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, Q2 2026
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 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
- 376
- +7 vs. Q1 2026
- Shares held
- 58.9M
- −790.7K (−1.3%) vs. Q1 2026
- Total value
- $4.21B
- +$278.1M (+7.1%) vs. Q1 2026
- New holders
- 37
- 129 more added
- Sold out
- 30
- 135 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $72 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $143 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $215 | 0.00% | +1+50.0% | Added |
| Godfrey Financial Associates, Inc. | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $287 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $430 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $501 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $502 | 0.00% | −2−22.2% | Reduced |
| HFM Investment Advisors, LLC | 8 | $573 | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $645 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $645 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $645 | 0.00% | +9 | New |
| International Assets Investment Management, LLC | 10 | $715 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $788 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $859 | 0.00% | +12 | New |
| True Wealth Design, LLC | 12 | $860 | 0.00% | −97−89.0% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | −49−81.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 17 | $1.22K | 0.00% | +17 | New |
| Strive Financial Group ,LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 21 | $1.50K | 0.00% | −2,546−99.2% | Reduced |
| Quent Capital, LLC | 23 | $1.65K | 0.00% | −33−58.9% | Reduced |
| Clearstead Advisors, LLC | 25 | $1.79K | 0.00% | +5+25.0% | Added |
| Bare Financial Services, Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bayban | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 33 | $2.22K | 0.00% | +33 | New |
| Caldwell Trust Co | 33 | $2.36K | 0.00% | +15+83.3% | Added |
| Millstone Evans Group, LLC | 35 | $2.51K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 40 | $2.87K | 0.00% | +17+73.9% | Added |
| JFS Wealth Advisors, LLC | 52 | $3.73K | 0.00% | +15+40.5% | Added |
| Farmers & Merchants Investments Inc | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $4.23K | 0.00% | +3+5.4% | Added |
| CVA Family Office, LLC | 63 | $4.51K | 0.00% | −2−3.1% | Reduced |
| C M Bidwell & Associates Ltd | 68 | $4.87K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 71 | $5.08K | 0.00% | +3+4.4% | Added |
| IFP Advisors, Inc | 73 | $5.23K | 0.00% | −341−82.4% | Reduced |
| BFSG, LLC | 77 | $5.51K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $5.80K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $7.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $7.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $8.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 132 | $9.45K | 0.00% | +115+676.5% | Added |
| Brown Brothers Harriman & Co | 137 | $9.81K | 0.00% | −12−8.1% | Reduced |
| Essential Partners LLC | 142 | $10.2K | 0.00% | −1,460−91.1% | Reduced |
| Silver Grove Financial Group, Inc. | 187 | $13.4K | 0.01% | +187 | New |
| Owl Creek Wealth Partners LLC | 190 | $13.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 220 | $15.8K | 0.00% | +12+5.8% | Added |
| Huntington National Bank | 220 | $15.8K | 0.00% | +11+5.3% | Added |
| GHP Investment Advisors, Inc. | 223 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 251 | $18.0K | 0.00% | −3−1.2% | Reduced |
| Smartleaf Asset Management LLC | 262 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 288 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 294 | $21.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 295 | $21.1K | 0.00% | +24+8.9% | Added |
| Asset Planning,Inc | 303 | $21.7K | 0.01% | +303 | New |
| Caitong International Asset Management Co., Ltd | 307 | $22.0K | 0.00% | +306+30,600.0% | Added |
| Custom Index Systems, LLC | 311 | $22.3K | 0.01% | +311 | New |
| Nomura Asset Management Co Ltd | 330 | $23.6K | 0.00% | −610−64.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 363 | $26.3K | 0.00% | +52+16.7% | Added |
| Versant Capital Management, Inc | 403 | $28.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 430 | $30.8K | 0.00% | +123+40.1% | Added |
| First Horizon Corp | 482 | $34.5K | 0.00% | −21−4.2% | Reduced |
| Allworth Financial LP | 492 | $35.2K | 0.00% | −534−52.0% | Reduced |
| Central Trust Co | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 537 | $38.5K | 0.00% | −967−64.3% | Reduced |
| Rockefeller Capital Management L.P. | 560 | $40.1K | 0.00% | −278−33.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 599 | $42.9K | 0.00% | +5+0.8% | Added |
| AdvisorNet Financial, Inc | 997 | $71.4K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $71.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,039 | $74.4K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,107 | $79.3K | 0.00% | −656−37.2% | Reduced |
| Front Row Advisors LLC | 1,135 | $80.2K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,165 | $83.5K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,185 | $85.0K | 0.00% | +64+5.7% | Added |
| Public Employees Retirement System of Ohio | 1,206 | $86.4K | 0.00% | −14,311−92.2% | Reduced |
| Sterling Capital Management LLC | 1,264 | $90.5K | 0.00% | −790−38.5% | Reduced |
| V-Square Quantitative Management LLC | 1,345 | $96.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,377 | $98.6K | 0.00% | −1,269−48.0% | Reduced |
| Triumph Capital Management | 1,380 | $98.8K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,512 | $108.3K | 0.03% | −98−6.1% | Reduced |
| Signaturefd, LLC | 1,873 | $134.1K | 0.00% | +653+53.5% | Added |
| Compass Financial Management LLC | 1,913 | $137.0K | 0.02% | +1,913 | New |
| Bayforest Capital Ltd | 1,914 | $137.1K | 0.13% | +1,760+1,142.9% | Added |
| KBC Group NV | 1,977 | $142.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,097 | $150.2K | 0.00% | +653+45.2% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $169.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,436 | $174.5K | 0.00% | +808+49.6% | Added |
| Parallel Advisors, LLC | 2,689 | $192.6K | 0.00% | +393+17.1% | Added |