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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 37,271 | $2.18M | 0.01% | +2,832+8.2% | Added |
| Bank of Montreal | 36,873 | $2.16M | 0.00% | −1,350−3.5% | Reduced |
| State of Wisconsin Investment Board | 36,294 | $2.13M | 0.00% | −1,884−4.9% | Reduced |
| Cerity Partners LLC | 36,066 | $2.11M | 0.00% | +25,061+227.7% | Added |
| Capula Management Ltd | 35,778 | $2.10M | 0.02% | +35,778 | New |
| Public Employees Retirement System of Ohio | 35,771 | $2.10M | 0.01% | −3,115−8.0% | Reduced |
| DC Investments Management, LLC | 32,976 | $1.93M | 0.80% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,942 | $1.93M | 0.01% | +3,974+13.7% | Added |
| DekaBank Deutsche Girozentrale | 33,664 | $1.93M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 31,776 | $1.86M | 0.07% | −103,036−76.4% | Reduced |
| Aristotle Capital Boston, LLC | 31,699 | $1.86M | 0.10% | −2,120−6.3% | Reduced |
| Renaissance Technologies LLC | 31,426 | $1.84M | 0.00% | −153,700−83.0% | Reduced |
| Naples Global Advisors, LLC | 29,865 | $1.75M | 0.14% | +950+3.3% | Added |
| Alps Advisors Inc | 28,427 | $1.67M | 0.01% | +8,304+41.3% | Added |
| Amalgamated Bank | 26,950 | $1.58M | 0.01% | −88−0.3% | Reduced |
| Janus Henderson Group PLC | 26,914 | $1.58M | 0.00% | 00.0% | Unchanged |
| Heartland Advisors Inc | 26,805 | $1.57M | 0.08% | −42,699−61.4% | Reduced |
| The PNC Financial Services Group, Inc. | 26,330 | $1.54M | 0.00% | −408−1.5% | Reduced |
| CWM, LLC | 26,125 | $1.53M | 0.00% | +22,121+552.5% | Added |
| Voya Investment Management LLC | 25,882 | $1.52M | 0.00% | −320,014−92.5% | Reduced |
| Natixis | 25,822 | $1.51M | 0.01% | +25,822 | New |
| Quest Partners LLC | 25,659 | $1.50M | 0.10% | −5,356−17.3% | Reduced |
| HRT Financial LP | 25,436 | $1.49M | 0.01% | +6,424+33.8% | Added |
| SRS Capital Advisors, Inc. | 24,485 | $1.44M | 0.02% | +24,472+188,246.2% | Added |
| CNH Partners LLC | 23,947 | $1.40M | 0.04% | +23,947 | New |
| Schnieders Capital Management, LLC. | 23,698 | $1.39M | 0.25% | +23,698 | New |
| Creative Planning | 23,525 | $1.38M | 0.00% | +12,847+120.3% | Added |
| Intech Investment Management LLC | 22,525 | $1.32M | 0.01% | −7,106−24.0% | Reduced |
| Van Eck Associates Corp | 22,334 | $1.31M | 0.00% | +1,436+6.9% | Added |
| Squarepoint Ops LLC | 20,776 | $1.22M | 0.00% | −18,960−47.7% | Reduced |
| Diametric Capital, LP | 20,000 | $1.17M | 0.43% | +20,000 | New |
| State of Tennessee, Treasury Department | 19,882 | $1.17M | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 19,662 | $1.15M | 0.00% | −1,186−5.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,555 | $1.15M | 0.02% | −30,317−60.8% | Reduced |
| Yousif Capital Management, LLC | 19,329 | $1.13M | 0.01% | −1,214−5.9% | Reduced |
| New York State Common Retirement Fund | 19,320 | $1.13M | 0.00% | +200+1.0% | Added |
| Caxton Associates LLP | 19,057 | $1.12M | 0.03% | +19,057 | New |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.11M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 18,766 | $1.10M | 0.00% | +18,766 | New |
| STRS Ohio | 18,600 | $1.09M | 0.00% | +14,900+402.7% | Added |
| Brevan Howard Capital Management LP | 18,427 | $1.08M | 0.02% | −71,893−79.6% | Reduced |
| Arizona State Retirement System | 18,156 | $1.06M | 0.01% | +269+1.5% | Added |
| First Citizens Bank & Trust Co | 17,767 | $1.04M | 0.02% | +405+2.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,758 | $1.04M | 0.01% | +3,566+25.1% | Added |
| Mariner, LLC | 17,694 | $1.04M | 0.00% | +308+1.8% | Added |
| Sequoia Financial Advisors, LLC | 17,551 | $1.03M | 0.01% | +10,794+159.7% | Added |
| Louisiana State Employees Retirement System | 17,100 | $1.00M | 0.02% | −200−1.2% | Reduced |
| Balyasny Asset Management LLC | 16,902 | $990.6K | 0.00% | +16,902 | New |
