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 |
|---|---|---|---|---|---|
| First Horizon Corp | 503 | $33.2K | 0.00% | −416−45.3% | Reduced |
| Central Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 414 | $27.3K | 0.00% | −41−9.0% | Reduced |
| Versant Capital Management, Inc | 403 | $26.6K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 311 | $20.6K | 0.00% | +113+57.1% | Added |
| Optiver Holding B.V. | 307 | $20.2K | 0.00% | −384−55.6% | Reduced |
| Parkside Financial Bank & Trust | 294 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 288 | $19.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 275 | $18.1K | 0.00% | +275 | New |
| Larson Financial Group LLC | 271 | $17.9K | 0.00% | +26+10.6% | Added |
| Smartleaf Asset Management LLC | 262 | $17.3K | 0.00% | −17−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 254 | $16.7K | 0.00% | −37−12.7% | Reduced |
| GHP Investment Advisors, Inc. | 223 | $14.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $13.8K | 0.00% | −27−11.4% | Reduced |
| SBI Securities Co., Ltd. | 208 | $13.7K | 0.00% | −64−23.5% | Reduced |
| Root Financial Partners, LLC | 196 | $12.9K | 0.00% | +74+60.7% | Added |
| Owl Creek Wealth Partners LLC | 190 | $12.5K | 0.00% | +190 | New |
| Sound Income Strategies, LLC | 168 | $11.2K | 0.00% | +1+0.6% | Added |
| Bayforest Capital Ltd | 154 | $10.2K | 0.01% | −829−84.3% | Reduced |
| Brown Brothers Harriman & Co | 149 | $9.82K | 0.00% | −1−0.7% | Reduced |
| Bell Investment Advisors, Inc | 121 | $7.98K | 0.00% | −5−4.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102 | $7.34K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 110 | $7.25K | 0.00% | +110 | New |
| True Wealth Design, LLC | 109 | $7.16K | 0.00% | −4−3.5% | Reduced |
| Private Wealth Management Group, LLC | 107 | $7.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 83 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $5.34K | 0.00% | +81 | New |
| Pinnacle Wealth Planning Services, Inc. | 81 | $5.34K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 77 | $5.08K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $4.29K | 0.00% | +65 | New |
| Covestor Ltd | 60 | $4.00K | 0.00% | +57+1,900.0% | Added |
| Massmutual Trust Co FSB | 58 | $3.83K | 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 |
| Farmers & Merchants Investments Inc | 55 | $3.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $3.30K | 0.00% | +17+51.5% | Added |
| JFS Wealth Advisors, LLC | 37 | $2.44K | 0.00% | +14+60.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 36 | $2.37K | 0.00% | +36 | New |
| Millstone Evans Group, LLC | 35 | $2.31K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $2.24K | 0.00% | −140−80.5% | Reduced |
| Bayban | 30 | $1.98K | 0.00% | +30 | New |
| JPL Wealth Management, LLC | 29 | $1.91K | 0.00% | +29 | New |
| Bare Financial Services, Inc | 28 | $1.85K | 0.00% | +7+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $1.52K | 0.00% | +3+15.0% | Added |
| Clearstead Advisors, LLC | 20 | $1.32K | 0.00% | −197−90.8% | Reduced |
| Caldwell Trust Co | 18 | $1.19K | 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 |
| 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 Planning Group LLC | 14 | $994 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $924 | 0.00% | +1+7.7% | Added |
| Arlington Trust Co LLC | 11 | $725 | 0.00% | +11 | New |
| International Assets Investment Management, LLC | 10 | $664 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 10 | $659 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $594 | 0.00% | +2+28.6% | Added |
| WPG Advisers, LLC | 9 | $593 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $593 | 0.00% | +3+50.0% | Added |
| Mather Group, LLC. | 6 | $396 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $330 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $264 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $198 | 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 |
| Dunhill Financial, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |