Northwestern Energy GroupNWE

13F holders, Q1 2025 (March 31)
344holders +21
55new positions
34sold out
6famous investors
$57.86avg. 13F price*

At the end of Q1 2025, 344 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 21 from Q4 2024. 55 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($533.1M), Vanguard Group Inc. ($392.0M) and American Century Companies Inc. ($171.3M). 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

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 298Q2 2024Q3 2024: 313Q3 2024Q4 2024: 323Q4 2024Q1 2025: 344Q1 2025Q2 2025: 335Q2 2025Q3 2025: 329Q3 2025Q4 2025: 358Q4 2025Q1 2026: 373Q1 2026Q2 2026: 376Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions55$62.2M
Exits34$34.7M

All 13F filers, Q4 2024 → Q1 2025: 3,450,744 shares bought and 4,736,871 shares sold, net −1,286,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

BlackRock, Inc. 0.01% Reduce -17.0% 9,212,305 $533.1M
Vanguard Group Inc. 0.01% Reduce -1.1% 6,774,365 $392.0M
American Century Companies Inc. 0.11% Reduce -10.0% 2,959,744 $171.3M
State Street Corp. 0.01% Add +1.0% 2,581,955 $149.4M
River Road Asset Management, LLC 1.87% Add +0.2% 2,376,005 $137.5M
Geode Capital Management, LLC 0.01% Add +2.3% 1,569,781 $90.9M
Franklin Resources Inc. 0.02% Reduce -0.0% 1,322,933 $76.6M
Macquarie Group Ltd. 0.09% Reduce -1.0% 1,273,078 $73.7M
Systematic Financial Management LP 1.84% Add +0.4% 1,114,838 $64.5M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 1,023,713 $59.2M
Westwood Holdings Group Inc. 0.44% Add +13.2% 1,001,201 $57.9M
FMR LLC 0.00% Add +43.0% 984,363 $57.0M
Neuberger Berman Group LLC 0.05% Reduce -0.1% 976,942 $56.5M
First Trust Advisors LP 0.05% Reduce -4.0% 959,535 $55.5M
Nuveen, LLC 0.02% — 925,135 $53.5M
Massachusetts Financial Services Co. 0.02% Reduce -2.4% 895,798 $51.8M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 880,998 $51.0M
Northern Trust Corp. 0.01% Reduce -2.3% 873,344 $50.5M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 865,807 $50.1M
UBS Group AG 0.01% Add +20.0% 837,072 $48.4M
Victory Capital Management Inc. 0.05% Reduce -5.3% 829,257 $48.0M
Invesco Ltd. 0.01% Reduce -10.8% 806,422 $46.7M
Norges Bank 0.01% No change 752,631 $43.6M
Bank of America Corp. 0.00% Add +9.0% 738,110 $42.7M
ProShare Advisors LLC 0.09% Reduce -8.5% 706,865 $40.9M
GW&K Investment Management, LLC 0.35% Reduce -2.7% 648,163 $37.5M
Morgan Stanley 0.00% Add +7.8% 630,699 $36.5M
AQR Capital Management 0.03% Add +38.9% 583,063 $33.5M
Raymond James Financial Inc. 0.01% Reduce -1.0% 555,022 $32.1M
Gabelli Funds LLC 0.25% Reduce -0.1% 546,500 $31.6M
Fuller & Thaler Asset Management, Inc. 0.12% Reduce -0.6% 546,308 $31.6M
William Blair Investment Management, LLC 0.09% Reduce -5.0% 524,278 $30.3M
Thrivent Financial for Lutherans 0.06% Add +7.5% 476,491 $27.6M
Legal & General Group Plc 0.01% Reduce -2.4% 330,899 $19.1M
JPMorgan Chase & Co. 0.00% Reduce -20.9% 328,592 $19.0M
Sei Investments Co. 0.02% Reduce -11.2% 317,212 $18.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -0.9% 299,171 $17.3M
Goldman Sachs Group Inc. 0.00% Reduce -45.6% 296,785 $17.2M
Voya Investment Management LLC 0.02% Add +38.2% 289,229 $16.7M
GAMCO Investors 0.17% No change 273,350 $15.8M
Jane Street Group, LLC 0.03% Add +1550.0% 243,070 $14.1M
Hotchkis & Wiley Capital Management LLC 0.05% Reduce -3.0% 240,811 $13.9M
Ancora Advisors LLC 0.29% Add +6.4% 221,325 $12.8M
Brandywine Global Investment Management, LLC 0.09% Add +5.4% 220,775 $12.8M
Rhumbline Advisers 0.01% Reduce -2.4% 209,878 $12.1M
Qube Research & Technologies Ltd 0.02% Reduce -18.2% 201,134 $11.6M
Russell Investments Group, Ltd. 0.02% Add +52.9% 196,144 $11.4M
Marshall Wace, LLP 0.01% New 189,982 $11.0M
Principal Financial Group Inc. 0.01% Add +4.1% 181,192 $10.5M
Voloridge Investment Management, LLC 0.04% Add +105.7% 180,386 $10.4M
Jupiter Asset Management Ltd. 0.09% New 171,051 $9.9M
Aventail Capital Group, LP 0.48% Add +19.4% 167,002 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.5% 154,776 $9.0M
Ameriprise Financial Inc. 0.00% Add +5.1% 146,043 $8.5M
Renaissance Technologies 0.01% Add +1578.2% 139,726 $8.1M
First Eagle Investment Management, LLC 0.02% Add +3.9% 133,199 $7.7M
Advisors Asset Management, Inc. 0.14% Add +10.1% 129,963 $7.5M
Alliancebernstein L.P. 0.00% Add +5.3% 127,215 $7.4M
Barclays PLC 0.00% Reduce -16.5% 125,841 $7.3M
Mairs & Power Inc. 0.07% Reduce -9.6% 123,885 $7.2M
South Dakota Investment Council 0.14% Add +26.9% 122,311 $7.1M
Swiss National Bank 0.00% Reduce -1.5% 118,783 $6.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +1.0% 117,559 $6.8M
Mutual of America Capital Management LLC 0.08% Add +13.7% 116,089 $6.7M
Two Sigma Investments, LP 0.02% New 115,888 $6.7M
T. Rowe Price Associates Inc. 0.00% Add +15.5% 112,660 $6.5M
Two Sigma Advisers, LP 0.01% Add +159.4% 111,300 $6.4M
Susquehanna International Group, LLP 0.01% Add +298.4% 110,121 $6.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +8.0% 106,494 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -1.1% 101,275 $5.9M
Millennium Management 0.01% New 98,630 $5.7M
Corebridge Financial, Inc. 0.03% Reduce -2.1% 97,531 $5.6M
Prudential Financial Inc. 0.01% Add +51.5% 96,386 $5.6M
Bridgewater Associates 0.03% Add +60.2% 95,888 $5.5M
Meritage Portfolio Management 0.36% Add +62.7% 94,489 $5.5M
First Manhattan Co. Llc. 0.02% Reduce -4.7% 93,699 $5.4M
Wedge Capital Management L L P 0.10% Reduce -17.7% 90,188 $5.2M
Federated Hermes, Inc. 0.01% Add +0.4% 78,344 $4.5M
HRT Financial LP 0.03% New 78,038 $4.5M
Conning Inc. 0.16% No change 77,076 $4.5M
Wells Fargo & Company 0.00% Reduce -11.6% 76,787 $4.4M
New York State Teachers Retirement System 0.01% Add +0.4% 75,478 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.1% 74,546 $4.3M
Retirement Systems of Alabama 0.02% Add +0.1% 74,644 $4.3M
Deutsche Bank AG 0.00% Reduce -6.9% 73,385 $4.2M
Oliver Luxxe Assets LLC 0.77% Add +6.5% 71,692 $4.1M
First PREMIER Bank 1.05% Reduce -2.4% 71,248 $4.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.2% 67,576 $3.9M
HSBC Holdings PLC 0.00% Add +344.9% 67,762 $3.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.22% Add +3.0% 64,615 $3.7M
AlphaQuest LLC 0.38% Add +2186.8% 60,988 $3.5M
California State Teachers Retirement System 0.00% Add +5.9% 60,765 $3.5M
Comerica Bank 0.01% Reduce -17.5% 58,787 $3.4M
Citigroup Inc. 0.00% Reduce -13.0% 56,603 $3.3M
Heartland Advisors Inc. 0.19% No change 56,302 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -58.9% 54,756 $3.2M
Commonwealth Equity Services, LLC 0.00% Add +13.2% 53,824 $3.1M
Verition Fund Management LLC 0.02% Add +169.8% 52,877 $3.1M
Maryland State Retirement & Pension System 0.07% Add +2.8% 52,011 $3.0M
Martingale Asset Management L P 0.07% Add +1.2% 49,571 $2.9M

"% of holder's portfolio" is NWE's weight in each manager's 13F, not the share of Northwestern Energy Group Inc. the manager owns.

Show all 344 holders