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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 6,423 | $376.5K | 0.03% | +6,423 | New |
| Susquehanna International Group, LLP | 6,384 | $374.2K | 0.00% | −76,485−92.3% | Reduced |
| Bridgefront Capital, LLC | 6,331 | $371.1K | 0.11% | −77−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,157 | $361.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,157 | $360.9K | 0.05% | +6,157 | New |
| Sivia Capital Partners, LLC | 6,135 | $359.6K | 0.10% | +1,646+36.7% | Added |
| Atria Investments LLC | 6,128 | $359.2K | 0.00% | −4,969−44.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,072 | $355.9K | 0.01% | −1,076−15.1% | Reduced |
| Quantbot Technologies LP | 5,918 | $346.9K | 0.01% | +5,782+4,251.5% | Added |
| Crewe Advisors LLC | 5,796 | $339.7K | 0.03% | +65+1.1% | Added |
| MAI Capital Management | 5,409 | $317.0K | 0.00% | −3−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,335 | $312.7K | 0.01% | +5,335 | New |
| O'Shaughnessy Asset Management, LLC | 5,191 | $304.2K | 0.00% | −1,582−23.4% | Reduced |
| Bokf, NA | 4,995 | $292.8K | 0.00% | +23+0.5% | Added |
| CIBC Private Wealth Group, LLC | 4,887 | $286.4K | 0.00% | +141+3.0% | Added |
| UMA Financial Services, Inc. | 4,825 | $282.8K | 0.04% | +46+1.0% | Added |
| Fiduciary Trust Co | 4,810 | $281.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,738 | $277.7K | 0.00% | +4,738 | New |
| Securian Asset Management, Inc | 4,549 | $266.6K | 0.01% | −86−1.9% | Reduced |
| Covestor Ltd | 4,542 | $266.0K | 0.15% | +4,538+113,450.0% | Added |
| Everence Capital Management Inc | 4,521 | $265.0K | 0.02% | +4,521 | New |
| Phillips Wealth Planners LLC | 4,460 | $259.2K | 0.22% | +4,460 | New |
| Virtu Financial LLC | 4,400 | $258.0K | 0.01% | −607−12.1% | Reduced |
| IFM Investors Pty Ltd | 4,415 | $256.2K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,322 | $253.3K | 0.01% | +4,322 | New |
| Sterling Capital Management LLC | 4,275 | $250.6K | 0.00% | −7,668−64.2% | Reduced |
| J.W. Cole Advisors, Inc. | 4,275 | $250.5K | 0.00% | −13−0.3% | Reduced |
| Mackenzie Financial Corp | 4,253 | $249.3K | 0.00% | −22,488−84.1% | Reduced |
| VELA Investment Management, LLC | 4,233 | $248.1K | 0.07% | +4,233 | New |
| Ifrah Financial Services, Inc. | 4,205 | $246.5K | 0.06% | −24−0.6% | Reduced |
| SG Americas Securities, LLC | 4,135 | $242.0K | 0.00% | +4,135 | New |
| Canandaigua National Bank & Trust Co | 3,900 | $228.6K | 0.02% | −64−1.6% | Reduced |
| RSM US Wealth Management LLC | 3,853 | $225.8K | 0.00% | +3,853 | New |
| Longboard Asset Management, LP | 3,833 | $224.7K | 0.36% | +3,833 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,821 | $223.9K | 0.00% | +3,821 | New |
| Ethic Inc. | 3,634 | $213.0K | 0.00% | +3,634 | New |
| Accurate Wealth Management, LLC | 3,600 | $210.0K | 0.03% | +3,600 | New |
| Sowell Financial Services LLC | 3,534 | $207.1K | 0.01% | +3,534 | New |
| Crossmark Global Holdings, Inc. | 3,495 | $204.8K | 0.00% | +3,495 | New |
| Vise Technologies, Inc. | 3,485 | $204.3K | 0.01% | +3,485 | New |
| GAMMA Investing LLC | 2,771 | $162.4K | 0.01% | +350+14.5% | Added |
| Ransom Advisory, Ltd | 2,450 | $143.6K | 0.06% | +650+36.1% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $138.6K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,254 | $132.0K | 0.00% | +1,409+166.7% | Added |
| Advisor Group Holdings, Inc. | 2,119 | $123.7K | 0.00% | −339−13.8% | Reduced |
| KBC Group NV | 1,977 | $116.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,731 | $101.5K | 0.03% | +441+34.2% | Added |
| Global Retirement Partners, LLC | 1,655 | $97.0K | 0.00% | −162−8.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,613 | $94.5K | 0.00% | −11−0.7% | Reduced |
| Central Trust Co | 1,500 | $87.9K | 0.00% | +1,000+200.0% | Added |
| Shell Asset Management Co | 1,345 | $79.0K | 0.01% | −2,503−65.0% | Reduced |
| Principal Securities, Inc. | 1,344 | $78.8K | 0.00% | −156−10.4% | Reduced |
| Essential Partners LLC | 1,242 | $72.8K | 0.02% | +1,123+943.7% | Added |
| Jones Financial Companies LLLP | 1,197 | $69.5K | 0.00% | +1,195+59,750.0% | Added |
| Westfuller Advisors, LLC | 1,178 | $69.1K | 0.03% | +1,178 | New |
| Front Row Advisors LLC | 1,135 | $66.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,074 | $62.9K | 0.00% | +255+31.1% | Added |
| Assetmark, Inc | 1,034 | $60.6K | 0.00% | +9+0.9% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $58.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 982 | $57.6K | 0.00% | +483+96.8% | Added |
| Nomura Asset Management Co Ltd | 940 | $55.1K | 0.00% | +320+51.6% | Added |
| AdvisorNet Financial, Inc | 917 | $53.7K | 0.00% | +34+3.9% | Added |
| Rothschild Investment LLC | 807 | $47.3K | 0.00% | +721+838.4% | Added |
| Hantz Financial Services, Inc. | 803 | $47.0K | 0.00% | +602+299.5% | Added |
| Wealthspire Advisors, LLC | 775 | $45.4K | 0.00% | +775 | New |
| Signaturefd, LLC | 684 | $40.1K | 0.00% | +61+9.8% | Added |
| PenderFund Capital Management Ltd. | 631 | $37.0K | 0.01% | +631 | New |
| Steward Partners Investment Advisory, LLC | 620 | $36.3K | 0.00% | +17+2.8% | Added |
| Fifth Third Bancorp | 563 | $33.0K | 0.00% | +32+6.0% | Added |
| Clearstead Advisors, LLC | 528 | $30.9K | 0.00% | +488+1,220.0% | Added |
| Caitong International Asset Management Co., Ltd | 465 | $27.3K | 0.02% | +451+3,221.4% | Added |
| Umb Bank N A | 452 | $26.5K | 0.00% | +1+0.2% | Added |
| Allworth Financial LP | 436 | $25.6K | 0.00% | +316+263.3% | Added |
| First Horizon Corp | 416 | $24.4K | 0.00% | +416 | New |
| Optiver Holding B.V. | 373 | $21.9K | 0.00% | −270−42.0% | Reduced |
| Versant Capital Management, Inc | 365 | $21.4K | 0.00% | +6+1.7% | Added |
| Harbor Capital Advisors, Inc. | 334 | $20.0K | 0.00% | +46+16.0% | Added |
| Parkside Financial Bank & Trust | 294 | $17.2K | 0.00% | +134+83.8% | Added |
| Ronald Blue Trust, Inc. | 288 | $16.9K | 0.00% | +96+50.0% | Added |
| Clear Street Markets LLC | 283 | $16.6K | 0.01% | −654−69.8% | Reduced |
| Rise Advisors, LLC | 279 | $16.4K | 0.01% | +3+1.1% | Added |
| SBI Securities Co., Ltd. | 249 | $14.6K | 0.00% | +78+45.6% | Added |
| Rockefeller Capital Management L.P. | 247 | $14.5K | 0.00% | +247 | New |
| Huntington National Bank | 244 | $14.3K | 0.00% | −53−17.8% | Reduced |
| GHP Investment Advisors, Inc. | 223 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $12.5K | 0.00% | +11+5.4% | Added |
| IFP Advisors, Inc | 188 | $11.0K | 0.00% | −97−34.0% | Reduced |
| Bessemer Group Inc | 177 | $10.0K | 0.00% | +36+25.5% | Added |
| Smartleaf Asset Management LLC | 162 | $9.41K | 0.00% | +102+170.0% | Added |
| Bayforest Capital Ltd | 159 | $9.32K | 0.00% | +159 | New |
| Larson Financial Group LLC | 128 | $7.50K | 0.00% | +119+1,322.2% | Added |
| Hemington Wealth Management | 134 | $7.00K | 0.00% | +7+5.5% | Added |
| Private Wealth Management Group, LLC | 107 | $6.27K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 106 | $6.21K | 0.00% | +106 | New |
| Sound Income Strategies, LLC | 104 | $6.04K | 0.00% | +1+1.0% | 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 |
| Wealth Preservation Advisors, LLC | 85 | $4.98K | 0.00% | +24+39.3% | Added |
| Wealth Watch Advisors, INC | 84 | $4.92K | 0.00% | +84 | New |
| BFSG, LLC | 77 | $4.51K | 0.00% | 00.0% | Unchanged |