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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 8,100 | $522.8K | 0.00% | +8,100 | New |
| State of Alaska, Department of Revenue | 7,972 | $514.0K | 0.01% | −480−5.7% | Reduced |
| Two Sigma Securities, LLC | 7,510 | $484.7K | 0.07% | +553+7.9% | Added |
| Infrastructure Capital Advisors, LLC | 7,488 | $483.3K | 0.05% | −1,350−15.3% | Reduced |
| Xponance, Inc. | 7,432 | $479.7K | 0.00% | −1,246−14.4% | Reduced |
| Pacer Advisors, Inc. | 7,351 | $474.4K | 0.00% | −11,415−60.8% | Reduced |
| Jacobi Capital Management LLC | 7,249 | $467.9K | 0.03% | +7+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 7,172 | $462.9K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,061 | $455.7K | 0.05% | −50−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 6,975 | $450.2K | 0.01% | −3,041−30.4% | Reduced |
| Quadrant Capital Group LLC | 6,919 | $446.6K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,857 | $442.6K | 0.14% | −100−1.4% | Reduced |
| Guggenheim Capital LLC | 6,740 | $435.0K | 0.00% | −9,180−57.7% | Reduced |
| SummitTX Capital, L.P. | 6,300 | $406.6K | 0.01% | +6,300 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $397.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,855 | $377.9K | 0.03% | +59+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,816 | $375.4K | 0.00% | −64,995−91.8% | Reduced |
| MAI Capital Management | 5,798 | $374.2K | 0.00% | +389+7.2% | Added |
| Advisory Services Network, LLC | 5,780 | $373.0K | 0.01% | −983−14.5% | Reduced |
| Harbour Investments, Inc. | 5,748 | $371.0K | 0.01% | +5,748 | New |
| Jain Global LLC | 5,746 | $370.8K | 0.00% | +5,746 | New |
| Tower Research Capital LLC (TRC) | 5,743 | $370.7K | 0.01% | −329−5.4% | Reduced |
| Aigen Investment Management, LP | 5,729 | $369.8K | 0.09% | +5,729 | New |
| Merit Financial Group, LLC | 5,720 | $369.2K | 0.00% | +5,720 | New |
| Swiss Life Asset Management Ltd | 5,562 | $359.0K | 0.00% | +5,562 | New |
| Headlands Technologies LLC | 5,480 | $353.7K | 0.03% | −943−14.7% | Reduced |
| Colony Group, LLC | 5,511 | $349.9K | 0.00% | +5,511 | New |
| Pathstone Holdings, LLC | 4,979 | $321.3K | 0.00% | +241+5.1% | Added |
| Federated Hermes, Inc. | 4,968 | $320.6K | 0.00% | −68,297−93.2% | Reduced |
| Bokf, NA | 4,968 | $320.6K | 0.00% | −27−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,932 | $318.3K | 0.00% | +45+0.9% | Added |
| Prudential Financial Inc | 4,881 | $315.0K | 0.00% | −4,651−48.8% | Reduced |
| UMA Financial Services, Inc. | 4,825 | $311.4K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,800 | $309.8K | 0.00% | −10−0.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,762 | $307.3K | 0.00% | +941+24.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,731 | $305.3K | 0.00% | −460−8.9% | Reduced |
| AlphaGrep UK Ltd | 4,661 | $300.8K | 0.10% | +4,661 | New |
| Accurate Wealth Management, LLC | 4,502 | $297.2K | 0.04% | +902+25.1% | Added |
| Everence Capital Management Inc | 4,521 | $292.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,449 | $287.1K | 0.01% | −100−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,434 | $286.2K | 0.00% | +4,434 | New |
| J.W. Cole Advisors, Inc. | 4,313 | $278.3K | 0.01% | +38+0.9% | Added |
| Vise Technologies, Inc. | 4,261 | $275.0K | 0.01% | +776+22.3% | Added |
| VELA Investment Management, LLC | 4,233 | $273.2K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,228 | $273.0K | 0.00% | −25−0.6% | Reduced |
| Phillips Wealth Planners LLC | 3,964 | $271.1K | 0.22% | −496−11.1% | Reduced |
| Caitlin John, LLC | 4,197 | $270.9K | 0.18% | +4,197 | New |
| CIBC World Markets Corp | 4,084 | $263.6K | 0.00% | +4,084 | New |
| Ifrah Financial Services, Inc. | 4,070 | $262.7K | 0.07% | −135−3.2% | Reduced |
| Ethic Inc. | 3,767 | $243.1K | 0.00% | +133+3.7% | Added |
| Canandaigua National Bank & Trust Co | 3,702 | $238.9K | 0.02% | −198−5.1% | Reduced |
| Sterling Capital Management LLC | 3,573 | $230.6K | 0.00% | −702−16.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,538 | $228.3K | 0.00% | +43+1.2% | Added |
| GAMMA Investing LLC | 3,528 | $227.7K | 0.01% | +757+27.3% | Added |
| Sanctuary Advisors, LLC | 3,503 | $226.1K | 0.00% | +3,503 | New |
| Sowell Financial Services LLC | 3,495 | $225.6K | 0.01% | −39−1.1% | Reduced |
| Global Retirement Partners, LLC | 3,451 | $222.7K | 0.00% | +1,796+108.5% | Added |
| RSM US Wealth Management LLC | 3,375 | $219.4K | 0.00% | −478−12.4% | Reduced |
| Steel Peak Wealth Management LLC | 3,210 | $207.2K | 0.01% | +3,210 | New |
| Legacy Wealth Asset Management, LLC | 3,148 | $203.2K | 0.05% | +3,148 | New |
| Callan Family Office, LLC | 3,104 | $200.3K | 0.00% | +3,104 | New |
| PenderFund Capital Management Ltd. | 2,900 | $187.2K | 0.03% | +2,269+359.6% | Added |
| Advisor Group Holdings, Inc. | 2,485 | $160.4K | 0.00% | +366+17.3% | Added |
| Mint Tower Capital Management B.V. | 2,422 | $156.0K | 0.02% | +2,422 | New |
| Armstrong Advisory Group, Inc | 2,364 | $152.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,233 | $144.1K | 0.00% | +1,159+107.9% | Added |
| EverSource Wealth Advisors, LLC | 2,188 | $141.2K | 0.01% | +575+35.6% | Added |
| KBC Group NV | 1,977 | $128.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,885 | $122.0K | 0.00% | −369−16.4% | Reduced |
| Essential Partners LLC | 1,594 | $102.9K | 0.03% | +352+28.3% | Added |
| Umb Bank N A | 1,592 | $102.7K | 0.00% | +1,140+252.2% | Added |
| Farther Finance Advisors, LLC | 1,576 | $101.7K | 0.00% | +594+60.5% | Added |
| Costello Asset Management, INC | 1,510 | $97.5K | 0.03% | −221−12.8% | Reduced |
| Rothschild Investment LLC | 1,462 | $94.4K | 0.01% | +655+81.2% | Added |
| Ransom Advisory, Ltd | 1,450 | $93.6K | 0.04% | −1,000−40.8% | Reduced |
| Triumph Capital Management | 1,380 | $89.1K | 0.02% | +1,380 | New |
| V-Square Quantitative Management LLC | 1,345 | $86.8K | 0.01% | +1,345 | New |
| Rockefeller Capital Management L.P. | 1,280 | $82.6K | 0.00% | +1,033+418.2% | Added |
| Jones Financial Companies LLLP | 1,197 | $77.3K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,165 | $75.2K | 0.03% | −13−1.1% | Reduced |
| Hantz Financial Services, Inc. | 1,145 | $74.0K | 0.00% | +342+42.6% | Added |
| Front Row Advisors LLC | 1,135 | $73.3K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,066 | $68.8K | 0.02% | +601+129.2% | Added |
| Assetmark, Inc | 1,034 | $66.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $64.5K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 983 | $63.4K | 0.05% | +824+518.2% | Added |
| AdvisorNet Financial, Inc | 965 | $62.3K | 0.00% | +48+5.2% | Added |
| Nomura Asset Management Co Ltd | 940 | $60.7K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 936 | $60.4K | 0.03% | +936 | New |
| First Horizon Corp | 919 | $59.3K | 0.00% | +503+120.9% | Added |
| Signaturefd, LLC | 879 | $56.7K | 0.00% | +195+28.5% | Added |
| Allworth Financial LP | 868 | $56.0K | 0.00% | +432+99.1% | Added |
| Optiver Holding B.V. | 691 | $44.6K | 0.00% | +318+85.3% | Added |
| Steward Partners Investment Advisory, LLC | 625 | $40.3K | 0.00% | +5+0.8% | Added |
| Fifth Third Bancorp | 578 | $37.3K | 0.00% | +15+2.7% | Added |
| Central Trust Co | 500 | $32.3K | 0.00% | −1,000−66.7% | Reduced |
| DV Trading LLC | 499 | $32.2K | 0.00% | +499 | New |
| IFP Advisors, Inc | 455 | $29.4K | 0.00% | +267+142.0% | Added |
| Versant Capital Management, Inc | 403 | $26.0K | 0.00% | +38+10.4% | Added |
| Harbor Capital Advisors, Inc. | 328 | $21.0K | 0.00% | −6−1.8% | Reduced |