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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 14,071 | $1.01M | 0.11% | −4,982−26.1% | Reduced |
| Vestcor Inc | 14,096 | $1.01M | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 14,428 | $1.03M | 0.00% | −400−2.7% | Reduced |
| HRT Financial LP | 15,011 | $1.07M | 0.00% | +15,011 | New |
| Renaissance Technologies LLC | 15,326 | $1.10M | 0.00% | +15,326 | New |
| Amundi | 15,607 | $1.12M | 0.00% | +15,607 | New |
| Hennessy Advisors Inc | 15,698 | $1.12M | 0.04% | +1,900+13.8% | Added |
| Federation des caisses Desjardins du Quebec | 15,864 | $1.14M | 0.00% | +464+3.0% | Added |
| Canada Pension Plan Investment Board | 16,000 | $1.15M | 0.00% | −52,300−76.6% | Reduced |
| Occudo Quantitative Strategies LP | 16,583 | $1.19M | 0.06% | +8,692+110.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,650 | $1.19M | 0.03% | −232−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,886 | $1.21M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 16,889 | $1.21M | 0.01% | −1,057−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 16,944 | $1.21M | 0.03% | +679+4.2% | Added |
| Arizona State Retirement System | 16,969 | $1.22M | 0.01% | +102+0.6% | Added |
| CSM Advisors, LLC | 17,122 | $1.23M | 0.03% | +6,621+63.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 17,113 | $1.23M | 0.05% | −17,113−50.0% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $1.29M | 0.02% | +200+1.1% | Added |
| Winton Group Ltd | 18,190 | $1.30M | 0.04% | −28−0.2% | Reduced |
| First Citizens Bank & Trust Co | 18,358 | $1.31M | 0.02% | +1,094+6.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,366 | $1.32M | 0.01% | +996+5.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,493 | $1.32M | 0.01% | +1,536+9.1% | Added |
| State of Tennessee, Treasury Department | 18,729 | $1.34M | 0.00% | −337−1.8% | Reduced |
| Graham Capital Management, L.P. | 18,904 | $1.35M | 0.04% | −7,417−28.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.36M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 19,066 | $1.37M | 0.01% | +92+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,012 | $1.38M | 0.01% | +7,551+65.9% | Added |
| Mariner, LLC | 19,935 | $1.43M | 0.00% | +245+1.2% | Added |
| Hager Investment Management Services, LLC | 20,675 | $1.48M | 0.68% | +1,458+7.6% | Added |
| STRS Ohio | 20,900 | $1.50M | 0.01% | +2,500+13.6% | Added |
| XTX Topco Ltd | 20,940 | $1.50M | 0.02% | −58,022−73.5% | Reduced |
| Algert Global LLC | 21,610 | $1.55M | 0.02% | +6,740+45.3% | Added |
| Mangrove Partners | 21,859 | $1.57M | 0.10% | −4,711−17.7% | Reduced |
| New York State Common Retirement Fund | 22,020 | $1.58M | 0.00% | +2,600+13.4% | Added |
| BNP Paribas Arbitrage, SA | 22,037 | $1.58M | 0.00% | +4,036+22.4% | Added |
| Keebeck Alpha, LP | 22,848 | $1.64M | 3.41% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 23,637 | $1.69M | 0.00% | −483−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 24,700 | $1.77M | 0.00% | +1,032+4.4% | Added |
| State of New Jersey Common Pension Fund D | 24,937 | $1.79M | 0.01% | −7,875−24.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,180 | $1.80M | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,391 | $1.82M | 0.06% | +7,954+45.6% | Added |
| CSS LLC | 25,541 | $1.83M | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,750 | $1.84M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,817 | $1.85M | 0.00% | −27,836−51.9% | Reduced |
| Van Eck Associates Corp | 26,058 | $1.87M | 0.00% | +1,230+5.0% | Added |
| Amalgamated Bank | 26,146 | $1.87M | 0.01% | −427−1.6% | Reduced |
| Alps Advisors Inc | 26,222 | $1.88M | 0.01% | +771+3.0% | Added |
| Voya Investment Management LLC | 26,537 | $1.90M | 0.00% | +1,193+4.7% | Added |
| Schnieders Capital Management, LLC. | 26,628 | $1.91M | 0.25% | +105+0.4% | Added |
| Captrust Financial Advisors | 26,940 | $1.93M | 0.00% | −64,178−70.4% | Reduced |
| Nine Masts Capital Ltd | 27,497 | $1.97M | 0.22% | +2,497+10.0% | Added |
| Naples Global Advisors, LLC | 28,262 | $2.02M | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 28,646 | $2.05M | 0.00% | −119,072−80.6% | Reduced |
| Ieq Capital, LLC | 29,534 | $2.12M | 0.01% | −31,163−51.3% | Reduced |
| Moore Capital Management, LP | 29,929 | $2.14M | 0.05% | +1,259+4.4% | Added |
| LPL Financial LLC | 32,734 | $2.34M | 0.00% | +3,408+11.6% | Added |
| Bank of Montreal | 32,825 | $2.35M | 0.00% | −755−2.2% | Reduced |
| Prelude Capital Management, LLC | 32,866 | $2.35M | 0.17% | +237+0.7% | Added |
| DC Investments Management, LLC | 32,976 | $2.36M | 0.81% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,386 | $2.39M | 0.02% | +6,340+23.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 33,725 | $2.42M | 0.04% | −6,592−16.4% | Reduced |
| Advisors Asset Management, Inc. | 37,992 | $2.72M | 0.04% | −2,012−5.0% | Reduced |
| Macquarie Group Ltd | 39,145 | $2.80M | 0.01% | −1,782−4.4% | Reduced |
| Creative Planning | 39,493 | $2.83M | 0.00% | +505+1.3% | Added |
| Lesa Sroufe & Co | 41,857 | $3.00M | 2.14% | +1,202+3.0% | Added |
| SEI Investments Co | 44,611 | $3.20M | 0.00% | −11,815−20.9% | Reduced |
| Nisa Investment Advisors, LLC | 46,394 | $3.32M | 0.01% | +127+0.3% | Added |
| Manufacturers Life Insurance Company, The | 46,489 | $3.33M | 0.00% | −319−0.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 47,667 | $3.41M | 0.01% | +994+2.1% | Added |
| Quantinno Capital Management LP | 48,441 | $3.47M | 0.00% | +27,026+126.2% | Added |
| Vanguard Asset Management, Ltd | 49,809 | $3.57M | 0.00% | +2,522+5.3% | Added |
| Bridgewater Associates, LP | 49,915 | $3.57M | 0.01% | +5,438+12.2% | Added |
| North Star Investment Management Corp. | 50,695 | $3.63M | 0.20% | −304−0.6% | Reduced |
| Trexquant Investment LP | 51,015 | $3.65M | 0.02% | +51,015 | New |
| Mairs & Power Inc | 51,191 | $3.67M | 0.03% | −34,811−40.5% | Reduced |
| Intech Investment Management LLC | 51,861 | $3.71M | 0.03% | +6,262+13.7% | Added |
| Mint Tower Capital Management B.V. | 52,422 | $3.75M | 0.44% | 00.0% | Unchanged |
| Heartland Advisors Inc | 53,687 | $3.85M | 0.17% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 53,748 | $3.85M | 0.57% | −28,698−34.8% | Reduced |
| Mathes Company, Inc. | 56,055 | $4.01M | 1.25% | −200−0.4% | Reduced |
| Envestnet Asset Management Inc | 57,806 | $4.14M | 0.00% | +1,854+3.3% | Added |
| Maryland State Retirement & Pension System | 58,045 | $4.16M | 0.07% | +3,036+5.5% | Added |
| Fifth Third Bancorp | 59,485 | $4.26M | 0.01% | −8,443−12.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,595 | $4.34M | 0.18% | −100−0.2% | Reduced |
| Retirement Systems of Alabama | 63,617 | $4.56M | 0.01% | −11,711−15.5% | Reduced |
| Wells Fargo & Company | 65,518 | $4.69M | 0.00% | +18,778+40.2% | Added |
| Wedge Capital Management L L P | 66,778 | $4.78M | 0.08% | −3,255−4.6% | Reduced |
| Magellan Asset Management Ltd | 67,305 | $4.82M | 0.11% | +1,431+2.2% | Added |
| New York State Teachers Retirement System | 68,248 | $4.89M | 0.01% | −4,184−5.8% | Reduced |
| Public Sector Pension Investment Board | 70,176 | $5.03M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 70,339 | $5.04M | 0.00% | −4,964−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 71,705 | $5.14M | 0.01% | +529+0.7% | Added |
| Jupiter Topco LLC | 76,104 | $5.45M | 0.00% | +76,104 | New |
| First Manhattan Co | 76,982 | $5.51M | 0.01% | −855−1.1% | Reduced |
| Conning Inc. | 77,076 | $5.52M | 0.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 78,467 | $5.62M | 0.00% | −239,245−75.3% | Reduced |
| Cerity Partners LLC | 80,264 | $5.75M | 0.01% | −5,101−6.0% | Reduced |
| Great West Life Assurance Co | 83,987 | $6.01M | 0.01% | +2,460+3.0% | Added |
| BW Gestao de Investimentos Ltda. | 83,862 | $6.01M | 0.14% | +83,862 | New |
| Price T Rowe Associates Inc | 84,449 | $6.05M | 0.00% | +12,567+17.5% | Added |