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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $66 | 0.00% | −1,065−99.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $66 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $66 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $330 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $396 | 0.00% | +6 | New |
| WPG Advisers, LLC | 9 | $593 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $593 | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $594 | 0.00% | +2+28.6% | Added |
| Wall Street Financial Group, Inc. | 10 | $659 | 0.00% | +10 | New |
| International Assets Investment Management, LLC | 10 | $664 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $725 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 14 | $924 | 0.00% | +1+7.7% | Added |
| Cornerstone Planning Group LLC | 14 | $994 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 18 | $1.00K | 0.00% | −13−41.9% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.12K | 0.00% | +4+30.8% | Added |
| Caldwell Trust Co | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.32K | 0.00% | −197−90.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 23 | $1.52K | 0.00% | +3+15.0% | Added |
| Bare Financial Services, Inc | 28 | $1.85K | 0.00% | +7+33.3% | Added |
| JPL Wealth Management, LLC | 29 | $1.91K | 0.00% | +29 | New |
| Bayban | 30 | $1.98K | 0.00% | +30 | New |
| Northwestern Mutual Wealth Management Co | 34 | $2.24K | 0.00% | −140−80.5% | Reduced |
| Millstone Evans Group, LLC | 35 | $2.31K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 36 | $2.37K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 37 | $2.44K | 0.00% | +14+60.9% | Added |
| Atlantic Union Bankshares Corp | 50 | $3.30K | 0.00% | +17+51.5% | Added |
| Farmers & Merchants Investments Inc | 55 | $3.63K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $3.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $3.69K | 0.00% | +28+100.0% | Added |
| Massmutual Trust Co FSB | 58 | $3.83K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $4.00K | 0.00% | +57+1,900.0% | Added |
| CVA Family Office, LLC | 65 | $4.29K | 0.00% | +65 | New |
| C M Bidwell & Associates Ltd | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 77 | $5.08K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $5.34K | 0.00% | +81 | New |
| Sunbelt Securities, Inc. | 83 | $5.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $7.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 109 | $7.16K | 0.00% | −4−3.5% | Reduced |
| Signature Equity Partners, LLC | 110 | $7.25K | 0.00% | +110 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $7.98K | 0.00% | −5−4.0% | Reduced |
| Brown Brothers Harriman & Co | 149 | $9.82K | 0.00% | −1−0.7% | Reduced |
| Bayforest Capital Ltd | 154 | $10.2K | 0.01% | −829−84.3% | Reduced |
| Sound Income Strategies, LLC | 168 | $11.2K | 0.00% | +1+0.6% | Added |
| Owl Creek Wealth Partners LLC | 190 | $12.5K | 0.00% | +190 | New |
| Root Financial Partners, LLC | 196 | $12.9K | 0.00% | +74+60.7% | Added |
| SBI Securities Co., Ltd. | 208 | $13.7K | 0.00% | −64−23.5% | Reduced |
| Huntington National Bank | 209 | $13.8K | 0.00% | −27−11.4% | Reduced |
| GHP Investment Advisors, Inc. | 223 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 254 | $16.7K | 0.00% | −37−12.7% | Reduced |
| Smartleaf Asset Management LLC | 262 | $17.3K | 0.00% | −17−6.1% | Reduced |
| Larson Financial Group LLC | 271 | $17.9K | 0.00% | +26+10.6% | Added |
| RWM Asset Management, LLC | 275 | $18.1K | 0.00% | +275 | New |
| Bessemer Group Inc | 288 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 294 | $19.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 307 | $20.2K | 0.00% | −384−55.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 311 | $20.6K | 0.00% | +113+57.1% | Added |
| Versant Capital Management, Inc | 403 | $26.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 414 | $27.3K | 0.00% | −41−9.0% | Reduced |
| Central Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 503 | $33.2K | 0.00% | −416−45.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 594 | $39.2K | 0.00% | −31−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 838 | $55.3K | 0.00% | −442−34.5% | Reduced |
| Nomura Asset Management Co Ltd | 940 | $62.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 997 | $65.7K | 0.00% | +32+3.3% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $65.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,026 | $67.7K | 0.00% | +158+18.2% | Added |
| Assetmark, Inc | 1,039 | $68.5K | 0.00% | +5+0.5% | Added |
| Hantz Financial Services, Inc. | 1,121 | $74.0K | 0.00% | −24−2.1% | Reduced |
| Front Row Advisors LLC | 1,135 | $74.8K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,165 | $76.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,220 | $80.4K | 0.00% | +341+38.8% | Added |
| V-Square Quantitative Management LLC | 1,345 | $88.7K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 1,380 | $91.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,444 | $95.2K | 0.00% | −1,041−41.9% | Reduced |
| Rothschild Investment LLC | 1,504 | $99.2K | 0.01% | +42+2.9% | Added |
| Essential Partners LLC | 1,602 | $105.6K | 0.04% | +8+0.5% | Added |
| Costello Asset Management, INC | 1,610 | $106.2K | 0.04% | +100+6.6% | Added |
| Farther Finance Advisors, LLC | 1,628 | $108.1K | 0.00% | +52+3.3% | Added |
| Daiwa Securities Group Inc. | 1,763 | $116.3K | 0.00% | −122−6.5% | Reduced |
| KBC Group NV | 1,977 | $130.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,054 | $135.4K | 0.00% | −1,519−42.5% | Reduced |
| Parallel Advisors, LLC | 2,296 | $151.4K | 0.00% | +63+2.8% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $155.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,567 | $169.3K | 0.10% | −1,630−38.8% | Reduced |
| Bokf, NA | 2,627 | $173.2K | 0.00% | −2,341−47.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,646 | $174.5K | 0.01% | +458+20.9% | Added |
| PenderFund Capital Management Ltd. | 2,900 | $191.2K | 0.03% | 00.0% | Unchanged |