Northwestern Energy GroupNWE
13F holders, Q1 2026 (March 31)373holders +15
46new positions
28sold out
9famous investors
$65.92avg. 13F price*
At the end of Q1 2026, 373 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 15 from Q4 2025. 46 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($546.1M), Vanguard Portfolio Management LLC ($230.1M) and Vanguard Capital Management LLC ($183.5M). 9 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 (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $135.5M |
| Exits | 28 | $21.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,668,960 shares bought and 5,604,930 shares sold, net +1,064,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 8,281,530 | $546.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,489,737 | $230.1M |
| Vanguard Capital Management LLC | 0.00% | — | 2,782,707 | $183.5M |
| State Street Corp. | 0.01% | Reduce -11.5% | 2,335,081 | $154.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 1,694,354 | $111.8M |
| Franklin Resources Inc. | 0.03% | Add +12.9% | 1,621,967 | $107.0M |
| American Century Companies Inc. | 0.05% | Reduce -23.6% | 1,557,867 | $102.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +105.5% | 1,350,902 | $89.1M |
| Millennium Management | 0.07% | Add +42.8% | 1,314,488 | $86.7M |
| Neuberger Berman Group LLC | 0.06% | Add +1.2% | 1,274,526 | $84.0M |
| Systematic Financial Management LP | 1.71% | Reduce -2.4% | 1,132,065 | $74.6M |
| AQR Arbitrage LLC | 1.40% | Add +78.2% | 1,081,947 | $71.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 1,023,230 | $67.5M |
| River Road Asset Management, LLC | 0.75% | Reduce -20.4% | 1,005,802 | $66.3M |
| UBS Group AG | 0.01% | Add +40.5% | 994,528 | $65.6M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -9.5% | 910,560 | $60.0M |
| Nomura Asset Management International Inc. | 0.10% | Reduce -13.4% | 887,975 | $58.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 811,675 | $53.5M |
| Northern Trust Corp. | 0.01% | Add +5.9% | 809,560 | $53.4M |
| Bank of America Corp. | 0.00% | Add +4.8% | 803,467 | $53.0M |
| Alliancebernstein L.P. | 0.02% | Add +5.2% | 816,313 | $52.7M |
| Qube Research & Technologies Ltd | 0.07% | Add +104.4% | 794,418 | $52.4M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 773,201 | $51.0M |
| FMR LLC | 0.00% | Reduce -31.7% | 768,628 | $50.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 754,559 | $49.8M |
| Citigroup Inc. | 0.03% | Add +53.0% | 738,638 | $48.7M |
| AQR Capital Management | 0.02% | Reduce -14.5% | 657,706 | $43.4M |
| Caxton Associates LLP | 1.01% | New | 657,262 | $43.3M |
| First Trust Advisors LP | 0.03% | Reduce -3.1% | 629,994 | $41.5M |
| Hudson Bay Capital Management LP | 0.28% | Add +25.1% | 625,009 | $41.2M |
| GW&K Investment Management, LLC | 0.34% | Reduce -2.4% | 579,628 | $38.2M |
| Gabelli Funds LLC | 0.25% | No change | 548,700 | $36.2M |
| GMO | 0.09% | Add +13.0% | 546,033 | $36.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.0% | 540,636 | $35.6M |
| Nuveen, LLC | 0.01% | Reduce -3.1% | 487,039 | $32.1M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Reduce -3.7% | 484,425 | $31.9M |
| ProShare Advisors LLC | 0.05% | Reduce -24.9% | 484,415 | $31.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.2% | 455,570 | $30.0M |
| William Blair Investment Management, LLC | 0.09% | Add +3.2% | 426,480 | $28.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.4% | 407,099 | $26.8M |
| Man Group plc | 0.06% | New | 399,792 | $26.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 396,911 | $26.2M |
| Invesco Ltd. | 0.00% | Reduce -39.5% | 353,961 | $23.3M |
| Westwood Holdings Group Inc. | 0.17% | Reduce -55.3% | 351,913 | $23.2M |
| JPMorgan Chase & Co. | 0.00% | Add +31.7% | 320,768 | $21.1M |
| Deutsche Bank AG | 0.01% | Add +51.1% | 317,712 | $20.9M |
| Fort Baker Capital Management LP | 2.17% | New | 313,027 | $20.6M |
| MetLife Investment Management, LLC | 0.10% | Add +5.5% | 304,502 | $20.1M |
| Highbridge Capital Management LLC | 1.83% | New | 287,318 | $18.9M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -66.0% | 276,004 | $18.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -14.1% | 275,165 | $18.1M |
