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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 16,867 | $1.11M | 0.01% | −269−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,882 | $1.11M | 0.04% | +1,738+11.5% | Added |
| State Board of Administration of Florida Retirement System | 16,886 | $1.11M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 16,957 | $1.12M | 0.01% | +591+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,562 | $1.12M | 0.00% | −1,101−6.2% | Reduced |
| First Citizens Bank & Trust Co | 17,264 | $1.14M | 0.02% | −892−4.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,370 | $1.15M | 0.01% | −2,614−13.1% | Reduced |
| Virtu Financial LLC | 17,437 | $1.15M | 0.05% | −10,360−37.3% | Reduced |
| Gsa Capital Partners LLP | 17,459 | $1.15M | 0.07% | +17,459 | New |
| Y-Intercept (Hong Kong) Ltd | 17,698 | $1.17M | 0.02% | +7,951+81.6% | Added |
| Louisiana State Employees Retirement System | 17,800 | $1.17M | 0.02% | +800+4.7% | Added |
| Yousif Capital Management, LLC | 17,946 | $1.18M | 0.01% | −1,006−5.3% | Reduced |
| BNP Paribas Arbitrage, SA | 18,001 | $1.19M | 0.00% | −6,730−27.2% | Reduced |
| Mercer Global Advisors Inc | 18,201 | $1.20M | 0.00% | +637+3.6% | Added |
| Winton Group Ltd | 18,218 | $1.20M | 0.04% | +6,145+50.9% | Added |
| STRS Ohio | 18,400 | $1.21M | 0.00% | −400−2.1% | Reduced |
| Diametric Capital, LP | 18,851 | $1.24M | 0.33% | −2,871−13.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.25M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 18,974 | $1.25M | 0.01% | −4,224−18.2% | Reduced |
| Headlands Technologies LLC | 19,053 | $1.26M | 0.14% | +13,573+247.7% | Added |
| State of Tennessee, Treasury Department | 19,066 | $1.26M | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 19,217 | $1.27M | 0.70% | +3,699+23.8% | Added |
| New York State Common Retirement Fund | 19,420 | $1.28M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,690 | $1.30M | 0.00% | −12,600−39.0% | Reduced |
| Polar Asset Management Partners Inc. | 20,987 | $1.38M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 21,415 | $1.41M | 0.00% | +3,751+21.2% | Added |
| Keebeck Alpha, LP | 22,848 | $1.51M | 4.59% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,668 | $1.56M | 0.00% | −1,447−5.8% | Reduced |
| Vanguard Global Advisers, LLC | 24,120 | $1.59M | 0.00% | +24,120 | New |
| Van Eck Associates Corp | 24,828 | $1.64M | 0.00% | +1,044+4.4% | Added |
| Nine Masts Capital Ltd | 25,000 | $1.65M | 0.25% | +25,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,180 | $1.66M | 0.00% | +8,728+53.1% | Added |
| Voya Investment Management LLC | 25,344 | $1.67M | 0.00% | −476−1.8% | Reduced |
| Alps Advisors Inc | 25,451 | $1.68M | 0.01% | −1,254−4.7% | Reduced |
| CSS LLC | 25,541 | $1.68M | 0.09% | +1,941+8.2% | Added |
| Engineers Gate Manager LP | 25,750 | $1.70M | 0.02% | +9,785+61.3% | Added |
| Graham Capital Management, L.P. | 26,321 | $1.74M | 0.06% | +26,321 | New |
| Schnieders Capital Management, LLC. | 26,523 | $1.75M | 0.28% | +575+2.2% | Added |
| Amalgamated Bank | 26,573 | $1.75M | 0.01% | +705+2.7% | Added |
| Mangrove Partners | 26,570 | $1.75M | 0.14% | +26,570 | New |
| Brinker Capital Investments, LLC | 27,046 | $1.78M | 0.02% | −3,167−10.5% | Reduced |
| Naples Global Advisors, LLC | 28,262 | $1.86M | 0.14% | −1,500−5.0% | Reduced |
| Moore Capital Management, LP | 28,670 | $1.89M | 0.07% | −24,800−46.4% | Reduced |
| Verition Fund Management LLC | 29,056 | $1.92M | 0.02% | −1,655−5.4% | Reduced |
| LPL Financial LLC | 29,326 | $1.93M | 0.00% | +15,314+109.3% | Added |
| CWM, LLC | 30,506 | $2.01M | 0.01% | +47+0.2% | Added |
| Prelude Capital Management, LLC | 32,629 | $2.15M | 0.16% | +4,367+15.5% | Added |
| State of New Jersey Common Pension Fund D | 32,812 | $2.16M | 0.01% | +43+0.1% | Added |
| DC Investments Management, LLC | 32,976 | $2.17M | 0.83% | 00.0% | Unchanged |
| Bank of Montreal | 33,580 | $2.21M | 0.00% | +293+0.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 34,226 | $2.26M | 0.05% | +24,226+242.3% | Added |
| Creative Planning | 38,988 | $2.57M | 0.00% | +4,431+12.8% | Added |
| Advisors Asset Management, Inc. | 40,004 | $2.64M | 0.04% | −41,267−50.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 40,317 | $2.66M | 0.04% | −559−1.4% | Reduced |
| Lesa Sroufe & Co | 40,655 | $2.68M | 1.83% | +461+1.1% | Added |
| Macquarie Group Ltd | 40,927 | $2.70M | 0.02% | +6,508+18.9% | Added |
| Bridgewater Associates, LP | 44,477 | $2.93M | 0.01% | −79,304−64.1% | Reduced |
| Intech Investment Management LLC | 45,599 | $3.01M | 0.03% | +17,803+64.0% | Added |
| Citadel Advisors LLC | 45,789 | $3.02M | 0.00% | −242,313−84.1% | Reduced |
| Nisa Investment Advisors, LLC | 46,267 | $3.05M | 0.01% | −3,299−6.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 46,673 | $3.08M | 0.01% | +46,673 | New |
| Wells Fargo & Company | 46,740 | $3.08M | 0.00% | −44,881−49.0% | Reduced |
| Manufacturers Life Insurance Company, The | 46,808 | $3.09M | 0.00% | −4,115−8.1% | Reduced |
| Vanguard Asset Management, Ltd | 47,287 | $3.12M | 0.00% | +47,287 | New |
| North Star Investment Management Corp. | 50,999 | $3.36M | 0.20% | +10.0% | Added |
| Mint Tower Capital Management B.V. | 52,422 | $3.46M | 0.34% | +50,000+2,064.4% | Added |
| Susquehanna International Group, LLP | 53,653 | $3.54M | 0.00% | −33,339−38.3% | Reduced |
| Heartland Advisors Inc | 53,687 | $3.54M | 0.18% | −15,940−22.9% | Reduced |
| Maryland State Retirement & Pension System | 55,009 | $3.63M | 0.07% | −2,606−4.5% | Reduced |
| Envestnet Asset Management Inc | 55,952 | $3.69M | 0.00% | +9,652+20.8% | Added |
| Mathes Company, Inc. | 56,255 | $3.71M | 1.36% | +1,600+2.9% | Added |
| Weiss Asset Management LP | 56,276 | $3.71M | 0.07% | +25,832+84.9% | Added |
| SEI Investments Co | 56,426 | $3.72M | 0.00% | +14,427+34.4% | Added |
| Point72 Asset Management, L.P. | 56,784 | $3.74M | 0.01% | −2,622−4.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,695 | $4.00M | 0.19% | +300+0.5% | Added |
| Ieq Capital, LLC | 60,697 | $4.00M | 0.02% | −15,733−20.6% | Reduced |
| Tudor Investment Corp Et Al | 64,187 | $4.23M | 0.02% | +64,187 | New |
| Magellan Asset Management Ltd | 65,874 | $4.34M | 0.06% | +13,464+25.7% | Added |
| Fifth Third Bancorp | 67,928 | $4.48M | 0.01% | +67,350+11,652.2% | Added |
| Canada Pension Plan Investment Board | 68,300 | $4.50M | 0.00% | −64,100−48.4% | Reduced |
| Wedge Capital Management L L P | 70,033 | $4.62M | 0.09% | −3,993−5.4% | Reduced |
| Public Sector Pension Investment Board | 70,176 | $4.63M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 71,176 | $4.69M | 0.01% | +3,542+5.2% | Added |
| Price T Rowe Associates Inc | 71,882 | $4.74M | 0.00% | +13,198+22.5% | Added |
| New York State Teachers Retirement System | 72,432 | $4.78M | 0.01% | −2,013−2.7% | Reduced |
| California State Teachers Retirement System | 75,303 | $4.97M | 0.01% | +14,478+23.8% | Added |
| Retirement Systems of Alabama | 75,328 | $4.97M | 0.02% | +1,630+2.2% | Added |
| Janus Henderson Group PLC | 76,104 | $5.02M | 0.00% | +17,200+29.2% | Added |
| Conning Inc. | 77,076 | $5.08M | 0.17% | 00.0% | Unchanged |
| First Manhattan Co | 77,837 | $5.13M | 0.01% | −7,928−9.2% | Reduced |
| XTX Topco Ltd | 78,962 | $5.21M | 0.09% | +34,704+78.4% | Added |
| Great West Life Assurance Co | 81,527 | $5.39M | 0.01% | −1,726−2.1% | Reduced |
| Oliver Luxxe Assets LLC | 82,446 | $5.44M | 0.81% | +3,220+4.1% | Added |
| Cerity Partners LLC | 85,365 | $5.63M | 0.01% | +27,966+48.7% | Added |
| Mairs & Power Inc | 86,002 | $5.67M | 0.06% | +4,320+5.3% | Added |
| Captrust Financial Advisors | 91,118 | $6.01M | 0.01% | +70,239+336.4% | Added |
| South Dakota Investment Council | 93,111 | $6.14M | 0.12% | −9,600−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 95,891 | $6.32M | 0.06% | +95,891 | New |
| Hotchkis & Wiley Capital Management LLC | 97,642 | $6.44M | 0.02% | −127,825−56.7% | Reduced |
| Ancora Advisors, LLC | 98,225 | $6.48M | 0.14% | −31,180−24.1% | Reduced |