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 |
|---|---|---|---|---|---|
| Central Trust Co | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 492 | $35.2K | 0.00% | −534−52.0% | Reduced |
| First Horizon Corp | 482 | $34.5K | 0.00% | −21−4.2% | Reduced |
| Optiver Holding B.V. | 430 | $30.8K | 0.00% | +123+40.1% | Added |
| Versant Capital Management, Inc | 403 | $28.9K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 363 | $26.3K | 0.00% | +52+16.7% | Added |
| Nomura Asset Management Co Ltd | 330 | $23.6K | 0.00% | −610−64.9% | Reduced |
| Custom Index Systems, LLC | 311 | $22.3K | 0.01% | +311 | New |
| Caitong International Asset Management Co., Ltd | 307 | $22.0K | 0.00% | +306+30,600.0% | Added |
| Asset Planning,Inc | 303 | $21.7K | 0.01% | +303 | New |
| Larson Financial Group LLC | 295 | $21.1K | 0.00% | +24+8.9% | Added |
| Parkside Financial Bank & Trust | 294 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 288 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 262 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 251 | $18.0K | 0.00% | −3−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 223 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 220 | $15.8K | 0.00% | +11+5.3% | Added |
| SBI Securities Co., Ltd. | 220 | $15.8K | 0.00% | +12+5.8% | Added |
| Owl Creek Wealth Partners LLC | 190 | $13.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 187 | $13.4K | 0.01% | +187 | New |
| Essential Partners LLC | 142 | $10.2K | 0.00% | −1,460−91.1% | Reduced |
| Brown Brothers Harriman & Co | 137 | $9.81K | 0.00% | −12−8.1% | Reduced |
| SJS Investment Consulting Inc. | 132 | $9.45K | 0.00% | +115+676.5% | Added |
| Bell Investment Advisors, Inc | 121 | $8.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $7.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $7.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $5.80K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $5.80K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 77 | $5.51K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 73 | $5.23K | 0.00% | −341−82.4% | Reduced |
| LRI Investments, LLC | 71 | $5.08K | 0.00% | +3+4.4% | Added |
| C M Bidwell & Associates Ltd | 68 | $4.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $4.51K | 0.00% | −2−3.1% | Reduced |
| Fortitude Family Office, LLC | 59 | $4.23K | 0.00% | +3+5.4% | Added |
| Massmutual Trust Co FSB | 58 | $4.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $3.73K | 0.00% | +15+40.5% | Added |
| Keating Financial Advisory Services, Inc. | 40 | $2.87K | 0.00% | +17+73.9% | Added |
| Millstone Evans Group, LLC | 35 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 33 | $2.36K | 0.00% | +15+83.3% | Added |
| Action Point Financial Planning, LLC | 33 | $2.22K | 0.00% | +33 | New |
| Bayban | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.79K | 0.00% | +5+25.0% | Added |
| Quent Capital, LLC | 23 | $1.65K | 0.00% | −33−58.9% | Reduced |
| Caitlin John, LLC | 21 | $1.50K | 0.00% | −2,546−99.2% | Reduced |
| Strive Financial Group ,LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 17 | $1.22K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | −49−81.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $860 | 0.00% | −97−89.0% | Reduced |
| Creative Capital Management Investments LLC | 12 | $859 | 0.00% | +12 | New |
| Arlington Trust Co LLC | 11 | $788 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10 | $715 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $645 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $645 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $645 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $573 | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $502 | 0.00% | −2−22.2% | Reduced |
| SHP Wealth Management | 7 | $501 | 0.00% | +7 | New |
| Mather Group, LLC. | 6 | $430 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $287 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $215 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $143 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $72 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| 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 |