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
Manufacturers Life Insurance Company, The 0.00% Reduce -6.0% 50,923 $3.3M
Martingale Asset Management L P 0.08% Reduce -1.1% 49,604 $3.2M
Nisa Investment Advisors, LLC 0.01% Add +6.8% 49,566 $3.2M
Capula Management Ltd 0.02% Add +30.0% 46,512 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -17.8% 46,300 $3.0M
AlphaQuest LLC 0.16% Add +74.5% 44,761 $2.9M
XTX Topco Ltd 0.07% Add +278.9% 44,258 $2.9M
Sei Investments Co. 0.00% Reduce -25.4% 41,999 $2.7M
Susquehanna Portfolio Strategies, LLC 0.04% Add +109.0% 40,876 $2.6M
Lesa Sroufe & Co 1.93% Add +1.2% 40,194 $2.6M
Creative Planning 0.00% Add +46.9% 34,557 $2.2M
Macquarie Group Ltd. 0.01% Reduce -97.1% 34,419 $2.2M
HRT Financial LP 0.01% Add +35.0% 34,340 $2.2M
State of Wisconsin Investment Board 0.00% Reduce -7.4% 33,621 $2.2M
Bank of Montreal 0.00% Reduce -9.7% 33,287 $2.1M
DC Investments Management, LLC 0.94% No change 32,976 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.1% 32,769 $2.1M
Jump Financial, LLC 0.03% New 32,531 $2.1M
Mariner, LLC 0.00% Add +82.5% 32,290 $2.1M
Verition Fund Management LLC 0.01% Reduce -57.1% 30,711 $2.0M
Cwm, LLC 0.01% Add +16.6% 30,459 $2.0M
Weiss Asset Management LP 0.04% Reduce -32.5% 30,444 $2.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.3% 30,213 $1.9M
Naples Global Advisors, LLC 0.14% Reduce -0.3% 29,762 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -17.0% 29,695 $1.9M
DekaBank Deutsche Girozentrale 0.00% No change 33,664 $1.9M
Prelude Capital Management, LLC 0.13% Add +261.2% 28,262 $1.8M
Virtu Financial LLC 0.07% Add +531.8% 27,797 $1.8M
Intech Investment Management LLC 0.02% Add +23.4% 27,796 $1.8M
Alps Advisors Inc. 0.01% Reduce -6.1% 26,705 $1.7M
SG Americas Securities, LLC 0.00% Add +536.6% 26,325 $1.7M
Schnieders Capital Management, Llc. 0.26% Add +9.5% 25,948 $1.7M
Amalgamated Bank 0.01% Reduce -4.0% 25,868 $1.7M
Voya Investment Management LLC 0.00% Reduce -0.2% 25,820 $1.7M
Credit Agricole S A 0.00% New 25,415 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -4.6% 25,115 $1.6M
BNP Paribas Financial Markets 0.00% Add +47.8% 24,731 $1.6M
Van Eck Associates Corp. 0.00% Add +6.5% 23,784 $1.5M
CSS LLC 0.25% New 23,600 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +32.2% 23,198 $1.5M
Olympiad Research LP 3.92% New 22,848 $1.5M
Brevan Howard Capital Management LP 0.03% Add +21.7% 22,423 $1.4M
Diametric Capital, LP 0.38% Add +8.6% 21,722 $1.4M
Polar Asset Management Partners Inc. 0.03% New 20,987 $1.4M
Captrust Financial Advisors 0.00% Add +40.0% 20,879 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -4.1% 19,066 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.6% 19,984 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -1.9% 18,952 $1.3M
Polymer Capital Management (US) LLC 0.16% Add +216.6% 19,491 $1.3M
New York State Common Retirement Fund 0.00% Add +0.5% 19,420 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,922 $1.2M
STRS Ohio 0.00% Add +1.1% 18,800 $1.2M
Vestcor Inc 0.03% Add +31.2% 18,496 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +2.2% 18,156 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.9% 17,663 $1.1M
Quantinno Capital Management LP 0.00% Add +93.4% 17,664 $1.1M
Mercer Global Advisors Inc. 0.00% Add +38.0% 17,564 $1.1M
Arizona State Retirement System 0.01% Reduce -5.6% 17,136 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 17,000 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 16,886 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.4% 16,452 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -7.8% 16,366 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -2.4% 16,265 $1.0M
