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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 22,334 | $1.31M | 0.00% | +1,436+6.9% | Added |
| Intech Investment Management LLC | 22,525 | $1.32M | 0.01% | −7,106−24.0% | Reduced |
| Creative Planning | 23,525 | $1.38M | 0.00% | +12,847+120.3% | Added |
| Schnieders Capital Management, LLC. | 23,698 | $1.39M | 0.25% | +23,698 | New |
| CNH Partners LLC | 23,947 | $1.40M | 0.04% | +23,947 | New |
| SRS Capital Advisors, Inc. | 24,485 | $1.44M | 0.02% | +24,472+188,246.2% | Added |
| HRT Financial LP | 25,436 | $1.49M | 0.01% | +6,424+33.8% | Added |
| Quest Partners LLC | 25,659 | $1.50M | 0.10% | −5,356−17.3% | Reduced |
| Natixis | 25,822 | $1.51M | 0.01% | +25,822 | New |
| Voya Investment Management LLC | 25,882 | $1.52M | 0.00% | −320,014−92.5% | Reduced |
| CWM, LLC | 26,125 | $1.53M | 0.00% | +22,121+552.5% | Added |
| The PNC Financial Services Group, Inc. | 26,330 | $1.54M | 0.00% | −408−1.5% | Reduced |
| Heartland Advisors Inc | 26,805 | $1.57M | 0.08% | −42,699−61.4% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.58M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 26,950 | $1.58M | 0.01% | −88−0.3% | Reduced |
| Alps Advisors Inc | 28,427 | $1.67M | 0.01% | +8,304+41.3% | Added |
| Naples Global Advisors, LLC | 29,865 | $1.75M | 0.14% | +950+3.3% | Added |
| Renaissance Technologies LLC | 31,426 | $1.84M | 0.00% | −153,700−83.0% | Reduced |
| Aristotle Capital Boston, LLC | 31,699 | $1.86M | 0.10% | −2,120−6.3% | Reduced |
| Dark Forest Capital Management LP | 31,776 | $1.86M | 0.07% | −103,036−76.4% | Reduced |
| DekaBank Deutsche Girozentrale | 33,664 | $1.93M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,942 | $1.93M | 0.01% | +3,974+13.7% | Added |
| DC Investments Management, LLC | 32,976 | $1.93M | 0.80% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 35,771 | $2.10M | 0.01% | −3,115−8.0% | Reduced |
| Capula Management Ltd | 35,778 | $2.10M | 0.02% | +35,778 | New |
| Cerity Partners LLC | 36,066 | $2.11M | 0.00% | +25,061+227.7% | Added |
| State of Wisconsin Investment Board | 36,294 | $2.13M | 0.00% | −1,884−4.9% | Reduced |
| Bank of Montreal | 36,873 | $2.16M | 0.00% | −1,350−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 37,271 | $2.18M | 0.01% | +2,832+8.2% | Added |
| Lesa Sroufe & Co | 39,731 | $2.33M | 1.88% | +75+0.2% | Added |
| Voloridge Investment Management, LLC | 42,989 | $2.52M | 0.01% | −51,649−54.6% | Reduced |
| Weiss Asset Management LP | 45,137 | $2.65M | 0.04% | +45,137 | New |
| Nisa Investment Advisors, LLC | 46,390 | $2.72M | 0.01% | −5,762−11.0% | Reduced |
| Magellan Asset Management Ltd | 50,139 | $2.94M | 0.03% | +2,289+4.8% | Added |
| Martingale Asset Management L P | 50,144 | $2.94M | 0.07% | +350+0.7% | Added |
| North Star Investment Management Corp. | 50,431 | $2.96M | 0.19% | +816+1.6% | Added |
| Citadel Advisors LLC | 52,489 | $3.08M | 0.00% | −38,627−42.4% | Reduced |
| Manufacturers Life Insurance Company, The | 54,199 | $3.18M | 0.00% | −11,868−18.0% | Reduced |
| Mathes Company, Inc. | 55,480 | $3.25M | 1.17% | +275+0.5% | Added |
| SEI Investments Co | 56,305 | $3.30M | 0.00% | +1,837+3.4% | Added |
| Envestnet Asset Management Inc | 56,345 | $3.30M | 0.00% | +967+1.7% | Added |
| Maryland State Retirement & Pension System | 56,910 | $3.34M | 0.07% | +1,595+2.9% | Added |
| Price T Rowe Associates Inc | 57,044 | $3.34M | 0.00% | −76,247−57.2% | Reduced |
| Ieq Capital, LLC | 57,387 | $3.36M | 0.01% | +44,264+337.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 58,698 | $3.44M | 0.01% | +58,698 | New |
| California State Teachers Retirement System | 60,878 | $3.57M | 0.00% | +30.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 62,095 | $3.64M | 0.18% | −925−1.5% | Reduced |
| Comerica Bank | 62,599 | $3.67M | 0.01% | +2,722+4.5% | Added |
| Commonwealth Equity Services, LLC | 64,460 | $3.78M | 0.00% | +4,994+8.4% | Added |
| Wells Fargo & Company | 67,881 | $3.98M | 0.00% | +3,335+5.2% | Added |
