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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $28.2M |
| Exits | 48 | $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 |
| Sei Investments Co. | 0.00% | Reduce -82.8% | 54,468 | $2.8M |
| Marshall Wace, LLP | 0.00% | Reduce -72.2% | 52,771 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +12.9% | 52,152 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | New | 49,872 | $2.6M |
| Martingale Asset Management L P | 0.06% | Add +0.5% | 49,794 | $2.6M |
| North Star Investment Management Corp. | 0.18% | Add +1.7% | 49,615 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 48,192 | $2.5M |
| Magellan Asset Management Ltd | 0.03% | Reduce -2.6% | 47,850 | $2.5M |
| Engineers Gate Manager LP | 0.03% | New | 47,348 | $2.4M |
| Verition Fund Management LLC | 0.01% | Reduce -12.7% | 46,154 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -35.3% | 43,816 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Add +92.6% | 39,736 | $2.0M |
| Lesa Sroufe & Co | 1.87% | Add +6.0% | 39,656 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +11.2% | 38,886 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 38,223 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.6% | 38,178 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.3% | 34,439 | $1.8M |
| Aristotle Capital Boston, LLC | 0.09% | Reduce -15.9% | 33,819 | $1.7M |
| DC Investments Management, LLC | 0.71% | No change | 32,976 | $1.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 33,664 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -42.0% | 32,817 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +4.9% | 32,585 | $1.7M |
| AlphaQuest LLC | 0.16% | Reduce -49.1% | 31,015 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -7.6% | 29,631 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.8% | 28,968 | $1.5M |
| Naples Global Advisors, LLC | 0.13% | Add +4.0% | 28,915 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 27,038 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 26,914 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.3% | 26,901 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +17.4% | 26,741 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 26,738 | $1.4M |
| Eagle Global Advisors LLC | 0.05% | Add +26.0% | 25,550 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Add +17.5% | 25,402 | $1.3M |
| Schnieders Capital Management LLC | 0.21% | Add +19.5% | 23,123 | $1.2M |
| Horizon Investments, LLC | 0.02% | New | 22,933 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +50.5% | 21,960 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +5.1% | 20,898 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +207.8% | 20,848 | $1.1M |
| Convergence Investment Partners, LLC | 0.27% | Reduce -0.4% | 20,768 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,680 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.7% | 20,543 | $1.1M |
| WINTON GROUP Ltd | 0.05% | Add +7.9% | 20,235 | $1.0M |
| Huber Capital Management LLC | 0.18% | Add +20.3% | 20,142 | $1.0M |
| Alps Advisors Inc. | 0.01% | Reduce -0.7% | 20,123 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 19,882 | $1.0M |
| Money Concepts Capital Corp. | 0.07% | Reduce -33.5% | 19,624 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 19,120 | $981K |
| HRT Financial LP | 0.00% | Reduce -75.6% | 19,012 | $975K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,922 | $971K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 18,304 | $939K |
| Hennessy Advisors Inc. | 0.03% | No change | 17,998 | $923K |
| Arizona State Retirement System | 0.01% | Add +1.8% | 17,887 | $918K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 17,798 | $913K |
| Royal Bank of Canada | 0.00% | Add +13.4% | 17,588 | $902K |
| Mariner, LLC | 0.00% | Reduce -3.5% | 17,386 | $892K |
| First Citizens Bank & Trust Co. | 0.02% | Add +274.7% | 17,362 | $891K |
| Louisiana State Employees Retirement System | 0.02% | Add +0.6% | 17,300 | $887K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -34.5% | 16,930 | $869K |
| Point72 Asset Management | 0.00% | New | 16,419 | $842K |
| Two Sigma Securities, LLC | 0.09% | New | 14,770 | $758K |
| State of Michigan Retirement System | 0.00% | No change | 14,728 | $756K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 14,659 | $752K |
| Vestcor Inc | 0.02% | New | 14,630 | $751K |
| Guggenheim Capital LLC | 0.01% | Reduce -25.1% | 14,318 | $735K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.1% | 14,192 | $728K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 13,704 | $703K |
| iSAM Funds (UK) Ltd | 0.15% | New | 13,394 | $687K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.2% | 13,297 | $682K |
| Graham Capital Management, L.P. | 0.02% | New | 13,239 | $679K |
| Ieq Capital, LLC | 0.00% | Reduce -15.6% | 13,123 | $673K |
| LPL Financial LLC | 0.00% | Add +13.9% | 12,703 | $652K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 12,610 | $647K |
| US Bancorp \de | 0.00% | Reduce -5.3% | 12,499 | $641K |
| VAUGHAN & Co SECURITIES, INC. | 0.36% | Reduce -2.3% | 12,207 | $626K |
| XTX Topco Ltd | 0.03% | Reduce -26.2% | 12,128 | $622K |
| Sterling Capital Management LLC | 0.01% | Add +5.5% | 11,943 | $613K |
| New Mexico Educational Retirement Board | 0.02% | No change | 11,800 | $605K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.4% | 11,772 | $604K |
| Hager Investment Management Services, LLC | 0.36% | Add +26.7% | 11,750 | $603K |
| Gsa Capital Partners LLP | 0.04% | New | 11,638 | $597K |
| Atria Investments, Inc | 0.01% | Add +44.0% | 11,097 | $569K |
| MQS Management LLC | 0.31% | New | 11,050 | $567K |
| Cerity Partners LLC | 0.00% | Reduce -0.7% | 11,005 | $565K |
| Zacks Investment Management | 0.00% | Add +5.4% | 10,814 | $555K |
| Creative Planning | 0.00% | Add +2.9% | 10,678 | $548K |
| CSM Advisors, LLC | 0.02% | New | 10,634 | $546K |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 10,539 | $541K |
| Henshaw Capital LLC | 0.02% | No change | 10,499 | $539K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.5% | 10,303 | $529K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 10,289 | $528K |
| Captrust Financial Advisors | 0.00% | Add +112.0% | 10,268 | $527K |
| Assenagon Asset Management S.A. | 0.00% | Add +72.4% | 10,203 | $523K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.8% | 10,134 | $520K |
| Commerce Bank | 0.00% | No change | 9,728 | $499K |
| Magnetar Financial LLC | 0.00% | New | 9,023 | $463K |
| Bailard, Inc. | 0.01% | No change | 8,800 | $451K |
| Infrastructure Capital Advisors, LLC | 0.07% | New | 8,710 | $447K |
| Xponance LLC | 0.00% | Reduce -1.1% | 8,685 | $446K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 8,276 | $425K |
| D. E. Shaw & Co. | 0.00% | New | 7,950 | $408K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -10.3% | 7,870 | $404K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.4% | 7,607 | $390K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -2.0% | 7,357 | $377K |
| Spirit of America Management Corp. | 0.08% | Add +66.3% | 7,150 | $367K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +82.7% | 7,148 | $367K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.5% | 7,042 | $361K |
| Jacobi Capital Management LLC | 0.02% | Add +9.0% | 6,945 | $356K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -4.0% | 6,889 | $353K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.3% | 6,539 | $351K |
| State of Wyoming | 0.04% | Add +101.0% | 6,839 | $351K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.9% | 6,773 | $347K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,757 | $347K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,745 | $346K |
| Intrua Financial, LLC | 0.05% | Reduce -5.0% | 6,725 | $345K |
| Sciencast Management LP | 0.07% | New | 6,709 | $344K |
| Bridgefront Capital, LLC | 0.09% | Reduce -26.7% | 6,408 | $329K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | Reduce -40.5% | 6,303 | $323K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,113 | $321K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,157 | $316K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.6% | 5,831 | $299K |
| Crewe Advisors LLC | 0.04% | Add +1.3% | 5,731 | $294K |
| MAI Capital Management | 0.00% | Add +12.1% | 5,412 | $278K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -76.9% | 5,024 | $258K |
| Virtu Financial LLC | 0.01% | New | 5,007 | $257K |
| Bokf, NA | 0.00% | Add +22.3% | 4,972 | $255K |
| Arete Wealth Advisors, LLC | 0.02% | Add +1.3% | 4,949 | $254K |
| Quantinno Capital Management LP | 0.00% | Add +10.4% | 4,910 | $252K |
| Fiduciary Trust Co | 0.00% | Add +0.1% | 4,810 | $247K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 4,779 | $245K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 4,753 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.5% | 4,746 | $243K |
| Securian Asset Management, Inc. | 0.01% | No change | 4,635 | $238K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -4.0% | 4,521 | $232K |
| Sivia Capital Partners, LLC | 0.08% | New | 4,489 | $230K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,415 | $226K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +1.1% | 4,288 | $220K |
| Ifrah Financial Services, Inc. | 0.06% | Add +0.3% | 4,229 | $217K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.7% | 4,174 | $214K |
| Axq Capital, LP | 0.07% | New | 4,157 | $213K |
| Blueshift Asset Management, LLC | 0.07% | New | 4,138 | $212K |
| Shaker Investments LLC | 0.09% | New | 4,062 | $208K |
| Cwm, LLC | 0.00% | Add +31.1% | 4,004 | $205K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -2.3% | 3,964 | $203K |
| Shell Asset Management Co. | 0.01% | Reduce -16.5% | 3,848 | $197K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +34.5% | 3,824 | $196K |
| STRS Ohio | 0.00% | Add +8.8% | 3,700 | $190K |
| Osaic Holdings, Inc. | 0.00% | Add +68.6% | 2,458 | $126K |
| GAMMA Investing LLC | 0.01% | Add +5.4% | 2,421 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,364 | $121K |
| Kestra Investment Management, LLC | 0.00% | Reduce -0.2% | 2,223 | $114K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +245.6% | 2,098 | $108K |
| KBC Group NV | 0.00% | Reduce -39.5% | 1,977 | $101K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 1,834 | $94K |
| Global Retirement Partners, LLC | 0.00% | — | 1,817 | $93K |
| Ransom Advisory, Ltd | 0.04% | Add +800.0% | 1,800 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.6% | 1,624 | $83K |
| Principal Securities, Inc. | 0.00% | Reduce -3.7% | 1,500 | $77K |
| Costello Asset Management, INC | 0.02% | Add +334.3% | 1,290 | $66K |
| Front Row Advisors LLC | 0.02% | No change | 1,135 | $58K |
| USA Financial Formulas | 0.01% | New | 1,038 | $53K |
| Assetmark, Inc. | 0.00% | Add +5.3% | 1,025 | $53K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 1,000 | $51K |
| Summit Securities Group LLC | 0.02% | New | 937 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 883 | $45K |
| Daiwa Securities Group Inc. | 0.00% | Add +34.3% | 845 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +17.3% | 819 | $42K |
| Quarry LP | 0.01% | New | 711 | $36K |
| Optiver Holding B.V. | 0.00% | Reduce -20.2% | 643 | $33K |
| Signaturefd, LLC | 0.00% | Reduce -10.4% | 623 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 620 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.1% | 603 | $31K |
| S.A. Mason LLC | 0.01% | No change | 567 | $29K |
| Fifth Third Bancorp | 0.00% | Add +5.8% | 531 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 500 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -41.0% | 499 | $26K |
| UMB Bank, n.a. | 0.00% | Add +31.5% | 451 | $23K |
| Versant Capital Management, Inc | 0.00% | Reduce -3.0% | 359 | $18K |
| Operose Advisors LLC | 0.00% | New | 300 | $15K |
| Huntington National Bank | 0.00% | Add +4142.9% | 297 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -7.1% | 288 | $15K |
| IFP Advisors, Inc | 0.00% | Add +209.8% | 285 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 276 | $14K |
| Brooklyn Investment Group | 0.00% | Add +119.2% | 274 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 258 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 242 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 223 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +8.6% | 202 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +87.8% | 201 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -47.3% | 192 | $10K |
| SBI Securities Co., Ltd. | 0.00% | No change | 171 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +27.0% | 160 | $8K |
| Addison Advisors LLC | 0.00% | No change | 150 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -21.7% | 141 | $7K |
| Quantbot Technologies LP | 0.00% | New | 136 | $7K |
| Allworth Financial LP | 0.00% | Add +14.3% | 120 | $6K |
| Essential Partners LLC | 0.00% | — | 119 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -43.0% | 127 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 107 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +2.0% | 103 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 102 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -10.4% | 86 | $4K |
| Bfsg, LLC | 0.00% | No change | 77 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 72 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 68 | $3K |
| LRI Investments, LLC | 0.00% | No change | 68 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 62 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 61 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.1% | 60 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 58 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.9% | 51 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +185.7% | 40 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 36 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 35 | $2K |
| NewSquare Capital LLC | 0.00% | Reduce -43.5% | 35 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -68.4% | 18 | $923 |
| Caldwell Trust Co | 0.00% | No change | 18 | $923 |
| Atlantic Union Bankshares Corp | 0.00% | New | 17 | $873 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $763 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.8% | 14 | $718 |
| Bare Financial Services, Inc | 0.00% | New | 14 | $718 |
| Arax Advisory Partners | 0.00% | Reduce -72.9% | 13 | $667 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -63.6% | 12 | $616 |
| WPG Advisers, LLC | 0.00% | No change | 9 | $462 |
| Larson Financial Group LLC | 0.00% | Reduce -76.3% | 9 | $462 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 7 | $360 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.4% | 5 | $257 |
| Bogart Wealth, LLC | 0.00% | New | 5 | $250 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $205 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $154 |
| Jones Financial Companies LLLP | 0.00% | No change | 2 | $102 |
| Anchor Investment Management, LLC | 0.00% | No change | 1 | $54 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $52 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $51 |
| Avion Wealth | 0.00% | New | 9 | $0 |
| Covestor Ltd | 0.00% | No change | 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.