Northwestern Energy GroupNWE
13F holders, Q4 2024 (December 31)323holders +10
38new positions
35sold out
6famous investors
$53.47avg. 13F price*
At the end of Q4 2024, 323 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 10 from Q3 2024. 38 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($593.3M), Vanguard Group Inc. ($366.2M) and American Century Companies Inc. ($175.8M). 6 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Northwestern Energy Group Inc.
- CUSIP
- 668074305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $43.1M |
| Exits | 35 | $19.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,181,998 shares bought and 4,028,163 shares sold, net +1,153,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| BlackRock, Inc. | 0.01% | Add +11.9% | 11,098,837 | $593.3M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 6,849,519 | $366.2M |
| American Century Companies Inc. | 0.10% | Reduce -15.0% | 3,288,228 | $175.8M |
| State Street Corp. | 0.01% | Add +2.1% | 2,556,830 | $136.7M |
| River Road Asset Management, LLC | 1.69% | Add +6.1% | 2,371,931 | $126.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 1,534,722 | $82.1M |
| Franklin Resources Inc. | 0.02% | Reduce -1.0% | 1,323,212 | $70.7M |
| Macquarie Group Ltd. | 0.08% | Add +0.7% | 1,286,128 | $68.8M |
| Systematic Financial Management LP | 1.51% | Add +3.8% | 1,110,574 | $59.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.4% | 1,033,437 | $55.2M |
| First Trust Advisors LP | 0.05% | Add +391.6% | 999,884 | $53.5M |
| Neuberger Berman Group LLC | 0.04% | Reduce -1.4% | 977,897 | $52.3M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -16.2% | 917,497 | $49.0M |
| Invesco Ltd. | 0.01% | Add +9.9% | 904,579 | $48.4M |
| Northern Trust Corp. | 0.01% | Add +11.5% | 894,163 | $47.8M |
| Bank of New York Mellon Corp | 0.01% | Add +18.1% | 886,066 | $47.4M |
| Westwood Holdings Group Inc. | 0.37% | Reduce -24.3% | 884,114 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 879,762 | $47.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -53.0% | 875,459 | $46.8M |
| ProShare Advisors LLC | 0.09% | Add +2.8% | 772,252 | $41.3M |
| Norges Bank | 0.01% | Reduce -16.9% | 752,631 | $40.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +24.7% | 752,441 | $40.2M |
| UBS Group AG | 0.01% | Add +916.6% | 697,492 | $37.3M |
| FMR LLC | 0.00% | Reduce -9.4% | 688,212 | $36.8M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 677,228 | $36.2M |
| GW&K Investment Management, LLC | 0.30% | Reduce -2.9% | 666,150 | $35.6M |
| Morgan Stanley | 0.00% | Add +0.5% | 584,829 | $31.3M |
| Raymond James Financial Inc. | 0.01% | — | 560,771 | $30.0M |
| William Blair Investment Management, LLC | 0.07% | Add +2.5% | 552,052 | $29.5M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Reduce -54.2% | 549,848 | $29.4M |
| Gabelli Funds LLC | 0.22% | No change | 547,000 | $29.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.9% | 545,284 | $29.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +20.7% | 443,148 | $23.7M |
| AQR Capital Management | 0.03% | Reduce -2.5% | 419,916 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 415,165 | $22.2M |
| Sei Investments Co. | 0.02% | Reduce -9.6% | 357,290 | $19.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.2% | 339,082 | $18.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +6.3% | 301,769 | $16.1M |
| Empower Advisory Group, LLC | 0.05% | Add +4.5% | 281,629 | $15.1M |
| GAMCO Investors | 0.15% | No change | 273,350 | $14.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +10.3% | 248,280 | $13.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +386.6% | 246,019 | $13.2M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 214,973 | $11.5M |
| DRW Securities, LLC | 0.76% | New | 210,900 | $11.3M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -11.9% | 209,506 | $11.2M |
| Voya Investment Management LLC | 0.01% | Reduce -3.6% | 209,237 | $11.2M |
| Ancora Advisors LLC | 0.25% | Add +19.2% | 208,090 | $11.1M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 174,015 | $9.3M |
| Barclays PLC | 0.00% | Add +36.3% | 150,695 | $8.1M |
| Aventail Capital Group, LP | 0.39% | New | 139,895 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -62.3% | 138,959 | $7.4M |
| Mairs & Power Inc. | 0.07% | Reduce -0.1% | 136,995 | $7.3M |
| Liberty One Investment Management, LLC | 0.79% | Reduce -2.7% | 136,960 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.1% | 136,322 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 133,108 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -6.9% | 128,321 | $6.9M |
| First Eagle Investment Management, LLC | 0.02% | Add +40.7% | 128,199 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 120,788 | $6.5M |
| Swiss National Bank | 0.00% | Add +0.8% | 120,583 | $6.4M |
| Advisors Asset Management, Inc. | 0.12% | Add +40.8% | 118,043 | $6.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -0.1% | 116,440 | $6.2M |
| Wedge Capital Management L L P | 0.11% | Reduce -0.5% | 109,637 | $5.9M |
| Stockman Wealth Management, Inc. | 0.88% | Add +1.9% | 105,678 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Add +4.5% | 102,415 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -1.0% | 102,144 | $5.5M |
| Corebridge Financial, Inc. | 0.03% | Reduce -5.1% | 99,604 | $5.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | New | 98,637 | $5.3M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.9% | 98,295 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -40.7% | 97,522 | $5.2M |
| South Dakota Investment Council | 0.10% | No change | 96,362 | $5.2M |
| Kennedy Capital Management LLC | 0.11% | Reduce -2.7% | 95,574 | $5.1M |
| Citadel Advisors | 0.00% | Add +123.3% | 95,523 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Add +166.5% | 87,681 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +24.9% | 86,827 | $4.6M |
| Zimmer Partners, LP | 0.08% | New | 81,000 | $4.3M |
| Panagora Asset Management Inc. | 0.02% | Reduce -9.3% | 80,710 | $4.3M |
| Deutsche Bank AG | 0.00% | Add +22.8% | 78,814 | $4.2M |
| Federated Hermes, Inc. | 0.01% | Add +3.8% | 78,026 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.9% | 77,732 | $4.2M |
| Conning Inc. | 0.15% | No change | 77,076 | $4.1M |
| New York State Teachers Retirement System | 0.01% | No change | 75,178 | $4.0M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 74,552 | $4.0M |
| First PREMIER Bank | 0.99% | Reduce -1.4% | 72,997 | $3.9M |
| Oliver Luxxe Assets LLC | 0.70% | No change | 67,322 | $3.9M |
| Comerica Bank | 0.02% | Reduce -13.7% | 71,265 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 67,729 | $3.6M |
| Prudential Financial Inc. | 0.00% | Add +44.1% | 63,611 | $3.5M |
| Citigroup Inc. | 0.00% | Add +13.5% | 65,085 | $3.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.19% | Add +0.9% | 62,740 | $3.4M |
| Aristotle Capital Boston, LLC | 0.12% | Reduce -7.5% | 60,508 | $3.2M |
| Bridgewater Associates | 0.01% | New | 59,839 | $3.2M |
| Meritage Portfolio Management | 0.19% | Reduce -4.7% | 58,090 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 57,366 | $3.1M |
| Heartland Advisors Inc. | 0.16% | No change | 56,302 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 51,995 | $2.8M |
| Point72 Asset Management | 0.01% | New | 51,434 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 51,180 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -18.7% | 50,862 | $2.7M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -2.3% | 50,576 | $2.7M |
| Magellan Asset Management Ltd | 0.03% | Reduce -5.8% | 49,671 | $2.7M |
| Martingale Asset Management L P | 0.06% | Add +5.5% | 48,971 | $2.6M |
| North Star Investment Management Corp. | 0.18% | Reduce -2.1% | 48,773 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 47,540 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +23.1% | 46,899 | $2.5M |
| DC Investments Management, LLC | 1.56% | Add +46.1% | 44,816 | $2.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -21.0% | 42,900 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.9% | 40,185 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -20.9% | 40,065 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.9% | 37,714 | $2.0M |
| Money Concepts Capital Corp. | 0.14% | Add +2.0% | 36,453 | $1.9M |
| Inspire Advisors, LLC | 0.22% | Add +11.1% | 33,698 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +172.4% | 33,482 | $1.8M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 33,664 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.8% | 31,924 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.8% | 31,924 | $1.7M |
| Pullen Investment Management, LLC | 1.07% | Add +46.0% | 30,763 | $1.6M |
| Amalgamated Bank | 0.01% | Add +2.4% | 28,131 | $1.5M |
| LPL Financial LLC | 0.00% | Add +18.9% | 27,670 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +60.5% | 27,638 | $1.5M |
| Dean Investment Associates, LLC | 0.21% | Reduce -64.6% | 27,336 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +11.7% | 27,072 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 26,914 | $1.4M |
| Naples Global Advisors, LLC | 0.13% | Add +4.7% | 26,905 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +15.0% | 26,568 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 26,072 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,869 | $1.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -16.3% | 25,825 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.0% | 22,989 | $1.2M |
| Eagle Global Advisors LLC | 0.05% | Reduce -2.8% | 22,700 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.0% | 22,489 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +35.7% | 21,848 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.7% | 21,470 | $1.1M |
| Schnieders Capital Management LLC | 0.22% | Add +17.9% | 21,073 | $1.1M |
| Convergence Investment Partners, LLC | 0.25% | Reduce -0.3% | 20,769 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,680 | $1.1M |
| BTG Pactual Asset Management US LLC | 0.14% | New | 20,668 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.7% | 19,882 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 19,599 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 19,120 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +8.4% | 19,006 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.2% | 18,922 | $1.0M |
| Hennessy Advisors Inc. | 0.03% | Add +2.7% | 18,898 | $1.0M |
| Alps Advisors Inc. | 0.01% | Add +17.4% | 18,803 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.0% | 18,731 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 17,792 | $951K |
| Louisiana State Employees Retirement System | 0.02% | No change | 17,000 | $909K |
| Mariner, LLC | 0.00% | Add +27.3% | 15,750 | $842K |
| HSBC Holdings PLC | 0.00% | Add +48.4% | 15,231 | $810K |
| Jane Street Group, LLC | 0.00% | Reduce -55.4% | 14,732 | $788K |
| State of Michigan Retirement System | 0.00% | No change | 14,528 | $777K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.6% | 13,808 | $738K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 13,627 | $728K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 13,369 | $715K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 13,125 | $702K |
| Sterling Capital Management LLC | 0.01% | Add +15.7% | 13,098 | $700K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.6% | 12,510 | $669K |
| VAUGHAN & Co SECURITIES, INC. | 0.40% | Reduce -0.3% | 12,406 | $663K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +14.9% | 12,080 | $646K |
| New Mexico Educational Retirement Board | 0.02% | No change | 11,800 | $631K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -10.5% | 11,803 | $631K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 11,797 | $631K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,748 | $628K |
| Versor Investments LP | 0.10% | Add +24.8% | 10,980 | $587K |
| Passumpsic Savings Bank | 0.36% | Add +1.0% | 10,758 | $575K |
| Edgestream Partners, L.P. | 0.02% | New | 10,752 | $575K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,700 | $572K |
| Cerity Partners LLC | 0.00% | Add +36.0% | 10,435 | $564K |
| Henshaw Capital LLC | 0.02% | No change | 10,499 | $561K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.2% | 10,292 | $550K |
| Mackenzie Financial Corp. | 0.00% | Add +144.1% | 10,247 | $548K |
| Huber Capital Management LLC | 0.11% | Reduce -32.7% | 10,170 | $544K |
| Dean Capital Management | 0.23% | Reduce -61.2% | 9,972 | $533K |
| Commerce Bank | 0.00% | Reduce -0.8% | 9,825 | $525K |
| Foundry Partners, LLC | 0.03% | Reduce -4.2% | 9,585 | $512K |
| Savant Capital, LLC | 0.00% | Reduce -0.4% | 9,373 | $501K |
| Praxis Investment Management Inc. | 0.03% | New | 9,320 | $498K |
| Pacer Advisors, Inc. | 0.00% | Reduce -43.4% | 9,146 | $489K |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 8,876 | $475K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.3% | 8,848 | $473K |
| Creative Planning | 0.00% | Add +11.2% | 8,823 | $472K |
| Xponance LLC | 0.00% | Add +5.1% | 8,729 | $467K |
| Renaissance Technologies | 0.00% | New | 8,326 | $445K |
| Bailard, Inc. | 0.01% | No change | 8,200 | $438K |
| IFM Investors Pty Ltd | 0.00% | No change | 8,136 | $435K |
| Nomura Holdings Inc. | 0.00% | New | 8,120 | $434K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.3% | 7,880 | $421K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.8% | 7,869 | $421K |
| Jeppson Wealth Management, LLC | 0.15% | Reduce -2.2% | 7,707 | $412K |
| Assenagon Asset Management S.A. | 0.00% | New | 7,504 | $401K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -3.3% | 6,994 | $373K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.4% | 6,787 | $363K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +272.2% | 6,778 | $362K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,745 | $361K |
| Intrua Financial, LLC | 0.06% | Add +6.8% | 6,612 | $353K |
| STRS Ohio | 0.00% | Add +132.1% | 6,500 | $347K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -4.0% | 6,415 | $343K |
| Gsa Capital Partners LLP | 0.02% | New | 6,275 | $335K |
| Advisory Services Network, LLC | 0.01% | Add +39.2% | 6,231 | $333K |
| Centiva Capital, LP | 0.01% | New | 6,176 | $330K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,157 | $329K |
| Hager Investment Management Services, LLC | 0.20% | — | 6,075 | $325K |
| Engineers Gate Manager LP | 0.01% | New | 5,964 | $319K |
| Cibc World Markets Corp. | 0.00% | New | 5,769 | $308K |
| Crewe Advisors LLC | 0.04% | Add +26.8% | 5,593 | $299K |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 5,576 | $298K |
| Bokf, NA | 0.00% | Add +1.2% | 5,631 | $288K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.3% | 5,192 | $278K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -10.4% | 5,136 | $275K |
| Jacobi Capital Management LLC | 0.02% | New | 4,957 | $265K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 4,900 | $262K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 4,888 | $261K |
| Zacks Investment Management | 0.00% | Add +12.2% | 4,865 | $260K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 4,838 | $259K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 4,779 | $255K |
| Osaic Holdings, Inc. | 0.00% | Add +139.0% | 4,706 | $252K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.7% | 4,754 | $249K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.8% | 4,635 | $248K |
| First Citizens Bank & Trust Co. | 0.00% | Add +15.1% | 4,616 | $247K |
| Vestcor Inc | 0.01% | New | 4,596 | $246K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.6% | 4,499 | $241K |
| Jump Financial, LLC | 0.01% | New | 4,375 | $234K |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 4,344 | $232K |
| Ifrah Financial Services, Inc. | 0.06% | Add +1.5% | 4,178 | $223K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -2.2% | 4,141 | $221K |
| State of Wyoming | 0.03% | Add +6.1% | 4,138 | $221K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -19.8% | 4,136 | $221K |
| Squarepoint Ops LLC | 0.00% | New | 3,924 | $210K |
| Ieq Capital, LLC | 0.00% | New | 3,898 | $208K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.8% | 3,836 | $208K |
| Accurate Wealth Management, LLC | 0.04% | New | 4,013 | $205K |
| Longboard Asset Management, LP | 0.54% | — | 3,833 | $205K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,802 | $203K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,794 | $203K |
| Shell Asset Management Co. | 0.01% | Reduce -0.5% | 2,785 | $149K |
| AlphaQuest LLC | 0.02% | Add +241.1% | 2,667 | $143K |
| KBC Group NV | 0.00% | Add +49.2% | 2,501 | $134K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,364 | $126K |
| Cwm, LLC | 0.00% | Add +47.0% | 2,213 | $118K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -38.7% | 2,161 | $116K |
| Quantbot Technologies LP | 0.00% | New | 2,143 | $115K |
| Spirit of America Management Corp. | 0.02% | Add +90.0% | 1,900 | $102K |
| GAMMA Investing LLC | 0.01% | Reduce -4.3% | 1,799 | $96K |
| Venturi Wealth Management, LLC | 0.00% | New | 1,725 | $92K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.1% | 1,695 | $91K |
| Principal Securities, Inc. | 0.00% | Reduce -4.6% | 1,500 | $80K |
| Asset Management One Co., Ltd. | 0.00% | New | 1,373 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +280.7% | 1,203 | $64K |
| Front Row Advisors LLC | 0.02% | No change | 1,135 | $61K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -0.2% | 973 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +91.9% | 971 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Add +29.3% | 883 | $47K |
| Parallel Advisors, LLC | 0.00% | Add +54.3% | 813 | $43K |
| Avior Wealth Management, LLC | 0.00% | No change | 803 | $43K |
| WR Wealth Planners, LLC | 0.01% | Add +0.4% | 682 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 620 | $33K |
| Signaturefd, LLC | 0.00% | Reduce -11.8% | 612 | $33K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 607 | $32K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.0% | 597 | $32K |
| S.A. Mason LLC | 0.02% | New | 554 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 500 | $27K |
| Tucker Asset Management LLC | 0.01% | Add +24.4% | 459 | $25K |
| V-Square Quantitative Management LLC | 0.00% | No change | 459 | $25K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 449 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 433 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +278.1% | 397 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 331 | $18K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 319 | $17K |
| Hexagon Capital Partners LLC | 0.00% | Add +44.4% | 283 | $15K |
| Bessemer Group Inc. | 0.00% | Add +25.6% | 275 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 265 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 258 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +24.8% | 247 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 223 | $12K |
| UMB Bank, n.a. | 0.00% | Add +324.5% | 208 | $11K |
| Hemington Wealth Management | 0.00% | Reduce -23.8% | 214 | $11K |
| Ransom Advisory, Ltd | 0.00% | No change | 200 | $11K |
| Transce3nd, LLC | 0.00% | — | 200 | $11K |
| SBI Securities Co., Ltd. | 0.00% | — | 193 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +13.3% | 171 | $9K |
| MAI Capital Management | 0.00% | New | 155 | $8K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 152 | $8K |
| Jones Financial Companies LLLP | 0.00% | No change | 151 | $8K |
| Addison Advisors LLC | 0.00% | No change | 150 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 141 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -7.6% | 133 | $7K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.9% | 128 | $7K |
| Colonial Trust Co / SC | 0.00% | New | 119 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +30.1% | 108 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 107 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -95.6% | 104 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 102 | $5K |
| Larson Financial Group LLC | 0.00% | Add +957.1% | 74 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +148.3% | 72 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | Reduce -8.1% | 68 | $4K |
| LRI Investments, LLC | 0.00% | No change | 68 | $4K |
| Sierra Ocean, LLC | 0.00% | — | 66 | $4K |
| Rothschild Investment LLC | 0.00% | Add +29.4% | 66 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 65 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 62 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 57 | $3K |
| IFP Advisors, Inc | 0.00% | Add +48.6% | 55 | $3K |
| Allworth Financial LP | 0.00% | Add +35.1% | 50 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +51.9% | 41 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -2.4% | 40 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 31 | $2K |
| Millstone Evans Group, LLC | 0.00% | — | 35 | $2K |
| NewSquare Capital LLC | 0.00% | New | 35 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 26 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -76.0% | 19 | $1K |
| Caldwell Trust Co | 0.00% | No change | 19 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $764 |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $482 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 9 | $482 |
| WPG Advisers, LLC | 0.00% | — | 9 | $481 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -86.4% | 8 | $428 |
| Huntington National Bank | 0.00% | Reduce -88.7% | 7 | $374 |
| Mather Group, Llc. | 0.00% | No change | 6 | $321 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $107 |
| Anchor Investment Management, LLC | 0.00% | No change | 1 | $55 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $53 |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $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.