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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 22,933 | $1.18M | 0.02% | +22,933 | New |
| Schnieders Capital Management LLC | 23,123 | $1.19M | 0.21% | +3,775+19.5% | Added |
| Capital Fund Management S.A. | 25,402 | $1.30M | 0.01% | +3,791+17.5% | Added |
| Eagle Global Advisors LLC | 25,550 | $1.31M | 0.05% | +5,270+26.0% | Added |
| The PNC Financial Services Group, Inc. | 26,738 | $1.37M | 0.00% | +416+1.6% | Added |
| Mackenzie Financial Corp | 26,741 | $1.37M | 0.00% | +3,956+17.4% | Added |
| BNP Paribas Arbitrage, SA | 26,901 | $1.38M | 0.00% | −6,418−19.3% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.38M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 27,038 | $1.39M | 0.01% | −388−1.4% | Reduced |
| Naples Global Advisors, LLC | 28,915 | $1.48M | 0.13% | +1,100+4.0% | Added |
| Brinker Capital Investments, LLC | 28,968 | $1.49M | 0.01% | +2,586+9.8% | Added |
| Intech Investment Management LLC | 29,631 | $1.52M | 0.01% | −2,433−7.6% | Reduced |
| Quest Partners LLC | 31,015 | $1.59M | 0.16% | −29,973−49.1% | Reduced |
| Teacher Retirement System of Texas | 32,585 | $1.67M | 0.01% | +1,532+4.9% | Added |
| Citigroup Inc | 32,817 | $1.68M | 0.00% | −23,786−42.0% | Reduced |
| DekaBank Deutsche Girozentrale | 33,664 | $1.69M | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 32,976 | $1.69M | 0.71% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 33,819 | $1.73M | 0.09% | −6,390−15.9% | Reduced |
| State of New Jersey Common Pension Fund D | 34,439 | $1.77M | 0.01% | −1,174−3.3% | Reduced |
| State of Wisconsin Investment Board | 38,178 | $1.96M | 0.00% | −1,836−4.6% | Reduced |
| Bank of Montreal | 38,223 | $1.96M | 0.00% | −1,217−3.1% | Reduced |
| Public Employees Retirement System of Ohio | 38,886 | $1.99M | 0.01% | +3,930+11.2% | Added |
| Lesa Sroufe & Co | 39,656 | $2.03M | 1.87% | +2,263+6.1% | Added |
| Squarepoint Ops LLC | 39,736 | $2.04M | 0.00% | +19,102+92.6% | Added |
| HSBC Holdings PLC | 43,816 | $2.24M | 0.00% | −23,946−35.3% | Reduced |
| Verition Fund Management LLC | 46,154 | $2.37M | 0.01% | −6,723−12.7% | Reduced |
| Engineers Gate Manager LP | 47,348 | $2.43M | 0.03% | +47,348 | New |
| Magellan Asset Management Ltd | 47,850 | $2.45M | 0.03% | −1,270−2.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,192 | $2.47M | 0.06% | +48,192 | New |
| North Star Investment Management Corp. | 49,615 | $2.55M | 0.18% | +836+1.7% | Added |
| Martingale Asset Management L P | 49,794 | $2.55M | 0.06% | +223+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 49,872 | $2.56M | 0.06% | +49,872 | New |
| Nisa Investment Advisors, LLC | 52,152 | $2.68M | 0.01% | +5,975+12.9% | Added |
| Marshall Wace, LLP | 52,771 | $2.71M | 0.00% | −137,211−72.2% | Reduced |
| SEI Investments Co | 54,468 | $2.79M | 0.00% | −262,744−82.8% | Reduced |
| Mathes Company, Inc. | 55,205 | $2.83M | 1.05% | +55,205 | New |
| Maryland State Retirement & Pension System | 55,315 | $2.84M | 0.06% | +3,304+6.4% | Added |
| Envestnet Asset Management Inc | 55,378 | $2.84M | 0.00% | +622+1.1% | Added |
| Commonwealth Equity Services, LLC | 59,466 | $3.05M | 0.00% | +5,642+10.5% | Added |
| Comerica Bank | 59,877 | $3.07M | 0.01% | +1,090+1.9% | Added |
| California State Teachers Retirement System | 60,875 | $3.12M | 0.00% | +110+0.2% | Added |
| Millennium Management LLC | 61,793 | $3.17M | 0.00% | −36,837−37.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 63,020 | $3.23M | 0.17% | −1,595−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 64,359 | $3.30M | 0.21% | +60,130+1,421.8% | Added |
| Wells Fargo & Company | 64,546 | $3.31M | 0.00% | −12,241−15.9% | Reduced |
| Manufacturers Life Insurance Company, The | 66,067 | $3.39M | 0.00% | −1,509−2.2% | Reduced |
| Heartland Advisors Inc | 69,504 | $3.57M | 0.20% | +13,202+23.4% | Added |
| First Eagle Investment Management, LLC | 72,999 | $3.74M | 0.01% | −60,200−45.2% | Reduced |
| Federated Hermes, Inc. | 73,268 | $3.76M | 0.01% | −5,076−6.5% | Reduced |
