Northwestern Energy GroupNWE

13F holders, Q2 2025 (June 30)
335holders −9
40new positions
48sold out
8famous investors
$51.39avg. 13F price*

At the end of Q2 2025, 335 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, down 9 from Q1 2025. 40 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($448.7M), Vanguard Group Inc. ($356.6M) and American Century Companies Inc. ($151.4M). 8 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$28.2M
Exits48$34.9M

All 13F filers, Q1 2025 → Q2 2025: 4,322,317 shares bought and 3,006,408 shares sold, net +1,315,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 335 holders

BlackRock, Inc. 0.01% Reduce -5.1% 8,746,228 $448.7M
Vanguard Group Inc. 0.01% Add +2.6% 6,951,014 $356.6M
American Century Companies Inc. 0.08% Reduce -0.3% 2,952,214 $151.4M
State Street Corp. 0.01% Add +0.5% 2,594,485 $133.1M
River Road Asset Management, LLC 1.57% Reduce -3.2% 2,299,153 $123.5M
Geode Capital Management, LLC 0.01% Add +0.5% 1,577,465 $80.9M
Franklin Resources Inc. 0.02% Add +0.8% 1,334,017 $68.4M
Macquarie Group Ltd. 0.08% Add +2.8% 1,308,991 $67.2M
Neuberger Berman Group LLC 0.05% Add +30.4% 1,273,999 $65.3M
Bank of America Corp. 0.01% Add +65.6% 1,222,376 $62.7M
FMR LLC 0.00% Add +22.7% 1,207,479 $61.9M
Systematic Financial Management LP 1.57% Add +2.7% 1,145,309 $58.8M
UBS Group AG 0.01% Add +34.6% 1,126,356 $57.8M
Westwood Holdings Group Inc. 0.42% Add +11.7% 1,118,650 $57.4M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 1,014,040 $52.0M
First Trust Advisors LP 0.04% Reduce -4.8% 913,911 $46.9M
Bank of New York Mellon Corp 0.01% Add +0.8% 873,172 $44.8M
Morgan Stanley 0.00% Add +37.1% 864,748 $44.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.0% 855,050 $43.9M
Massachusetts Financial Services Co. 0.01% Reduce -4.8% 853,232 $43.8M
Northern Trust Corp. 0.01% Reduce -6.5% 816,545 $41.9M
Invesco Ltd. 0.01% Reduce -1.2% 796,458 $40.9M
Victory Capital Management Inc. 0.03% Reduce -4.6% 790,791 $40.6M
Norges Bank 0.00% Add +2.1% 768,578 $39.4M
Nuveen, LLC 0.01% Reduce -24.7% 696,223 $35.7M
ProShare Advisors LLC 0.07% Reduce -1.7% 694,532 $35.6M
AQR Capital Management 0.03% Add +16.0% 676,144 $34.7M
GW&K Investment Management, LLC 0.29% Reduce -3.9% 622,635 $31.9M
Fuller & Thaler Asset Management, Inc. 0.10% Add +0.6% 549,480 $28.2M
Gabelli Funds LLC 0.20% Reduce -0.1% 546,200 $28.0M
William Blair Investment Management, LLC 0.07% Reduce -7.7% 483,874 $24.8M
Raymond James Financial Inc. 0.01% Reduce -14.8% 473,043 $24.3M
Thrivent Financial for Lutherans 0.05% Reduce -4.7% 453,993 $23.3M
Qube Research & Technologies Ltd 0.03% Add +113.5% 429,484 $22.0M
Voya Investment Management LLC 0.02% Add +19.6% 345,896 $17.7M
Legal & General Group Plc 0.00% Add +0.8% 333,623 $17.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3.5% 309,551 $15.9M
JPMorgan Chase & Co. 0.00% Reduce -9.8% 296,304 $15.2M
MetLife Investment Management, LLC 0.09% Add +190.9% 294,567 $15.1M
GAMCO Investors 0.14% No change 273,350 $14.0M
Principal Financial Group Inc. 0.01% Add +49.4% 270,624 $13.9M
Bridgewater Associates 0.05% Add +163.6% 252,753 $13.0M
Rhumbline Advisers 0.01% Add +5.7% 221,810 $11.4M
Ancora Advisors LLC 0.23% Reduce -0.9% 219,385 $11.3M
Goldman Sachs Group Inc. 0.00% Reduce -27.0% 216,738 $11.1M
