Skip to main content

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.

Institutional holdersQ2 2025: 335 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ2 2025: $3.11B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC86$4.41K0.00%−10−10.4%Reduced
BFSG, LLC77$3.95K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co72$3.69K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd68$3.49K0.00%00.0%Unchanged
LRI Investments, LLC68$3.49K0.00%00.0%Unchanged
GWM Advisors LLC62$3.18K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC61$3.13K0.00%00.0%Unchanged
Smartleaf Asset Management LLC60$3.05K0.00%−241−80.1%Reduced
Massmutual Trust Co FSB58$2.98K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc51$2.62K0.00%+5+10.9%Added
Clearstead Advisors, LLC40$2.05K0.00%+26+185.7%Added
Twin Peaks Wealth Advisors, LLC36$2.00K0.00%+36New
NewSquare Capital LLC35$1.80K0.00%−27−43.5%Reduced
Millstone Evans Group, LLC35$1.80K0.00%00.0%Unchanged
Fortitude Family Office, LLC18$9230.00%−39−68.4%Reduced
Caldwell Trust Co18$9230.00%00.0%Unchanged
Atlantic Union Bankshares Corp17$8730.00%+17New
Cornerstone Planning Group LLC14$7630.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd14$7180.00%−253−94.8%Reduced
Bare Financial Services, Inc14$7180.00%+14New
SRS Capital Advisors, Inc.13$6670.00%−35−72.9%Reduced
JFS Wealth Advisors, LLC12$6160.00%−21−63.6%Reduced
Larson Financial Group LLC9$4620.00%−29−76.3%Reduced
WPG Advisers, LLC9$4620.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$3600.00%−1−12.5%Reduced
SJS Investment Consulting Inc.5$2570.00%−4−44.4%Reduced
Bogart Wealth, LLC5$2500.00%+5New
Bay Harbor Wealth Management, LLC4$2050.00%+3+300.0%Added
HFM Investment Advisors, LLC3$1540.00%00.0%Unchanged
Jones Financial Companies LLLP2$1020.00%00.0%Unchanged
Anchor Investment Management, LLC1$540.00%00.0%Unchanged
Rialto Wealth Management, LLC1$520.00%+1New
Parkworth Wealth Management, Inc.1$510.00%00.0%Unchanged
Covestor Ltd4$00.00%00.0%Unchanged
Avion Wealth9$00.00%+9New
Corebridge Financial, Inc.0$00.00%−97,531−100.0%Sold out
Inspire Advisors, LLC0$00.00%−48,706−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−43,365−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−32,027−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−31,486−100.0%Sold out
Pullen Investment Management, LLC0$00.00%−31,265−100.0%Sold out
DRW Securities, LLC0$00.00%−25,203−100.0%Sold out
Jump Financial, LLC0$00.00%−22,418−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−21,440−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−21,124−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−20,206−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−20,115−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−18,468−100.0%Sold out
Dean Capital Management0$00.00%−16,483−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−12,357−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,823−100.0%Sold out
Nebula Research & Development LLC0$00.00%−10,503−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−10,272−100.0%Sold out
Everence Capital Management Inc0$00.00%−9,320−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−8,090−100.0%Sold out
Neo Ivy Capital Management0$00.00%−6,930−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−6,663−100.0%Sold out
Quantessence Capital LLC0$00.00%−6,500−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−6,331−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−6,155−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−5,309−100.0%Sold out
Legato Capital Management LLC0$00.00%−5,179−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,883−100.0%Sold out
Entropy Technologies, LP0$00.00%−4,800−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−4,279−100.0%Sold out
Longboard Asset Management, LP0$00.00%−3,833−100.0%Sold out
United Services Automobile Association0$00.00%−3,874−100.0%Sold out
Jain Global LLC0$00.00%−3,800−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−3,875−100.0%Sold out
Holocene Advisors, LP0$00.00%−3,712−100.0%Sold out
HF Advisory Group, LLC0$00.00%−3,578−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−3,473−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,687−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−2,241−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−2,006−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−459−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−425−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−235−100.0%Sold out
Mather Group, LLC.0$00.00%−106−100.0%Sold out
Sierra Ocean, LLC0$00.00%−66−100.0%Sold out
Stephens Consulting, LLC0$00.00%−20−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−8−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−4−100.0%Sold out
Orion Portfolio Solutions, LLC––––Not filed
Foundry Partners, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed