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, Q3 2025
Institutional positions in NorthWestern Energy Group, Inc. as of Sep 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
- 329
- −1 vs. Q2 2025
- Shares held
- 57.6M
- −2.13M (−3.6%) vs. Q2 2025
- Total value
- $3.37B
- +$306.0M (+10.0%) vs. Q2 2025
- New holders
- 50
- 129 more added
- Sold out
- 51
- 116 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,427,244 | $493.9M | 0.01% | −318,984−3.6% | Reduced |
| Vanguard Group Inc | 6,695,664 | $392.4M | 0.01% | −255,350−3.7% | Reduced |
| American Century Companies Inc | 2,968,816 | $174.0M | 0.09% | +16,602+0.6% | Added |
| State Street Corp | 2,622,967 | $153.7M | 0.01% | +28,482+1.1% | Added |
| River Road Asset Management, LLC | 2,291,490 | $134.3M | 1.50% | −7,663−0.3% | Reduced |
| Geode Capital Management, LLC | 1,625,762 | $95.3M | 0.01% | +48,297+3.1% | Added |
| Franklin Resources Inc | 1,338,278 | $78.4M | 0.02% | +4,261+0.3% | Added |
| Neuberger Berman Group LLC | 1,268,440 | $74.3M | 0.05% | −5,559−0.4% | Reduced |
| Macquarie Group Ltd | 1,185,751 | $69.5M | 0.08% | −123,240−9.4% | Reduced |
| Systematic Financial Management LP | 1,176,980 | $69.0M | 1.68% | +31,671+2.8% | Added |
| AQR Capital Management LLC | 1,147,269 | $67.2M | 0.04% | +471,125+69.7% | Added |
| FMR LLC | 1,123,183 | $65.8M | 0.00% | −84,296−7.0% | Reduced |
| Dimensional Fund Advisors LP | 1,010,359 | $59.2M | 0.01% | −3,681−0.4% | Reduced |
| Westwood Holdings Group Inc. | 981,250 | $57.5M | 0.41% | −137,400−12.3% | Reduced |
| Bank of New York Mellon Corp | 861,330 | $50.5M | 0.01% | −11,842−1.4% | Reduced |
| Bank of America Corp | 855,585 | $50.1M | 0.00% | −366,791−30.0% | Reduced |
| Charles Schwab Investment Management Inc | 838,789 | $49.2M | 0.01% | −16,261−1.9% | Reduced |
| First Trust Advisors LP | 832,389 | $48.8M | 0.04% | −81,522−8.9% | Reduced |
| Invesco Ltd. | 817,838 | $47.9M | 0.01% | +21,380+2.7% | Added |
| Northern Trust Corp | 811,749 | $47.6M | 0.01% | −4,796−0.6% | Reduced |
| ProShare Advisors LLC | 794,913 | $46.6M | 0.10% | +100,381+14.5% | Added |
| Morgan Stanley | 788,961 | $46.2M | 0.00% | −75,787−8.8% | Reduced |
| Nuveen, LLC | 654,536 | $38.4M | 0.01% | −41,687−6.0% | Reduced |
| Massachusetts Financial Services Co | 646,893 | $37.9M | 0.01% | −206,339−24.2% | Reduced |
| Victory Capital Management Inc | 641,440 | $37.6M | 0.02% | −149,351−18.9% | Reduced |
| Royal Bank of Canada | 613,246 | $35.9M | 0.01% | +595,658+3,386.7% | Added |
| GW&K Investment Management, LLC | 605,265 | $35.5M | 0.31% | −17,370−2.8% | Reduced |
| Raymond James Financial Inc | 561,930 | $32.9M | 0.01% | +88,887+18.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 550,283 | $32.3M | 0.11% | +803+0.1% | Added |
| Gabelli Funds LLC | 546,200 | $32.0M | 0.22% | 00.0% | Unchanged |
| Boston Partners | 525,581 | $30.8M | 0.03% | +450,039+595.7% | Added |
| Thrivent Financial for Lutherans | 488,885 | $28.7M | 0.06% | +34,892+7.7% | Added |
| Qube Research & Technologies Ltd | 470,819 | $27.6M | 0.04% | +41,335+9.6% | Added |
| William Blair Investment Management, LLC | 456,220 | $26.7M | 0.07% | −27,654−5.7% | Reduced |
| Citigroup Inc | 430,361 | $25.2M | 0.02% | +397,544+1,211.4% | Added |
| Legal & General Group Plc | 319,198 | $18.7M | 0.00% | −14,425−4.3% | Reduced |
| JPMorgan Chase & Co | 318,669 | $18.7M | 0.00% | +22,365+7.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 313,631 | $18.4M | 0.03% | +4,080+1.3% | Added |
| MetLife Investment Management | 291,340 | $17.1M | 0.08% | −3,227−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 273,350 | $16.0M | 0.16% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 264,141 | $15.5M | 0.06% | +11,388+4.5% | Added |
| Russell Investments Group, Ltd. | 253,899 | $14.9M | 0.02% | +52,271+25.9% | Added |
| Goldman Sachs Group Inc | 242,514 | $14.2M | 0.00% | +25,776+11.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 231,051 | $13.5M | 0.04% | +19,072+9.0% | Added |
| Ancora Advisors, LLC | 226,075 | $13.3M | 0.27% | +6,690+3.0% | Added |
| Rhumbline Advisers | 217,618 | $12.8M | 0.01% | −4,192−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 205,038 | $12.0M | 0.08% | −7,437−3.5% | Reduced |
| Alliancebernstein L.P. | 201,767 | $11.8M | 0.00% | +83,541+70.7% | Added |
| Magnetar Financial LLC | 195,522 | $11.5M | 0.07% | +186,499+2,066.9% | Added |
| Jane Street Group, LLC | 179,259 | $10.5M | 0.01% | +496+0.3% | Added |
| Principal Financial Group Inc | 164,895 | $9.66M | 0.00% | −105,729−39.1% | Reduced |
| Barclays PLC | 142,094 | $8.33M | 0.00% | −12,322−8.0% | Reduced |
| UBS Asset Management Americas Inc | 131,830 | $7.73M | 0.00% | −67,454−33.8% | Reduced |
| Mutual of America Capital Management LLC | 130,287 | $7.64M | 0.08% | −6,733−4.9% | Reduced |
| Kintayl Capital LP | 129,994 | $7.62M | 5.23% | +129,994 | New |
| New York Life Investment Management LLC | 129,078 | $7.57M | 0.07% | +129,078 | New |
| UBS Group AG | 122,054 | $7.15M | 0.00% | −1,004,302−89.2% | Reduced |
| Ameriprise Financial Inc | 121,897 | $7.14M | 0.00% | −16,287−11.8% | Reduced |
| Advisors Asset Management, Inc. | 121,836 | $7.14M | 0.12% | +13,886+12.9% | Added |
| South Dakota Investment Council | 119,111 | $6.98M | 0.14% | −3,200−2.6% | Reduced |
| Swiss National Bank | 118,983 | $6.97M | 0.00% | +1,900+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,263 | $6.81M | 0.03% | −2,094−1.8% | Reduced |
| Yaupon Capital Management LP | 115,686 | $6.78M | 0.35% | −6,728−5.5% | Reduced |
| First PREMIER Bank | 110,996 | $6.50M | 1.48% | −3,036−2.7% | Reduced |
| Aventail Capital Group, LP | 110,292 | $6.46M | 0.31% | −64,292−36.8% | Reduced |
| Deutsche Bank AG | 103,563 | $6.07M | 0.00% | +30,253+41.3% | Added |
| Mairs & Power Inc | 89,037 | $5.22M | 0.05% | −13,891−13.5% | Reduced |
| Meritage Portfolio Management | 87,644 | $5.14M | 0.34% | −5,302−5.7% | Reduced |
| First Manhattan Co | 86,449 | $5.07M | 0.01% | −2,195−2.5% | Reduced |
| Great West Life Assurance Co | 81,425 | $4.73M | 0.01% | +4,215+5.5% | Added |
| Oliver Luxxe Assets LLC | 77,623 | $4.55M | 0.72% | +3,368+4.5% | Added |
| Conning Inc. | 77,076 | $4.52M | 0.15% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 75,584 | $4.43M | 0.08% | −12,222−13.9% | Reduced |
| New York State Teachers Retirement System | 75,335 | $4.42M | 0.01% | −140−0.2% | Reduced |
| Retirement Systems of Alabama | 74,228 | $4.35M | 0.01% | −792−1.1% | Reduced |
| Federated Hermes, Inc. | 73,265 | $4.29M | 0.01% | −30.0% | Reduced |
| Verition Fund Management LLC | 71,517 | $4.19M | 0.02% | +25,363+55.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,811 | $4.15M | 0.01% | −57,750−44.9% | Reduced |
| Millennium Management LLC | 70,037 | $4.10M | 0.00% | +8,244+13.3% | Added |
| Wells Fargo & Company | 67,881 | $3.98M | 0.00% | +3,335+5.2% | Added |
| Commonwealth Equity Services, LLC | 64,460 | $3.78M | 0.00% | +4,994+8.4% | Added |
| Comerica Bank | 62,599 | $3.67M | 0.01% | +2,722+4.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 62,095 | $3.64M | 0.18% | −925−1.5% | Reduced |
| California State Teachers Retirement System | 60,878 | $3.57M | 0.00% | +30.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 58,698 | $3.44M | 0.01% | +58,698 | New |
| Ieq Capital, LLC | 57,387 | $3.36M | 0.01% | +44,264+337.3% | Added |
| Price T Rowe Associates Inc | 57,044 | $3.34M | 0.00% | −76,247−57.2% | Reduced |
| Maryland State Retirement & Pension System | 56,910 | $3.34M | 0.07% | +1,595+2.9% | Added |
| Envestnet Asset Management Inc | 56,345 | $3.30M | 0.00% | +967+1.7% | Added |
| SEI Investments Co | 56,305 | $3.30M | 0.00% | +1,837+3.4% | Added |
| Mathes Company, Inc. | 55,480 | $3.25M | 1.17% | +275+0.5% | Added |
| Manufacturers Life Insurance Company, The | 54,199 | $3.18M | 0.00% | −11,868−18.0% | Reduced |
| Citadel Advisors LLC | 52,489 | $3.08M | 0.00% | −38,627−42.4% | Reduced |
| North Star Investment Management Corp. | 50,431 | $2.96M | 0.19% | +816+1.6% | Added |
| Martingale Asset Management L P | 50,144 | $2.94M | 0.07% | +350+0.7% | Added |
| Magellan Asset Management Ltd | 50,139 | $2.94M | 0.03% | +2,289+4.8% | Added |
| Nisa Investment Advisors, LLC | 46,390 | $2.72M | 0.01% | −5,762−11.0% | Reduced |
| Weiss Asset Management LP | 45,137 | $2.65M | 0.04% | +45,137 | New |
| Voloridge Investment Management, LLC | 42,989 | $2.52M | 0.01% | −51,649−54.6% | Reduced |
| Lesa Sroufe & Co | 39,731 | $2.33M | 1.88% | +75+0.2% | Added |