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 |
|---|---|---|---|---|---|
| PenderFund Capital Management Ltd. | 2,700 | $193.4K | 0.02% | −200−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,750 | $197.0K | 0.00% | +2,750 | New |
| TD Asset Management Inc | 2,800 | $200.5K | 0.00% | −4,200−60.0% | Reduced |
| Miracle Mile Advisors, LLC | 2,898 | $207.6K | 0.00% | +2,898 | New |
| Sowell Financial Services LLC | 2,913 | $208.6K | 0.01% | −431−12.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,941 | $210.6K | 0.05% | −319−9.8% | Reduced |
| Sanctuary Advisors, LLC | 3,003 | $215.1K | 0.00% | −3,588−54.4% | Reduced |
| Two Sigma Securities, LLC | 3,005 | $215.2K | 0.02% | −7,849−72.3% | Reduced |
| Coldstream Capital Management Inc | 3,011 | $215.6K | 0.00% | +3,011 | New |
| Storgate, LLC | 3,038 | $217.6K | 0.05% | +3,038 | New |
| Merit Financial Group, LLC | 3,054 | $218.7K | 0.00% | −3,511−53.5% | Reduced |
| Callan Family Office, LLC | 3,069 | $219.8K | 0.00% | +3,069 | New |
| RSM US Wealth Management LLC | 3,400 | $243.5K | 0.00% | +197+6.2% | Added |
| Global Retirement Partners, LLC | 3,490 | $249.9K | 0.00% | +3,490 | New |
| Crossmark Global Holdings, Inc. | 3,498 | $250.5K | 0.00% | 00.0% | Unchanged |
| Murchinson Ltd. | 3,500 | $250.7K | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 3,524 | $252.4K | 0.00% | −92−2.5% | Reduced |
| DnB Asset Management AS | 3,624 | $259.6K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,889 | $267.0K | 0.00% | +3,889 | New |
| Ifrah Financial Services, Inc. | 3,789 | $271.4K | 0.07% | −89−2.3% | Reduced |
| Phillips Wealth Planners LLC | 3,952 | $279.6K | 0.21% | −41−1.0% | Reduced |
| GAMMA Investing LLC | 3,981 | $285.1K | 0.01% | +182+4.8% | Added |
| Vident Advisory, LLC | 4,121 | $295.2K | 0.00% | +8+0.2% | Added |
| United Capital Financial Advisers, LLC | 4,301 | $308.0K | 0.00% | +850+24.6% | Added |
| UMA Financial Services, Inc. | 4,325 | $309.8K | 0.04% | −500−10.4% | Reduced |
| Jones Financial Companies LLLP | 4,244 | $311.6K | 0.00% | −3,240−43.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,386 | $314.1K | 0.01% | +4,386 | New |
| IFM Investors Pty Ltd | 4,415 | $316.2K | 0.00% | 00.0% | Unchanged |
| Elevatus Welath Management | 4,534 | $324.7K | 0.08% | +4,534 | New |
| Atria Investments LLC | 4,572 | $327.4K | 0.00% | −2,799−38.0% | Reduced |
| Securian Asset Management, Inc | 4,573 | $329.5K | 0.01% | +124+2.8% | Added |
| Federated Hermes, Inc. | 4,752 | $340.3K | 0.00% | −151−3.1% | Reduced |
| Fiduciary Trust Co | 4,790 | $343.1K | 0.00% | −10−0.2% | Reduced |
| Advisory Services Network, LLC | 4,797 | $343.6K | 0.00% | +1,098+29.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,026 | $360.0K | 0.01% | −12,672−71.6% | Reduced |
| Vise Technologies, Inc. | 5,032 | $360.4K | 0.00% | +771+18.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,047 | $361.5K | 0.01% | +5,047 | New |
| AlphaGrep UK Ltd | 5,137 | $367.9K | 0.11% | +1,697+49.3% | Added |
| Harbour Investments, Inc. | 5,151 | $368.9K | 0.00% | −21−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,212 | $373.3K | 0.01% | −2,658−33.8% | Reduced |
| Zacks Investment Management | 5,394 | $386.4K | 0.00% | −2,707−33.4% | Reduced |
| Pathstone Holdings, LLC | 5,817 | $416.6K | 0.00% | +720+14.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,851 | $419.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,940 | $425.4K | 0.00% | +1,178+24.7% | Added |
| Crewe Advisors LLC | 5,970 | $427.6K | 0.03% | +54+0.9% | Added |
| GeoWealth Management, LLC | 5,978 | $428.1K | 0.01% | +450+8.1% | Added |
| Public Employees Retirement Association of Colorado | 6,157 | $441.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,250 | $447.6K | 0.00% | +6,250 | New |
| Gsa Capital Partners LLP | 6,352 | $455.0K | 0.03% | −11,107−63.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,537 | $468.2K | 0.04% | −2,113−24.4% | Reduced |
