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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 87,518 | $6.27M | 0.07% | +31,242+55.5% | Added |
| Kintayl Capital LP | 89,342 | $6.40M | 3.08% | −80,713−47.5% | Reduced |
| South Dakota Investment Council | 92,137 | $6.60M | 0.11% | −974−1.0% | Reduced |
| Ancora Advisors, LLC | 97,785 | $7.00M | 0.14% | −440−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 98,142 | $7.03M | 0.02% | +500+0.5% | Added |
| Ameriprise Financial Inc | 99,835 | $7.15M | 0.00% | −2,440−2.4% | Reduced |
| First PREMIER Bank | 101,716 | $7.29M | 1.18% | −1,876−1.8% | Reduced |
| LMR Partners LLP | 103,552 | $7.42M | 0.05% | +87,700+553.2% | Added |
| Yaupon Capital Management LP | 110,131 | $7.89M | 0.26% | +5,209+5.0% | Added |
| Mutual of America Capital Management LLC | 113,419 | $8.12M | 0.08% | −6,696−5.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,415 | $8.34M | 0.04% | −10,971−8.6% | Reduced |
| Polar Asset Management Partners Inc. | 122,834 | $8.80M | 0.16% | +101,847+485.3% | Added |
| Swiss National Bank | 123,383 | $8.84M | 0.00% | +1,900+1.6% | Added |
| Adage Capital Partners GP, L.L.C. | 126,975 | $9.09M | 0.01% | −149,029−54.0% | Reduced |
| New York Life Investment Management LLC | 128,309 | $9.19M | 0.06% | −1,690−1.3% | Reduced |
| Russell Investments Group, Ltd. | 130,410 | $9.34M | 0.01% | +27,879+27.2% | Added |
| UBS Asset Management Americas Inc | 138,393 | $9.91M | 0.00% | +748+0.5% | Added |
| D. E. Shaw & Co., Inc. | 145,729 | $10.4M | 0.01% | −30,828−17.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 183,299 | $13.1M | 0.01% | −32,840−15.2% | Reduced |
| State of Wisconsin Investment Board | 190,509 | $13.6M | 0.03% | −34,741−15.4% | Reduced |
| Rhumbline Advisers | 204,481 | $14.6M | 0.01% | +8,709+4.4% | Added |
| Magnetar Financial LLC | 206,856 | $14.8M | 0.14% | +8,396+4.2% | Added |
| Man Group plc | 211,085 | $15.1M | 0.03% | −188,707−47.2% | Reduced |
| AQR Capital Management LLC | 232,486 | $16.7M | 0.01% | −425,220−64.7% | Reduced |
| Principal Financial Group Inc | 237,671 | $17.0M | 0.01% | +12,507+5.6% | Added |
| Legal & General Group Plc | 248,405 | $17.8M | 0.00% | −21,885−8.1% | Reduced |
| Gamco Investors, Inc. Et Al | 267,350 | $19.1M | 0.17% | −7,000−2.6% | Reduced |
| Squarepoint Ops LLC | 277,545 | $19.9M | 0.04% | +58,577+26.8% | Added |
| Verition Fund Management LLC | 280,664 | $20.1M | 0.14% | +251,608+865.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 286,606 | $20.5M | 0.02% | +11,441+4.2% | Added |
| MetLife Investment Management | 309,145 | $22.1M | 0.10% | +4,643+1.5% | Added |
| JPMorgan Chase & Co | 305,076 | $22.3M | 0.00% | −15,692−4.9% | Reduced |
| Caxton Associates LLP | 312,172 | $22.4M | 0.42% | −345,090−52.5% | Reduced |
| Fort Baker Capital Management LP | 318,094 | $22.8M | 1.81% | +5,067+1.6% | Added |
| Invesco Ltd. | 323,844 | $23.2M | 0.00% | −30,117−8.5% | Reduced |
| William Blair Investment Management, LLC | 336,472 | $24.1M | 0.07% | −90,008−21.1% | Reduced |
| Highbridge Capital Management LLC | 358,197 | $26.0M | 0.89% | +70,879+24.7% | Added |
| Qube Research & Technologies Ltd | 367,334 | $26.3M | 0.03% | −427,084−53.8% | Reduced |
| Vanguard Fiduciary Trust Co | 410,667 | $29.4M | 0.01% | +13,756+3.5% | Added |
| Raymond James Financial Inc | 416,053 | $29.8M | 0.01% | −39,517−8.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 467,128 | $33.5M | 0.09% | −17,297−3.6% | Reduced |
| ProShare Advisors LLC | 490,527 | $35.1M | 0.05% | +6,112+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 498,960 | $35.7M | 0.19% | +498,960 | New |
| Nuveen, LLC | 506,874 | $36.3M | 0.01% | +19,835+4.1% | Added |
| Massachusetts Financial Services Co | 513,743 | $36.8M | 0.01% | −26,893−5.0% | Reduced |
| Gabelli Funds LLC | 539,200 | $38.6M | 0.25% | −9,500−1.7% | Reduced |
| First Trust Advisors LP | 562,654 | $40.3M | 0.02% | −67,340−10.7% | Reduced |
| GW&K Investment Management, LLC | 571,934 | $41.0M | 0.32% | −7,694−1.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 623,112 | $44.6M | 0.10% | +77,079+14.1% | Added |
| UBS Group AG | 739,681 | $53.0M | 0.01% | −254,847−25.6% | Reduced |
| Bank of New York Mellon Corp | 743,940 | $53.3M | 0.01% | −10,619−1.4% | Reduced |
| Bank of America Corp | 758,501 | $54.3M | 0.00% | −44,966−5.6% | Reduced |
| Norges Bank | 780,561 | $55.9M | 0.01% | +780,561 | New |
| Charles Schwab Investment Management Inc | 786,289 | $56.3M | 0.01% | −25,386−3.1% | Reduced |
| River Road Asset Management, LLC | 796,943 | $57.1M | 0.63% | −208,859−20.8% | Reduced |
| Nomura Asset Management International Inc. | 806,508 | $57.8M | 0.09% | −81,467−9.2% | Reduced |
| Morgan Stanley | 821,726 | $58.9M | 0.00% | +48,525+6.3% | Added |
| Northern Trust Corp | 824,542 | $59.1M | 0.01% | +14,982+1.9% | Added |
| FMR LLC | 861,126 | $61.7M | 0.00% | +92,498+12.0% | Added |
| Hudson Bay Capital Management LP | 903,026 | $64.7M | 0.30% | +278,017+44.5% | Added |
| Alliancebernstein L.P. | 1,061,407 | $70.0M | 0.02% | +245,094+30.0% | Added |
| Citigroup Inc | 1,023,760 | $73.3M | 0.03% | +285,122+38.6% | Added |
| Dimensional Fund Advisors LP | 1,035,633 | $74.2M | 0.01% | +12,403+1.2% | Added |
| Goldman Sachs Group Inc | 1,051,382 | $75.3M | 0.01% | −299,520−22.2% | Reduced |
| Millennium Management LLC | 1,064,119 | $76.2M | 0.05% | −250,369−19.0% | Reduced |
| CNH Partners LLC | 1,094,832 | $78.4M | 1.12% | +12,885+1.2% | Added |
| Systematic Financial Management LP | 1,121,956 | $80.4M | 1.60% | −10,109−0.9% | Reduced |
| American Century Companies Inc | 1,238,268 | $88.7M | 0.04% | −319,599−20.5% | Reduced |
| Balyasny Asset Management LLC | 1,285,897 | $92.1M | 0.17% | +375,337+41.2% | Added |
| Neuberger Berman Group LLC | 1,357,486 | $97.3M | 0.06% | +82,960+6.5% | Added |
| Franklin Resources Inc | 1,581,525 | $113.3M | 0.02% | −40,442−2.5% | Reduced |
| Geode Capital Management, LLC | 1,788,900 | $128.1M | 0.01% | +94,546+5.6% | Added |
| State Street Corp | 2,431,546 | $174.1M | 0.01% | +96,465+4.1% | Added |
| Vanguard Capital Management LLC | 2,790,136 | $199.8M | 0.00% | +7,429+0.3% | Added |
| Vanguard Portfolio Management LLC | 3,548,697 | $254.2M | 0.01% | +58,960+1.7% | Added |
| BlackRock, Inc. | 9,070,752 | $649.6M | 0.01% | +789,222+9.5% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −351,913−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −218,101−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −95,891−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −64,187−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −56,784−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −18,851−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −11,133−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,742−100.0% | Sold out |
| Van Diest Capital, LLC | 0 | $0 | 0.00% | −7,330−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −7,325−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |