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 |
|---|---|---|---|---|---|
| VELA Investment Management, LLC | 4,233 | $248.1K | 0.07% | +4,233 | New |
| Mackenzie Financial Corp | 4,253 | $249.3K | 0.00% | −22,488−84.1% | Reduced |
| J.W. Cole Advisors, Inc. | 4,275 | $250.5K | 0.00% | −13−0.3% | Reduced |
| Sterling Capital Management LLC | 4,275 | $250.6K | 0.00% | −7,668−64.2% | Reduced |
| Brighton Jones LLC | 4,322 | $253.3K | 0.01% | +4,322 | New |
| IFM Investors Pty Ltd | 4,415 | $256.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,400 | $258.0K | 0.01% | −607−12.1% | Reduced |
| Phillips Wealth Planners LLC | 4,460 | $259.2K | 0.22% | +4,460 | New |
| Everence Capital Management Inc | 4,521 | $265.0K | 0.02% | +4,521 | New |
| Covestor Ltd | 4,542 | $266.0K | 0.15% | +4,538+113,450.0% | Added |
| Securian Asset Management, Inc | 4,549 | $266.6K | 0.01% | −86−1.9% | Reduced |
| Pathstone Holdings, LLC | 4,738 | $277.7K | 0.00% | +4,738 | New |
| Fiduciary Trust Co | 4,810 | $281.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,825 | $282.8K | 0.04% | +46+1.0% | Added |
| CIBC Private Wealth Group, LLC | 4,887 | $286.4K | 0.00% | +141+3.0% | Added |
| Bokf, NA | 4,995 | $292.8K | 0.00% | +23+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,191 | $304.2K | 0.00% | −1,582−23.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,335 | $312.7K | 0.01% | +5,335 | New |
| MAI Capital Management | 5,409 | $317.0K | 0.00% | −3−0.1% | Reduced |
| Crewe Advisors LLC | 5,796 | $339.7K | 0.03% | +65+1.1% | Added |
| Quantbot Technologies LP | 5,918 | $346.9K | 0.01% | +5,782+4,251.5% | Added |
| Tower Research Capital LLC (TRC) | 6,072 | $355.9K | 0.01% | −1,076−15.1% | Reduced |
| Atria Investments LLC | 6,128 | $359.2K | 0.00% | −4,969−44.8% | Reduced |
| Sivia Capital Partners, LLC | 6,135 | $359.6K | 0.10% | +1,646+36.7% | Added |
| Polymer Capital Management (US) LLC | 6,157 | $360.9K | 0.05% | +6,157 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $361.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,331 | $371.1K | 0.11% | −77−1.2% | Reduced |
| Susquehanna International Group, LLP | 6,384 | $374.2K | 0.00% | −76,485−92.3% | Reduced |
| Headlands Technologies LLC | 6,423 | $376.5K | 0.03% | +6,423 | New |
| CIBC Bancorp USA Inc. | 6,581 | $385.7K | 0.00% | +6,581 | New |
| Advisory Services Network, LLC | 6,763 | $396.4K | 0.01% | +224+3.4% | Added |
| Quadrant Capital Group LLC | 6,919 | $405.5K | 0.01% | +1,088+18.7% | Added |
| Two Sigma Securities, LLC | 6,957 | $407.8K | 0.06% | −7,813−52.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,957 | $407.8K | 0.13% | −400−5.4% | Reduced |
| Intrua Financial, LLC | 7,111 | $416.7K | 0.05% | +386+5.7% | Added |
| Resona Asset Management Co.,Ltd. | 7,172 | $420.4K | 0.00% | +427+6.3% | Added |
| Jacobi Capital Management LLC | 7,242 | $424.5K | 0.03% | +297+4.3% | Added |
| Henshaw Capital LLC | 7,654 | $448.6K | 0.02% | −2,845−27.1% | Reduced |
| Prelude Capital Management, LLC | 7,824 | $458.6K | 0.04% | +7,824 | New |
| State of Alaska, Department of Revenue | 8,452 | $495.0K | 0.01% | +1,563+22.7% | Added |
| Xponance, Inc. | 8,678 | $508.6K | 0.00% | −7−0.1% | Reduced |
| Spirit of America Management Corp | 8,700 | $509.9K | 0.10% | +1,550+21.7% | Added |
| Marshall Wace, LLP | 8,954 | $524.8K | 0.00% | −43,817−83.0% | Reduced |
| JustInvest LLC | 8,960 | $525.1K | 0.01% | +1,090+13.9% | Added |
| Infrastructure Capital Advisors, LLC | 8,838 | $527.4K | 0.07% | +128+1.5% | Added |
| Quantinno Capital Management LP | 9,133 | $535.3K | 0.00% | +4,223+86.0% | Added |
| Commerce Bank | 9,138 | $535.6K | 0.00% | −590−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,282 | $544.0K | 0.00% | +1,006+12.2% | Added |
| Meeder Advisory Services, Inc. | 9,426 | $552.5K | 0.03% | −708−7.0% | Reduced |
| Prudential Financial Inc | 9,532 | $558.7K | 0.00% | −116,870−92.5% | Reduced |