| Huber Capital Management LLC | 6,555 | $469.5K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,595 | $472.3K | 0.00% | −1,516−18.7% | Reduced |
| Intrua Financial, LLC | 6,703 | $480.1K | 0.05% | −361−5.1% | Reduced |
| SG Americas Securities, LLC | 6,828 | $489.0K | 0.00% | −9,535−58.3% | Reduced |
| Jeppson Wealth Management, LLC | 6,857 | $491.1K | 0.14% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,915 | $495.0K | 0.00% | −164−2.3% | Reduced |
| Quadrant Capital Group LLC | 6,919 | $495.5K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,064 | $505.9K | 0.00% | +334+5.0% | Added |
| MAI Capital Management | 7,076 | $506.8K | 0.00% | +989+16.2% | Added |
| Resona Asset Management Co.,Ltd. | 7,172 | $513.7K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,186 | $514.7K | 0.00% | −779−9.8% | Reduced |
| Jacobi Capital Management LLC | 7,212 | $516.5K | 0.03% | −44−0.6% | Reduced |
| Voloridge Investment Management, LLC | 7,259 | $519.9K | 0.00% | +7,259 | New |
| Fieldview Capital Management, LLC | 7,359 | $527.1K | 0.15% | +2,981+68.1% | Added |
| Oppenheimer Asset Management Inc. | 7,369 | $527.8K | 0.01% | +153+2.1% | Added |
| Everence Capital Management Inc | 7,369 | $528.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,691 | $555.1K | 0.00% | +7,691 | New |
| State of Alaska, Department of Revenue | 7,905 | $565.0K | 0.01% | −297−3.6% | Reduced |
| Commerce Bank | 8,118 | $581.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,318 | $604.8K | 0.06% | +140+1.7% | Added |
| Spirit of America Management Corp | 8,700 | $623.1K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,659 | $629.6K | 0.00% | −7,903−47.7% | Reduced |
| Vaughan & Co Securities, Inc. | 8,940 | $640.3K | 0.30% | −449−4.8% | Reduced |
| Massar Capital Management, LP | 9,082 | $650.5K | 0.22% | +9,082 | New |
| Xponance, Inc. | 9,144 | $654.9K | 0.00% | +441+5.1% | Added |
| Bailard, Inc. | 9,326 | $667.9K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9,443 | $676.3K | 0.00% | +9,443 | New |
| Meeder Advisory Services, Inc. | 9,654 | $691.4K | 0.03% | −240−2.4% | Reduced |
| Victory Capital Management Inc | 9,900 | $709.0K | 0.00% | −397,199−97.6% | Reduced |
| Davenport & Co LLC | 10,063 | $720.7K | 0.00% | +6,864+214.6% | Added |
| Private Advisor Group, LLC | 10,281 | $736.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,535 | $754.0K | 0.00% | −708−6.3% | Reduced |
| Citadel Advisors LLC | 10,764 | $770.9K | 0.00% | −35,025−76.5% | Reduced |
| Harbor Capital Advisors, Inc. | 10,870 | $779.0K | 0.05% | +624+6.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,075 | $793.2K | 0.00% | +2,316+26.4% | Added |
| JustInvest LLC | 11,197 | $801.9K | 0.01% | +590+5.6% | Added |
| Treasurer of the State of North Carolina | 11,274 | $807.0K | 0.00% | +11,274 | New |
| Pictet Asset Management Holding SA | 11,316 | $810.5K | 0.00% | −544−4.6% | Reduced |
| Prudential Financial Inc | 11,391 | $815.8K | 0.00% | +585+5.4% | Added |
| Mercer Global Advisors Inc | 11,619 | $832.2K | 0.00% | −6,582−36.2% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $845.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 12,155 | $870.5K | 0.00% | −36−0.3% | Reduced |
| Cetera Investment Advisers | 12,656 | $906.4K | 0.00% | −2,955−18.9% | Reduced |
| Oregon Public Employees Retirement Fund | 12,710 | $910.3K | 0.01% | +100+0.8% | Added |
| CIBC Bancorp USA Inc. | 13,251 | $949.0K | 0.00% | +660+5.2% | Added |
| Dark Forest Capital Management LP | 13,382 | $958.4K | 0.06% | +13,382 | New |
| Brevan Howard Capital Management LP | 13,435 | $962.2K | 0.01% | +2,597+24.0% | Added |
| Water Island Capital LLC | 13,633 | $976.4K | 0.10% | −205−1.5% | Reduced |
| Thrivent Financial for Lutherans | 13,659 | $978.0K | 0.00% | −109,985−89.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,837 | $991.0K | 0.01% | +72+0.5% | Added |