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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 102,275 | $6.74M | 0.00% | −14,986−12.8% | Reduced |
| Russell Investments Group, Ltd. | 102,531 | $6.76M | 0.01% | −15,281−13.0% | Reduced |
| First PREMIER Bank | 103,592 | $6.83M | 1.58% | −975−0.9% | Reduced |
| Yaupon Capital Management LP | 104,922 | $6.92M | 0.34% | +4,298+4.3% | Added |
| Mutual of America Capital Management LLC | 120,115 | $7.92M | 0.09% | −2,688−2.2% | Reduced |
| Swiss National Bank | 121,483 | $8.01M | 0.00% | +400+0.3% | Added |
| Thrivent Financial for Lutherans | 123,644 | $8.15M | 0.02% | −366,227−74.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 127,386 | $8.40M | 0.04% | −4,815−3.6% | Reduced |
| New York Life Investment Management LLC | 129,999 | $8.57M | 0.07% | −7,844−5.7% | Reduced |
| UBS Asset Management Americas Inc | 137,645 | $9.08M | 0.00% | −98,656−41.8% | Reduced |
| Barclays PLC | 147,718 | $9.74M | 0.00% | +14,611+11.0% | Added |
| Kintayl Capital LP | 170,055 | $11.2M | 6.90% | +39,928+30.7% | Added |
| D. E. Shaw & Co., Inc. | 176,557 | $11.6M | 0.01% | +161,806+1,096.9% | Added |
| Rhumbline Advisers | 195,772 | $12.9M | 0.01% | +2,199+1.1% | Added |
| Magnetar Financial LLC | 198,460 | $13.1M | 0.13% | +803+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 216,139 | $14.3M | 0.01% | +211,705+4,774.6% | Added |
| Jane Street Group, LLC | 218,101 | $14.4M | 0.02% | −130,569−37.4% | Reduced |
| Squarepoint Ops LLC | 218,968 | $14.4M | 0.03% | −1,396−0.6% | Reduced |
| Principal Financial Group Inc | 225,164 | $14.8M | 0.01% | +92,134+69.3% | Added |
| State of Wisconsin Investment Board | 225,250 | $14.9M | 0.03% | +191,629+570.0% | Added |
| Legal & General Group Plc | 270,290 | $17.8M | 0.00% | −24,358−8.3% | Reduced |
| Gamco Investors, Inc. Et Al | 274,350 | $18.1M | 0.18% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 275,165 | $18.1M | 0.02% | −44,991−14.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 276,004 | $18.2M | 0.03% | −536,496−66.0% | Reduced |
| Highbridge Capital Management LLC | 287,318 | $18.9M | 1.20% | +287,318 | New |
| MetLife Investment Management | 304,502 | $20.1M | 0.10% | +15,881+5.5% | Added |
| Fort Baker Capital Management LP | 313,027 | $20.6M | 1.83% | +313,027 | New |
| Deutsche Bank AG | 317,712 | $20.9M | 0.01% | +107,494+51.1% | Added |
| JPMorgan Chase & Co | 320,768 | $21.1M | 0.00% | +77,133+31.7% | Added |
| Westwood Holdings Group Inc. | 351,913 | $23.2M | 0.17% | −435,344−55.3% | Reduced |
| Invesco Ltd. | 353,961 | $23.3M | 0.00% | −230,762−39.5% | Reduced |
| Vanguard Fiduciary Trust Co | 396,911 | $26.2M | 0.01% | +396,911 | New |
| Man Group plc | 399,792 | $26.4M | 0.05% | +399,792 | New |
| Victory Capital Management Inc | 407,099 | $26.8M | 0.02% | −9,907−2.4% | Reduced |
| William Blair Investment Management, LLC | 426,480 | $28.1M | 0.09% | +13,152+3.2% | Added |
| Raymond James Financial Inc | 455,570 | $30.0M | 0.01% | +9,995+2.2% | Added |
| ProShare Advisors LLC | 484,415 | $31.9M | 0.05% | −160,920−24.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 484,425 | $31.9M | 0.11% | −18,795−3.7% | Reduced |
| Nuveen, LLC | 487,039 | $32.1M | 0.01% | −15,703−3.1% | Reduced |
| Massachusetts Financial Services Co | 540,636 | $35.6M | 0.01% | −28,698−5.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 546,033 | $36.0M | 0.09% | +62,742+13.0% | Added |
| Gabelli Funds LLC | 548,700 | $36.2M | 0.24% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 579,628 | $38.2M | 0.34% | −14,260−2.4% | Reduced |
| Hudson Bay Capital Management LP | 625,009 | $41.2M | 0.25% | +125,500+25.1% | Added |
| First Trust Advisors LP | 629,994 | $41.5M | 0.03% | −20,329−3.1% | Reduced |
| Caxton Associates LLP | 657,262 | $43.3M | 1.01% | +657,262 | New |
| AQR Capital Management LLC | 657,706 | $43.4M | 0.02% | −111,934−14.5% | Reduced |
| Citigroup Inc | 738,638 | $48.7M | 0.03% | +256,024+53.0% | Added |
| Bank of New York Mellon Corp | 754,559 | $49.8M | 0.01% | −20,361−2.6% | Reduced |
| FMR LLC | 768,628 | $50.7M | 0.00% | −356,307−31.7% | Reduced |
| Morgan Stanley | 773,201 | $51.0M | 0.00% | −72,879−8.6% | Reduced |
| Qube Research & Technologies Ltd | 794,418 | $52.4M | 0.07% | +405,753+104.4% | Added |
| Alliancebernstein L.P. | 816,313 | $52.7M | 0.02% | +40,187+5.2% | Added |
| Bank of America Corp | 803,467 | $53.0M | 0.00% | +36,747+4.8% | Added |
| Northern Trust Corp | 809,560 | $53.4M | 0.01% | +45,154+5.9% | Added |
| Charles Schwab Investment Management Inc | 811,675 | $53.5M | 0.01% | +4,537+0.6% | Added |
| Nomura Asset Management International Inc. | 887,975 | $58.6M | 0.10% | −137,327−13.4% | Reduced |
| Balyasny Asset Management LLC | 910,560 | $60.0M | 0.12% | −95,326−9.5% | Reduced |
| UBS Group AG | 994,528 | $65.6M | 0.01% | +286,706+40.5% | Added |
| River Road Asset Management, LLC | 1,005,802 | $66.3M | 0.75% | −258,165−20.4% | Reduced |
| Dimensional Fund Advisors LP | 1,023,230 | $67.5M | 0.01% | +5,815+0.6% | Added |
| CNH Partners LLC | 1,081,947 | $71.3M | 1.17% | +474,919+78.2% | Added |
| Systematic Financial Management LP | 1,132,065 | $74.6M | 1.71% | −27,688−2.4% | Reduced |
| Neuberger Berman Group LLC | 1,274,526 | $84.0M | 0.06% | +14,605+1.2% | Added |
| Millennium Management LLC | 1,314,488 | $86.7M | 0.06% | +393,934+42.8% | Added |
| Goldman Sachs Group Inc | 1,350,902 | $89.1M | 0.01% | +693,669+105.5% | Added |
| American Century Companies Inc | 1,557,867 | $102.7M | 0.05% | −481,762−23.6% | Reduced |
| Franklin Resources Inc | 1,621,967 | $107.0M | 0.03% | +185,217+12.9% | Added |
| Geode Capital Management, LLC | 1,694,354 | $111.8M | 0.01% | +65,604+4.0% | Added |
| State Street Corp | 2,335,081 | $154.0M | 0.01% | −302,637−11.5% | Reduced |
| Vanguard Capital Management LLC | 2,782,707 | $183.5M | 0.00% | +2,782,707 | New |
| Vanguard Portfolio Management LLC | 3,489,737 | $230.1M | 0.01% | +3,489,737 | New |
| BlackRock, Inc. | 8,281,530 | $546.1M | 0.01% | −332,118−3.9% | Reduced |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −49,604−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −46,512−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −44,761−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,340−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,531−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −33,664−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −25,415−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −19,491−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,196−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −14,332−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −11,230−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,729−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,767−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |