Northwestern Energy GroupNWE

13F holders, Q4 2025 (December 31)
358holders +29
45new positions
24sold out
8famous investors
$64.54avg. 13F price*

At the end of Q4 2025, 358 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 29 from Q3 2025. 45 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($555.9M), Vanguard Group Inc. ($430.3M) and State Street Corp. ($170.2M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$123.4M
Exits24$50.6M

All 13F filers, Q3 2025 → Q4 2025: 8,163,661 shares bought and 7,749,980 shares sold, net +413,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 358 holders

BlackRock, Inc. 0.01% Add +2.2% 8,613,648 $555.9M
Vanguard Group Inc. 0.01% Reduce -0.4% 6,667,340 $430.3M
State Street Corp. 0.01% Add +0.6% 2,637,718 $170.2M
American Century Companies Inc. 0.07% Reduce -31.3% 2,039,629 $131.6M
Geode Capital Management, LLC 0.01% Add +0.2% 1,628,750 $105.1M
Franklin Resources Inc. 0.02% Add +7.4% 1,436,750 $92.7M
River Road Asset Management, LLC 0.90% Reduce -44.8% 1,263,967 $81.6M
Neuberger Berman Group LLC 0.06% Reduce -0.7% 1,259,921 $81.3M
Systematic Financial Management LP 1.76% Reduce -1.5% 1,159,753 $74.9M
FMR LLC 0.00% Add +0.2% 1,124,935 $72.6M
Nomura Asset Management International Inc. 0.10% — 1,025,302 $66.2M
Dimensional Fund Advisors LP 0.01% Add +0.7% 1,017,415 $65.7M
Balyasny Asset Management L.P. 0.13% Add +5851.3% 1,005,886 $64.9M
Millennium Management 0.04% Add +1214.4% 920,554 $59.4M
Morgan Stanley 0.00% Add +7.2% 846,080 $54.6M
Adage Capital Partners Gp, L.L.C. 0.08% New 812,500 $52.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.8% 807,138 $52.1M
Westwood Holdings Group Inc. 0.42% Reduce -19.8% 787,257 $50.8M
Norges Bank 0.01% — 778,958 $50.3M
Alliancebernstein L.P. 0.02% Add +284.7% 776,126 $50.1M
Bank of New York Mellon Corp 0.01% Reduce -10.0% 774,920 $50.0M
AQR Capital Management 0.03% Reduce -32.9% 769,640 $49.7M
Bank of America Corp. 0.00% Reduce -10.4% 766,720 $49.5M
Northern Trust Corp. 0.01% Reduce -5.8% 764,406 $49.3M
UBS Group AG 0.01% Add +479.9% 707,822 $45.7M
Goldman Sachs Group Inc. 0.01% Add +171.0% 657,233 $42.4M
First Trust Advisors LP 0.03% Reduce -21.9% 650,323 $42.0M
ProShare Advisors LLC 0.07% Reduce -18.8% 645,335 $41.6M
AQR Arbitrage LLC 1.06% Add +2434.9% 607,028 $39.2M
GW&K Investment Management, LLC 0.33% Reduce -1.9% 593,888 $38.3M
Invesco Ltd. 0.00% Reduce -28.5% 584,723 $37.7M
Massachusetts Financial Services Co. 0.01% Reduce -12.0% 569,334 $36.7M
Gabelli Funds LLC 0.24% Add +0.5% 548,700 $35.4M
Fuller & Thaler Asset Management, Inc. 0.11% Reduce -8.6% 503,220 $32.5M
Nuveen, LLC 0.01% Reduce -23.2% 502,742 $32.4M
Hudson Bay Capital Management LP 0.20% New 499,509 $32.2M
Thrivent Financial for Lutherans 0.06% Add +0.2% 489,871 $31.6M
GMO 0.08% Add +723.4% 483,291 $31.2M
Citigroup Inc. 0.02% Add +12.1% 482,614 $31.1M
Raymond James Financial Inc. 0.01% Reduce -20.7% 445,575 $28.8M
Victory Capital Management Inc. 0.02% Reduce -35.0% 417,006 $26.9M
William Blair Investment Management, LLC 0.07% Reduce -9.4% 413,328 $26.7M
Qube Research & Technologies Ltd 0.04% Reduce -17.4% 388,665 $25.1M
Jane Street Group, LLC 0.03% Add +94.5% 348,670 $22.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +2.1% 320,156 $20.7M
Legal & General Group Plc 0.00% Reduce -7.7% 294,648 $19.0M
