Northwestern Energy GroupNWE

13F holders, Q3 2025 (September 30)
329holders −6
47new positions
51sold out
7famous investors
$58.61avg. 13F price*

At the end of Q3 2025, 329 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, down 6 from Q2 2025. 47 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($493.9M), Vanguard Group Inc. ($392.4M) and American Century Companies Inc. ($174.0M). 7 famous investors held it, including Mario Gabelli (0.2% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions47$37.2M
Exits51$62.2M

All 13F filers, Q2 2025 → Q3 2025: 3,723,871 shares bought and 5,880,494 shares sold, net −2,156,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

BlackRock, Inc. 0.01% Reduce -3.6% 8,427,244 $493.9M
Vanguard Group Inc. 0.01% Reduce -3.7% 6,695,664 $392.4M
American Century Companies Inc. 0.09% Add +0.6% 2,968,816 $174.0M
State Street Corp. 0.01% Add +1.1% 2,622,967 $153.7M
River Road Asset Management, LLC 1.51% Reduce -0.3% 2,291,490 $134.3M
Geode Capital Management, LLC 0.01% Add +3.1% 1,625,762 $95.3M
Franklin Resources Inc. 0.02% Add +0.3% 1,338,278 $78.4M
Neuberger Berman Group LLC 0.05% Reduce -0.4% 1,268,440 $74.3M
Macquarie Group Ltd. 0.08% Reduce -9.4% 1,185,751 $69.5M
Systematic Financial Management LP 1.68% Add +2.8% 1,176,980 $69.0M
AQR Capital Management 0.04% Add +69.7% 1,147,269 $67.2M
FMR LLC 0.00% Reduce -7.0% 1,123,183 $65.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 1,010,359 $59.2M
Westwood Holdings Group Inc. 0.42% Reduce -12.3% 981,250 $57.5M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 861,330 $50.5M
Bank of America Corp. 0.00% Reduce -30.0% 855,585 $50.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.9% 838,789 $49.2M
First Trust Advisors LP 0.04% Reduce -8.9% 832,389 $48.8M
Invesco Ltd. 0.01% Add +2.7% 817,838 $47.9M
Northern Trust Corp. 0.01% Reduce -0.6% 811,749 $47.6M
ProShare Advisors LLC 0.10% Add +14.4% 794,913 $46.6M
Morgan Stanley 0.00% Reduce -8.8% 788,961 $46.2M
Nuveen, LLC 0.01% Reduce -6.0% 654,536 $38.4M
Massachusetts Financial Services Co. 0.01% Reduce -24.2% 646,893 $37.9M
Victory Capital Management Inc. 0.02% Reduce -18.9% 641,440 $37.6M
Royal Bank of Canada 0.01% Add +3386.7% 613,246 $35.9M
GW&K Investment Management, LLC 0.31% Reduce -2.8% 605,265 $35.5M
Raymond James Financial Inc. 0.01% Add +18.8% 561,930 $32.9M
Fuller & Thaler Asset Management, Inc. 0.11% Add +0.1% 550,283 $32.3M
Gabelli Funds LLC 0.22% No change 546,200 $32.0M
Boston Partners 0.03% Add +595.8% 525,581 $30.8M
Thrivent Financial for Lutherans 0.06% Add +7.7% 488,885 $28.7M
Qube Research & Technologies Ltd 0.04% Add +9.6% 470,819 $27.6M
William Blair Investment Management, LLC 0.07% Reduce -5.7% 456,220 $26.7M
Citigroup Inc. 0.02% Add +1211.4% 430,361 $25.2M
Legal & General Group Plc 0.00% Reduce -4.3% 319,198 $18.7M
JPMorgan Chase & Co. 0.00% Add +7.5% 318,669 $18.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +1.3% 313,631 $18.4M
MetLife Investment Management, LLC 0.08% Reduce -1.1% 291,340 $17.1M
GAMCO Investors 0.16% No change 273,350 $16.0M
Bridgewater Associates 0.06% Add +4.5% 264,141 $15.5M
Russell Investments Group, Ltd. 0.02% Add +25.9% 253,899 $14.9M
Goldman Sachs Group Inc. 0.00% Add +11.9% 242,514 $14.2M
Hotchkis & Wiley Capital Management LLC 0.04% Add +9.0% 231,051 $13.5M
Ancora Advisors LLC 0.27% Add +3.0% 226,075 $13.3M
Rhumbline Advisers 0.01% Reduce -1.9% 217,618 $12.8M
Brandywine Global Investment Management, LLC 0.08% Reduce -3.5% 205,038 $12.0M
Alliancebernstein L.P. 0.00% Add +70.7% 201,767 $11.8M
Magnetar Financial LLC 0.07% Add +2066.9% 195,522 $11.5M
Jane Street Group, LLC 0.01% Add +0.3% 179,259 $10.5M
Principal Financial Group Inc. 0.00% Reduce -39.1% 164,895 $9.7M
Barclays PLC 0.00% Reduce -8.0% 142,094 $8.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -33.9% 131,830 $7.7M
Mutual of America Capital Management LLC 0.08% Reduce -4.9% 130,287 $7.6M
Kintayl Capital LP 5.23% New 129,994 $7.6M
New York Life Investment Management LLC 0.07% New 129,078 $7.6M
UBS Group AG 0.00% Reduce -89.2% 122,054 $7.2M
Ameriprise Financial Inc. 0.00% Reduce -11.8% 121,897 $7.1M
Advisors Asset Management, Inc. 0.12% Add +12.9% 121,836 $7.1M
South Dakota Investment Council 0.14% Reduce -2.6% 119,111 $7.0M
Swiss National Bank 0.00% Add +1.6% 118,983 $7.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -1.8% 116,263 $6.8M
Yaupon Capital Management LP 0.35% Reduce -5.5% 115,686 $6.8M
First PREMIER Bank 1.48% Reduce -2.7% 110,996 $6.5M
Aventail Capital Group, LP 0.31% Reduce -36.8% 110,292 $6.5M
Deutsche Bank AG 0.00% Add +41.3% 103,563 $6.1M
Mairs & Power Inc. 0.05% Reduce -13.5% 89,037 $5.2M
Meritage Portfolio Management 0.34% Reduce -5.7% 87,644 $5.1M
First Manhattan Co. Llc. 0.01% Reduce -2.5% 86,449 $5.1M
CANADA LIFE ASSURANCE Co 0.01% Add +5.5% 81,425 $4.7M
Oliver Luxxe Assets LLC 0.72% Add +4.5% 77,623 $4.5M
Conning Inc. 0.16% No change 77,076 $4.5M
Wedge Capital Management L L P 0.07% Reduce -13.9% 75,584 $4.4M
New York State Teachers Retirement System 0.01% Reduce -0.2% 75,335 $4.4M
Retirement Systems of Alabama 0.01% Reduce -1.1% 74,228 $4.4M
Federated Hermes, Inc. 0.01% Reduce 0.0% 73,265 $4.3M
Verition Fund Management LLC 0.03% Add +55.0% 71,517 $4.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -44.9% 70,811 $4.2M
Millennium Management 0.00% Add +13.3% 70,037 $4.1M
Wells Fargo & Company 0.00% Add +5.2% 67,881 $4.0M
Commonwealth Equity Services, LLC 0.00% Add +8.4% 64,460 $3.8M
Comerica Bank 0.01% Add +4.5% 62,599 $3.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.18% Reduce -1.5% 62,095 $3.6M
California State Teachers Retirement System 0.00% Add +0.0% 60,878 $3.6M
GMO 0.01% New 58,698 $3.4M
Ieq Capital, LLC 0.01% Add +337.3% 57,387 $3.4M
T. Rowe Price Associates Inc. 0.00% Reduce -57.2% 57,044 $3.3M
Maryland State Retirement & Pension System 0.07% Add +2.9% 56,910 $3.3M
Envestnet Asset Management Inc. 0.00% Add +1.8% 56,345 $3.3M
Sei Investments Co. 0.00% Add +3.4% 56,305 $3.3M
Mathes Company, Inc. 1.18% Add +0.5% 55,480 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -18.0% 54,199 $3.2M
Citadel Advisors 0.00% Reduce -42.4% 52,489 $3.1M
North Star Investment Management Corp. 0.19% Add +1.6% 50,431 $3.0M
Martingale Asset Management L P 0.07% Add +0.7% 50,144 $2.9M
Magellan Asset Management Ltd 0.03% Add +4.8% 50,139 $2.9M
Nisa Investment Advisors, LLC 0.01% Reduce -11.1% 46,390 $2.7M
Weiss Asset Management LP 0.05% New 45,137 $2.6M
Voloridge Investment Management, LLC 0.01% Reduce -54.6% 42,989 $2.5M
Lesa Sroufe & Co 1.88% Add +0.2% 39,731 $2.3M

"% 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 329 holders