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, Q1 2026
Institutional positions in NorthWestern Energy Group, Inc. as of Mar 31, 2026. 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
- 373
- +26 vs. Q4 2025
- Shares held
- 59.8M
- +7.82M (+15.1%) vs. Q4 2025
- Total value
- $3.94B
- +$587.8M (+17.5%) vs. Q4 2025
- New holders
- 55
- 134 more added
- Sold out
- 29
- 122 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,281,530 | $546.1M | 0.01% | −332,118−3.9% | Reduced |
| Vanguard Portfolio Management LLC | 3,489,737 | $230.1M | 0.01% | +3,489,737 | New |
| Vanguard Capital Management LLC | 2,782,707 | $183.5M | 0.00% | +2,782,707 | New |
| State Street Corp | 2,335,081 | $154.0M | 0.01% | −302,637−11.5% | Reduced |
| Geode Capital Management, LLC | 1,694,354 | $111.8M | 0.01% | +65,604+4.0% | Added |
| Franklin Resources Inc | 1,621,967 | $107.0M | 0.03% | +185,217+12.9% | Added |
| American Century Companies Inc | 1,557,867 | $102.7M | 0.05% | −481,762−23.6% | Reduced |
| Goldman Sachs Group Inc | 1,350,902 | $89.1M | 0.01% | +693,669+105.5% | Added |
| Millennium Management LLC | 1,314,488 | $86.7M | 0.06% | +393,934+42.8% | Added |
| Neuberger Berman Group LLC | 1,274,526 | $84.0M | 0.06% | +14,605+1.2% | Added |
| Systematic Financial Management LP | 1,132,065 | $74.6M | 1.71% | −27,688−2.4% | Reduced |
| CNH Partners LLC | 1,081,947 | $71.3M | 1.17% | +474,919+78.2% | Added |
| Dimensional Fund Advisors LP | 1,023,230 | $67.5M | 0.01% | +5,815+0.6% | Added |
| River Road Asset Management, LLC | 1,005,802 | $66.3M | 0.75% | −258,165−20.4% | Reduced |
| UBS Group AG | 994,528 | $65.6M | 0.01% | +286,706+40.5% | Added |
| Balyasny Asset Management LLC | 910,560 | $60.0M | 0.12% | −95,326−9.5% | Reduced |
| Nomura Asset Management International Inc. | 887,975 | $58.6M | 0.10% | −137,327−13.4% | Reduced |
| Charles Schwab Investment Management Inc | 811,675 | $53.5M | 0.01% | +4,537+0.6% | Added |
| Northern Trust Corp | 809,560 | $53.4M | 0.01% | +45,154+5.9% | Added |
| Bank of America Corp | 803,467 | $53.0M | 0.00% | +36,747+4.8% | Added |
| Alliancebernstein L.P. | 816,313 | $52.7M | 0.02% | +40,187+5.2% | Added |
| Qube Research & Technologies Ltd | 794,418 | $52.4M | 0.07% | +405,753+104.4% | Added |
| Morgan Stanley | 773,201 | $51.0M | 0.00% | −72,879−8.6% | Reduced |
| FMR LLC | 768,628 | $50.7M | 0.00% | −356,307−31.7% | Reduced |
| Bank of New York Mellon Corp | 754,559 | $49.8M | 0.01% | −20,361−2.6% | Reduced |
| Citigroup Inc | 738,638 | $48.7M | 0.03% | +256,024+53.0% | Added |
| AQR Capital Management LLC | 657,706 | $43.4M | 0.02% | −111,934−14.5% | Reduced |
| Caxton Associates LLP | 657,262 | $43.3M | 1.01% | +657,262 | New |
| First Trust Advisors LP | 629,994 | $41.5M | 0.03% | −20,329−3.1% | Reduced |
| Hudson Bay Capital Management LP | 625,009 | $41.2M | 0.25% | +125,500+25.1% | Added |
| GW&K Investment Management, LLC | 579,628 | $38.2M | 0.34% | −14,260−2.4% | Reduced |
| Gabelli Funds LLC | 548,700 | $36.2M | 0.24% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 546,033 | $36.0M | 0.09% | +62,742+13.0% | Added |
| Massachusetts Financial Services Co | 540,636 | $35.6M | 0.01% | −28,698−5.0% | Reduced |
| Nuveen, LLC | 487,039 | $32.1M | 0.01% | −15,703−3.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 484,425 | $31.9M | 0.11% | −18,795−3.7% | Reduced |
| ProShare Advisors LLC | 484,415 | $31.9M | 0.05% | −160,920−24.9% | Reduced |
| Raymond James Financial Inc | 455,570 | $30.0M | 0.01% | +9,995+2.2% | Added |
| William Blair Investment Management, LLC | 426,480 | $28.1M | 0.09% | +13,152+3.2% | Added |
| Victory Capital Management Inc | 407,099 | $26.8M | 0.02% | −9,907−2.4% | Reduced |
| Man Group plc | 399,792 | $26.4M | 0.05% | +399,792 | New |
| Vanguard Fiduciary Trust Co | 396,911 | $26.2M | 0.01% | +396,911 | New |
| Invesco Ltd. | 353,961 | $23.3M | 0.00% | −230,762−39.5% | Reduced |
| Westwood Holdings Group Inc. | 351,913 | $23.2M | 0.17% | −435,344−55.3% | Reduced |
| JPMorgan Chase & Co | 320,768 | $21.1M | 0.00% | +77,133+31.7% | Added |
| Deutsche Bank AG | 317,712 | $20.9M | 0.01% | +107,494+51.1% | Added |
| Fort Baker Capital Management LP | 313,027 | $20.6M | 1.83% | +313,027 | New |
| MetLife Investment Management | 304,502 | $20.1M | 0.10% | +15,881+5.5% | Added |
| Highbridge Capital Management LLC | 287,318 | $18.9M | 1.20% | +287,318 | New |
| Adage Capital Partners GP, L.L.C. | 276,004 | $18.2M | 0.03% | −536,496−66.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 275,165 | $18.1M | 0.02% | −44,991−14.1% | Reduced |
| Gamco Investors, Inc. Et Al | 274,350 | $18.1M | 0.18% | 00.0% | Unchanged |
| Legal & General Group Plc | 270,290 | $17.8M | 0.00% | −24,358−8.3% | Reduced |
| State of Wisconsin Investment Board | 225,250 | $14.9M | 0.03% | +191,629+570.0% | Added |
| Principal Financial Group Inc | 225,164 | $14.8M | 0.01% | +92,134+69.3% | Added |
| Squarepoint Ops LLC | 218,968 | $14.4M | 0.03% | −1,396−0.6% | Reduced |
| Jane Street Group, LLC | 218,101 | $14.4M | 0.02% | −130,569−37.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 216,139 | $14.3M | 0.01% | +211,705+4,774.6% | Added |
| Magnetar Financial LLC | 198,460 | $13.1M | 0.13% | +803+0.4% | Added |
| Rhumbline Advisers | 195,772 | $12.9M | 0.01% | +2,199+1.1% | Added |
| D. E. Shaw & Co., Inc. | 176,557 | $11.6M | 0.01% | +161,806+1,096.9% | Added |
| Kintayl Capital LP | 170,055 | $11.2M | 6.90% | +39,928+30.7% | Added |
| Barclays PLC | 147,718 | $9.74M | 0.00% | +14,611+11.0% | Added |
| UBS Asset Management Americas Inc | 137,645 | $9.08M | 0.00% | −98,656−41.8% | Reduced |
| New York Life Investment Management LLC | 129,999 | $8.57M | 0.07% | −7,844−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 127,386 | $8.40M | 0.04% | −4,815−3.6% | Reduced |
| Thrivent Financial for Lutherans | 123,644 | $8.15M | 0.02% | −366,227−74.8% | Reduced |
| Swiss National Bank | 121,483 | $8.01M | 0.00% | +400+0.3% | Added |
| Mutual of America Capital Management LLC | 120,115 | $7.92M | 0.09% | −2,688−2.2% | Reduced |
| Yaupon Capital Management LP | 104,922 | $6.92M | 0.34% | +4,298+4.3% | Added |
| First PREMIER Bank | 103,592 | $6.83M | 1.58% | −975−0.9% | Reduced |
| Russell Investments Group, Ltd. | 102,531 | $6.76M | 0.01% | −15,281−13.0% | Reduced |
| Ameriprise Financial Inc | 102,275 | $6.74M | 0.00% | −14,986−12.8% | Reduced |
| Ancora Advisors, LLC | 98,225 | $6.48M | 0.14% | −31,180−24.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,642 | $6.44M | 0.02% | −127,825−56.7% | Reduced |
| ExodusPoint Capital Management, LP | 95,891 | $6.32M | 0.06% | +95,891 | New |
| South Dakota Investment Council | 93,111 | $6.14M | 0.12% | −9,600−9.3% | Reduced |
| Captrust Financial Advisors | 91,118 | $6.01M | 0.01% | +70,239+336.4% | Added |
| Mairs & Power Inc | 86,002 | $5.67M | 0.06% | +4,320+5.3% | Added |
| Cerity Partners LLC | 85,365 | $5.63M | 0.01% | +27,966+48.7% | Added |
| Oliver Luxxe Assets LLC | 82,446 | $5.44M | 0.81% | +3,220+4.1% | Added |
| Great West Life Assurance Co | 81,527 | $5.39M | 0.01% | −1,726−2.1% | Reduced |
| XTX Topco Ltd | 78,962 | $5.21M | 0.09% | +34,704+78.4% | Added |
| First Manhattan Co | 77,837 | $5.13M | 0.01% | −7,928−9.2% | Reduced |
| Conning Inc. | 77,076 | $5.08M | 0.17% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 76,104 | $5.02M | 0.00% | +17,200+29.2% | Added |
| Retirement Systems of Alabama | 75,328 | $4.97M | 0.02% | +1,630+2.2% | Added |
| California State Teachers Retirement System | 75,303 | $4.97M | 0.01% | +14,478+23.8% | Added |
| New York State Teachers Retirement System | 72,432 | $4.78M | 0.01% | −2,013−2.7% | Reduced |
| Price T Rowe Associates Inc | 71,882 | $4.74M | 0.00% | +13,198+22.5% | Added |
| Commonwealth Equity Services, LLC | 71,176 | $4.69M | 0.01% | +3,542+5.2% | Added |
| Public Sector Pension Investment Board | 70,176 | $4.63M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 70,033 | $4.62M | 0.09% | −3,993−5.4% | Reduced |
| Canada Pension Plan Investment Board | 68,300 | $4.50M | 0.00% | −64,100−48.4% | Reduced |
| Fifth Third Bancorp | 67,928 | $4.48M | 0.01% | +67,350+11,652.2% | Added |
| Magellan Asset Management Ltd | 65,874 | $4.34M | 0.06% | +13,464+25.7% | Added |
| Tudor Investment Corp Et Al | 64,187 | $4.23M | 0.02% | +64,187 | New |
| Ieq Capital, LLC | 60,697 | $4.00M | 0.02% | −15,733−20.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,695 | $4.00M | 0.19% | +300+0.5% | Added |
| Point72 Asset Management, L.P. | 56,784 | $3.74M | 0.01% | −2,622−4.4% | Reduced |