Northwestern Energy GroupNWE
13F holders, Q3 2024 (September 30)313holders +15
45new positions
30sold out
5famous investors
$57.17avg. 13F price*
At the end of Q3 2024, 313 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 15 from Q2 2024. 45 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($567.4M), Vanguard Group Inc. ($388.7M) and American Century Companies Inc. ($221.3M). 5 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Northwestern Energy Group Inc.
- CUSIP
- 668074305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $22.9M |
| Exits | 30 | $22.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,290,179 shares bought and 2,515,059 shares sold, net −224,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| BlackRock, Inc. | 0.01% | — | 9,915,528 | $567.4M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 6,793,339 | $388.7M |
| American Century Companies Inc. | 0.13% | Reduce -2.6% | 3,866,862 | $221.3M |
| State Street Corp. | 0.01% | Add +1.7% | 2,504,400 | $143.3M |
| River Road Asset Management, LLC | 1.67% | Add +0.7% | 2,235,009 | $127.9M |
| Victory Capital Management Inc. | 0.10% | Reduce -12.5% | 1,863,241 | $106.6M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 1,536,518 | $87.9M |
| Franklin Resources Inc. | 0.02% | Reduce -0.3% | 1,336,670 | $74.3M |
| Macquarie Group Ltd. | 0.08% | Reduce -10.6% | 1,277,841 | $73.1M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Reduce -1.8% | 1,200,524 | $68.7M |
| Westwood Holdings Group Inc. | 0.52% | Reduce -5.2% | 1,167,389 | $66.8M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -2.7% | 1,094,714 | $62.6M |
| Systematic Financial Management LP | 1.56% | Add +11.8% | 1,070,434 | $61.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 1,028,893 | $58.9M |
| Neuberger Berman Group LLC | 0.04% | Add +6.2% | 991,966 | $56.8M |
| Norges Bank | 0.01% | Add +23.4% | 905,542 | $51.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 848,294 | $48.5M |
| Invesco Ltd. | 0.01% | Add +1.3% | 822,727 | $47.1M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 802,186 | $45.9M |
| FMR LLC | 0.00% | Add +17.0% | 759,804 | $43.5M |
| ProShare Advisors LLC | 0.11% | Reduce -0.9% | 751,136 | $43.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.6% | 750,455 | $42.9M |
| Bank of America Corp. | 0.00% | Add +1.7% | 711,698 | $40.7M |
| GW&K Investment Management, LLC | 0.34% | Add +7.1% | 686,113 | $39.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +91.0% | 603,571 | $34.5M |
| Morgan Stanley | 0.00% | Add +37.3% | 581,943 | $33.3M |
| Gabelli Funds LLC | 0.23% | Reduce -0.3% | 547,000 | $31.3M |
| William Blair Investment Management, LLC | 0.08% | Reduce -2.9% | 538,700 | $30.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.8% | 518,812 | $29.7M |
| Raymond James & Associates | 0.02% | Reduce -3.3% | 432,329 | $24.7M |
| AQR Capital Management | 0.03% | Add +8.7% | 430,679 | $24.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +108.0% | 429,597 | $24.6M |
| Sei Investments Co. | 0.03% | Reduce -2.6% | 395,227 | $22.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.3% | 368,889 | $21.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -1.3% | 367,034 | $21.0M |
| Legal & General Group Plc | 0.01% | Reduce -2.5% | 346,703 | $19.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +0.6% | 283,851 | $16.2M |
| GAMCO Investors | 0.16% | Reduce -2.3% | 273,350 | $15.6M |
| Empower Advisory Group, LLC | 0.05% | Add +4.4% | 269,411 | $15.4M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -2.5% | 237,841 | $13.2M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -8.1% | 225,080 | $12.9M |
| Voya Investment Management LLC | 0.01% | Add +13.6% | 216,950 | $12.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.2% | 214,016 | $12.2M |
| First Trust Advisors LP | 0.01% | Add +9.5% | 203,384 | $11.6M |
| Ancora Advisors LLC | 0.23% | Add +0.6% | 174,510 | $10.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.5% | 171,362 | $9.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.5% | 164,529 | $9.4M |
| Chartwell Investment Partners, LLC | 0.29% | Reduce -10.1% | 147,915 | $8.5M |
| Liberty One Investment Management, LLC | 0.82% | Reduce -2.1% | 140,797 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +14.4% | 137,776 | $7.9M |
| Mairs & Power Inc. | 0.07% | Reduce -0.2% | 137,075 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 127,458 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 124,998 | $7.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 121,782 | $7.0M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 119,683 | $6.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -5.1% | 116,569 | $6.7M |
| Barclays PLC | 0.00% | Add +204.7% | 110,571 | $6.3M |
| Wedge Capital Management L L P | 0.11% | Reduce -10.5% | 110,153 | $6.3M |
| Corebridge Financial, Inc. | 0.03% | Reduce -4.7% | 104,999 | $6.0M |
| Stockman Wealth Management, Inc. | 0.92% | Add +6.9% | 103,723 | $5.9M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.3% | 103,208 | $5.9M |
| First Manhattan Co. Llc. | 0.02% | Reduce -6.1% | 101,245 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | Add +3.1% | 98,201 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.6% | 97,962 | $5.6M |
| South Dakota Investment Council | 0.11% | Add +4.6% | 96,362 | $5.5M |
| First Eagle Investment Management, LLC | 0.01% | New | 91,099 | $5.2M |
| Panagora Asset Management Inc. | 0.02% | Add +2.1% | 89,032 | $5.1M |
| Advisors Asset Management, Inc. | 0.09% | Add +27.3% | 83,822 | $4.8M |
| Comerica Bank | 0.02% | Add +4.8% | 82,593 | $4.7M |
| Dean Investment Associates, LLC | 0.60% | Reduce -36.5% | 77,137 | $4.4M |
| Conning Inc. | 0.15% | No change | 77,076 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 76,251 | $4.4M |
| Federated Hermes, Inc. | 0.01% | Add +0.2% | 75,191 | $4.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 75,178 | $4.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.6% | 74,464 | $4.3M |
| First PREMIER Bank | 1.06% | Reduce -0.4% | 73,997 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +52.4% | 69,491 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 69,283 | $4.0M |
| UBS Group AG | 0.00% | Reduce -19.8% | 68,608 | $3.9M |
| Oliver Luxxe Assets LLC | 0.69% | Add +34.8% | 67,322 | $3.9M |
| Aristotle Capital Boston, LLC | 0.12% | Reduce -22.7% | 65,400 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -26.6% | 64,201 | $3.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.6% | 62,580 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.20% | Add +0.6% | 62,205 | $3.6M |
| Meritage Portfolio Management | 0.21% | Add +1218.2% | 60,954 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 58,003 | $3.3M |
| Citigroup Inc. | 0.00% | Add +222.8% | 57,329 | $3.3M |
| Heartland Advisors Inc. | 0.17% | New | 56,302 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -35.4% | 54,300 | $3.1M |
| Magellan Asset Management Ltd | 0.03% | Reduce -0.7% | 52,715 | $3.0M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -1.1% | 51,757 | $3.0M |
| Millennium Management | 0.00% | Reduce -75.0% | 51,368 | $2.9M |
| Nisa Investment Advisors, LLC | 0.02% | Add +81.0% | 50,926 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -3.6% | 50,651 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +120.8% | 50,562 | $2.9M |
| North Star Investment Management Corp. | 0.20% | Add +0.3% | 49,836 | $2.9M |
| Martingale Asset Management L P | 0.06% | Add +5.6% | 46,441 | $2.7M |
| Prudential Financial Inc. | 0.00% | Reduce -2.8% | 44,153 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 43,806 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -46.4% | 42,783 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.8% | 41,403 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +73.3% | 38,083 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.3% | 36,651 | $2.1M |
| Money Concepts Capital Corp. | 0.16% | Reduce -2.1% | 35,738 | $2.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 33,664 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -42.1% | 33,030 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -52.8% | 32,896 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.9% | 32,194 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.9% | 32,194 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 32,015 | $1.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -76.8% | 30,849 | $1.8M |
| DC Investments Management, LLC | 1.23% | No change | 30,670 | $1.8M |
