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 |
|---|---|---|---|---|---|
| JustInvest LLC | 7,870 | $403.7K | 0.00% | −903−10.3% | Reduced |
| CIBC World Markets Corp | 7,607 | $390.2K | 0.00% | −6,074−44.4% | Reduced |
| Jeppson Wealth Management, LLC | 7,357 | $377.4K | 0.13% | −150−2.0% | Reduced |
| Spirit of America Management Corp | 7,150 | $366.8K | 0.08% | +2,850+66.3% | Added |
| Tower Research Capital LLC (TRC) | 7,148 | $366.7K | 0.01% | +3,236+82.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,042 | $361.3K | 0.00% | −406−5.5% | Reduced |
| Jacobi Capital Management LLC | 6,945 | $356.3K | 0.02% | +574+9.0% | Added |
| State of Alaska, Department of Revenue | 6,889 | $353.0K | 0.00% | −290−4.0% | Reduced |
| Advisory Services Network, LLC | 6,539 | $351.1K | 0.01% | −223−3.3% | Reduced |
| State of Wyoming | 6,839 | $350.8K | 0.04% | +3,437+101.0% | Added |
| O'Shaughnessy Asset Management, LLC | 6,773 | $347.5K | 0.00% | −1,899−21.9% | Reduced |
| Sequoia Financial Advisors, LLC | 6,757 | $346.6K | 0.00% | +6,757 | New |
| Resona Asset Management Co.,Ltd. | 6,745 | $346.0K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,725 | $345.0K | 0.05% | −353−5.0% | Reduced |
| Sciencast Management LP | 6,709 | $344.2K | 0.07% | +6,709 | New |
| Bridgefront Capital, LLC | 6,408 | $328.7K | 0.09% | −2,338−26.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,303 | $323.3K | 0.06% | −4,287−40.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,113 | $320.8K | 0.00% | +6,113 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $316.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,831 | $299.1K | 0.01% | −94−1.6% | Reduced |
| Crewe Advisors LLC | 5,731 | $294.0K | 0.04% | +73+1.3% | Added |
| MAI Capital Management | 5,412 | $277.7K | 0.00% | +584+12.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,024 | $257.7K | 0.00% | −16,750−76.9% | Reduced |
| Virtu Financial LLC | 5,007 | $257.0K | 0.01% | +5,007 | New |
| Bokf, NA | 4,972 | $255.1K | 0.00% | +906+22.3% | Added |
| Arete Wealth Advisors, LLC | 4,949 | $254.0K | 0.02% | +64+1.3% | Added |
| Quantinno Capital Management LP | 4,910 | $251.9K | 0.00% | +463+10.4% | Added |
| Fiduciary Trust Co | 4,810 | $246.8K | 0.00% | +5+0.1% | Added |
| UMA Financial Services, Inc. | 4,779 | $245.2K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,753 | $243.8K | 0.00% | −319−6.3% | Reduced |
| CIBC Private Wealth Group, LLC | 4,746 | $243.5K | 0.00% | −496−9.5% | Reduced |
| Kestra Investment Management, LLC | 4,451 | $243.0K | 0.00% | +2,223+99.8% | Added |
| Securian Asset Management, Inc | 4,635 | $237.8K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,521 | $231.9K | 0.02% | −187−4.0% | Reduced |
| Sivia Capital Partners, LLC | 4,489 | $230.3K | 0.08% | +4,489 | New |
| IFM Investors Pty Ltd | 4,415 | $226.5K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,288 | $220.0K | 0.00% | +47+1.1% | Added |
| Ifrah Financial Services, Inc. | 4,229 | $216.9K | 0.06% | +11+0.3% | Added |
| Steel Peak Wealth Management LLC | 4,174 | $214.1K | 0.01% | −207−4.7% | Reduced |
| Axq Capital, LP | 4,157 | $213.3K | 0.07% | +4,157 | New |
| Blueshift Asset Management, LLC | 4,138 | $212.3K | 0.07% | +4,138 | New |
| Shaker Investments LLC | 4,062 | $208.4K | 0.09% | +4,062 | New |
| CWM, LLC | 4,004 | $205.0K | 0.00% | +949+31.1% | Added |
| Canandaigua National Bank & Trust Co | 3,964 | $203.4K | 0.02% | −92−2.3% | Reduced |
| Shell Asset Management Co | 3,848 | $197.0K | 0.01% | −762−16.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,824 | $196.2K | 0.00% | +981+34.5% | Added |
| STRS Ohio | 3,700 | $189.8K | 0.00% | +300+8.8% | Added |
| Advisor Group Holdings, Inc. | 2,458 | $126.3K | 0.00% | +1,000+68.6% | Added |
| GAMMA Investing LLC | 2,421 | $124.2K | 0.01% | +124+5.4% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $121.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,098 | $107.6K | 0.00% | +1,491+245.6% | Added |
| KBC Group NV | 1,977 | $101.0K | 0.00% | −1,289−39.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,834 | $94.1K | 0.02% | +1,834 | New |
| Global Retirement Partners, LLC | 1,817 | $93.2K | 0.00% | +1,817 | New |
| Ransom Advisory, Ltd | 1,800 | $92.3K | 0.04% | +1,600+800.0% | Added |
| EverSource Wealth Advisors, LLC | 1,624 | $83.3K | 0.00% | +493+43.6% | Added |
| Principal Securities, Inc. | 1,500 | $77.0K | 0.00% | −58−3.7% | Reduced |
| Costello Asset Management, INC | 1,290 | $66.2K | 0.02% | +993+334.3% | Added |
| Front Row Advisors LLC | 1,135 | $58.2K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,038 | $53.2K | 0.01% | +1,038 | New |
| Assetmark, Inc | 1,025 | $52.6K | 0.00% | +52+5.3% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $51.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 937 | $48.1K | 0.02% | +937 | New |
| AdvisorNet Financial, Inc | 883 | $45.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 845 | $43.0K | 0.00% | +216+34.3% | Added |
| Parallel Advisors, LLC | 819 | $42.0K | 0.00% | +121+17.3% | Added |
| Quarry LP | 711 | $36.5K | 0.01% | +711 | New |
| Optiver Holding B.V. | 643 | $33.0K | 0.00% | −163−20.2% | Reduced |
| Signaturefd, LLC | 623 | $32.0K | 0.00% | −72−10.4% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $31.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 603 | $30.9K | 0.00% | −403−40.1% | Reduced |
| S.A. Mason LLC | 567 | $29.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 531 | $27.2K | 0.00% | +29+5.8% | Added |
| Central Trust Co | 500 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 499 | $25.6K | 0.00% | −346−40.9% | Reduced |
| Umb Bank N A | 451 | $23.1K | 0.00% | +108+31.5% | Added |
| Versant Capital Management, Inc | 359 | $18.4K | 0.00% | −11−3.0% | Reduced |
| Operose Advisors LLC | 300 | $15.4K | 0.00% | +300 | New |
| Huntington National Bank | 297 | $15.2K | 0.00% | +290+4,142.9% | Added |
| Harbor Capital Advisors, Inc. | 288 | $15.0K | 0.00% | −22−7.1% | Reduced |
| IFP Advisors, Inc | 285 | $14.6K | 0.00% | +193+209.8% | Added |
| Rise Advisors, LLC | 276 | $14.2K | 0.01% | +3+1.1% | Added |
| Skopos Labs, Inc. | 274 | $14.1K | 0.00% | +149+119.2% | Added |
| First Horizon Advisors, Inc. | 258 | $13.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $12.4K | 0.00% | +242 | New |
| GHP Investment Advisors, Inc. | 223 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 202 | $10.4K | 0.00% | +16+8.6% | Added |
| Hantz Financial Services, Inc. | 201 | $10.0K | 0.00% | +94+87.9% | Added |
| Ronald Blue Trust, Inc. | 192 | $9.85K | 0.00% | −172−47.3% | Reduced |
| SBI Securities Co., Ltd. | 171 | $8.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $8.21K | 0.00% | +34+27.0% | Added |
| Addison Advisors LLC | 150 | $7.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 141 | $7.00K | 0.00% | −39−21.7% | Reduced |
| Quantbot Technologies LP | 136 | $6.98K | 0.00% | +136 | New |
| Allworth Financial LP | 120 | $6.16K | 0.00% | +15+14.3% | Added |
| Essential Partners LLC | 119 | $6.11K | 0.00% | +119 | New |
| Hemington Wealth Management | 127 | $6.00K | 0.00% | −96−43.0% | Reduced |
| Private Wealth Management Group, LLC | 107 | $5.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $5.26K | 0.00% | +2+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $5.23K | 0.00% | 00.0% | Unchanged |