Schonfeld Strategic Advisors LLC 0.01% New 16,196 $1.0M
Engineers Gate Manager LP 0.01% Reduce -0.6% 15,965 $1.0M
Hager Investment Management Services, LLC 0.55% Add +14.7% 15,518 $1.0M
Hennion & Walsh Asset Management, Inc. 0.03% Add +183.9% 15,144 $977K
Royal Bank of Canada 0.00% Reduce -97.5% 15,100 $975K
Hennessy Advisors Inc. 0.03% No change 14,798 $955K
D. E. Shaw & Co. 0.00% New 14,751 $952K
State of Michigan Retirement System 0.00% Reduce -0.7% 14,528 $938K
Assenagon Asset Management S.A. 0.00% Add +37.0% 14,332 $925K
Water Island Capital LLC 0.12% Add +0.0% 14,307 $923K
LPL Financial LLC 0.00% Reduce -0.4% 14,012 $904K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 13,739 $887K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 12,310 $794K
US Bancorp \de 0.00% Reduce -0.8% 12,208 $788K
WINTON GROUP Ltd 0.03% New 12,073 $779K
Huber Capital Management LLC 0.11% No change 12,062 $778K
New Mexico Educational Retirement Board 0.02% No change 11,800 $762K
Federation des caisses Desjardins du Quebec 0.00% Add +24.2% 11,531 $744K
Neo Ivy Capital Management 0.11% New 11,230 $725K
Cetera Investment Advisers 0.00% Reduce -0.4% 11,208 $723K
Passumpsic Savings Bank 0.39% — 11,153 $720K
Pictet Asset Management Holding SA 0.00% Reduce -5.8% 11,087 $716K
Zacks Investment Management 0.01% Add +0.8% 10,665 $688K
Bailard, Inc. 0.02% Add +5.0% 10,600 $684K
CSM Advisors, LLC 0.02% Reduce -0.4% 10,589 $683K
Private Advisor Group, LLC 0.00% No change 10,280 $663K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 10,000 $645K
Meeder Advisory Services, Inc. 0.03% Add +6.0% 9,995 $645K
Y-Intercept (Hong Kong) Ltd 0.01% New 9,747 $629K
VAUGHAN & Co SECURITIES, INC. 0.32% Reduce -5.7% 9,696 $626K
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.9% 9,486 $612K
Atria Investments, Inc 0.01% Add +50.7% 9,234 $596K
Teacher Retirement System of Texas 0.00% Reduce -39.5% 9,118 $588K
Commerce Bank 0.00% Reduce -1.0% 9,043 $584K
LMR Partners LLP 0.01% New 8,893 $574K
Spirit of America Management Corp. 0.12% No change 8,700 $561K
Sivia Capital Partners, LLC 0.11% Add +33.1% 8,167 $527K
TD Asset Management Inc 0.00% New 8,100 $523K
State of Alaska, Department of Revenue 0.01% Reduce -5.7% 7,972 $514K
Two Sigma Securities, LLC 0.07% Add +8.0% 7,510 $485K
Infrastructure Capital Advisors, LLC 0.08% Reduce -15.3% 7,488 $483K
Xponance LLC 0.00% Reduce -14.4% 7,432 $480K
Pacer Advisors, Inc. 0.00% Reduce -60.8% 7,351 $474K
Jacobi Capital Management LLC 0.03% Add +0.1% 7,249 $468K
Resona Asset Management Co.,Ltd. 0.00% No change 7,172 $463K
Intrua Financial, LLC 0.05% Reduce -0.7% 7,061 $456K
Oppenheimer Asset Management Inc. 0.01% Reduce -30.4% 6,975 $450K
Quadrant Capital Group LLC 0.01% No change 6,919 $447K
Jeppson Wealth Management, LLC 0.14% Reduce -1.4% 6,857 $443K
Guggenheim Capital LLC 0.00% Reduce -57.7% 6,740 $435K
SummitTX Capital, L.P. 0.01% New 6,300 $407K
Public Employees Retirement Association of Colorado 0.00% No change 6,157 $397K
Crewe Advisors LLC 0.03% Add +1.0% 5,855 $378K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -91.8% 5,816 $375K
MAI Capital Management 0.00% Add +7.2% 5,798 $374K
Advisory Services Network, LLC 0.01% Reduce -14.5% 5,780 $373K
Harbour Investments, Inc. 0.01% New 5,748 $371K
Jain Global LLC 0.00% New 5,746 $371K
Tower Research Capital LLC (TRC) 0.01% Reduce -5.4% 5,743 $371K
Aigen Investment Management, LP 0.09% New 5,729 $370K
Merit Financial Group, LLC 0.00% New 5,720 $369K
Swiss Life Asset Management Ltd 0.00% New 5,562 $359K
Headlands Technologies LLC 0.03% Reduce -14.7% 5,480 $354K
Focus Partners Wealth 0.00% New 5,511 $350K
Pathstone Holdings, LLC 0.00% Add +5.1% 4,979 $321K
Bokf, NA 0.00% Reduce -0.5% 4,968 $321K
Federated Hermes, Inc. 0.00% Reduce -93.2% 4,968 $321K
CIBC Private Wealth Group LLC 0.00% Add +0.9% 4,932 $318K
Prudential Financial Inc. 0.00% Reduce -48.8% 4,881 $315K
Physician Wealth Advisors, Inc. 0.04% No change 4,825 $311K
Fiduciary Trust Co 0.00% Reduce -0.2% 4,800 $310K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +24.6% 4,762 $307K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.9% 4,731 $305K
AlphaGrep UK Ltd 0.10% — 4,661 $301K
Accurate Wealth Management, LLC 0.04% Add +25.1% 4,502 $297K
Praxis Investment Management Inc. 0.02% No change 4,521 $292K
Securian Asset Management, Inc. 0.01% Reduce -2.2% 4,449 $287K
Arrowstreet Capital, Limited Partnership 0.00% New 4,434 $286K
J.W. Cole Advisors, Inc. 0.01% Add +0.9% 4,313 $278K
Vise Technologies, Inc. 0.01% Add +22.3% 4,261 $275K
VELA Investment Management, LLC 0.07% No change 4,233 $273K
Mackenzie Financial Corp. 0.00% Reduce -0.6% 4,228 $273K
Phillips Wealth Planners LLC 0.22% Reduce -11.1% 3,964 $271K
Caitlin John, LLC 0.18% New 4,197 $271K
Cibc World Markets Corp. 0.00% — 4,084 $264K
Ifrah Financial Services, Inc. 0.07% Reduce -3.2% 4,070 $263K
Ethic Inc. 0.00% Add +3.7% 3,767 $243K
Canandaigua National Bank & Trust Co. 0.02% Reduce -5.1% 3,702 $239K
Sterling Capital Management LLC 0.00% Reduce -16.4% 3,573 $231K
Crossmark Global Holdings, Inc. 0.00% Add +1.2% 3,538 $228K
GAMMA Investing LLC 0.01% Add +27.3% 3,528 $228K
Sanctuary Advisors, LLC 0.00% New 3,503 $226K
Sowell Financial Services LLC 0.01% Reduce -1.1% 3,495 $226K
Global Retirement Partners, LLC 0.00% Add +108.5% 3,451 $223K
Choreo, LLC 0.00% Reduce -12.4% 3,375 $219K
SteelPeak Wealth, LLC 0.01% New 3,210 $207K
Legacy Wealth Asset Management, LLC 0.05% New 3,148 $203K
Callan Family Office, LLC 0.00% New 3,104 $200K
PenderFund Capital Management Ltd. 0.07% Add +359.6% 2,900 $187K
Osaic Holdings, Inc. 0.00% Add +17.3% 2,485 $160K
Mint Tower Capital Management B.V. 0.05% New 2,422 $156K
Armstrong Advisory Group, Inc. 0.01% No change 2,364 $153K
Parallel Advisors, LLC 0.00% Add +107.9% 2,233 $144K
EverSource Wealth Advisors, LLC 0.01% Add +35.6% 2,188 $141K
KBC Group NV 0.00% No change 1,977 $128K
Daiwa Securities Group Inc. 0.00% Reduce -16.4% 1,885 $122K
Essential Partners LLC 0.03% Add +28.3% 1,594 $103K
UMB Bank, n.a. 0.00% Add +252.2% 1,592 $103K
Farther Finance Advisors, LLC 0.00% Add +60.5% 1,576 $102K
Costello Asset Management, INC 0.03% Reduce -12.8% 1,510 $97K
Rothschild Investment LLC 0.01% Add +81.2% 1,462 $94K
Ransom Advisory, Ltd 0.04% Reduce -40.8% 1,450 $94K
Triumph Capital Management 0.02% New 1,380 $89K
V-Square Quantitative Management LLC 0.01% New 1,345 $87K
Rockefeller Capital Management L.P. 0.00% Add +418.2% 1,280 $83K
Jones Financial Companies LLLP 0.00% No change 1,197 $77K
Westfuller Advisors, LLC 0.03% Reduce -1.1% 1,165 $75K
Hantz Financial Services, Inc. 0.00% Add +42.6% 1,145 $74K
Front Row Advisors LLC 0.02% No change 1,135 $73K
Caitong International Asset Management Co., Ltd 0.02% Add +129.3% 1,066 $69K
Assetmark, Inc. 0.00% No change 1,034 $67K
Hussman Strategic Advisors, Inc. 0.02% No change 1,000 $65K
Bayforest Capital Ltd 0.05% Add +518.2% 983 $63K
AdvisorNet Financial, Inc 0.00% Add +5.2% 965 $62K
Nomura Asset Management Co. Ltd. 0.00% No change 940 $61K
Torren Management, LLC 0.03% — 936 $60K