| State Board of Administration of Florida Retirement System | 16,886 | $989.7K | 0.00% | −44−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 16,731 | $980.6K | 0.00% | −10,170−37.8% | Reduced |
| Ameritas Investment Partners, Inc. | 16,666 | $976.8K | 0.03% | −1,638−8.9% | Reduced |
| Engineers Gate Manager LP | 16,057 | $941.1K | 0.01% | −31,291−66.1% | Reduced |
| Guggenheim Capital LLC | 15,920 | $933.1K | 0.01% | +1,602+11.2% | Added |
| Teacher Retirement System of Texas | 15,068 | $883.1K | 0.00% | −17,517−53.8% | Reduced |
| Captrust Financial Advisors | 14,918 | $874.4K | 0.00% | +4,650+45.3% | Added |
| Hennessy Advisors Inc | 14,798 | $867.3K | 0.03% | −3,200−17.8% | Reduced |
| State of Michigan Retirement System | 14,628 | $857.3K | 0.00% | −100−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,381 | $842.9K | 0.00% | +1,084+8.2% | Added |
| Water Island Capital LLC | 14,303 | $838.3K | 0.12% | +14,303 | New |
| Vestcor Inc | 14,096 | $826.0K | 0.02% | −534−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,024 | $825.8K | 0.00% | +7,911+129.4% | Added |
| LPL Financial LLC | 14,065 | $824.4K | 0.00% | +1,362+10.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,684 | $802.0K | 0.01% | −20−0.1% | Reduced |
| Hager Investment Management Services, LLC | 13,532 | $793.1K | 0.43% | +1,782+15.2% | Added |
| Mercer Global Advisors Inc | 12,725 | $745.8K | 0.00% | +12,725 | New |
| Oregon Public Employees Retirement Fund | 12,410 | $727.4K | 0.01% | −200−1.6% | Reduced |
| US Bancorp | 12,309 | $721.4K | 0.00% | −190−1.5% | Reduced |
| Huber Capital Management LLC | 12,062 | $707.0K | 0.11% | −8,080−40.1% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $692.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,772 | $690.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,680 | $684.6K | 0.04% | −448−3.7% | Reduced |
| Cetera Investment Advisers | 11,254 | $659.6K | 0.00% | +715+6.8% | Added |
| CSM Advisors, LLC | 10,636 | $624.0K | 0.02% | +20.0% | Added |
| Zacks Investment Management | 10,581 | $620.2K | 0.00% | −233−2.2% | Reduced |
| Assenagon Asset Management S.A. | 10,462 | $613.2K | 0.00% | +259+2.5% | Added |
| Vaughan & Co Securities, Inc. | 10,285 | $602.8K | 0.32% | −1,922−15.7% | Reduced |
| Private Advisor Group, LLC | 10,280 | $602.5K | 0.00% | −9−0.1% | Reduced |
| Bailard, Inc. | 10,100 | $592.0K | 0.01% | +1,300+14.8% | Added |
| Oppenheimer Asset Management Inc. | 10,016 | $587.0K | 0.01% | −287−2.8% | Reduced |
| Prudential Financial Inc | 9,532 | $558.7K | 0.00% | −116,870−92.5% | Reduced |
| Meeder Advisory Services, Inc. | 9,426 | $552.5K | 0.03% | −708−7.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,282 | $544.0K | 0.00% | +1,006+12.2% | Added |
| Commerce Bank | 9,138 | $535.6K | 0.00% | −590−6.1% | Reduced |
| Quantinno Capital Management LP | 9,133 | $535.3K | 0.00% | +4,223+86.0% | Added |
| Infrastructure Capital Advisors, LLC | 8,838 | $527.4K | 0.07% | +128+1.5% | Added |
| JustInvest LLC | 8,960 | $525.1K | 0.01% | +1,090+13.9% | Added |
| Marshall Wace, LLP | 8,954 | $524.8K | 0.00% | −43,817−83.0% | Reduced |
| Spirit of America Management Corp | 8,700 | $509.9K | 0.10% | +1,550+21.7% | Added |
| Xponance, Inc. | 8,678 | $508.6K | 0.00% | −7−0.1% | Reduced |
| State of Alaska, Department of Revenue | 8,452 | $495.0K | 0.01% | +1,563+22.7% | Added |
| Prelude Capital Management, LLC | 7,824 | $458.6K | 0.04% | +7,824 | New |
| Henshaw Capital LLC | 7,654 | $448.6K | 0.02% | −2,845−27.1% | Reduced |
| Jacobi Capital Management LLC | 7,242 | $424.5K | 0.03% | +297+4.3% | Added |
| Resona Asset Management Co.,Ltd. | 7,172 | $420.4K | 0.00% | +427+6.3% | Added |
| Intrua Financial, LLC | 7,111 | $416.7K | 0.05% | +386+5.7% | 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 |
| Quadrant Capital Group LLC | 6,919 | $405.5K | 0.01% | +1,088+18.7% | Added |
| Advisory Services Network, LLC | 6,763 | $396.4K | 0.01% | +224+3.4% | Added |
| CIBC Bancorp USA Inc. | 6,581 | $385.7K | 0.00% | +6,581 | New |