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 |
|---|---|---|---|---|---|
| SEI Investments Co | 54,468 | $2.79M | 0.00% | −262,744−82.8% | Reduced |
| Marshall Wace, LLP | 52,771 | $2.71M | 0.00% | −137,211−72.2% | Reduced |
| Nisa Investment Advisors, LLC | 52,152 | $2.68M | 0.01% | +5,975+12.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 49,872 | $2.56M | 0.06% | +49,872 | New |
| Martingale Asset Management L P | 49,794 | $2.55M | 0.06% | +223+0.4% | Added |
| North Star Investment Management Corp. | 49,615 | $2.55M | 0.18% | +836+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,192 | $2.47M | 0.06% | +48,192 | New |
| Magellan Asset Management Ltd | 47,850 | $2.45M | 0.03% | −1,270−2.6% | Reduced |
| Engineers Gate Manager LP | 47,348 | $2.43M | 0.03% | +47,348 | New |
| Verition Fund Management LLC | 46,154 | $2.37M | 0.01% | −6,723−12.7% | Reduced |
| HSBC Holdings PLC | 43,816 | $2.24M | 0.00% | −23,946−35.3% | Reduced |
| Squarepoint Ops LLC | 39,736 | $2.04M | 0.00% | +19,102+92.6% | Added |
| Lesa Sroufe & Co | 39,656 | $2.03M | 1.87% | +2,263+6.1% | Added |
| Public Employees Retirement System of Ohio | 38,886 | $1.99M | 0.01% | +3,930+11.2% | Added |
| Bank of Montreal | 38,223 | $1.96M | 0.00% | −1,217−3.1% | Reduced |
| State of Wisconsin Investment Board | 38,178 | $1.96M | 0.00% | −1,836−4.6% | Reduced |
| State of New Jersey Common Pension Fund D | 34,439 | $1.77M | 0.01% | −1,174−3.3% | Reduced |
| Aristotle Capital Boston, LLC | 33,819 | $1.73M | 0.09% | −6,390−15.9% | Reduced |
| DC Investments Management, LLC | 32,976 | $1.69M | 0.71% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 33,664 | $1.69M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 32,817 | $1.68M | 0.00% | −23,786−42.0% | Reduced |
| Teacher Retirement System of Texas | 32,585 | $1.67M | 0.01% | +1,532+4.9% | Added |
| Quest Partners LLC | 31,015 | $1.59M | 0.16% | −29,973−49.1% | Reduced |
| Intech Investment Management LLC | 29,631 | $1.52M | 0.01% | −2,433−7.6% | Reduced |
| Brinker Capital Investments, LLC | 28,968 | $1.49M | 0.01% | +2,586+9.8% | Added |
| Naples Global Advisors, LLC | 28,915 | $1.48M | 0.13% | +1,100+4.0% | Added |
| Amalgamated Bank | 27,038 | $1.39M | 0.01% | −388−1.4% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.38M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,901 | $1.38M | 0.00% | −6,418−19.3% | Reduced |
| Mackenzie Financial Corp | 26,741 | $1.37M | 0.00% | +3,956+17.4% | Added |
| The PNC Financial Services Group, Inc. | 26,738 | $1.37M | 0.00% | +416+1.6% | Added |
| Eagle Global Advisors LLC | 25,550 | $1.31M | 0.05% | +5,270+26.0% | Added |
| Capital Fund Management S.A. | 25,402 | $1.30M | 0.01% | +3,791+17.5% | Added |
| Schnieders Capital Management LLC | 23,123 | $1.19M | 0.21% | +3,775+19.5% | Added |
| Horizon Investments, LLC | 22,933 | $1.18M | 0.02% | +22,933 | New |
| Trexquant Investment LP | 21,960 | $1.13M | 0.01% | +7,368+50.5% | Added |
| Van Eck Associates Corp | 20,898 | $1.07M | 0.00% | +1,021+5.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,848 | $1.07M | 0.00% | +14,074+207.8% | Added |
| Convergence Investment Partners, LLC | 20,768 | $1.07M | 0.27% | −85−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 20,680 | $1.06M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,543 | $1.05M | 0.01% | −348−1.7% | Reduced |
| Winton Group Ltd | 20,235 | $1.04M | 0.05% | +1,486+7.9% | Added |
| Huber Capital Management LLC | 20,142 | $1.03M | 0.18% | +3,400+20.3% | Added |
| Alps Advisors Inc | 20,123 | $1.03M | 0.01% | −144−0.7% | Reduced |
| State of Tennessee, Treasury Department | 19,882 | $1.02M | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 19,624 | $1.01M | 0.07% | −9,869−33.5% | Reduced |
| New York State Common Retirement Fund | 19,120 | $980.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 19,012 | $975.0K | 0.00% | −59,026−75.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,922 | $971.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,304 | $939.0K | 0.03% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 17,998 | $923.3K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,887 | $917.6K | 0.01% | +323+1.8% | Added |
| Dynamic Technology Lab Private Ltd | 17,798 | $913.0K | 0.12% | +17,798 | New |
| Royal Bank of Canada | 17,588 | $902.0K | 0.00% | +2,083+13.4% | Added |
| Mariner, LLC | 17,386 | $891.9K | 0.00% | −634−3.5% | Reduced |
| First Citizens Bank & Trust Co | 17,362 | $890.7K | 0.02% | +12,728+274.7% | Added |
| Louisiana State Employees Retirement System | 17,300 | $887.5K | 0.02% | +100+0.6% | Added |
| State Board of Administration of Florida Retirement System | 16,930 | $868.5K | 0.00% | −8,939−34.6% | Reduced |
| Point72 Asset Management, L.P. | 16,419 | $842.3K | 0.00% | +16,419 | New |
| Two Sigma Securities, LLC | 14,770 | $757.7K | 0.09% | +14,770 | New |
| State of Michigan Retirement System | 14,728 | $755.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,659 | $752.0K | 0.01% | +280+1.9% | Added |
| Vestcor Inc | 14,630 | $751.0K | 0.02% | +14,630 | New |
| Guggenheim Capital LLC | 14,318 | $734.5K | 0.01% | −4,799−25.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,192 | $728.0K | 0.01% | +1,067+8.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,704 | $703.0K | 0.01% | +68+0.5% | Added |
| ISAM Funds (UK) Ltd | 13,394 | $687.1K | 0.15% | +13,394 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,297 | $682.1K | 0.00% | +1,549+13.2% | Added |
| Graham Capital Management, L.P. | 13,239 | $679.2K | 0.02% | +13,239 | New |
| Ieq Capital, LLC | 13,123 | $673.2K | 0.00% | −2,419−15.6% | Reduced |
| LPL Financial LLC | 12,703 | $651.7K | 0.00% | +1,548+13.9% | Added |
| Oregon Public Employees Retirement Fund | 12,610 | $646.9K | 0.01% | +100+0.8% | Added |
| US Bancorp | 12,499 | $641.2K | 0.00% | −696−5.3% | Reduced |
| Vaughan & Co Securities, Inc. | 12,207 | $626.2K | 0.36% | −281−2.3% | Reduced |
| XTX Topco Ltd | 12,128 | $622.2K | 0.03% | −4,313−26.2% | Reduced |
| Sterling Capital Management LLC | 11,943 | $612.7K | 0.01% | +619+5.5% | Added |
| New Mexico Educational Retirement Board | 11,800 | $605.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,772 | $603.9K | 0.00% | −285−2.4% | Reduced |
| Hager Investment Management Services, LLC | 11,750 | $602.8K | 0.36% | +2,475+26.7% | Added |
| Gsa Capital Partners LLP | 11,638 | $597.0K | 0.04% | +11,638 | New |
| Atria Investments LLC | 11,097 | $569.3K | 0.01% | +3,388+43.9% | Added |
| MQS Management LLC | 11,050 | $566.9K | 0.31% | +11,050 | New |
| Cerity Partners LLC | 11,005 | $564.6K | 0.00% | −78−0.7% | Reduced |
| Zacks Investment Management | 10,814 | $554.7K | 0.00% | +558+5.4% | Added |
| Creative Planning | 10,678 | $547.8K | 0.00% | +303+2.9% | Added |
| CSM Advisors, LLC | 10,634 | $546.0K | 0.02% | +10,634 | New |
| Cetera Investment Advisers | 10,539 | $540.7K | 0.00% | +477+4.7% | Added |
| Henshaw Capital LLC | 10,499 | $538.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,303 | $528.5K | 0.01% | −160−1.5% | Reduced |
| Private Advisor Group, LLC | 10,289 | $527.8K | 0.00% | +22+0.2% | Added |
| Captrust Financial Advisors | 10,268 | $526.7K | 0.00% | +5,424+112.0% | Added |
| Assenagon Asset Management S.A. | 10,203 | $523.4K | 0.00% | +4,285+72.4% | Added |
| Meeder Advisory Services, Inc. | 10,134 | $519.9K | 0.03% | −79−0.8% | Reduced |
| Commerce Bank | 9,728 | $499.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,023 | $462.9K | 0.00% | +9,023 | New |
| Bailard, Inc. | 8,800 | $451.4K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 8,710 | $446.8K | 0.05% | +8,710 | New |
| Xponance, Inc. | 8,685 | $445.5K | 0.00% | −97−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,276 | $424.6K | 0.00% | +8,276 | New |
| D. E. Shaw & Co., Inc. | 7,950 | $407.8K | 0.00% | +7,950 | New |