| Oppenheimer Asset Management Inc. | 10,016 | $587.0K | 0.01% | −287−2.8% | Reduced |
| Bailard, Inc. | 10,100 | $592.0K | 0.01% | +1,300+14.8% | Added |
| Private Advisor Group, LLC | 10,280 | $602.5K | 0.00% | −9−0.1% | Reduced |
| Vaughan & Co Securities, Inc. | 10,285 | $602.8K | 0.32% | −1,922−15.7% | Reduced |
| Assenagon Asset Management S.A. | 10,462 | $613.2K | 0.00% | +259+2.5% | Added |
| Zacks Investment Management | 10,581 | $620.2K | 0.00% | −233−2.2% | Reduced |
| CSM Advisors, LLC | 10,636 | $624.0K | 0.02% | +20.0% | Added |
| Cetera Investment Advisers | 11,254 | $659.6K | 0.00% | +715+6.8% | Added |
| XTX Topco Ltd | 11,680 | $684.6K | 0.04% | −448−3.7% | Reduced |
| Pictet Asset Management Holding SA | 11,772 | $690.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,800 | $692.0K | 0.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 12,062 | $707.0K | 0.11% | −8,080−40.1% | Reduced |
| US Bancorp | 12,309 | $721.4K | 0.00% | −190−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 12,410 | $727.4K | 0.01% | −200−1.6% | Reduced |
| Mercer Global Advisors Inc | 12,725 | $745.8K | 0.00% | +12,725 | New |
| Hager Investment Management Services, LLC | 13,532 | $793.1K | 0.43% | +1,782+15.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,684 | $802.0K | 0.01% | −20−0.1% | Reduced |
| LPL Financial LLC | 14,065 | $824.4K | 0.00% | +1,362+10.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,024 | $825.8K | 0.00% | +7,911+129.4% | Added |
| Vestcor Inc | 14,096 | $826.0K | 0.02% | −534−3.7% | Reduced |
| Water Island Capital LLC | 14,303 | $838.3K | 0.12% | +14,303 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,381 | $842.9K | 0.00% | +1,084+8.2% | Added |
| State of Michigan Retirement System | 14,628 | $857.3K | 0.00% | −100−0.7% | Reduced |
| Hennessy Advisors Inc | 14,798 | $867.3K | 0.03% | −3,200−17.8% | Reduced |
| Captrust Financial Advisors | 14,918 | $874.4K | 0.00% | +4,650+45.3% | Added |
| Teacher Retirement System of Texas | 15,068 | $883.1K | 0.00% | −17,517−53.8% | Reduced |
| Guggenheim Capital LLC | 15,920 | $933.1K | 0.01% | +1,602+11.2% | Added |
| Engineers Gate Manager LP | 16,057 | $941.1K | 0.01% | −31,291−66.1% | Reduced |
| Ameritas Investment Partners, Inc. | 16,666 | $976.8K | 0.03% | −1,638−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 16,731 | $980.6K | 0.00% | −10,170−37.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,886 | $989.7K | 0.00% | −44−0.3% | Reduced |
| Balyasny Asset Management LLC | 16,902 | $990.6K | 0.00% | +16,902 | New |
| Louisiana State Employees Retirement System | 17,100 | $1.00M | 0.02% | −200−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 17,551 | $1.03M | 0.01% | +10,794+159.7% | Added |
| Mariner, LLC | 17,694 | $1.04M | 0.00% | +308+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,758 | $1.04M | 0.01% | +3,566+25.1% | Added |
| First Citizens Bank & Trust Co | 17,767 | $1.04M | 0.02% | +405+2.3% | Added |
| Arizona State Retirement System | 18,156 | $1.06M | 0.01% | +269+1.5% | Added |
| Brevan Howard Capital Management LP | 18,427 | $1.08M | 0.02% | −71,893−79.6% | Reduced |
| STRS Ohio | 18,600 | $1.09M | 0.00% | +14,900+402.7% | Added |
| Pacer Advisors, Inc. | 18,766 | $1.10M | 0.00% | +18,766 | New |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.11M | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 19,057 | $1.12M | 0.03% | +19,057 | New |
| New York State Common Retirement Fund | 19,320 | $1.13M | 0.00% | +200+1.0% | Added |
| Yousif Capital Management, LLC | 19,329 | $1.13M | 0.01% | −1,214−5.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,555 | $1.15M | 0.02% | −30,317−60.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,662 | $1.15M | 0.00% | −1,186−5.7% | Reduced |
| State of Tennessee, Treasury Department | 19,882 | $1.17M | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 20,000 | $1.17M | 0.43% | +20,000 | New |
| Squarepoint Ops LLC | 20,776 | $1.22M | 0.00% | −18,960−47.7% | Reduced |