First Horizon Corp. 0.00% Add +120.9% 919 $59K
Signaturefd, LLC 0.00% Add +28.5% 879 $57K
Allworth Financial LP 0.00% Add +99.1% 868 $56K
Optiver Holding B.V. 0.00% Add +85.3% 691 $45K
Steward Partners Investment Advisory, LLC 0.00% Add +0.8% 625 $40K
Fifth Third Bancorp 0.00% Add +2.7% 578 $37K
CENTRAL TRUST Co 0.00% Reduce -66.7% 500 $32K
DV Trading LLC 0.00% — 499 $32K
IFP Advisors, Inc 0.00% Add +142.0% 455 $29K
Versant Capital Management, Inc 0.00% Add +10.4% 403 $26K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.8% 328 $21K
Los Angeles Capital Management LLC 0.00% New 330 $20K
Bessemer Group Inc. 0.00% Add +62.7% 288 $19K
Parkside Financial Bank & Trust 0.00% No change 294 $19K
Blue Trust, Inc. 0.00% Add +1.0% 291 $19K
Smartleaf Asset Management LLC 0.00% Add +72.2% 279 $18K
SBI Securities Co., Ltd. 0.00% Add +9.2% 272 $18K
Larson Financial Group LLC 0.00% Add +91.4% 245 $16K
Huntington National Bank 0.00% Reduce -3.3% 236 $15K
GHP Investment Advisors, Inc. 0.00% No change 223 $14K
Clearstead Advisors, LLC 0.00% Reduce -58.9% 217 $14K
Eurizon Capital SGR S.p.A. 0.00% — 198 $13K
Sound Income Strategies, LLC 0.00% Add +60.6% 167 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +262.5% 174 $11K
Brown Brothers Harriman & Co. 0.00% New 150 $10K
Tucker Asset Management LLC 0.00% New 131 $8K
Bell Investment Advisors, Inc 0.00% Reduce -40.9% 126 $8K
Root Financial Partners, LLC 0.00% Add +19.6% 122 $8K
True Wealth Design, LLC 0.00% Add +48.7% 113 $7K
Private Wealth Management Group, LLC 0.00% No change 107 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 102 $7K
Wealth Watch Advisors, INC 0.00% No change 84 $5K
Sunbelt Securities, Inc. 0.00% Add +10.7% 83 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% New 81 $5K
Bfsg, LLC 0.00% No change 77 $5K
Wealth Preservation Advisors, LLC 0.00% Reduce -11.8% 75 $5K
C M Bidwell & Associates Ltd. 0.00% No change 68 $4K
LRI Investments, LLC 0.00% No change 68 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 58 $4K
Quent Capital, LLC 0.00% Add +80.7% 56 $4K
Farmers & Merchants Investments Inc. 0.00% No change 55 $4K
Arax Advisory Partners 0.00% Reduce -99.8% 51 $3K
SageView Advisory Group, LLC 0.00% New 50 $3K
Millstone Evans Group, LLC 0.00% No change 35 $2K
Atlantic Union Bankshares Corp 0.00% Add +57.1% 33 $2K
Strive Financial Group ,LLC 0.00% — 31 $2K
Fortitude Family Office, LLC 0.00% No change 28 $2K
JFS Wealth Advisors, LLC 0.00% Add +155.6% 23 $1K
Bare Financial Services, Inc 0.00% Add +75.0% 21 $1K
Keating Financial Advisory Services, Inc. 0.00% — 20 $1K
Caldwell Trust Co 0.00% No change 18 $1K
Cornerstone Financial Management LLC 0.00% — 17 $1K
Capital Advisors, Ltd. LLC 0.00% No change 20 $1K
Cornerstone Planning Group LLC 0.00% Reduce -77.0% 14 $931
Rialto Wealth Management, LLC 0.00% No change 13 $840
SJS Investment Consulting Inc. 0.00% Add +160.0% 13 $840
International Assets Investment Management, LLC 0.00% New 10 $645
WPG Advisers, LLC 0.00% No change 9 $581
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $452
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $387
Bogart Wealth, LLC 0.00% No change 5 $322
Manchester Capital Management LLC 0.00% New 4 $259
Godfrey Financial Associates, Inc. 0.00% — 4 $258
HFM Investment Advisors, LLC 0.00% No change 3 $194
American Capital Advisory, LLC 0.00% New 2 $130
Hughes Financial Services, LLC 0.00% New 2 $129
Dunhill Financial, LLC 0.00% New 1 $74
Anchor Investment Management, LLC 0.00% No change 1 $69
Covestor Ltd 0.00% Reduce -99.9% 3 $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.