Northwestern Energy GroupNWE
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $123.4M |
| Exits | 24 | $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.