| Millennium Management LLC | 70,037 | $4.10M | 0.00% | +8,244+13.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,811 | $4.15M | 0.01% | −57,750−44.9% | Reduced |
| Verition Fund Management LLC | 71,517 | $4.19M | 0.02% | +25,363+55.0% | Added |
| Federated Hermes, Inc. | 73,265 | $4.29M | 0.01% | −30.0% | Reduced |
| Retirement Systems of Alabama | 74,228 | $4.35M | 0.01% | −792−1.1% | Reduced |
| New York State Teachers Retirement System | 75,335 | $4.42M | 0.01% | −140−0.2% | Reduced |
| Wedge Capital Management L L P | 75,584 | $4.43M | 0.08% | −12,222−13.9% | Reduced |
| Conning Inc. | 77,076 | $4.52M | 0.15% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 77,623 | $4.55M | 0.72% | +3,368+4.5% | Added |
| Great West Life Assurance Co | 81,425 | $4.73M | 0.01% | +4,215+5.5% | Added |
| First Manhattan Co | 86,449 | $5.07M | 0.01% | −2,195−2.5% | Reduced |
| Meritage Portfolio Management | 87,644 | $5.14M | 0.34% | −5,302−5.7% | Reduced |
| Mairs & Power Inc | 89,037 | $5.22M | 0.05% | −13,891−13.5% | Reduced |
| Deutsche Bank AG | 103,563 | $6.07M | 0.00% | +30,253+41.3% | Added |
| Aventail Capital Group, LP | 110,292 | $6.46M | 0.31% | −64,292−36.8% | Reduced |
| First PREMIER Bank | 110,996 | $6.50M | 1.48% | −3,036−2.7% | Reduced |
| Yaupon Capital Management LP | 115,686 | $6.78M | 0.35% | −6,728−5.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,263 | $6.81M | 0.03% | −2,094−1.8% | Reduced |
| Swiss National Bank | 118,983 | $6.97M | 0.00% | +1,900+1.6% | Added |
| South Dakota Investment Council | 119,111 | $6.98M | 0.14% | −3,200−2.6% | Reduced |
| Advisors Asset Management, Inc. | 121,836 | $7.14M | 0.12% | +13,886+12.9% | Added |
| Ameriprise Financial Inc | 121,897 | $7.14M | 0.00% | −16,287−11.8% | Reduced |
| UBS Group AG | 122,054 | $7.15M | 0.00% | −1,004,302−89.2% | Reduced |
| New York Life Investment Management LLC | 129,078 | $7.57M | 0.07% | +129,078 | New |
| Kintayl Capital LP | 129,994 | $7.62M | 5.23% | +129,994 | New |
| Mutual of America Capital Management LLC | 130,287 | $7.64M | 0.08% | −6,733−4.9% | Reduced |
| UBS Asset Management Americas Inc | 131,830 | $7.73M | 0.00% | −67,454−33.8% | Reduced |
| Barclays PLC | 142,094 | $8.33M | 0.00% | −12,322−8.0% | Reduced |
| Principal Financial Group Inc | 164,895 | $9.66M | 0.00% | −105,729−39.1% | Reduced |
| Jane Street Group, LLC | 179,259 | $10.5M | 0.01% | +496+0.3% | Added |
| Magnetar Financial LLC | 195,522 | $11.5M | 0.07% | +186,499+2,066.9% | Added |
| Alliancebernstein L.P. | 201,767 | $11.8M | 0.00% | +83,541+70.7% | Added |
| Brandywine Global Investment Management, LLC | 205,038 | $12.0M | 0.08% | −7,437−3.5% | Reduced |
| Rhumbline Advisers | 217,618 | $12.8M | 0.01% | −4,192−1.9% | Reduced |
| Ancora Advisors, LLC | 226,075 | $13.3M | 0.27% | +6,690+3.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 231,051 | $13.5M | 0.04% | +19,072+9.0% | Added |
| Goldman Sachs Group Inc | 242,514 | $14.2M | 0.00% | +25,776+11.9% | Added |
| Russell Investments Group, Ltd. | 253,899 | $14.9M | 0.02% | +52,271+25.9% | Added |
| Bridgewater Associates, LP | 264,141 | $15.5M | 0.06% | +11,388+4.5% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $16.0M | 0.16% | 00.0% | Unchanged |
| MetLife Investment Management | 291,340 | $17.1M | 0.08% | −3,227−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 313,631 | $18.4M | 0.03% | +4,080+1.3% | Added |
| JPMorgan Chase & Co | 318,669 | $18.7M | 0.00% | +22,365+7.5% | Added |
| Legal & General Group Plc | 319,198 | $18.7M | 0.00% | −14,425−4.3% | Reduced |
| Citigroup Inc | 430,361 | $25.2M | 0.02% | +397,544+1,211.4% | Added |
| William Blair Investment Management, LLC | 456,220 | $26.7M | 0.07% | −27,654−5.7% | Reduced |
| Qube Research & Technologies Ltd | 470,819 | $27.6M | 0.04% | +41,335+9.6% | Added |
| Thrivent Financial for Lutherans | 488,885 | $28.7M | 0.06% | +34,892+7.7% | Added |
| Boston Partners | 525,581 | $30.8M | 0.03% | +450,039+595.7% | Added |
| Gabelli Funds LLC | 546,200 | $32.0M | 0.22% | 00.0% | Unchanged |