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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 345,896 | $17.7M | 0.02% | +56,667+19.6% | Added |
| Qube Research & Technologies Ltd | 429,484 | $22.0M | 0.03% | +228,350+113.5% | Added |
| Thrivent Financial for Lutherans | 453,993 | $23.3M | 0.05% | −22,498−4.7% | Reduced |
| Raymond James Financial Inc | 473,043 | $24.3M | 0.01% | −81,979−14.8% | Reduced |
| William Blair Investment Management, LLC | 483,874 | $24.8M | 0.07% | −40,404−7.7% | Reduced |
| Gabelli Funds LLC | 546,200 | $28.0M | 0.20% | −300−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 549,480 | $28.2M | 0.10% | +3,172+0.6% | Added |
| GW&K Investment Management, LLC | 622,635 | $31.9M | 0.29% | −25,528−3.9% | Reduced |
| AQR Capital Management LLC | 676,144 | $34.7M | 0.03% | +93,081+16.0% | Added |
| ProShare Advisors LLC | 694,532 | $35.6M | 0.07% | −12,333−1.7% | Reduced |
| Nuveen, LLC | 696,223 | $35.7M | 0.01% | −228,912−24.7% | Reduced |
| Norges Bank | 768,578 | $39.4M | 0.00% | +15,947+2.1% | Added |
| Victory Capital Management Inc | 790,791 | $40.6M | 0.03% | −38,466−4.6% | Reduced |
| Invesco Ltd. | 796,458 | $40.9M | 0.01% | −9,964−1.2% | Reduced |
| Northern Trust Corp | 816,545 | $41.9M | 0.01% | −56,799−6.5% | Reduced |
| Massachusetts Financial Services Co | 853,232 | $43.8M | 0.01% | −42,566−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 855,050 | $43.9M | 0.01% | −25,948−2.9% | Reduced |
| Morgan Stanley | 864,748 | $44.4M | 0.00% | +234,049+37.1% | Added |
| Bank of New York Mellon Corp | 873,172 | $44.8M | 0.01% | +7,365+0.9% | Added |
| First Trust Advisors LP | 913,911 | $46.9M | 0.04% | −45,624−4.8% | Reduced |
| Dimensional Fund Advisors LP | 1,014,040 | $52.0M | 0.01% | −9,673−0.9% | Reduced |
| Westwood Holdings Group Inc. | 1,118,650 | $57.4M | 0.41% | +117,449+11.7% | Added |
| UBS Group AG | 1,126,356 | $57.8M | 0.01% | +289,284+34.6% | Added |
| Systematic Financial Management LP | 1,145,309 | $58.8M | 1.57% | +30,471+2.7% | Added |
| FMR LLC | 1,207,479 | $61.9M | 0.00% | +223,116+22.7% | Added |
| Bank of America Corp | 1,222,376 | $62.7M | 0.01% | +484,266+65.6% | Added |
| Neuberger Berman Group LLC | 1,273,999 | $65.3M | 0.05% | +297,057+30.4% | Added |
| Macquarie Group Ltd | 1,308,991 | $67.2M | 0.08% | +35,913+2.8% | Added |
| Franklin Resources Inc | 1,334,017 | $68.4M | 0.02% | +11,084+0.8% | Added |
| Geode Capital Management, LLC | 1,577,465 | $80.9M | 0.01% | +7,684+0.5% | Added |
| River Road Asset Management, LLC | 2,299,153 | $123.5M | 1.57% | −76,852−3.2% | Reduced |
| State Street Corp | 2,594,485 | $133.1M | 0.00% | +12,530+0.5% | Added |
| American Century Companies Inc | 2,952,214 | $151.4M | 0.08% | −7,530−0.3% | Reduced |
| Vanguard Group Inc | 6,951,014 | $356.6M | 0.01% | +176,649+2.6% | Added |
| BlackRock, Inc. | 8,746,228 | $448.7M | 0.01% | −466,077−5.1% | Reduced |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −97,531−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −48,706−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −43,365−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −32,027−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −31,486−100.0% | Sold out |
| Pullen Investment Management, LLC | 0 | $0 | 0.00% | −31,265−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −25,203−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,418−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,440−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,124−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −20,206−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,115−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −18,468−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −16,483−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −12,357−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,823−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,503−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −9,320−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,331−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,179−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,279−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| HF Advisory Group, LLC | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |