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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2 | $0 | 0.00% | +2 | New |
| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Anchor Investment Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $234 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $289 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $294 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $403 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $527 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $528 | 0.00% | −3−25.0% | Reduced |
| Bare Financial Services, Inc | 12 | $703 | 0.00% | −2−14.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $762 | 0.00% | +12+1,200.0% | Added |
| Proffitt & Goodson Inc | 14 | $821 | 0.00% | +14 | New |
| Guerra Advisors Inc | 15 | $889 | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +20 | New |
| Caldwell Trust Co | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21 | $1.23K | 0.00% | +4+23.5% | Added |
| Cornerstone Planning Group LLC | 61 | $1.35K | 0.00% | +47+335.7% | Added |
| Fortitude Family Office, LLC | 28 | $1.64K | 0.00% | +10+55.6% | Added |
| Quent Capital, LLC | 31 | $1.82K | 0.00% | +31 | New |
| Millstone Evans Group, LLC | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 48 | $2.81K | 0.00% | −24−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $3.22K | 0.00% | +4+7.8% | Added |
| Massmutual Trust Co FSB | 58 | $3.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $3.63K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 68 | $3.98K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $3.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 75 | $4.40K | 0.00% | +75 | New |
| True Wealth Design, LLC | 76 | $4.43K | 0.00% | +76 | New |
| BFSG, LLC | 77 | $4.51K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 84 | $4.92K | 0.00% | +84 | New |
| Wealth Preservation Advisors, LLC | 85 | $4.98K | 0.00% | +24+39.3% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $5.98K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 102 | $5.98K | 0.00% | +102 | New |
| Sound Income Strategies, LLC | 104 | $6.04K | 0.00% | +1+1.0% | Added |
| Mather Group, LLC. | 106 | $6.21K | 0.00% | +106 | New |
| Private Wealth Management Group, LLC | 107 | $6.27K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 134 | $7.00K | 0.00% | +7+5.5% | Added |
| Larson Financial Group LLC | 128 | $7.50K | 0.00% | +119+1,322.2% | Added |
| Bayforest Capital Ltd | 159 | $9.32K | 0.00% | +159 | New |
| Smartleaf Asset Management LLC | 162 | $9.41K | 0.00% | +102+170.0% | Added |
| Bessemer Group Inc | 177 | $10.0K | 0.00% | +36+25.5% | Added |
| IFP Advisors, Inc | 188 | $11.0K | 0.00% | −97−34.0% | Reduced |
| Bell Investment Advisors, Inc | 213 | $12.5K | 0.00% | +11+5.4% | Added |
| GHP Investment Advisors, Inc. | 223 | $13.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 244 | $14.3K | 0.00% | −53−17.8% | Reduced |
| Rockefeller Capital Management L.P. | 247 | $14.5K | 0.00% | +247 | New |
| SBI Securities Co., Ltd. | 249 | $14.6K | 0.00% | +78+45.6% | Added |
| Rise Advisors, LLC | 279 | $16.4K | 0.01% | +3+1.1% | Added |
| Clear Street Markets LLC | 283 | $16.6K | 0.01% | −654−69.8% | Reduced |
| Ronald Blue Trust, Inc. | 288 | $16.9K | 0.00% | +96+50.0% | Added |
| Parkside Financial Bank & Trust | 294 | $17.2K | 0.00% | +134+83.8% | Added |
| Harbor Capital Advisors, Inc. | 334 | $20.0K | 0.00% | +46+16.0% | Added |
| Versant Capital Management, Inc | 365 | $21.4K | 0.00% | +6+1.7% | Added |
| Optiver Holding B.V. | 373 | $21.9K | 0.00% | −270−42.0% | Reduced |
| First Horizon Corp | 416 | $24.4K | 0.00% | +416 | New |
| Allworth Financial LP | 436 | $25.6K | 0.00% | +316+263.3% | Added |
| Umb Bank N A | 452 | $26.5K | 0.00% | +1+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 465 | $27.3K | 0.02% | +451+3,221.4% | Added |
| Clearstead Advisors, LLC | 528 | $30.9K | 0.00% | +488+1,220.0% | Added |
| Fifth Third Bancorp | 563 | $33.0K | 0.00% | +32+6.0% | Added |
| Steward Partners Investment Advisory, LLC | 620 | $36.3K | 0.00% | +17+2.8% | Added |
| PenderFund Capital Management Ltd. | 631 | $37.0K | 0.01% | +631 | New |
| Signaturefd, LLC | 684 | $40.1K | 0.00% | +61+9.8% | Added |
| Wealthspire Advisors, LLC | 775 | $45.4K | 0.00% | +775 | New |
| Hantz Financial Services, Inc. | 803 | $47.0K | 0.00% | +602+299.5% | Added |
| Rothschild Investment LLC | 807 | $47.3K | 0.00% | +721+838.4% | Added |
| AdvisorNet Financial, Inc | 917 | $53.7K | 0.00% | +34+3.9% | Added |
| Nomura Asset Management Co Ltd | 940 | $55.1K | 0.00% | +320+51.6% | Added |
| Farther Finance Advisors, LLC | 982 | $57.6K | 0.00% | +483+96.8% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $58.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,034 | $60.6K | 0.00% | +9+0.9% | Added |
| Parallel Advisors, LLC | 1,074 | $62.9K | 0.00% | +255+31.1% | Added |
| Front Row Advisors LLC | 1,135 | $66.5K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,178 | $69.1K | 0.03% | +1,178 | New |
| Jones Financial Companies LLLP | 1,197 | $69.5K | 0.00% | +1,195+59,750.0% | Added |
| Essential Partners LLC | 1,242 | $72.8K | 0.02% | +1,123+943.7% | Added |
| Principal Securities, Inc. | 1,344 | $78.8K | 0.00% | −156−10.4% | Reduced |
| Shell Asset Management Co | 1,345 | $79.0K | 0.01% | −2,503−65.0% | Reduced |
| Central Trust Co | 1,500 | $87.9K | 0.00% | +1,000+200.0% | Added |
| EverSource Wealth Advisors, LLC | 1,613 | $94.5K | 0.00% | −11−0.7% | Reduced |
| Global Retirement Partners, LLC | 1,655 | $97.0K | 0.00% | −162−8.9% | Reduced |
| Costello Asset Management, INC | 1,731 | $101.5K | 0.03% | +441+34.2% | Added |
| KBC Group NV | 1,977 | $116.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,119 | $123.7K | 0.00% | −339−13.8% | Reduced |
| Daiwa Securities Group Inc. | 2,254 | $132.0K | 0.00% | +1,409+166.7% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $138.6K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,450 | $143.6K | 0.06% | +650+36.1% | Added |
| GAMMA Investing LLC | 2,771 | $162.4K | 0.01% | +350+14.5% | Added |
| Vise Technologies, Inc. | 3,485 | $204.3K | 0.01% | +3,485 | New |
| Crossmark Global Holdings, Inc. | 3,495 | $204.8K | 0.00% | +3,495 | New |
| Sowell Financial Services LLC | 3,534 | $207.1K | 0.01% | +3,534 | New |
| Accurate Wealth Management, LLC | 3,600 | $210.0K | 0.03% | +3,600 | New |
| Ethic Inc. | 3,634 | $213.0K | 0.00% | +3,634 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,821 | $223.9K | 0.00% | +3,821 | New |
| Longboard Asset Management, LP | 3,833 | $224.7K | 0.36% | +3,833 | New |
| RSM US Wealth Management LLC | 3,853 | $225.8K | 0.00% | +3,853 | New |
| Canandaigua National Bank & Trust Co | 3,900 | $228.6K | 0.02% | −64−1.6% | Reduced |
| SG Americas Securities, LLC | 4,135 | $242.0K | 0.00% | +4,135 | New |
| Ifrah Financial Services, Inc. | 4,205 | $246.5K | 0.06% | −24−0.6% | Reduced |