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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 51,861 | $3.71M | 0.03% | +6,262+13.7% | Added |
| Mairs & Power Inc | 51,191 | $3.67M | 0.03% | −34,811−40.5% | Reduced |
| Trexquant Investment LP | 51,015 | $3.65M | 0.02% | +51,015 | New |
| North Star Investment Management Corp. | 50,695 | $3.63M | 0.20% | −304−0.6% | Reduced |
| Bridgewater Associates, LP | 49,915 | $3.57M | 0.01% | +5,438+12.2% | Added |
| Vanguard Asset Management, Ltd | 49,809 | $3.57M | 0.00% | +2,522+5.3% | Added |
| Quantinno Capital Management LP | 48,441 | $3.47M | 0.00% | +27,026+126.2% | Added |
| Vanguard Investments Australia, Ltd. | 47,667 | $3.41M | 0.01% | +994+2.1% | Added |
| Manufacturers Life Insurance Company, The | 46,489 | $3.33M | 0.00% | −319−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 46,394 | $3.32M | 0.01% | +127+0.3% | Added |
| SEI Investments Co | 44,611 | $3.20M | 0.00% | −11,815−20.9% | Reduced |
| Lesa Sroufe & Co | 41,857 | $3.00M | 2.14% | +1,202+3.0% | Added |
| Creative Planning | 39,493 | $2.83M | 0.00% | +505+1.3% | Added |
| Macquarie Group Ltd | 39,145 | $2.80M | 0.01% | −1,782−4.4% | Reduced |
| Advisors Asset Management, Inc. | 37,992 | $2.72M | 0.04% | −2,012−5.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,725 | $2.42M | 0.04% | −6,592−16.4% | Reduced |
| Brinker Capital Investments, LLC | 33,386 | $2.39M | 0.02% | +6,340+23.4% | Added |
| DC Investments Management, LLC | 32,976 | $2.36M | 0.81% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 32,866 | $2.35M | 0.17% | +237+0.7% | Added |
| Bank of Montreal | 32,825 | $2.35M | 0.00% | −755−2.2% | Reduced |
| LPL Financial LLC | 32,734 | $2.34M | 0.00% | +3,408+11.6% | Added |
| Moore Capital Management, LP | 29,929 | $2.14M | 0.05% | +1,259+4.4% | Added |
| Ieq Capital, LLC | 29,534 | $2.12M | 0.01% | −31,163−51.3% | Reduced |
| Barclays PLC | 28,646 | $2.05M | 0.00% | −119,072−80.6% | Reduced |
| Naples Global Advisors, LLC | 28,262 | $2.02M | 0.12% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 27,497 | $1.97M | 0.22% | +2,497+10.0% | Added |
| Captrust Financial Advisors | 26,940 | $1.93M | 0.00% | −64,178−70.4% | Reduced |
| Schnieders Capital Management, LLC. | 26,628 | $1.91M | 0.25% | +105+0.4% | Added |
| Voya Investment Management LLC | 26,537 | $1.90M | 0.00% | +1,193+4.7% | Added |
| Alps Advisors Inc | 26,222 | $1.88M | 0.01% | +771+3.0% | Added |
| Amalgamated Bank | 26,146 | $1.87M | 0.01% | −427−1.6% | Reduced |
| Van Eck Associates Corp | 26,058 | $1.87M | 0.00% | +1,230+5.0% | Added |
| Susquehanna International Group, LLP | 25,817 | $1.85M | 0.00% | −27,836−51.9% | Reduced |
| Engineers Gate Manager LP | 25,750 | $1.84M | 0.02% | 00.0% | Unchanged |
| CSS LLC | 25,541 | $1.83M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,391 | $1.82M | 0.06% | +7,954+45.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,180 | $1.80M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 24,937 | $1.79M | 0.01% | −7,875−24.0% | Reduced |
| The PNC Financial Services Group, Inc. | 24,700 | $1.77M | 0.00% | +1,032+4.4% | Added |
| Vanguard Global Advisers, LLC | 23,637 | $1.69M | 0.00% | −483−2.0% | Reduced |
| Keebeck Alpha, LP | 22,848 | $1.64M | 3.41% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,037 | $1.58M | 0.00% | +4,036+22.4% | Added |
| New York State Common Retirement Fund | 22,020 | $1.58M | 0.00% | +2,600+13.4% | Added |
| Mangrove Partners | 21,859 | $1.57M | 0.10% | −4,711−17.7% | Reduced |
| Algert Global LLC | 21,610 | $1.55M | 0.02% | +6,740+45.3% | Added |
| XTX Topco Ltd | 20,940 | $1.50M | 0.02% | −58,022−73.5% | Reduced |
| STRS Ohio | 20,900 | $1.50M | 0.01% | +2,500+13.6% | Added |
| Hager Investment Management Services, LLC | 20,675 | $1.48M | 0.68% | +1,458+7.6% | Added |
| Mariner, LLC | 19,935 | $1.43M | 0.00% | +245+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,012 | $1.38M | 0.01% | +7,551+65.9% | Added |
| Sequoia Financial Advisors, LLC | 19,066 | $1.37M | 0.01% | +92+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 18,922 | $1.36M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 18,904 | $1.35M | 0.04% | −7,417−28.2% | Reduced |
| State of Tennessee, Treasury Department | 18,729 | $1.34M | 0.00% | −337−1.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 18,493 | $1.32M | 0.01% | +1,536+9.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,366 | $1.32M | 0.01% | +996+5.7% | Added |
| First Citizens Bank & Trust Co | 18,358 | $1.31M | 0.02% | +1,094+6.3% | Added |
| Winton Group Ltd | 18,190 | $1.30M | 0.04% | −28−0.2% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $1.29M | 0.02% | +200+1.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 17,113 | $1.23M | 0.05% | −17,113−50.0% | Reduced |
| CSM Advisors, LLC | 17,122 | $1.23M | 0.03% | +6,621+63.1% | Added |
| Arizona State Retirement System | 16,969 | $1.22M | 0.01% | +102+0.6% | Added |
| Ameritas Investment Partners, Inc. | 16,944 | $1.21M | 0.03% | +679+4.2% | Added |
| Yousif Capital Management, LLC | 16,889 | $1.21M | 0.01% | −1,057−5.9% | Reduced |
| State Board of Administration of Florida Retirement System | 16,886 | $1.21M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 16,650 | $1.19M | 0.03% | −232−1.4% | Reduced |
| Occudo Quantitative Strategies LP | 16,583 | $1.19M | 0.06% | +8,692+110.2% | Added |
| Canada Pension Plan Investment Board | 16,000 | $1.15M | 0.00% | −52,300−76.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,864 | $1.14M | 0.00% | +464+3.0% | Added |
| Hennessy Advisors Inc | 15,698 | $1.12M | 0.04% | +1,900+13.8% | Added |
| Amundi | 15,607 | $1.12M | 0.00% | +15,607 | New |
| Renaissance Technologies LLC | 15,326 | $1.10M | 0.00% | +15,326 | New |
| HRT Financial LP | 15,011 | $1.07M | 0.00% | +15,011 | New |
| State of Michigan Retirement System | 14,428 | $1.03M | 0.00% | −400−2.7% | Reduced |
| Vestcor Inc | 14,096 | $1.01M | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 14,071 | $1.01M | 0.11% | −4,982−26.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,837 | $991.0K | 0.01% | +72+0.5% | Added |
| Thrivent Financial for Lutherans | 13,659 | $978.0K | 0.00% | −109,985−89.0% | Reduced |
| Water Island Capital LLC | 13,633 | $976.4K | 0.10% | −205−1.5% | Reduced |
| Brevan Howard Capital Management LP | 13,435 | $962.2K | 0.01% | +2,597+24.0% | Added |
| Dark Forest Capital Management LP | 13,382 | $958.4K | 0.06% | +13,382 | New |
| CIBC Bancorp USA Inc. | 13,251 | $949.0K | 0.00% | +660+5.2% | Added |
| Oregon Public Employees Retirement Fund | 12,710 | $910.3K | 0.01% | +100+0.8% | Added |
| Cetera Investment Advisers | 12,656 | $906.4K | 0.00% | −2,955−18.9% | Reduced |
| US Bancorp | 12,155 | $870.5K | 0.00% | −36−0.3% | Reduced |
| New Mexico Educational Retirement Board | 11,800 | $845.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,619 | $832.2K | 0.00% | −6,582−36.2% | Reduced |
| Prudential Financial Inc | 11,391 | $815.8K | 0.00% | +585+5.4% | Added |
| Pictet Asset Management Holding SA | 11,316 | $810.5K | 0.00% | −544−4.6% | Reduced |
| Treasurer of the State of North Carolina | 11,274 | $807.0K | 0.00% | +11,274 | New |
| JustInvest LLC | 11,197 | $801.9K | 0.01% | +590+5.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,075 | $793.2K | 0.00% | +2,316+26.4% | Added |
| Harbor Capital Advisors, Inc. | 10,870 | $779.0K | 0.05% | +624+6.1% | Added |
| Citadel Advisors LLC | 10,764 | $770.9K | 0.00% | −35,025−76.5% | Reduced |
| Royal Bank of Canada | 10,535 | $754.0K | 0.00% | −708−6.3% | Reduced |
| Private Advisor Group, LLC | 10,281 | $736.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,063 | $720.7K | 0.00% | +6,864+214.6% | Added |
| Victory Capital Management Inc | 9,900 | $709.0K | 0.00% | −397,199−97.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,654 | $691.4K | 0.03% | −240−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 9,443 | $676.3K | 0.00% | +9,443 | New |