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
State of New Jersey Common Pension Fund D 0.01% Add +8.2% 37,271 $2.2M
Bank of Montreal 0.00% Reduce -3.5% 36,873 $2.2M
State of Wisconsin Investment Board 0.00% Reduce -4.9% 36,294 $2.1M
Cerity Partners LLC 0.00% Add +227.7% 36,066 $2.1M
Capula Management Ltd 0.02% New 35,778 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -8.0% 35,771 $2.1M
DC Investments Management, LLC 0.80% No change 32,976 $1.9M
Orion Porfolio Solutions, LLC 0.01% Add +13.7% 32,942 $1.9M
DekaBank Deutsche Girozentrale 0.00% No change 33,664 $1.9M
Dark Forest Capital Management LP 0.07% Reduce -76.4% 31,776 $1.9M
Aristotle Capital Boston, LLC 0.10% Reduce -6.3% 31,699 $1.9M
Renaissance Technologies 0.00% Reduce -83.0% 31,426 $1.8M
Naples Global Advisors, LLC 0.14% Add +3.3% 29,865 $1.8M
Alps Advisors Inc. 0.01% Add +41.3% 28,427 $1.7M
Amalgamated Bank 0.01% Reduce -0.3% 26,950 $1.6M
Janus Henderson Group PLC 0.00% No change 26,914 $1.6M
Heartland Advisors Inc. 0.08% Reduce -61.4% 26,805 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -1.5% 26,330 $1.5M
Cwm, LLC 0.00% Add +552.5% 26,125 $1.5M
Voya Investment Management LLC 0.00% Reduce -92.5% 25,882 $1.5M
Natixis 0.01% New 25,822 $1.5M
AlphaQuest LLC 0.10% Reduce -17.3% 25,659 $1.5M
HRT Financial LP 0.01% Add +33.8% 25,436 $1.5M
Arax Advisory Partners 0.02% Add +188246.1% 24,485 $1.4M
AQR Arbitrage LLC 0.05% New 23,947 $1.4M
Schnieders Capital Management, Llc. 0.23% — 23,698 $1.4M
Creative Planning 0.00% Add +120.3% 23,525 $1.4M
Intech Investment Management LLC 0.01% Reduce -24.0% 22,525 $1.3M
Van Eck Associates Corp. 0.00% Add +6.9% 22,334 $1.3M
Squarepoint Ops LLC 0.00% Reduce -47.7% 20,776 $1.2M
Diametric Capital, LP 0.44% New 20,000 $1.2M
State of Tennessee, Department of Treasury 0.00% No change 19,882 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.7% 19,662 $1.2M
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -60.8% 19,555 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -5.9% 19,329 $1.1M
New York State Common Retirement Fund 0.00% Add +1.1% 19,320 $1.1M
Caxton Associates LLP 0.03% New 19,057 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,922 $1.1M
Pacer Advisors, Inc. 0.00% New 18,766 $1.1M
STRS Ohio 0.00% Add +402.7% 18,600 $1.1M
Brevan Howard Capital Management LP 0.02% Reduce -79.6% 18,427 $1.1M
Arizona State Retirement System 0.01% Add +1.5% 18,156 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +2.3% 17,767 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +25.1% 17,758 $1.0M
Mariner, LLC 0.00% Add +1.8% 17,694 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +159.8% 17,551 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.2% 17,100 $1.0M
Balyasny Asset Management L.P. 0.00% New 16,902 $991K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.3% 16,886 $990K
BNP Paribas Financial Markets 0.00% Reduce -37.8% 16,731 $981K
Ameritas Investment Partners, Inc. 0.03% Reduce -8.9% 16,666 $977K
Engineers Gate Manager LP 0.01% Reduce -66.1% 16,057 $941K
Guggenheim Capital LLC 0.01% Add +11.2% 15,920 $933K
Teacher Retirement System of Texas 0.00% Reduce -53.8% 15,068 $883K
Captrust Financial Advisors 0.00% Add +45.3% 14,918 $874K
Hennessy Advisors Inc. 0.03% Reduce -17.8% 14,798 $867K
State of Michigan Retirement System 0.00% Reduce -0.7% 14,628 $857K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.2% 14,381 $843K
Water Island Capital LLC 0.13% New 14,303 $838K
Vestcor Inc 0.02% Reduce -3.6% 14,096 $826K
Wealth Enhancement Advisory Services, LLC 0.00% Add +129.4% 14,024 $826K
LPL Financial LLC 0.00% Add +10.7% 14,065 $824K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 13,684 $802K
Hager Investment Management Services, LLC 0.43% Add +15.2% 13,532 $793K
Mercer Global Advisors Inc. 0.00% New 12,725 $746K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.6% 12,410 $727K
US Bancorp \de 0.00% Reduce -1.5% 12,309 $721K
Huber Capital Management LLC 0.11% Reduce -40.1% 12,062 $707K
New Mexico Educational Retirement Board 0.02% No change 11,800 $692K
Pictet Asset Management Holding SA 0.00% No change 11,772 $690K
XTX Topco Ltd 0.04% Reduce -3.7% 11,680 $685K
Cetera Investment Advisers 0.00% Add +6.8% 11,254 $660K
CSM Advisors, LLC 0.02% Add +0.0% 10,636 $624K
Zacks Investment Management 0.00% Reduce -2.1% 10,581 $620K
Assenagon Asset Management S.A. 0.00% Add +2.5% 10,462 $613K
VAUGHAN & Co SECURITIES, INC. 0.32% Reduce -15.8% 10,285 $603K
Private Advisor Group, LLC 0.00% Reduce -0.1% 10,280 $602K
Bailard, Inc. 0.01% Add +14.8% 10,100 $592K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.8% 10,016 $587K
Prudential Financial Inc. 0.00% Reduce -92.5% 9,532 $559K
Meeder Advisory Services, Inc. 0.03% Reduce -7.0% 9,426 $552K
Federation des caisses Desjardins du Quebec 0.00% Add +12.2% 9,282 $544K
Commerce Bank 0.00% Reduce -6.1% 9,138 $536K
Quantinno Capital Management LP 0.00% Add +86.0% 9,133 $535K
Infrastructure Capital Advisors, LLC 0.09% Add +1.5% 8,838 $527K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.8% 8,960 $525K
Marshall Wace, LLP 0.00% Reduce -83.0% 8,954 $525K
Spirit of America Management Corp. 0.10% Add +21.7% 8,700 $510K
Xponance LLC 0.00% Reduce -0.1% 8,678 $509K
State of Alaska, Department of Revenue 0.01% Add +22.7% 8,452 $495K
Prelude Capital Management, LLC 0.04% New 7,824 $459K
Henshaw Capital LLC 0.02% Reduce -27.1% 7,654 $449K
Jacobi Capital Management LLC 0.03% Add +4.3% 7,242 $424K
Resona Asset Management Co.,Ltd. 0.00% Add +6.3% 7,172 $420K
Intrua Financial, LLC 0.05% Add +5.7% 7,111 $417K
Jeppson Wealth Management, LLC 0.13% Reduce -5.4% 6,957 $408K
Two Sigma Securities, LLC 0.06% Reduce -52.9% 6,957 $408K
Quadrant Capital Group LLC 0.01% Add +18.7% 6,919 $406K
Advisory Services Network, LLC 0.01% Add +3.4% 6,763 $396K
CIBC Bancorp USA Inc. 0.00% — 6,581 $386K
Headlands Technologies LLC 0.03% New 6,423 $376K
Susquehanna International Group, LLP 0.00% Reduce -92.3% 6,384 $374K
Bridgefront Capital, LLC 0.11% Reduce -1.2% 6,331 $371K
Public Employees Retirement Association of Colorado 0.00% No change 6,157 $361K
Polymer Capital Management (US) LLC 0.05% New 6,157 $361K
Sivia Capital Partners, LLC 0.10% Add +36.7% 6,135 $360K
Atria Investments, Inc 0.00% Reduce -44.8% 6,128 $359K
Tower Research Capital LLC (TRC) 0.01% Reduce -15.1% 6,072 $356K
Quantbot Technologies LP 0.01% Add +4251.5% 5,918 $347K
Crewe Advisors LLC 0.03% Add +1.1% 5,796 $340K
MAI Capital Management 0.00% Reduce -0.1% 5,409 $317K
Hennion & Walsh Asset Management, Inc. 0.01% New 5,335 $313K
O'shaughnessy Asset Management, LLC 0.00% Reduce -23.4% 5,191 $304K
Bokf, NA 0.00% Add +0.5% 4,995 $293K
CIBC Private Wealth Group LLC 0.00% Add +3.0% 4,887 $286K
Physician Wealth Advisors, Inc. 0.04% Add +1.0% 4,825 $283K
Fiduciary Trust Co 0.00% No change 4,810 $282K
Pathstone Holdings, LLC 0.00% New 4,738 $278K
Securian Asset Management, Inc. 0.01% Reduce -1.9% 4,549 $267K
Covestor Ltd 0.15% Add +113450.0% 4,542 $266K
Praxis Investment Management Inc. 0.02% New 4,521 $265K
Phillips Wealth Planners LLC 0.22% New 4,460 $259K
Virtu Financial LLC 0.01% Reduce -12.1% 4,400 $258K
IFM Investors Pty Ltd 0.00% No change 4,415 $256K
Brighton Jones LLC 0.01% New 4,322 $253K
Sterling Capital Management LLC 0.00% Reduce -64.2% 4,275 $251K
J.W. Cole Advisors, Inc. 0.00% Reduce -0.3% 4,275 $251K
Mackenzie Financial Corp. 0.00% Reduce -84.1% 4,253 $249K
VELA Investment Management, LLC 0.07% New 4,233 $248K
Ifrah Financial Services, Inc. 0.06% Reduce -0.6% 4,205 $246K
SG Americas Securities, LLC 0.00% New 4,135 $242K
Canandaigua National Bank & Trust Co. 0.02% Reduce -1.6% 3,900 $229K
Choreo, LLC 0.00% New 3,853 $226K
Longboard Asset Management, LP 0.36% New 3,833 $225K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 3,821 $224K
Ethic Inc. 0.00% New 3,634 $213K
Accurate Wealth Management, LLC 0.03% New 3,600 $210K
Sowell Financial Services LLC 0.01% New 3,534 $207K
Crossmark Global Holdings, Inc. 0.00% New 3,495 $205K
Vise Technologies, Inc. 0.01% New 3,485 $204K
GAMMA Investing LLC 0.01% Add +14.5% 2,771 $162K
Ransom Advisory, Ltd 0.06% Add +36.1% 2,450 $144K
Armstrong Advisory Group, Inc. 0.01% No change 2,364 $139K
Daiwa Securities Group Inc. 0.00% Add +166.8% 2,254 $132K
Osaic Holdings, Inc. 0.00% Reduce -13.8% 2,119 $124K
KBC Group NV 0.00% No change 1,977 $116K
Costello Asset Management, INC 0.03% Add +34.2% 1,731 $101K
Global Retirement Partners, LLC 0.00% Reduce -8.9% 1,655 $97K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.7% 1,613 $95K
CENTRAL TRUST Co 0.00% Add +200.0% 1,500 $88K
Shell Asset Management Co. 0.01% Reduce -65.0% 1,345 $79K
Principal Securities, Inc. 0.00% Reduce -10.4% 1,344 $79K
Essential Partners LLC 0.02% Add +943.7% 1,242 $73K
Jones Financial Companies LLLP 0.00% Add +59750.0% 1,197 $69K
Westfuller Advisors, LLC 0.03% New 1,178 $69K
Front Row Advisors LLC 0.02% No change 1,135 $67K
Parallel Advisors, LLC 0.00% Add +31.1% 1,074 $63K
Assetmark, Inc. 0.00% Add +0.9% 1,034 $61K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $59K
Farther Finance Advisors, LLC 0.00% Add +96.8% 982 $58K
Nomura Asset Management Co. Ltd. 0.00% Add +51.6% 940 $55K
AdvisorNet Financial, Inc 0.00% Add +3.9% 917 $54K
Rothschild Investment LLC 0.00% Add +838.4% 807 $47K
Hantz Financial Services, Inc. 0.00% Add +299.5% 803 $47K
Wealthspire Advisors, LLC 0.00% New 775 $45K
Signaturefd, LLC 0.00% Add +9.8% 684 $40K
PenderFund Capital Management Ltd. 0.01% New 631 $37K
Steward Partners Investment Advisory, LLC 0.00% Add +2.8% 620 $36K
Fifth Third Bancorp 0.00% Add +6.0% 563 $33K
Clearstead Advisors, LLC 0.00% Add +1220.0% 528 $31K
Caitong International Asset Management Co., Ltd 0.02% Add +3221.4% 465 $27K
UMB Bank, n.a. 0.00% Add +0.2% 452 $26K
Allworth Financial LP 0.00% Add +263.3% 436 $26K
First Horizon Corp. 0.00% — 416 $24K
Optiver Holding B.V. 0.00% Reduce -42.0% 373 $22K
Versant Capital Management, Inc 0.00% Add +1.7% 365 $21K
Harbor Capital Advisors, Inc. 0.00% Add +16.0% 334 $20K
Parkside Financial Bank & Trust 0.00% Add +83.8% 294 $17K
Blue Trust, Inc. 0.00% Add +50.0% 288 $17K
Summit Securities Group LLC 0.01% Reduce -69.8% 283 $17K
Rise Advisors, LLC 0.01% Add +1.1% 279 $16K
SBI Securities Co., Ltd. 0.00% Add +45.6% 249 $15K
Rockefeller Capital Management L.P. 0.00% New 247 $15K
Huntington National Bank 0.00% Reduce -17.9% 244 $14K
GHP Investment Advisors, Inc. 0.00% No change 223 $13K
Bell Investment Advisors, Inc 0.00% Add +5.5% 213 $12K
IFP Advisors, Inc 0.00% Reduce -34.0% 188 $11K
Bessemer Group Inc. 0.00% Add +25.5% 177 $10K
Smartleaf Asset Management LLC 0.00% Add +170.0% 162 $9K
Bayforest Capital Ltd 0.00% New 159 $9K
Larson Financial Group LLC 0.00% Add +1322.2% 128 $8K
Hemington Wealth Management 0.00% Add +5.5% 134 $7K
Private Wealth Management Group, LLC 0.00% No change 107 $6K
Mather Group, Llc. 0.00% New 106 $6K
Sound Income Strategies, LLC 0.00% Add +1.0% 104 $6K
Root Financial Partners, LLC 0.00% New 102 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 102 $6K
Wealth Preservation Advisors, LLC 0.00% Add +39.3% 85 $5K
Wealth Watch Advisors, INC 0.00% New 84 $5K
Bfsg, LLC 0.00% No change 77 $5K
True Wealth Design, LLC 0.00% New 76 $4K
Sunbelt Securities, Inc. 0.00% New 75 $4K
C M Bidwell & Associates Ltd. 0.00% No change 68 $4K
LRI Investments, LLC 0.00% No change 68 $4K
NewEdge Advisors, LLC 0.00% No change 62 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 58 $3K
Farmers & Merchants Investments Inc. 0.00% Add +7.8% 55 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -33.3% 48 $3K
Millstone Evans Group, LLC 0.00% No change 35 $2K
Quent Capital, LLC 0.00% New 31 $2K
Fortitude Family Office, LLC 0.00% Add +55.6% 28 $2K
Cornerstone Planning Group LLC 0.00% Add +335.7% 61 $1K
Atlantic Union Bankshares Corp 0.00% Add +23.5% 21 $1K
Caldwell Trust Co 0.00% No change 18 $1K
Capital Advisors, Ltd. LLC 0.00% New 20 $1K
Guerra Advisors Inc 0.00% New 15 $889
Proffitt & Goodson Inc. 0.00% New 14 $821
Rialto Wealth Management, LLC 0.00% Add +1200.0% 13 $762
Bare Financial Services, Inc 0.00% Reduce -14.3% 12 $703
JFS Wealth Advisors, LLC 0.00% Reduce -25.0% 9 $528
WPG Advisers, LLC 0.00% No change 9 $527
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $403
SJS Investment Consulting Inc. 0.00% No change 5 $294
Bogart Wealth, LLC 0.00% No change 5 $289
Bay Harbor Wealth Management, LLC 0.00% No change 4 $234
HFM Investment Advisors, LLC 0.00% No change 3 $176
Anchor Investment Management, LLC 0.00% No change 1 $62
Simplex Trading, LLC 0.00% New 2 $0
Cloud Capital Management, LLC 0.00% New 9 $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.