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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 3,065 | $202.1K | 0.01% | +3,065 | New |
| Davenport & Co LLC | 3,199 | $210.9K | 0.00% | +3,199 | New |
| RSM US Wealth Management LLC | 3,203 | $211.2K | 0.00% | −172−5.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,260 | $215.0K | 0.05% | +112+3.6% | Added |
| Sowell Financial Services LLC | 3,344 | $220.5K | 0.01% | −151−4.3% | Reduced |
| Canandaigua National Corp | 3,423 | $225.7K | 0.02% | +3,423 | New |
| AlphaGrep UK Ltd | 3,440 | $226.8K | 0.07% | −1,221−26.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,451 | $227.6K | 0.00% | +3,451 | New |
| Crossmark Global Holdings, Inc. | 3,498 | $230.7K | 0.00% | −40−1.1% | Reduced |
| Murchinson Ltd. | 3,500 | $230.8K | 0.09% | +3,500 | New |
| Colony Group, LLC | 2,572 | $233.6K | 0.00% | −2,939−53.3% | Reduced |
| Umb Bank N A | 3,616 | $238.4K | 0.00% | +2,024+127.1% | Added |
| DnB Asset Management AS | 3,624 | $239.0K | 0.00% | +3,624 | New |
| Advisory Services Network, LLC | 3,699 | $243.9K | 0.00% | −2,081−36.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,734 | $246.2K | 0.00% | +3,734 | New |
| GAMMA Investing LLC | 3,799 | $250.5K | 0.01% | +271+7.7% | Added |
| HB Wealth Management, LLC | 3,828 | $252.4K | 0.00% | +3,828 | New |
| Ifrah Financial Services, Inc. | 3,878 | $255.7K | 0.07% | −192−4.7% | Reduced |
| Vident Advisory, LLC | 4,113 | $271.2K | 0.00% | +4,113 | New |
| Vise Technologies, Inc. | 4,261 | $275.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,270 | $281.6K | 0.02% | +4,270 | New |
| Phillips Wealth Planners LLC | 3,993 | $282.6K | 0.21% | +29+0.7% | Added |
| Fieldview Capital Management, LLC | 4,378 | $288.7K | 0.08% | +4,378 | New |
| IFM Investors Pty Ltd | 4,415 | $291.1K | 0.00% | +4,415 | New |
| Securian Asset Management, Inc | 4,449 | $293.4K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,762 | $314.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,800 | $316.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,825 | $318.2K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,903 | $323.3K | 0.00% | −65−1.3% | Reduced |
| Pathstone Holdings, LLC | 5,097 | $336.1K | 0.00% | +118+2.4% | Added |
| Tactive Advisors, LLC | 5,145 | $339.3K | 0.10% | +5,145 | New |
| Harbour Investments, Inc. | 5,172 | $341.1K | 0.01% | −576−10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,267 | $347.3K | 0.00% | +536+11.3% | Added |
| GeoWealth Management, LLC | 5,528 | $364.5K | 0.01% | +5,528 | New |
| Cambridge Investment Research Advisors, Inc. | 5,551 | $366.0K | 0.00% | +5,551 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,851 | $385.8K | 0.00% | +35+0.6% | Added |
| Crewe Advisors LLC | 5,916 | $390.1K | 0.03% | +61+1.0% | Added |
| MAI Capital Management | 6,087 | $401.4K | 0.00% | +289+5.0% | Added |
| Public Employees Retirement Association of Colorado | 6,157 | $406.0K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,254 | $412.4K | 0.01% | +6,254 | New |
| Huber Capital Management LLC | 6,555 | $432.2K | 0.07% | −5,507−45.7% | Reduced |
| Merit Financial Group, LLC | 6,565 | $432.9K | 0.00% | +845+14.8% | Added |
| Sanctuary Advisors, LLC | 6,591 | $434.6K | 0.00% | +3,088+88.2% | Added |
| Swiss Life Asset Management Ltd | 6,730 | $443.8K | 0.00% | +1,168+21.0% | Added |
| Jeppson Wealth Management, LLC | 6,857 | $452.2K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,919 | $456.2K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 7,000 | $461.6K | 0.00% | −1,100−13.6% | Reduced |
| Intrua Financial, LLC | 7,064 | $465.8K | 0.05% | +30.0% | Added |
| Pacer Advisors, Inc. | 7,079 | $467.0K | 0.00% | −272−3.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 7,172 | $472.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,216 | $475.8K | 0.01% | +241+3.5% | Added |
| Jacobi Capital Management LLC | 7,256 | $478.5K | 0.03% | +7+0.1% | Added |
| Exit Wealth Advisors, LLC. | 7,325 | $483.0K | 0.25% | +7,325 | New |
| Van Diest Capital, LLC | 7,330 | $483.4K | 0.38% | +7,330 | New |
| Everence Capital Management Inc | 7,369 | $486.0K | 0.03% | +2,848+63.0% | Added |
| Atria Investments LLC | 7,371 | $486.0K | 0.01% | −1,863−20.2% | Reduced |
| Jones Financial Companies LLLP | 7,484 | $488.1K | 0.00% | +6,287+525.2% | Added |
| HighTower Advisors, LLC | 7,742 | $510.5K | 0.00% | +7,742 | New |
| Tower Research Capital LLC (TRC) | 7,870 | $518.9K | 0.01% | +2,127+37.0% | Added |
| Teacher Retirement System of Texas | 7,965 | $525.2K | 0.00% | −1,153−12.6% | Reduced |
| Zacks Investment Management | 8,101 | $534.2K | 0.00% | −2,564−24.0% | Reduced |
| Guggenheim Capital LLC | 8,111 | $534.8K | 0.00% | +1,371+20.3% | Added |
| Commerce Bank | 8,118 | $535.3K | 0.00% | −925−10.2% | Reduced |
| State of Alaska, Department of Revenue | 8,202 | $540.0K | 0.01% | +230+2.9% | Added |
| Infrastructure Capital Advisors, LLC | 8,650 | $570.4K | 0.05% | +1,162+15.5% | Added |
| Occudo Quantitative Strategies LP | 7,891 | $570.8K | 0.03% | +7,891 | New |
| Spirit of America Management Corp | 8,700 | $573.7K | 0.11% | 00.0% | Unchanged |
| Xponance, Inc. | 8,703 | $573.9K | 0.00% | +1,271+17.1% | Added |
| Accurate Wealth Management, LLC | 8,178 | $577.4K | 0.07% | +3,676+81.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,759 | $577.6K | 0.00% | +8,759 | New |
| Bailard, Inc. | 9,326 | $615.0K | 0.01% | −1,274−12.0% | Reduced |
| Vaughan & Co Securities, Inc. | 9,389 | $619.1K | 0.32% | −307−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 9,894 | $652.4K | 0.03% | −101−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 10,246 | $676.0K | 0.05% | +9,918+3,023.8% | Added |
| Private Advisor Group, LLC | 10,281 | $677.9K | 0.00% | +10.0% | Added |
| CSM Advisors, LLC | 10,501 | $692.0K | 0.02% | −88−0.8% | Reduced |
| JustInvest LLC | 10,607 | $699.4K | 0.01% | +1,121+11.8% | Added |
| Prudential Financial Inc | 10,806 | $712.5K | 0.00% | +5,925+121.4% | Added |
| Brevan Howard Capital Management LP | 10,838 | $714.7K | 0.01% | −11,585−51.7% | Reduced |
| Two Sigma Securities, LLC | 10,854 | $715.7K | 0.08% | +3,344+44.5% | Added |
| Odyssean, LLC | 11,133 | $734.1K | 0.27% | +11,133 | New |
| Royal Bank of Canada | 11,243 | $741.0K | 0.00% | −3,857−25.5% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $778.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,860 | $782.0K | 0.00% | +773+7.0% | Added |
| US Bancorp | 12,191 | $803.9K | 0.00% | −17−0.1% | Reduced |
| CIBC Bancorp USA Inc. | 12,591 | $830.3K | 0.00% | +12,591 | New |
| Oregon Public Employees Retirement Fund | 12,610 | $831.5K | 0.01% | +300+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,461 | $833.5K | 0.00% | +11,461 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,765 | $907.7K | 0.01% | +26+0.2% | Added |
| Hennessy Advisors Inc | 13,798 | $909.8K | 0.03% | −1,000−6.8% | Reduced |
| Water Island Capital LLC | 13,838 | $912.5K | 0.12% | −469−3.3% | Reduced |
| Vestcor Inc | 14,096 | $929.0K | 0.03% | −4,400−23.8% | Reduced |
| State of Michigan Retirement System | 14,828 | $977.8K | 0.01% | +300+2.1% | Added |
| Algert Global LLC | 14,870 | $980.5K | 0.01% | +14,870 | New |
| Federation des caisses Desjardins du Quebec | 15,400 | $1.02M | 0.00% | +3,869+33.6% | Added |
| Public Employees Retirement System of Ohio | 15,517 | $1.02M | 0.00% | −14,178−47.7% | Reduced |
| Cetera Investment Advisers | 15,611 | $1.03M | 0.00% | +4,403+39.3% | Added |
| LMR Partners LLP | 15,852 | $1.05M | 0.01% | +6,959+78.3% | Added |
| Ameritas Investment Partners, Inc. | 16,265 | $1.07M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,363 | $1.08M | 0.00% | −9,962−37.8% | Reduced |