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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 9,326 | $667.9K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 9,144 | $654.9K | 0.00% | +441+5.1% | Added |
| Massar Capital Management, LP | 9,082 | $650.5K | 0.22% | +9,082 | New |
| Vaughan & Co Securities, Inc. | 8,940 | $640.3K | 0.30% | −449−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,659 | $629.6K | 0.00% | −7,903−47.7% | Reduced |
| Spirit of America Management Corp | 8,700 | $623.1K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,318 | $604.8K | 0.06% | +140+1.7% | Added |
| Commerce Bank | 8,118 | $581.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,905 | $565.0K | 0.01% | −297−3.6% | Reduced |
| HSBC Holdings PLC | 7,691 | $555.1K | 0.00% | +7,691 | New |
| Everence Capital Management Inc | 7,369 | $528.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,369 | $527.8K | 0.01% | +153+2.1% | Added |
| Fieldview Capital Management, LLC | 7,359 | $527.1K | 0.15% | +2,981+68.1% | Added |
| Voloridge Investment Management, LLC | 7,259 | $519.9K | 0.00% | +7,259 | New |
| Jacobi Capital Management LLC | 7,212 | $516.5K | 0.03% | −44−0.6% | Reduced |
| Teacher Retirement System of Texas | 7,186 | $514.7K | 0.00% | −779−9.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 7,172 | $513.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7,076 | $506.8K | 0.00% | +989+16.2% | Added |
| Swiss Life Asset Management Ltd | 7,064 | $505.9K | 0.00% | +334+5.0% | Added |
| Quadrant Capital Group LLC | 6,919 | $495.5K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,915 | $495.0K | 0.00% | −164−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 6,857 | $491.1K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,828 | $489.0K | 0.00% | −9,535−58.3% | Reduced |
| Intrua Financial, LLC | 6,703 | $480.1K | 0.05% | −361−5.1% | Reduced |
| Guggenheim Capital LLC | 6,595 | $472.3K | 0.00% | −1,516−18.7% | Reduced |
| Huber Capital Management LLC | 6,555 | $469.5K | 0.07% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 6,537 | $468.2K | 0.04% | −2,113−24.4% | Reduced |
| Gsa Capital Partners LLP | 6,352 | $455.0K | 0.03% | −11,107−63.6% | Reduced |
| SRS Capital Advisors, Inc. | 6,250 | $447.6K | 0.00% | +6,250 | New |
| Public Employees Retirement Association of Colorado | 6,157 | $441.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,978 | $428.1K | 0.01% | +450+8.1% | Added |
| Crewe Advisors LLC | 5,970 | $427.6K | 0.03% | +54+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,940 | $425.4K | 0.00% | +1,178+24.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,851 | $419.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,817 | $416.6K | 0.00% | +720+14.1% | Added |
| Zacks Investment Management | 5,394 | $386.4K | 0.00% | −2,707−33.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,212 | $373.3K | 0.01% | −2,658−33.8% | Reduced |
| Harbour Investments, Inc. | 5,151 | $368.9K | 0.00% | −21−0.4% | Reduced |
| AlphaGrep UK Ltd | 5,137 | $367.9K | 0.11% | +1,697+49.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,047 | $361.5K | 0.01% | +5,047 | New |
| Vise Technologies, Inc. | 5,032 | $360.4K | 0.00% | +771+18.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,026 | $360.0K | 0.01% | −12,672−71.6% | Reduced |
| Advisory Services Network, LLC | 4,797 | $343.6K | 0.00% | +1,098+29.7% | Added |
| Fiduciary Trust Co | 4,790 | $343.1K | 0.00% | −10−0.2% | Reduced |
| Federated Hermes, Inc. | 4,752 | $340.3K | 0.00% | −151−3.1% | Reduced |
| Securian Asset Management, Inc | 4,573 | $329.5K | 0.01% | +124+2.8% | Added |
| Atria Investments LLC | 4,572 | $327.4K | 0.00% | −2,799−38.0% | Reduced |
| Elevatus Welath Management | 4,534 | $324.7K | 0.08% | +4,534 | New |
| IFM Investors Pty Ltd | 4,415 | $316.2K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,386 | $314.1K | 0.01% | +4,386 | New |
| Jones Financial Companies LLLP | 4,244 | $311.6K | 0.00% | −3,240−43.3% | Reduced |
| UMA Financial Services, Inc. | 4,325 | $309.8K | 0.04% | −500−10.4% | Reduced |
| United Capital Financial Advisers, LLC | 4,301 | $308.0K | 0.00% | +850+24.6% | Added |
| Vident Advisory, LLC | 4,121 | $295.2K | 0.00% | +8+0.2% | Added |
| GAMMA Investing LLC | 3,981 | $285.1K | 0.01% | +182+4.8% | Added |
| Phillips Wealth Planners LLC | 3,952 | $279.6K | 0.21% | −41−1.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,789 | $271.4K | 0.07% | −89−2.3% | Reduced |
| Savant Capital, LLC | 3,889 | $267.0K | 0.00% | +3,889 | New |
| DnB Asset Management AS | 3,624 | $259.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,524 | $252.4K | 0.00% | −92−2.5% | Reduced |
| Murchinson Ltd. | 3,500 | $250.7K | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,498 | $250.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,490 | $249.9K | 0.00% | +3,490 | New |
| RSM US Wealth Management LLC | 3,400 | $243.5K | 0.00% | +197+6.2% | Added |
| Callan Family Office, LLC | 3,069 | $219.8K | 0.00% | +3,069 | New |
| Merit Financial Group, LLC | 3,054 | $218.7K | 0.00% | −3,511−53.5% | Reduced |
| Storgate, LLC | 3,038 | $217.6K | 0.05% | +3,038 | New |
| Coldstream Capital Management Inc | 3,011 | $215.6K | 0.00% | +3,011 | New |
| Two Sigma Securities, LLC | 3,005 | $215.2K | 0.02% | −7,849−72.3% | Reduced |
| Sanctuary Advisors, LLC | 3,003 | $215.1K | 0.00% | −3,588−54.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,941 | $210.6K | 0.05% | −319−9.8% | Reduced |
| Sowell Financial Services LLC | 2,913 | $208.6K | 0.01% | −431−12.9% | Reduced |
| Miracle Mile Advisors, LLC | 2,898 | $207.6K | 0.00% | +2,898 | New |
| TD Asset Management Inc | 2,800 | $200.5K | 0.00% | −4,200−60.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,750 | $197.0K | 0.00% | +2,750 | New |
| PenderFund Capital Management Ltd. | 2,700 | $193.4K | 0.02% | −200−6.9% | Reduced |
| Parallel Advisors, LLC | 2,689 | $192.6K | 0.00% | +393+17.1% | Added |
| Farther Finance Advisors, LLC | 2,436 | $174.5K | 0.00% | +808+49.6% | Added |
| Armstrong Advisory Group, Inc | 2,364 | $169.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,097 | $150.2K | 0.00% | +653+45.2% | Added |
| KBC Group NV | 1,977 | $142.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,914 | $137.1K | 0.13% | +1,760+1,142.9% | Added |
| Compass Financial Management LLC | 1,913 | $137.0K | 0.02% | +1,913 | New |
| Signaturefd, LLC | 1,873 | $134.1K | 0.00% | +653+53.5% | Added |
| Costello Asset Management, INC | 1,512 | $108.3K | 0.03% | −98−6.1% | Reduced |
| Triumph Capital Management | 1,380 | $98.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,377 | $98.6K | 0.00% | −1,269−48.0% | Reduced |
| V-Square Quantitative Management LLC | 1,345 | $96.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,264 | $90.5K | 0.00% | −790−38.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,206 | $86.4K | 0.00% | −14,311−92.2% | Reduced |
| Hantz Financial Services, Inc. | 1,185 | $85.0K | 0.00% | +64+5.7% | Added |
| Westfuller Advisors, LLC | 1,165 | $83.5K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,135 | $80.2K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,107 | $79.3K | 0.00% | −656−37.2% | Reduced |
| Assetmark, Inc | 1,039 | $74.4K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $71.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 997 | $71.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 599 | $42.9K | 0.00% | +5+0.8% | Added |
| Rockefeller Capital Management L.P. | 560 | $40.1K | 0.00% | −278−33.2% | Reduced |
| Rothschild Investment LLC | 537 | $38.5K | 0.00% | −967−64.3% | Reduced |