Brandywine Global Investment Management, LLC 0.08% Reduce -3.8% 212,475 $10.9M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -12.0% 211,979 $10.9M
Russell Investments Group, Ltd. 0.01% Add +2.8% 201,628 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.8% 199,284 $10.2M
Renaissance Technologies 0.01% Add +32.5% 185,126 $9.5M
Jane Street Group, LLC 0.01% Reduce -26.5% 178,763 $9.2M
Aventail Capital Group, LP 0.40% Add +4.5% 174,584 $9.0M
Barclays PLC 0.00% Add +22.7% 154,416 $7.9M
Ameriprise Financial Inc. 0.00% Reduce -5.4% 138,184 $7.1M
Mutual of America Capital Management LLC 0.08% Add +18.0% 137,020 $7.0M
Cubist Systematic Strategies, LLC 0.08% Add +512.4% 136,715 $7.0M
Dark Forest Capital Management LP 0.28% Add +780.1% 134,812 $6.9M
T. Rowe Price Associates Inc. 0.00% Add +18.3% 133,291 $6.8M
Two Sigma Investments, LP 0.01% Add +14.7% 132,951 $6.8M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +23.1% 131,048 $6.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +212.0% 128,561 $6.6M
Prudential Financial Inc. 0.01% Add +31.1% 126,402 $6.5M
Yaupon Capital Management LP 0.42% New 122,414 $6.3M
South Dakota Investment Council 0.12% No change 122,311 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.7% 118,357 $6.1M
Alliancebernstein L.P. 0.00% Reduce -7.1% 118,226 $6.1M
Jupiter Asset Management Ltd. 0.05% Reduce -31.4% 117,404 $6.0M
Swiss National Bank 0.00% Reduce -1.4% 117,083 $6.0M
First PREMIER Bank 1.42% Add +60.0% 114,032 $5.8M
Advisors Asset Management, Inc. 0.10% Reduce -16.9% 107,950 $5.5M
Two Sigma Advisers, LP 0.01% Reduce -4.5% 106,300 $5.5M
Mairs & Power Inc. 0.05% Reduce -16.9% 102,928 $5.3M
Voloridge Investment Management, LLC 0.02% Reduce -47.5% 94,638 $4.9M
Meritage Portfolio Management 0.30% Reduce -1.6% 92,946 $4.8M
Citadel Advisors 0.00% Add +117.0% 91,116 $4.7M
Brevan Howard Capital Management LP 0.05% Add +109.1% 90,320 $4.6M
First Manhattan Co. Llc. 0.01% Reduce -5.4% 88,644 $4.5M
Wedge Capital Management L L P 0.08% Reduce -2.6% 87,806 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -24.8% 82,869 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Add +3.6% 77,210 $4.0M
Conning Inc. 0.14% No change 77,076 $4.0M
Boston Partners 0.00% Add +162.7% 75,542 $3.9M
New York State Teachers Retirement System 0.01% Reduce 0.0% 75,475 $3.9M
Retirement Systems of Alabama 0.01% Add +0.5% 75,020 $3.8M
Oliver Luxxe Assets LLC 0.68% Add +3.6% 74,255 $3.8M
Deutsche Bank AG 0.00% Reduce -0.1% 73,310 $3.8M
Federated Hermes, Inc. 0.01% Reduce -6.5% 73,268 $3.8M
First Eagle Investment Management, LLC 0.01% Reduce -45.2% 72,999 $3.7M
Heartland Advisors Inc. 0.20% Add +23.4% 69,504 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 66,067 $3.4M
Wells Fargo & Company 0.00% Reduce -15.9% 64,546 $3.3M
Campbell & CO Investment Adviser LLC 0.21% Add +1421.8% 64,359 $3.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.18% Reduce -2.5% 63,020 $3.2M
Millennium Management 0.00% Reduce -37.4% 61,793 $3.2M
California State Teachers Retirement System 0.00% Add +0.2% 60,875 $3.1M
Comerica Bank 0.01% Add +1.9% 59,877 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +10.5% 59,466 $3.1M
Envestnet Asset Management Inc. 0.00% Add +1.1% 55,378 $2.8M
Maryland State Retirement & Pension System 0.06% Add +6.3% 55,315 $2.8M
Mathes Company, Inc. 1.06% New 55,205 $2.8M

"% 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 335 holders