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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 373 institutions
Q1 2021: 251 institutionsQ2 2021: 262 institutionsQ3 2021: 265 institutionsQ4 2021: 281 institutionsQ1 2022: 275 institutionsQ2 2022: 280 institutionsQ3 2022: 287 institutionsQ4 2022: 301 institutionsQ1 2023: 291 institutionsQ2 2023: 290 institutionsQ3 2023: 274 institutionsQ4 2023: 278 institutionsQ1 2024: 302 institutionsQ2 2024: 298 institutionsQ3 2024: 313 institutionsQ4 2024: 323 institutionsQ1 2025: 344 institutionsQ2 2025: 335 institutionsQ3 2025: 329 institutionsQ4 2025: 358 institutionsQ1 2026: 373 institutionsQ2 2026: 376 institutions
Value heldQ1 2026: $3.94B
Q1 2021: $3.13BQ2 2021: $2.90BQ3 2021: $2.82BQ4 2021: $3.27BQ1 2022: $3.47BQ2 2022: $3.37BQ3 2022: $2.78BQ4 2022: $3.38BQ1 2023: $3.37BQ2 2023: $3.31BQ3 2023: $2.85BQ4 2023: $3.05BQ1 2024: $3.00BQ2 2024: $2.95BQ3 2024: $3.38BQ4 2024: $3.22BQ1 2025: $3.43BQ2 2025: $3.11BQ3 2025: $3.37BQ4 2025: $3.86BQ1 2026: $3.94BQ2 2026: $4.21B
Institutions holding NWE and their total value by quarter
QuarterHoldersValue
Q2 2026376$4.21B
Q1 2026373$3.94B
Q4 2025358$3.86B
Q3 2025329$3.37B
Q2 2025335$3.11B
Q1 2025344$3.43B
Q4 2024323$3.22B
Q3 2024313$3.38B
Q2 2024298$2.95B
Q1 2024302$3.00B
Q4 2023278$3.05B
Q3 2023274$2.85B
Q2 2023290$3.31B
Q1 2023291$3.37B
Q4 2022301$3.38B
Q3 2022287$2.78B
Q2 2022280$3.37B
Q1 2022275$3.47B
Q4 2021281$3.27B
Q3 2021265$2.82B
Q2 2021262$2.90B
Q1 2021251$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.

Institutions holding NWE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Advisory Services, Inc.9,894$652.4K0.03%−101−1.0%Reduced
Vaughan & Co Securities, Inc.9,389$619.1K0.32%−307−3.2%Reduced
Bailard, Inc.9,326$615.0K0.01%−1,274−12.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,759$577.6K0.00%+8,759New
Accurate Wealth Management, LLC8,178$577.4K0.07%+3,676+81.7%Added
Xponance, Inc.8,703$573.9K0.00%+1,271+17.1%Added
Spirit of America Management Corp8,700$573.7K0.11%00.0%Unchanged
Occudo Quantitative Strategies LP7,891$570.8K0.03%+7,891New
Infrastructure Capital Advisors, LLC8,650$570.4K0.05%+1,162+15.5%Added
State of Alaska, Department of Revenue8,202$540.0K0.01%+230+2.9%Added
Commerce Bank8,118$535.3K0.00%−925−10.2%Reduced
Guggenheim Capital LLC8,111$534.8K0.00%+1,371+20.3%Added
Zacks Investment Management8,101$534.2K0.00%−2,564−24.0%Reduced
Teacher Retirement System of Texas7,965$525.2K0.00%−1,153−12.6%Reduced
Tower Research Capital LLC (TRC)7,870$518.9K0.01%+2,127+37.0%Added
HighTower Advisors, LLC7,742$510.5K0.00%+7,742New
Jones Financial Companies LLLP7,484$488.1K0.00%+6,287+525.2%Added
Atria Investments LLC7,371$486.0K0.01%−1,863−20.2%Reduced
Everence Capital Management Inc7,369$486.0K0.03%+2,848+63.0%Added
Van Diest Capital, LLC7,330$483.4K0.38%+7,330New
Exit Wealth Advisors, LLC.7,325$483.0K0.25%+7,325New
Jacobi Capital Management LLC7,256$478.5K0.03%+7+0.1%Added
Oppenheimer Asset Management Inc.7,216$475.8K0.01%+241+3.5%Added
Resona Asset Management Co.,Ltd.7,172$472.9K0.00%00.0%Unchanged
Pacer Advisors, Inc.7,079$467.0K0.00%−272−3.7%Reduced
Intrua Financial, LLC7,064$465.8K0.05%+30.0%Added
TD Asset Management Inc7,000$461.6K0.00%−1,100−13.6%Reduced
Quadrant Capital Group LLC6,919$456.2K0.01%00.0%Unchanged
Jeppson Wealth Management, LLC6,857$452.2K0.14%00.0%Unchanged
Swiss Life Asset Management Ltd6,730$443.8K0.00%+1,168+21.0%Added
Sanctuary Advisors, LLC6,591$434.6K0.00%+3,088+88.2%Added
Merit Financial Group, LLC6,565$432.9K0.00%+845+14.8%Added
Huber Capital Management LLC6,555$432.2K0.07%−5,507−45.7%Reduced
Brighton Jones LLC6,254$412.4K0.01%+6,254New
Public Employees Retirement Association of Colorado6,157$406.0K0.00%00.0%Unchanged
MAI Capital Management6,087$401.4K0.00%+289+5.0%Added
Crewe Advisors LLC5,916$390.1K0.03%+61+1.0%Added
Connor, Clark & Lunn Investment Management Ltd.5,851$385.8K0.00%+35+0.6%Added
Cambridge Investment Research Advisors, Inc.5,551$366.0K0.00%+5,551New
GeoWealth Management, LLC5,528$364.5K0.01%+5,528New
O'Shaughnessy Asset Management, LLC5,267$347.3K0.00%+536+11.3%Added
Harbour Investments, Inc.5,172$341.1K0.01%−576−10.0%Reduced
Tactive Advisors, LLC5,145$339.3K0.10%+5,145New
Pathstone Holdings, LLC5,097$336.1K0.00%+118+2.4%Added
Federated Hermes, Inc.4,903$323.3K0.00%−65−1.3%Reduced
UMA Financial Services, Inc.4,825$318.2K0.04%00.0%Unchanged
Fiduciary Trust Co4,800$316.5K0.00%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH4,762$314.0K0.00%00.0%Unchanged
Securian Asset Management, Inc4,449$293.4K0.01%00.0%Unchanged
IFM Investors Pty Ltd4,415$291.1K0.00%+4,415New
Fieldview Capital Management, LLC4,378$288.7K0.08%+4,378New
Phillips Wealth Planners LLC3,993$282.6K0.21%+29+0.7%Added
DRW Securities, LLC4,270$281.6K0.02%+4,270New
Vise Technologies, Inc.4,261$275.0K0.01%00.0%Unchanged
Vident Advisory, LLC4,113$271.2K0.00%+4,113New
Ifrah Financial Services, Inc.3,878$255.7K0.07%−192−4.7%Reduced
HB Wealth Management, LLC3,828$252.4K0.00%+3,828New
GAMMA Investing LLC3,799$250.5K0.01%+271+7.7%Added
Integrated Wealth Concepts LLC3,734$246.2K0.00%+3,734New
Advisory Services Network, LLC3,699$243.9K0.00%−2,081−36.0%Reduced
DnB Asset Management AS3,624$239.0K0.00%+3,624New
Umb Bank N A3,616$238.4K0.00%+2,024+127.1%Added
Colony Group, LLC2,572$233.6K0.00%−2,939−53.3%Reduced
Murchinson Ltd.3,500$230.8K0.09%+3,500New
Crossmark Global Holdings, Inc.3,498$230.7K0.00%−40−1.1%Reduced
United Capital Financial Advisers, LLC3,451$227.6K0.00%+3,451New
AlphaGrep UK Ltd3,440$226.8K0.07%−1,221−26.2%Reduced
Canandaigua National Corp3,423$225.7K0.02%+3,423New
Sowell Financial Services LLC3,344$220.5K0.01%−151−4.3%Reduced
Legacy Wealth Asset Management, LLC3,260$215.0K0.05%+112+3.6%Added
RSM US Wealth Management LLC3,203$211.2K0.00%−172−5.1%Reduced
Davenport & Co LLC3,199$210.9K0.00%+3,199New
Evolve Private Wealth, LLC3,065$202.1K0.01%+3,065New
PenderFund Capital Management Ltd.2,900$191.2K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC2,646$174.5K0.01%+458+20.9%Added
Bokf, NA2,627$173.2K0.00%−2,341−47.1%Reduced
Caitlin John, LLC2,567$169.3K0.10%−1,630−38.8%Reduced
Armstrong Advisory Group, Inc2,364$155.9K0.01%00.0%Unchanged
Parallel Advisors, LLC2,296$151.4K0.00%+63+2.8%Added
Sterling Capital Management LLC2,054$135.4K0.00%−1,519−42.5%Reduced
KBC Group NV1,977$130.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.1,763$116.3K0.00%−122−6.5%Reduced
Farther Finance Advisors, LLC1,628$108.1K0.00%+52+3.3%Added
Costello Asset Management, INC1,610$106.2K0.04%+100+6.6%Added
Essential Partners LLC1,602$105.6K0.04%+8+0.5%Added
Rothschild Investment LLC1,504$99.2K0.01%+42+2.9%Added
Advisor Group Holdings, Inc.1,444$95.2K0.00%−1,041−41.9%Reduced
Triumph Capital Management1,380$91.0K0.02%00.0%Unchanged
V-Square Quantitative Management LLC1,345$88.7K0.01%00.0%Unchanged
Signaturefd, LLC1,220$80.4K0.00%+341+38.8%Added
Westfuller Advisors, LLC1,165$76.8K0.03%00.0%Unchanged
Front Row Advisors LLC1,135$74.8K0.03%00.0%Unchanged
Hantz Financial Services, Inc.1,121$74.0K0.00%−24−2.1%Reduced
Assetmark, Inc1,039$68.5K0.00%+5+0.5%Added
Allworth Financial LP1,026$67.7K0.00%+158+18.2%Added
Hussman Strategic Advisors, Inc.1,000$65.9K0.01%00.0%Unchanged
AdvisorNet Financial, Inc997$65.7K0.00%+32+3.3%Added
Nomura Asset Management Co Ltd940$62.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.838$55.3K0.00%−442−34.5%Reduced
Steward Partners Investment Advisory, LLC594$39.2K0.00%−31−5.0%Reduced