| Inspire Advisors, LLC | 0.21% | Reduce -10.0% | 30,333 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -7.8% | 27,466 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 26,914 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 26,608 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +52.8% | 25,869 | $1.5M |
| Naples Global Advisors, LLC | 0.14% | Add +6.8% | 25,705 | $1.5M |
| Dean Capital Management | 0.62% | Add +117.8% | 25,676 | $1.5M |
| ClearAlpha Technologies LP | 0.62% | New | 25,340 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +11.8% | 24,230 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +46.9% | 23,911 | $1.4M |
| Eagle Global Advisors LLC | 0.07% | New | 23,350 | $1.3M |
| LPL Financial LLC | 0.00% | Add +10.4% | 23,281 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 23,101 | $1.3M |
| Holocene Advisors, LP | 0.01% | New | 22,789 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.1% | 22,535 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +65.2% | 21,529 | $1.2M |
| Pullen Investment Management, LLC | 0.88% | Add +15.7% | 21,067 | $1.2M |
| Convergence Investment Partners, LLC | 0.32% | Reduce -2.3% | 20,842 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -63.5% | 20,818 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,680 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 20,443 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.2% | 20,161 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,352 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.9% | 19,120 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -2.4% | 18,734 | $1.1M |
| Hennessy Advisors Inc. | 0.03% | Reduce -3.7% | 18,398 | $1.1M |
| Schnieders Capital Management LLC | 0.20% | Add +106.7% | 17,873 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 17,648 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +58.3% | 17,215 | $985K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.7% | 17,000 | $973K |
| Van Eck Associates Corp. | 0.00% | Add +7.0% | 17,540 | $970K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.3% | 16,160 | $925K |
| Royal Bank of Canada | 0.00% | Add +6.2% | 16,098 | $922K |
| D. E. Shaw & Co. | 0.00% | New | 16,034 | $917K |
| Alps Advisors Inc. | 0.01% | Add +8.6% | 16,019 | $917K |
| SG Americas Securities, LLC | 0.00% | Add +157.1% | 15,561 | $890K |
| Huber Capital Management LLC | 0.17% | Add +4.9% | 15,107 | $864K |
| State of Michigan Retirement System | 0.00% | Reduce -1.4% | 14,528 | $831K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.6% | 13,600 | $778K |
| WINTON GROUP Ltd | 0.05% | New | 13,536 | $775K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.3% | 13,458 | $770K |
| US Bancorp \de | 0.00% | Reduce -13.3% | 13,454 | $770K |
| Meeder Advisory Services, Inc. | 0.05% | Add +13.3% | 13,189 | $755K |
| Man Group plc | 0.00% | Reduce -61.5% | 12,558 | $719K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | Reduce -0.7% | 12,450 | $712K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.2% | 12,432 | $711K |
| Mariner, LLC | 0.00% | Add +3.1% | 12,369 | $708K |
| Intech Investment Management LLC | 0.01% | New | 12,291 | $703K |
| New Mexico Educational Retirement Board | 0.02% | No change | 11,800 | $675K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,748 | $672K |
| Sterling Capital Management LLC | 0.01% | — | 11,320 | $648K |
| XTX Topco Ltd | 0.05% | New | 11,026 | $631K |
| TD Asset Management Inc | 0.00% | Reduce -58.9% | 10,800 | $619K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 10,748 | $615K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,700 | $612K |
| Passumpsic Savings Bank | 0.40% | New | 10,652 | $610K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +22.1% | 10,515 | $602K |
| Henshaw Capital LLC | 0.03% | No change | 10,499 | $601K |
| HSBC Holdings PLC | 0.00% | Reduce -79.3% | 10,266 | $587K |
| Penn Capital Management Company, LLC | 0.05% | Reduce -10.8% | 10,229 | $585K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -4.8% | 10,204 | $584K |
| Foundry Partners, LLC | 0.03% | Add +0.0% | 10,001 | $572K |
| Commerce Bank | 0.00% | Add +6.3% | 9,900 | $566K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 9,440 | $540K |
| Savant Capital, LLC | 0.00% | Add +3.3% | 9,409 | $538K |
| Cornercap Investment Counsel Inc. | 0.15% | Reduce -55.1% | 8,876 | $508K |
| Versor Investments LP | 0.08% | Reduce -35.3% | 8,800 | $504K |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 8,767 | $502K |
| Xponance LLC | 0.00% | Reduce -0.2% | 8,308 | $475K |
| Bailard, Inc. | 0.01% | No change | 8,200 | $469K |
| IFM Investors Pty Ltd | 0.00% | Reduce -4.7% | 8,136 | $466K |
| Legato Capital Management LLC | 0.06% | Reduce -31.4% | 8,090 | $463K |
| Creative Planning | 0.00% | Add +1.8% | 7,936 | $454K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +4.8% | 7,903 | $452K |
| Jeppson Wealth Management, LLC | 0.16% | Add +1.6% | 7,877 | $451K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.9% | 7,813 | $447K |
| Cerity Partners LLC | 0.00% | Add +38.3% | 7,672 | $439K |
| State of Alaska, Department of Revenue | 0.00% | Add +7.1% | 7,234 | $413K |
| Marshall Wace, LLP | 0.00% | New | 6,913 | $396K |
| Verdence Capital Advisors LLC | 0.03% | Add +24.8% | 6,757 | $387K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,745 | $386K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +0.0% | 6,684 | $382K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.4% | 6,624 | $368K |
| Raymond James Trust N.A. | 0.01% | Add +1.9% | 6,288 | $360K |
| Intrua Financial, LLC | 0.06% | Add +0.8% | 6,189 | $354K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,157 | $352K |
| Keybank National Association | 0.00% | Reduce -13.8% | 6,025 | $345K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -32.5% | 5,730 | $328K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 5,459 | $318K |
| Bokf, NA | 0.01% | Reduce -8.6% | 5,564 | $311K |
| Pathstone Holdings, LLC | 0.00% | Add +1.0% | 5,258 | $301K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,158 | $295K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,033 | $286K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,888 | $279K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.9% | 4,827 | $276K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.4% | 4,766 | $273K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 4,779 | $269K |
| Paloma Partners Management Co | 0.02% | New | 4,541 | $260K |
| Captrust Financial Advisors | 0.00% | New | 4,532 | $259K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.0% | 4,525 | $259K |
| Crewe Advisors LLC | 0.03% | Add +1.1% | 4,410 | $252K |
| First Trust Direct Indexing L.P. | 0.01% | New | 4,382 | $251K |
| Zacks Investment Management | 0.00% | New | 4,337 | $248K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.5% | 4,332 | $248K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 4,236 | $242K |
| Mackenzie Financial Corp. | 0.00% | New | 4,198 | $240K |
| Ifrah Financial Services, Inc. | 0.06% | New | 4,116 | $236K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,011 | $230K |
| Advisory Services Network, LLC | 0.00% | No change | 4,475 | $224K |
| State of Wyoming | 0.03% | Add +15.3% | 3,900 | $223K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 3,837 | $220K |
| MQS Management LLC | 0.12% | New | 3,704 | $212K |
| Atria Investments, Inc | 0.00% | New | 3,533 | $202K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 3,523 | $202K |
| Choreo, LLC | 0.00% | New | 3,505 | $201K |
| STRS Ohio | 0.00% | Add +21.7% | 2,800 | $160K |
| Shell Asset Management Co. | 0.01% | — | 2,798 | $160K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,364 | $135K |
| Johnson Financial Group, Inc. | 0.01% | New | 2,361 | $135K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 2,020 | $116K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.6% | 1,969 | $113K |
| GAMMA Investing LLC | 0.01% | Add +65.0% | 1,879 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.8% | 1,821 | $104K |
| KBC Group NV | 0.00% | Add +38.4% | 1,676 | $96K |
| Principal Securities, Inc. | 0.00% | Add +3.4% | 1,572 | $90K |
| Cwm, LLC | 0.00% | Add +51.7% | 1,505 | $86K |
| Front Row Advisors LLC | 0.02% | No change | 1,135 | $65K |
| nVerses Capital, LLC | 0.03% | Add +150.0% | 1,000 | $57K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 1,000 | $57K |
| Spirit of America Management Corp. | 0.01% | No change | 1,000 | $57K |
| Assetmark, Inc. | 0.00% | Add +11.7% | 975 | $56K |
| Aquatic Capital Management LLC | 0.00% | Reduce -73.5% | 900 | $51K |
| Avior Wealth Management, LLC | 0.00% | No change | 803 | $46K |
| AlphaQuest LLC | 0.00% | New | 782 | $45K |
| Signaturefd, LLC | 0.00% | Reduce -0.3% | 694 | $40K |
| AdvisorNet Financial, Inc | 0.00% | New | 683 | $39K |
| WR Wealth Planners, LLC | 0.01% | Add +4.5% | 679 | $39K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 620 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 607 | $35K |
| Quadrant Capital Group LLC | 0.00% | Reduce -12.1% | 603 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +9.3% | 527 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 506 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 500 | $29K |
| V-Square Quantitative Management LLC | 0.00% | New | 459 | $26K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 443 | $25K |
| Fifth Third Bancorp | 0.00% | Reduce -5.3% | 433 | $25K |
| Quarry LP | 0.01% | Add +206.9% | 399 | $23K |
| Tucker Asset Management LLC | 0.00% | Reduce -16.1% | 369 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 380 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +359.7% | 331 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.1% | 316 | $18K |
| Blue Trust, Inc. | 0.00% | Add +29.1% | 315 | $16K |
| Hemington Wealth Management | 0.00% | New | 281 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 268 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.5% | 258 | $15K |
| Bessemer Group Inc. | 0.00% | Add +49.0% | 219 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | New | 223 | $13K |
| Ransom Advisory, Ltd | 0.01% | No change | 200 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.1% | 198 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -15.5% | 196 | $11K |
| International Assets Investment Management, LLC | 0.00% | No change | 172 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 151 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -11.7% | 151 | $9K |
| Addison Advisors LLC | 0.00% | No change | 150 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 144 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -51.0% | 141 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 136 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 114 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 107 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -28.1% | 105 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 102 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.1% | 92 | $5K |
| Park Place Capital Corp | 0.00% | No change | 85 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.8% | 83 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -11.2% | 79 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 78 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +1133.3% | 74 | $4K |
| LRI Investments, LLC | 0.00% | Reduce -58.5% | 68 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 62 | $4K |
| Huntington National Bank | 0.00% | Add +785.7% | 62 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 59 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 59 | $3K |
| Rothschild Investment LLC | 0.00% | Add +218.8% | 51 | $3K |
| UMB Bank, n.a. | 0.00% | New | 49 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -34.9% | 41 | $2K |
| Allworth Financial LP | 0.00% | Reduce -19.6% | 37 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 37 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 29 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.9% | 27 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -50.9% | 27 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $1K |
| Caldwell Trust Co | 0.00% | New | 19 | $1K |
| HM Payson & Co. | 0.00% | New | 17 | $973 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 16 | $916 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $750 |
| SJS Investment Consulting Inc. | 0.00% | Add +12.5% | 9 | $515 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +28.6% | 9 | $515 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $401 |
| Mather Group, Llc. | 0.00% | Reduce -93.8% | 6 | $343 |
| Anchor Investment Management, LLC | 0.00% | New | 1 | $58 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is NWE's weight in each manager's 13F, not the share of Northwestern Energy Group Inc. the manager owns.