| Deutsche Bank AG | 73,310 | $3.76M | 0.00% | −75−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 74,255 | $3.81M | 0.68% | +2,563+3.6% | Added |
| Retirement Systems of Alabama | 75,020 | $3.85M | 0.01% | +376+0.5% | Added |
| New York State Teachers Retirement System | 75,475 | $3.87M | 0.01% | −30.0% | Reduced |
| Boston Partners | 75,542 | $3.88M | 0.00% | +46,786+162.7% | Added |
| Conning Inc. | 77,076 | $3.95M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77,210 | $3.96M | 0.01% | +2,664+3.6% | Added |
| Susquehanna International Group, LLP | 82,869 | $4.25M | 0.01% | −27,252−24.7% | Reduced |
| Wedge Capital Management L L P | 87,806 | $4.50M | 0.08% | −2,382−2.6% | Reduced |
| First Manhattan Co | 88,644 | $4.55M | 0.01% | −5,055−5.4% | Reduced |
| Brevan Howard Capital Management LP | 90,320 | $4.63M | 0.05% | +47,123+109.1% | Added |
| Citadel Advisors LLC | 91,116 | $4.67M | 0.00% | +49,130+117.0% | Added |
| Meritage Portfolio Management | 92,946 | $4.77M | 0.30% | −1,543−1.6% | Reduced |
| Voloridge Investment Management, LLC | 94,638 | $4.85M | 0.02% | −85,748−47.5% | Reduced |
| Mairs & Power Inc | 102,928 | $5.28M | 0.05% | −20,957−16.9% | Reduced |
| Two Sigma Advisers, LP | 106,300 | $5.45M | 0.01% | −5,000−4.5% | Reduced |
| Advisors Asset Management, Inc. | 107,950 | $5.54M | 0.10% | −22,013−16.9% | Reduced |
| First PREMIER Bank | 114,032 | $5.85M | 1.42% | +42,784+60.0% | Added |
| Swiss National Bank | 117,083 | $6.01M | 0.00% | −1,700−1.4% | Reduced |
| Jupiter Asset Management Ltd | 117,404 | $6.02M | 0.05% | −53,647−31.4% | Reduced |
| Alliancebernstein L.P. | 118,226 | $6.06M | 0.00% | −8,989−7.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,357 | $6.07M | 0.03% | +798+0.7% | Added |
| South Dakota Investment Council | 122,311 | $6.28M | 0.12% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 122,414 | $6.28M | 0.42% | +122,414 | New |
| Prudential Financial Inc | 126,402 | $6.48M | 0.01% | +30,016+31.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 128,561 | $6.60M | 0.02% | +87,360+212.0% | Added |
| Kempen Capital Management N.V. | 131,048 | $6.72M | 0.06% | +24,554+23.1% | Added |
| Two Sigma Investments, LP | 132,951 | $6.82M | 0.01% | +17,063+14.7% | Added |
| Price T Rowe Associates Inc | 133,291 | $6.84M | 0.00% | +20,631+18.3% | Added |
| Dark Forest Capital Management LP | 134,812 | $6.92M | 0.28% | +119,494+780.1% | Added |
| Cubist Systematic Strategies, LLC | 136,715 | $7.01M | 0.08% | +114,391+512.4% | Added |
| Mutual of America Capital Management LLC | 137,020 | $7.03M | 0.08% | +20,931+18.0% | Added |
| Ameriprise Financial Inc | 138,184 | $7.09M | 0.00% | −7,859−5.4% | Reduced |
| Barclays PLC | 154,416 | $7.92M | 0.00% | +28,575+22.7% | Added |
| Aventail Capital Group, LP | 174,584 | $8.96M | 0.40% | +7,582+4.5% | Added |
| Jane Street Group, LLC | 178,763 | $9.17M | 0.01% | −64,307−26.5% | Reduced |
| Renaissance Technologies LLC | 185,126 | $9.50M | 0.01% | +45,400+32.5% | Added |
| UBS Asset Management Americas Inc | 199,284 | $10.2M | 0.00% | +44,508+28.8% | Added |
| Russell Investments Group, Ltd. | 201,628 | $10.3M | 0.01% | +5,484+2.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 211,979 | $10.9M | 0.04% | −28,832−12.0% | Reduced |
| Brandywine Global Investment Management, LLC | 212,475 | $10.9M | 0.08% | −8,300−3.8% | Reduced |
| Goldman Sachs Group Inc | 216,738 | $11.1M | 0.00% | −80,047−27.0% | Reduced |
| Ancora Advisors, LLC | 219,385 | $11.3M | 0.23% | −1,940−0.9% | Reduced |
| Rhumbline Advisers | 221,810 | $11.4M | 0.01% | +11,932+5.7% | Added |
| Bridgewater Associates, LP | 252,753 | $13.0M | 0.05% | +156,865+163.6% | Added |
| Principal Financial Group Inc | 270,624 | $13.9M | 0.01% | +89,432+49.4% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $14.0M | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 294,567 | $15.1M | 0.09% | +193,292+190.9% | Added |
| JPMorgan Chase & Co | 296,304 | $15.2M | 0.00% | −32,288−9.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 309,551 | $15.9M | 0.03% | +10,380+3.5% | Added |
| Legal & General Group Plc | 333,623 | $17.1M | 0.00% | +2,724+0.8% | Added |