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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 550,283 | $32.3M | 0.11% | +803+0.1% | Added |
| Raymond James Financial Inc | 561,930 | $32.9M | 0.01% | +88,887+18.8% | Added |
| GW&K Investment Management, LLC | 605,265 | $35.5M | 0.31% | −17,370−2.8% | Reduced |
| Royal Bank of Canada | 613,246 | $35.9M | 0.01% | +595,658+3,386.7% | Added |
| Victory Capital Management Inc | 641,440 | $37.6M | 0.02% | −149,351−18.9% | Reduced |
| Massachusetts Financial Services Co | 646,893 | $37.9M | 0.01% | −206,339−24.2% | Reduced |
| Nuveen, LLC | 654,536 | $38.4M | 0.01% | −41,687−6.0% | Reduced |
| Morgan Stanley | 788,961 | $46.2M | 0.00% | −75,787−8.8% | Reduced |
| ProShare Advisors LLC | 794,913 | $46.6M | 0.10% | +100,381+14.5% | Added |
| Northern Trust Corp | 811,749 | $47.6M | 0.01% | −4,796−0.6% | Reduced |
| Invesco Ltd. | 817,838 | $47.9M | 0.01% | +21,380+2.7% | Added |
| First Trust Advisors LP | 832,389 | $48.8M | 0.04% | −81,522−8.9% | Reduced |
| Charles Schwab Investment Management Inc | 838,789 | $49.2M | 0.01% | −16,261−1.9% | Reduced |
| Bank of America Corp | 855,585 | $50.1M | 0.00% | −366,791−30.0% | Reduced |
| Bank of New York Mellon Corp | 861,330 | $50.5M | 0.01% | −11,842−1.4% | Reduced |
| Westwood Holdings Group Inc. | 981,250 | $57.5M | 0.41% | −137,400−12.3% | Reduced |
| Dimensional Fund Advisors LP | 1,010,359 | $59.2M | 0.01% | −3,681−0.4% | Reduced |
| FMR LLC | 1,123,183 | $65.8M | 0.00% | −84,296−7.0% | Reduced |
| AQR Capital Management LLC | 1,147,269 | $67.2M | 0.04% | +471,125+69.7% | Added |
| Systematic Financial Management LP | 1,176,980 | $69.0M | 1.68% | +31,671+2.8% | Added |
| Macquarie Group Ltd | 1,185,751 | $69.5M | 0.08% | −123,240−9.4% | Reduced |
| Neuberger Berman Group LLC | 1,268,440 | $74.3M | 0.05% | −5,559−0.4% | Reduced |
| Franklin Resources Inc | 1,338,278 | $78.4M | 0.02% | +4,261+0.3% | Added |
| Geode Capital Management, LLC | 1,625,762 | $95.3M | 0.01% | +48,297+3.1% | Added |
| River Road Asset Management, LLC | 2,291,490 | $134.3M | 1.50% | −7,663−0.3% | Reduced |
| State Street Corp | 2,622,967 | $153.7M | 0.01% | +28,482+1.1% | Added |
| American Century Companies Inc | 2,968,816 | $174.0M | 0.09% | +16,602+0.6% | Added |
| Vanguard Group Inc | 6,695,664 | $392.4M | 0.01% | −255,350−3.7% | Reduced |
| BlackRock, Inc. | 8,427,244 | $493.9M | 0.01% | −318,984−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −136,715−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −132,951−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −131,048−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −117,404−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −106,300−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −72,999−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −64,359−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −48,192−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −43,816−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −25,550−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,402−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −22,933−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −21,960−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −20,680−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,235−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −19,624−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,798−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,419−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,394−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,239−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,709−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,949−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −4,451−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,157−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |