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, Q4 2025
Institutional positions in NorthWestern Energy Group, Inc. as of Dec 31, 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
- 358
- +33 vs. Q3 2025
- Shares held
- 59.8M
- +2.24M (+3.9%) vs. Q3 2025
- Total value
- $3.86B
- +$485.8M (+14.4%) vs. Q3 2025
- New holders
- 57
- 137 more added
- Sold out
- 24
- 121 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −4,539−99.9% | Reduced |
| Anchor Investment Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $74 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $129 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $130 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $258 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $259 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $387 | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $452 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $581 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10 | $645 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 13 | $840 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $840 | 0.00% | +8+160.0% | Added |
| Cornerstone Planning Group LLC | 14 | $931 | 0.00% | −47−77.0% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $1.10K | 0.00% | +17 | New |
| Caldwell Trust Co | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $1.29K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 21 | $1.35K | 0.00% | +9+75.0% | Added |
| JFS Wealth Advisors, LLC | 23 | $1.49K | 0.00% | +14+155.6% | Added |
| Fortitude Family Office, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 31 | $2.00K | 0.00% | +31 | New |
| Atlantic Union Bankshares Corp | 33 | $2.13K | 0.00% | +12+57.1% | Added |
| Millstone Evans Group, LLC | 35 | $2.26K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 50 | $3.23K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 51 | $3.29K | 0.00% | −24,434−99.8% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $3.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $3.61K | 0.00% | +25+80.6% | Added |
| Massmutual Trust Co FSB | 58 | $3.74K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 68 | $4.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $4.39K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 75 | $4.84K | 0.00% | −10−11.8% | Reduced |
| BFSG, LLC | 77 | $4.97K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $5.23K | 0.00% | +81 | New |
| Sunbelt Securities, Inc. | 83 | $5.36K | 0.00% | +8+10.7% | Added |
| Wealth Watch Advisors, INC | 84 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $6.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $6.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 113 | $7.26K | 0.00% | +37+48.7% | Added |
| Root Financial Partners, LLC | 122 | $7.87K | 0.00% | +20+19.6% | Added |
| Bell Investment Advisors, Inc | 126 | $8.13K | 0.00% | −87−40.8% | Reduced |
| Tucker Asset Management LLC | 131 | $8.46K | 0.00% | +131 | New |
| Brown Brothers Harriman & Co | 150 | $9.68K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 174 | $11.2K | 0.00% | +126+262.5% | Added |
| Sound Income Strategies, LLC | 167 | $11.5K | 0.00% | +63+60.6% | Added |
| Eurizon Capital SGR S.p.A. | 198 | $12.8K | 0.00% | +198 | New |
| Clearstead Advisors, LLC | 217 | $14.0K | 0.00% | −311−58.9% | Reduced |
| GHP Investment Advisors, Inc. | 223 | $14.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 236 | $15.2K | 0.00% | −8−3.3% | Reduced |
| Larson Financial Group LLC | 245 | $15.8K | 0.00% | +117+91.4% | Added |
| SBI Securities Co., Ltd. | 272 | $17.6K | 0.00% | +23+9.2% | Added |
| Smartleaf Asset Management LLC | 279 | $18.1K | 0.00% | +117+72.2% | Added |
| Ronald Blue Trust, Inc. | 291 | $18.8K | 0.00% | +3+1.0% | Added |
| Parkside Financial Bank & Trust | 294 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 288 | $19.0K | 0.00% | +111+62.7% | Added |
| Los Angeles Capital Management LLC | 330 | $19.8K | 0.00% | +330 | New |
| Harbor Capital Advisors, Inc. | 328 | $21.0K | 0.00% | −6−1.8% | Reduced |
| Versant Capital Management, Inc | 403 | $26.0K | 0.00% | +38+10.4% | Added |
| IFP Advisors, Inc | 455 | $29.4K | 0.00% | +267+142.0% | Added |
| DV Trading LLC | 499 | $32.2K | 0.00% | +499 | New |
| Central Trust Co | 500 | $32.3K | 0.00% | −1,000−66.7% | Reduced |
| Fifth Third Bancorp | 578 | $37.3K | 0.00% | +15+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 625 | $40.3K | 0.00% | +5+0.8% | Added |
| Optiver Holding B.V. | 691 | $44.6K | 0.00% | +318+85.3% | Added |
| Allworth Financial LP | 868 | $56.0K | 0.00% | +432+99.1% | Added |
| Signaturefd, LLC | 879 | $56.7K | 0.00% | +195+28.5% | Added |
| First Horizon Corp | 919 | $59.3K | 0.00% | +503+120.9% | Added |
| Torren Management, LLC | 936 | $60.4K | 0.03% | +936 | New |
| Nomura Asset Management Co Ltd | 940 | $60.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 965 | $62.3K | 0.00% | +48+5.2% | Added |
| Bayforest Capital Ltd | 983 | $63.4K | 0.05% | +824+518.2% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $64.5K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,034 | $66.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,066 | $68.8K | 0.02% | +601+129.2% | Added |
| Front Row Advisors LLC | 1,135 | $73.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,145 | $74.0K | 0.00% | +342+42.6% | Added |
| Westfuller Advisors, LLC | 1,165 | $75.2K | 0.03% | −13−1.1% | Reduced |
| Jones Financial Companies LLLP | 1,197 | $77.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,280 | $82.6K | 0.00% | +1,033+418.2% | Added |
| V-Square Quantitative Management LLC | 1,345 | $86.8K | 0.01% | +1,345 | New |
| Triumph Capital Management | 1,380 | $89.1K | 0.02% | +1,380 | New |
| Ransom Advisory, Ltd | 1,450 | $93.6K | 0.04% | −1,000−40.8% | Reduced |
| Rothschild Investment LLC | 1,462 | $94.4K | 0.01% | +655+81.2% | Added |
| Costello Asset Management, INC | 1,510 | $97.5K | 0.03% | −221−12.8% | Reduced |
| Farther Finance Advisors, LLC | 1,576 | $101.7K | 0.00% | +594+60.5% | Added |
| Umb Bank N A | 1,592 | $102.7K | 0.00% | +1,140+252.2% | Added |
| Essential Partners LLC | 1,594 | $102.9K | 0.03% | +352+28.3% | Added |
| Daiwa Securities Group Inc. | 1,885 | $122.0K | 0.00% | −369−16.4% | Reduced |
| KBC Group NV | 1,977 | $128.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,188 | $141.2K | 0.01% | +575+35.6% | Added |
| Parallel Advisors, LLC | 2,233 | $144.1K | 0.00% | +1,159+107.9% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $152.6K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 2,422 | $156.0K | 0.02% | +2,422 | New |
| Advisor Group Holdings, Inc. | 2,485 | $160.4K | 0.00% | +366+17.3% | Added |
| PenderFund Capital Management Ltd. | 2,900 | $187.2K | 0.03% | +2,269+359.6% | Added |
| Callan Family Office, LLC | 3,104 | $200.3K | 0.00% | +3,104 | New |
| Legacy Wealth Asset Management, LLC | 3,148 | $203.2K | 0.05% | +3,148 | New |
| Steel Peak Wealth Management LLC | 3,210 | $207.2K | 0.01% | +3,210 | New |