MetLife Investment Management, LLC 0.09% Reduce -0.9% 288,621 $18.6M
Citadel Advisors 0.01% Add +448.9% 288,102 $18.6M
GAMCO Investors 0.17% Add +0.4% 274,350 $17.7M
JPMorgan Chase & Co. 0.00% Reduce -23.6% 243,635 $15.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +79.3% 236,301 $15.3M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -2.4% 225,467 $14.6M
Squarepoint Ops LLC 0.03% Add +960.7% 220,364 $14.2M
Deutsche Bank AG 0.00% Add +103.0% 210,218 $13.6M
Magnetar Financial LLC 0.13% Add +1.1% 197,657 $12.8M
Brandywine Global Investment Management, LLC 0.09% Reduce -4.4% 196,038 $12.7M
Rhumbline Advisers 0.01% Reduce -11.1% 193,573 $12.5M
New York Life Investment Management LLC 0.08% Add +6.8% 137,843 $8.9M
Barclays PLC 0.00% Reduce -6.3% 133,107 $8.6M
Principal Financial Group Inc. 0.00% Reduce -19.3% 133,030 $8.6M
Canada Pension Plan Investment Board 0.01% New 132,400 $8.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +13.7% 132,201 $8.5M
Kintayl Capital LP 5.07% Add +0.1% 130,127 $8.4M
Ancora Advisors LLC 0.17% Reduce -42.8% 129,405 $8.4M
Bridgewater Associates 0.03% Reduce -53.1% 123,781 $8.0M
Mutual of America Capital Management LLC 0.08% Reduce -5.7% 122,803 $7.9M
Swiss National Bank 0.00% Add +1.8% 121,083 $7.8M
Russell Investments Group, Ltd. 0.01% Reduce -53.6% 117,812 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -3.8% 117,261 $7.6M
First PREMIER Bank 1.55% Reduce -5.8% 104,567 $6.7M
South Dakota Investment Council 0.13% Reduce -13.8% 102,711 $6.6M
Yaupon Capital Management LP 0.32% Reduce -13.0% 100,624 $6.5M
Wells Fargo & Company 0.00% Add +35.0% 91,621 $5.9M
Susquehanna International Group, LLP 0.01% Add +1262.7% 86,992 $5.6M
First Manhattan Co. Llc. 0.01% Reduce -0.8% 85,765 $5.5M
Meritage Portfolio Management 0.37% Reduce -2.6% 85,370 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Add +2.3% 83,253 $5.4M
Mairs & Power Inc. 0.05% Reduce -8.3% 81,682 $5.3M
Advisors Asset Management, Inc. 0.09% Reduce -33.3% 81,271 $5.2M
Oliver Luxxe Assets LLC 0.78% Add +2.1% 79,226 $5.1M
Conning Inc. 0.18% No change 77,076 $5.0M
Ieq Capital, LLC 0.01% Add +33.2% 76,430 $4.9M
Comerica Bank 0.02% Add +22.0% 76,365 $4.9M
New York State Teachers Retirement System 0.01% Reduce -1.2% 74,445 $4.8M
Wedge Capital Management L L P 0.09% Reduce -2.1% 74,026 $4.8M
Retirement Systems of Alabama 0.02% Reduce -0.7% 73,698 $4.8M
Public Sector Pension Investment Board 0.02% New 70,176 $4.5M
Heartland Advisors Inc. 0.24% Add +159.8% 69,627 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +4.9% 67,634 $4.4M
California State Teachers Retirement System 0.00% Reduce -0.1% 60,825 $3.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.19% Reduce -2.7% 60,395 $3.9M
Point72 Asset Management 0.01% New 59,406 $3.8M
Janus Henderson Group PLC 0.00% Add +118.9% 58,904 $3.8M
T. Rowe Price Associates Inc. 0.00% Add +2.9% 58,684 $3.8M
Maryland State Retirement & Pension System 0.08% Add +1.2% 57,615 $3.7M
Cerity Partners LLC 0.01% Add +59.1% 57,399 $3.7M
Mathes Company, Inc. 1.26% Reduce -1.5% 54,655 $3.5M
Moore Capital Management, LP 0.07% New 53,470 $3.5M
Magellan Asset Management Ltd 0.04% Add +4.5% 52,410 $3.4M
North Star Investment Management Corp. 0.21% Add +1.1% 50,998 $3.3M

"% 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 358 holders