.6K | 0.00% | +6,757 | New |
| O'Shaughnessy Asset Management, LLC | 6,773 | $347.5K | 0.00% | −1,899−21.9% | Reduced |
| State of Wyoming | 6,839 | $350.8K | 0.04% | +3,437+101.0% | Added |
| Advisory Services Network, LLC | 6,539 | $351.1K | 0.01% | −223−3.3% | Reduced |
| State of Alaska, Department of Revenue | 6,889 | $353.0K | 0.00% | −290−4.0% | Reduced |
| Jacobi Capital Management LLC | 6,945 | $356.3K | 0.02% | +574+9.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,042 | $361.3K | 0.00% | −406−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,148 | $366.7K | 0.01% | +3,236+82.7% | Added |
| Spirit of America Management Corp | 7,150 | $366.8K | 0.08% | +2,850+66.3% | Added |
| Jeppson Wealth Management, LLC | 7,357 | $377.4K | 0.13% | −150−2.0% | Reduced |
| CIBC World Markets Corp | 7,607 | $390.2K | 0.00% | −6,074−44.4% | Reduced |
| JustInvest LLC | 7,870 | $403.7K | 0.00% | −903−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 7,950 | $407.8K | 0.00% | +7,950 | New |
| Federation des caisses Desjardins du Quebec | 8,276 | $424.6K | 0.00% | +8,276 | New |
| Xponance, Inc. | 8,685 | $445.5K | 0.00% | −97−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,710 | $446.8K | 0.05% | +8,710 | New |
| Bailard, Inc. | 8,800 | $451.4K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,023 | $462.9K | 0.00% | +9,023 | New |
| Commerce Bank | 9,728 | $499.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,134 | $519.9K | 0.03% | −79−0.8% | Reduced |
| Assenagon Asset Management S.A. | 10,203 | $523.4K | 0.00% | +4,285+72.4% | Added |
| Captrust Financial Advisors | 10,268 | $526.7K | 0.00% | +5,424+112.0% | Added |
| Private Advisor Group, LLC | 10,289 | $527.8K | 0.00% | +22+0.2% | Added |
| Oppenheimer Asset Management Inc. | 10,303 | $528.5K | 0.01% | −160−1.5% | Reduced |
| Henshaw Capital LLC | 10,499 | $538.6K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,539 | $540.7K | 0.00% | +477+4.7% | Added |
| CSM Advisors, LLC | 10,634 | $546.0K | 0.02% | +10,634 | New |
| Creative Planning | 10,678 | $547.8K | 0.00% | +303+2.9% | Added |
| Zacks Investment Management | 10,814 | $554.7K | 0.00% | +558+5.4% | Added |
| Cerity Partners LLC | 11,005 | $564.6K | 0.00% | −78−0.7% | Reduced |
| MQS Management LLC | 11,050 | $566.9K | 0.31% | +11,050 | New |
| Atria Investments LLC | 11,097 | $569.3K | 0.01% | +3,388+43.9% | Added |
| Gsa Capital Partners LLP | 11,638 | $597.0K | 0.04% | +11,638 | New |
| Hager Investment Management Services, LLC | 11,750 | $602.8K | 0.36% | +2,475+26.7% | Added |
| Pictet Asset Management Holding SA | 11,772 | $603.9K | 0.00% | −285−2.4% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $605.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 11,943 | $612.7K | 0.01% | +619+5.5% | Added |
| XTX Topco Ltd | 12,128 | $622.2K | 0.03% | −4,313−26.2% | Reduced |
| Vaughan & Co Securities, Inc. | 12,207 | $626.2K | 0.36% | −281−2.3% | Reduced |
| US Bancorp | 12,499 | $641.2K | 0.00% | −696−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 12,610 | $646.9K | 0.01% | +100+0.8% | Added |
| LPL Financial LLC | 12,703 | $651.7K | 0.00% | +1,548+13.9% | Added |
| Ieq Capital, LLC | 13,123 | $673.2K | 0.00% | −2,419−15.6% | Reduced |
| Graham Capital Management, L.P. | 13,239 | $679.2K | 0.02% | +13,239 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,297 | $682.1K | 0.00% | +1,549+13.2% | Added |
| ISAM Funds (UK) Ltd | 13,394 | $687.1K | 0.15% | +13,394 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,704 | $703.0K | 0.01% | +68+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,192 | $728.0K | 0.01% | +1,067+8.1% | Added |
| Guggenheim Capital LLC | 14,318 | $734.5K | 0.01% | −4,799−25.1% | Reduced |
| Vestcor Inc | 14,630 | $751.0K | 0.02% | +14,630 | New |
| Exchange Traded Concepts, LLC | 14,659 | $752.0K | 0.01% | +280+1.9% | Added |
| State of Michigan Retirement System | 14,728 | $755.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,770 | $757.7K | 0.09% | +14,770 | New |
| Point72 Asset Management, L.P. | 16,419 | $842.3K | 0.00% | +16,419 | New |
| State Board of Administration of Florida Retirement System | 16,930 | $868.5K | 0.00% | −8,939−34.6% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $887.5K | 0.02% | +100+0.6% | Added |
| First Citizens Bank & Trust Co | 17,362 | $890.7K | 0.02% | +12,728+274.7% | Added |
| Mariner, LLC | 17,386 | $891.9K | 0.00% | −634−3.5% | Reduced |
| Royal Bank of Canada | 17,588 | $902.0K | 0.00% | +2,083+13.4% | Added |
| Dynamic Technology Lab Private Ltd | 17,798 | $913.0K | 0.12% | +17,798 | New |
| Arizona State Retirement System | 17,887 | $917.6K | 0.01% | +323+1.8% | Added |
| Hennessy Advisors Inc | 17,998 | $923.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,304 | $939.0K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,922 | $971.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 19,012 | $975.0K | 0.00% | −59,026−75.6% | Reduced |
| New York State Common Retirement Fund | 19,120 | $980.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 19,624 | $1.01M | 0.07% | −9,869−33.5% | Reduced |
| State of Tennessee, Treasury Department | 19,882 | $1.02M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 20,123 | $1.03M | 0.01% | −144−0.7% | Reduced |
| Huber Capital Management LLC | 20,142 | $1.03M | 0.18% | +3,400+20.3% | Added |
| Winton Group Ltd | 20,235 | $1.04M | 0.05% | +1,486+7.9% | Added |
| Yousif Capital Management, LLC | 20,543 | $1.05M | 0.01% | −348−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,680 | $1.06M | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 20,768 | $1.07M | 0.27% | −85−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,848 | $1.07M | 0.00% | +14,074+207.8% | Added |
| Van Eck Associates Corp | 20,898 | $1.07M | 0.00% | +1,021+5.1% | Added |
| Trexquant Investment LP | 21,960 | $1.13M | 0.01% | +7,368+50.5% | Added |