NorthWestern Energy Group, Inc.

NWE

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001993004

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding NorthWestern Energy Group, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of NWE: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	358	11	373	+26
Shares	59.8M	7.83M	59.8M	+7.82M (+15.1%)
Value	$3.86B	$505.5M	$3.94B	+$587.8M (+17.5%)

11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to NWE in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	3,489,737	$230.1M	0.01%
Vanguard Capital Management LLC	2,782,707	$183.5M	0.00%
Caxton Associates LLP	657,262	$43.3M	1.01%
Man Group plc	399,792	$26.4M	0.05%
Vanguard Fiduciary Trust Co	396,911	$26.2M	0.01%
Fort Baker Capital Management LP	313,027	$20.6M	1.83%
Highbridge Capital Management LLC	287,318	$18.9M	1.20%
ExodusPoint Capital Management, LP	95,891	$6.32M	0.06%
Tudor Investment Corp Et Al	64,187	$4.23M	0.02%
Vanguard Asset Management, Ltd	47,287	$3.12M	0.00%
Vanguard Investments Australia, Ltd.	46,673	$3.08M	0.01%
Mangrove Partners	26,570	$1.75M	0.14%
Graham Capital Management, L.P.	26,321	$1.74M	0.06%
Nine Masts Capital Ltd	25,000	$1.65M	0.25%
Vanguard Global Advisers, LLC	24,120	$1.59M	0.00%
Gsa Capital Partners LLP	17,459	$1.15M	0.07%
Algert Global LLC	14,870	$980.5K	0.01%
Wiley Bros.-Aintree Capital, LLC	11,461	$833.5K	0.00%
CIBC Bancorp USA Inc.	12,591	$830.3K	0.00%
Odyssean, LLC	11,133	$734.1K	0.27%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	8,759	$577.6K	0.00%
Occudo Quantitative Strategies LP	7,891	$570.8K	0.03%
HighTower Advisors, LLC	7,742	$510.5K	0.00%
Van Diest Capital, LLC	7,330	$483.4K	0.38%
Exit Wealth Advisors, LLC.	7,325	$483.0K	0.25%
Brighton Jones LLC	6,254	$412.4K	0.01%
Cambridge Investment Research Advisors, Inc.	5,551	$366.0K	0.00%
GeoWealth Management, LLC	5,528	$364.5K	0.01%
Tactive Advisors, LLC	5,145	$339.3K	0.10%
IFM Investors Pty Ltd	4,415	$291.1K	0.00%
Fieldview Capital Management, LLC	4,378	$288.7K	0.08%
DRW Securities, LLC	4,270	$281.6K	0.02%
Vident Advisory, LLC	4,113	$271.2K	0.00%
HB Wealth Management, LLC	3,828	$252.4K	0.00%
Integrated Wealth Concepts LLC	3,734	$246.2K	0.00%
DnB Asset Management AS	3,624	$239.0K	0.00%
Murchinson Ltd.	3,500	$230.8K	0.09%
United Capital Financial Advisers, LLC	3,451	$227.6K	0.00%
Canandaigua National Corp	3,423	$225.7K	0.02%
Davenport & Co LLC	3,199	$210.9K	0.00%
Evolve Private Wealth, LLC	3,065	$202.1K	0.01%
RWM Asset Management, LLC	275	$18.1K	0.00%
Owl Creek Wealth Partners LLC	190	$12.5K	0.00%
Signature Equity Partners, LLC	110	$7.25K	0.00%
Sachetta, LLC	81	$5.34K	0.00%
CVA Family Office, LLC	65	$4.29K	0.00%
Twin Peaks Wealth Advisors, LLC	36	$2.37K	0.00%
Bayban	30	$1.98K	0.00%
JPL Wealth Management, LLC	29	$1.91K	0.00%
Arlington Trust Co LLC	11	$725	0.00%
Wall Street Financial Group, Inc.	10	$659	0.00%
Mather Group, LLC.	6	$396	0.00%
Vermillion Wealth Management, Inc.	5	$330	0.00%
Raffa Wealth Management, LLC	1	$66	0.00%
Curio Wealth, LLC	1	$66	0.00%

Sold out (29)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of NWE in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Martingale Asset Management L P	49,604	$3.20M
Capula Management Ltd	46,512	$3.00M
Quest Partners LLC	44,761	$2.89M
HRT Financial LP	34,340	$2.22M
Jump Financial, LLC	32,531	$2.10M
DekaBank Deutsche Girozentrale	33,664	$1.86M
Credit Agricole S A	25,415	$1.64M
Polymer Capital Management (US) LLC	19,491	$1.26M
Schonfeld Strategic Advisors LLC	16,196	$1.05M
Assenagon Asset Management S.A.	14,332	$925.0K
Neo Ivy Capital Management	11,230	$724.8K
Sivia Capital Partners, LLC	8,167	$527.1K
SummitTX Capital, L.P.	6,300	$406.6K
Jain Global LLC	5,746	$370.8K
Aigen Investment Management, LP	5,729	$369.8K
J.W. Cole Advisors, Inc.	4,313	$278.3K
VELA Investment Management, LLC	4,233	$273.2K
Mackenzie Financial Corp	4,228	$273.0K
Ethic Inc.	3,767	$243.1K
Steel Peak Wealth Management LLC	3,210	$207.2K
Callan Family Office, LLC	3,104	$200.3K
Torren Management, LLC	936	$60.4K
DV Trading LLC	499	$32.2K
Los Angeles Capital Management LLC	330	$19.8K
Tucker Asset Management LLC	131	$8.46K
Wealth Watch Advisors, INC	84	$5.42K
Wealth Preservation Advisors, LLC	75	$4.84K
SRS Capital Advisors, Inc.	51	$3.29K
SageView Advisory Group, LLC	50	$3.23K

Not filed for Q1 2026 yet (11)

Institutions that held NorthWestern Energy Group, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NWE in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	6,667,340	$430.3M
Norges Bank	778,958	$50.3M
Brandywine Global Investment Management, LLC	196,038	$12.7M
Meritage Portfolio Management	85,370	$5.51M
Comerica Bank	76,365	$4.93M
Passumpsic Savings Bank	11,153	$719.8K
CIBC Private Wealth Group, LLC	4,932	$318.3K
CIBC World Markets Corp	4,084	$263.6K
Canandaigua National Bank & Trust Co	3,702	$238.9K
Global Retirement Partners, LLC	3,451	$222.7K
Ransom Advisory, Ltd	1,450	$93.6K