| GAMCO Investors | 0.18% | No change | 274,350 | $18.1M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 270,290 | $17.8M |
| State of Wisconsin Investment Board | 0.03% | Add +570.0% | 225,250 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Add +69.3% | 225,164 | $14.8M |
| Squarepoint Ops LLC | 0.03% | Reduce -0.6% | 218,968 | $14.4M |
| Jane Street Group, LLC | 0.02% | Reduce -37.5% | 218,101 | $14.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +4774.6% | 216,139 | $14.3M |
| Magnetar Financial LLC | 0.14% | Add +0.4% | 198,460 | $13.1M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 195,772 | $12.9M |
| D. E. Shaw & Co. | 0.01% | Add +1096.9% | 176,557 | $11.6M |
| Kintayl Capital LP | 6.90% | Add +30.7% | 170,055 | $11.2M |
| Barclays PLC | 0.00% | Add +11.0% | 147,718 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.8% | 137,645 | $9.1M |
| New York Life Investment Management LLC | 0.07% | Reduce -5.7% | 129,999 | $8.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -3.6% | 127,386 | $8.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -74.8% | 123,644 | $8.2M |
| Swiss National Bank | 0.00% | Add +0.3% | 121,483 | $8.0M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.2% | 120,115 | $7.9M |
| Yaupon Capital Management LP | 0.34% | Add +4.3% | 104,922 | $6.9M |
| First PREMIER Bank | 1.58% | Reduce -0.9% | 103,592 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -13.0% | 102,531 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 102,275 | $6.7M |
| Ancora Advisors LLC | 0.14% | Reduce -24.1% | 98,225 | $6.5M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -56.7% | 97,642 | $6.4M |
| ExodusPoint Capital Management, LP | 0.06% | New | 95,891 | $6.3M |
| South Dakota Investment Council | 0.12% | Reduce -9.3% | 93,111 | $6.1M |
| Captrust Financial Advisors | 0.01% | Add +336.4% | 91,118 | $6.0M |
| Mairs & Power Inc. | 0.06% | Add +5.3% | 86,002 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +48.7% | 85,365 | $5.6M |
| Oliver Luxxe Assets LLC | 0.81% | Add +4.1% | 82,446 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.1% | 81,527 | $5.4M |
| XTX Topco Ltd | 0.09% | Add +78.4% | 78,962 | $5.2M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.2% | 77,837 | $5.1M |
| Conning Inc. | 0.18% | No change | 77,076 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Add +29.2% | 76,104 | $5.0M |
| Retirement Systems of Alabama | 0.02% | Add +2.2% | 75,328 | $5.0M |
| California State Teachers Retirement System | 0.01% | Add +23.8% | 75,303 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.7% | 72,432 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.5% | 71,882 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 71,176 | $4.7M |
| Public Sector Pension Investment Board | 0.01% | No change | 70,176 | $4.6M |
| Wedge Capital Management L L P | 0.09% | Reduce -5.4% | 70,033 | $4.6M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -48.4% | 68,300 | $4.5M |
| Fifth Third Bancorp | 0.01% | Add +11652.3% | 67,928 | $4.5M |
| Magellan Asset Management Ltd | 0.06% | Add +25.7% | 65,874 | $4.3M |
| Tudor Investment Corporation | 0.02% | New | 64,187 | $4.2M |
| Ieq Capital, LLC | 0.02% | Reduce -20.6% | 60,697 | $4.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.19% | Add +0.5% | 60,695 | $4.0M |
| Point72 Asset Management | 0.01% | Reduce -4.4% | 56,784 | $3.7M |
| Sei Investments Co. | 0.00% | Add +34.4% | 56,426 | $3.7M |
| Weiss Asset Management LP | 0.10% | Add +84.8% | 56,276 | $3.7M |
| Mathes Company, Inc. | 1.36% | Add +2.9% | 56,255 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.9% | 55,952 | $3.7M |
| Maryland State Retirement & Pension System | 0.07% | Reduce -4.5% | 55,009 | $3.6M |
| Heartland Advisors Inc. | 0.18% | Reduce -22.9% | 53,687 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.3% | 53,653 | $3.5M |
| Mint Tower Capital Management B.V. | 0.75% | Add +2064.4% | 52,422 | $3.5M |
| North Star Investment Management Corp. | 0.20% | Add +0.0% | 50,999 | $3.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 47,287 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.1% | 46,808 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -49.0% | 46,740 | $3.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 46,673 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -6.7% | 46,267 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -84.1% | 45,789 | $3.0M |
| Intech Investment Management LLC | 0.03% | Add +64.0% | 45,599 | $3.0M |
| Bridgewater Associates | 0.01% | Reduce -64.1% | 44,477 | $2.9M |
| Macquarie Group Ltd. | 0.02% | Add +18.9% | 40,927 | $2.7M |
| Lesa Sroufe & Co | 1.83% | Add +1.1% | 40,655 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -1.4% | 40,317 | $2.7M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -50.8% | 40,004 | $2.6M |
| Creative Planning | 0.00% | Add +12.8% | 38,988 | $2.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +242.3% | 34,226 | $2.3M |
| Bank of Montreal | 0.00% | Add +0.9% | 33,580 | $2.2M |
| DC Investments Management, LLC | 0.83% | No change | 32,976 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.1% | 32,812 | $2.2M |
| Prelude Capital Management, LLC | 0.17% | Add +15.4% | 32,629 | $2.2M |
| Cwm, LLC | 0.01% | Add +0.1% | 30,506 | $2.0M |
| LPL Financial LLC | 0.00% | Add +109.3% | 29,326 | $1.9M |
| Verition Fund Management LLC | 0.02% | Reduce -5.4% | 29,056 | $1.9M |
| Moore Capital Management, LP | 0.08% | Reduce -46.4% | 28,670 | $1.9M |
| Naples Global Advisors, LLC | 0.14% | Reduce -5.0% | 28,262 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.5% | 27,046 | $1.8M |
| Mangrove Partners Im, LLC | 0.14% | New | 26,570 | $1.8M |
| Amalgamated Bank | 0.01% | Add +2.7% | 26,573 | $1.8M |
| Schnieders Capital Management, Llc. | 0.28% | Add +2.2% | 26,523 | $1.7M |
| Graham Capital Management, L.P. | 0.08% | New | 26,321 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +61.3% | 25,750 | $1.7M |
| CSS LLC | 0.27% | Add +8.2% | 25,541 | $1.7M |
| Alps Advisors Inc. | 0.01% | Reduce -4.7% | 25,451 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 25,344 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +53.0% | 25,180 | $1.7M |
| NINE MASTS CAPITAL Ltd | 0.37% | New | 25,000 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 24,828 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 24,120 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 23,668 | $1.6M |
| Olympiad Research LP | 4.59% | No change | 22,848 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +21.2% | 21,415 | $1.4M |
| Polar Asset Management Partners Inc. | 0.04% | No change | 20,987 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -39.0% | 19,690 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 19,420 | $1.3M |
| Hager Investment Management Services, LLC | 0.70% | Add +23.8% | 19,217 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 19,066 | $1.3M |
| Headlands Technologies LLC | 0.14% | Add +247.7% | 19,053 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -18.2% | 18,974 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,922 | $1.2M |
| Diametric Capital, LP | 0.33% | Reduce -13.2% | 18,851 | $1.2M |
| STRS Ohio | 0.00% | Reduce -2.1% | 18,400 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +50.9% | 18,218 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.6% | 18,201 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.2% | 18,001 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.3% | 17,946 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.7% | 17,800 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +81.6% | 17,698 | $1.2M |
| Gsa Capital Partners LLP | 0.07% | New | 17,459 | $1.2M |
| Virtu Financial LLC | 0.05% | Reduce -37.3% | 17,437 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.1% | 17,370 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -4.9% | 17,264 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.2% | 16,562 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.6% | 16,957 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,886 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +11.5% | 16,882 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 16,867 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -37.8% | 16,363 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 16,265 | $1.1M |
| LMR Partners LLP | 0.01% | Add +78.3% | 15,852 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +39.3% | 15,611 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -47.8% | 15,517 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.5% | 15,400 | $1.0M |
| Algert Global LLC | 0.01% | New | 14,870 | $981K |
| State of Michigan Retirement System | 0.01% | Add +2.1% | 14,828 | $978K |
| Vestcor Inc | 0.03% | Reduce -23.8% | 14,096 | $929K |
| Water Island Capital LLC | 0.13% | Reduce -3.3% | 13,838 | $912K |
| Hennessy Advisors Inc. | 0.03% | Reduce -6.8% | 13,798 | $910K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 13,765 | $908K |
| &partners | 0.00% | New | 11,461 | $833K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.4% | 12,610 | $832K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,591 | $830K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 12,191 | $804K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.0% | 11,860 | $782K |
| New Mexico Educational Retirement Board | 0.02% | No change | 11,800 | $778K |
| Royal Bank of Canada | 0.00% | Reduce -25.5% | 11,243 | $741K |
| Odyssean, LLC | 0.27% | New | 11,133 | $734K |
| Two Sigma Securities, LLC | 0.08% | Add +44.5% | 10,854 | $716K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -51.7% | 10,838 | $715K |
| Prudential Financial Inc. | 0.00% | Add +121.4% | 10,806 | $713K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.8% | 10,607 | $699K |
| CSM Advisors, LLC | 0.02% | Reduce -0.8% | 10,501 | $692K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 10,281 | $678K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +3023.8% | 10,246 | $676K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -1.0% | 9,894 | $652K |
| VAUGHAN & Co SECURITIES, INC. | 0.32% | Reduce -3.2% | 9,389 | $619K |
| Bailard, Inc. | 0.01% | Reduce -12.0% | 9,326 | $615K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 8,759 | $578K |
| Accurate Wealth Management, LLC | 0.07% | Add +81.7% | 8,178 | $577K |
| Xponance LLC | 0.00% | Add +17.1% | 8,703 | $574K |
| Spirit of America Management Corp. | 0.11% | No change | 8,700 | $574K |
| Occudo Quantitative Strategies LP | 0.03% | New | 7,891 | $571K |
| Infrastructure Capital Advisors, LLC | 0.08% | Add +15.5% | 8,650 | $570K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.9% | 8,202 | $540K |
| Commerce Bank | 0.00% | Reduce -10.2% | 8,118 | $535K |
| Guggenheim Capital LLC | 0.00% | Add +20.3% | 8,111 | $535K |
| Zacks Investment Management | 0.00% | Reduce -24.0% | 8,101 | $534K |
| Teacher Retirement System of Texas | 0.00% | Reduce -12.7% | 7,965 | $525K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +37.0% | 7,870 | $519K |
| HighTower Advisors, LLC | 0.00% | New | 7,742 | $511K |
| Jones Financial Companies LLLP | 0.00% | Add +525.2% | 7,484 | $488K |
| Atria Investments, Inc | 0.01% | Reduce -20.2% | 7,371 | $486K |
| Praxis Investment Management Inc. | 0.03% | Add +63.0% | 7,369 | $486K |
| Van Diest Capital, LLC | 0.38% | New | 7,330 | $483K |
| Exit Wealth Advisors, LLC. | 0.25% | New | 7,325 | $483K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 7,256 | $478K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +3.5% | 7,216 | $476K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 7,172 | $473K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 7,079 | $467K |
| Intrua Financial, LLC | 0.05% | Add +0.0% | 7,064 | $466K |
| TD Asset Management Inc | 0.00% | Reduce -13.6% | 7,000 | $462K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,919 | $456K |
| Jeppson Wealth Management, LLC | 0.14% | No change | 6,857 | $452K |
| Swiss Life Asset Management Ltd | 0.00% | Add +21.0% | 6,730 | $444K |
| Sanctuary Advisors, LLC | 0.00% | Add +88.2% | 6,591 | $435K |
| Merit Financial Group, LLC | 0.00% | Add +14.8% | 6,565 | $433K |
| Huber Capital Management LLC | 0.07% | Reduce -45.7% | 6,555 | $432K |
| Brighton Jones LLC | 0.01% | New | 6,254 | $412K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,157 | $406K |
| MAI Capital Management | 0.00% | Add +5.0% | 6,087 | $401K |
| Crewe Advisors LLC | 0.03% | Add +1.0% | 5,916 | $390K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.6% | 5,851 | $386K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,551 | $366K |
| GeoWealth Management, LLC | 0.01% | New | 5,528 | $364K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.3% | 5,267 | $347K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.0% | 5,172 | $341K |
| Tactive Advisors, LLC | 0.10% | New | 5,145 | $339K |
| Pathstone Holdings, LLC | 0.00% | Add +2.4% | 5,097 | $336K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.3% | 4,903 | $323K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 4,825 | $318K |
| Fiduciary Trust Co | 0.00% | No change | 4,800 | $317K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 4,762 | $314K |
| Securian Asset Management, Inc. | 0.01% | No change | 4,449 | $293K |
| IFM Investors Pty Ltd | 0.00% | New | 4,415 | $291K |
| Fieldview Capital Management, LLC | 0.08% | New | 4,378 | $289K |
| Phillips Wealth Planners LLC | 0.21% | Add +0.7% | 3,993 | $283K |
| DRW Securities, LLC | 0.02% | New | 4,270 | $282K |
| Vise Technologies, Inc. | 0.01% | No change | 4,261 | $275K |
| Vident Advisory, LLC | 0.00% | New | 4,113 | $271K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -4.7% | 3,878 | $256K |
| HB Wealth Management, LLC | 0.00% | New | 3,828 | $252K |
| GAMMA Investing LLC | 0.01% | Add +7.7% | 3,799 | $251K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,734 | $246K |
| Advisory Services Network, LLC | 0.00% | Reduce -36.0% | 3,699 | $244K |
| DNB Asset Management AS | 0.00% | New | 3,624 | $239K |
| UMB Bank, n.a. | 0.00% | Add +127.1% | 3,616 | $238K |
| Focus Partners Wealth | 0.00% | Reduce -53.3% | 2,572 | $234K |
| Murchinson Ltd. | 0.09% | New | 3,500 | $231K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.1% | 3,498 | $231K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,451 | $228K |
| AlphaGrep UK Ltd | 0.07% | Reduce -26.2% | 3,440 | $227K |
| Canandaigua National Corp. | 0.02% | — | 3,423 | $226K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.3% | 3,344 | $221K |
| Legacy Wealth Asset Management, LLC | 0.05% | Add +3.6% | 3,260 | $215K |
| Choreo, LLC | 0.00% | Reduce -5.1% | 3,203 | $211K |
| DAVENPORT & Co LLC | 0.00% | New | 3,199 | $211K |
| Evolve Private Wealth, LLC | 0.01% | New | 3,065 | $202K |
| PenderFund Capital Management Ltd. | 0.09% | No change | 2,900 | $191K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +20.9% | 2,646 | $174K |
| Bokf, NA | 0.00% | Reduce -47.1% | 2,627 | $173K |
| Caitlin John, LLC | 0.10% | Reduce -38.8% | 2,567 | $169K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,364 | $156K |
| Parallel Advisors, LLC | 0.00% | Add +2.8% | 2,296 | $151K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 2,054 | $135K |
| KBC Group NV | 0.00% | No change | 1,977 | $130K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.5% | 1,763 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.3% | 1,628 | $108K |
| Costello Asset Management, INC | 0.04% | Add +6.6% | 1,610 | $106K |
| Essential Partners LLC | 0.04% | Add +0.5% | 1,602 | $106K |
| Rothschild Investment LLC | 0.01% | Add +2.9% | 1,504 | $99K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.9% | 1,444 | $95K |
| Triumph Capital Management | 0.02% | No change | 1,380 | $91K |
| V-Square Quantitative Management LLC | 0.01% | No change | 1,345 | $89K |
| Signaturefd, LLC | 0.00% | Add +38.8% | 1,220 | $80K |
| Westfuller Advisors, LLC | 0.03% | No change | 1,165 | $77K |
| Front Row Advisors LLC | 0.03% | No change | 1,135 | $75K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.1% | 1,121 | $74K |
| Assetmark, Inc. | 0.00% | Add +0.5% | 1,039 | $69K |
| Allworth Financial LP | 0.00% | Add +18.2% | 1,026 | $68K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 1,000 | $66K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.3% | 997 | $66K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 940 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -34.5% | 838 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 594 | $39K |
| First Horizon Corp. | 0.00% | Reduce -45.3% | 503 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 500 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -9.0% | 414 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 403 | $27K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +57.1% | 311 | $21K |
| Optiver Holding B.V. | 0.00% | Reduce -55.6% | 307 | $20K |
| Parkside Financial Bank & Trust | 0.00% | No change | 294 | $19K |
| Bessemer Group Inc. | 0.00% | No change | 288 | $19K |
| Destiny Wealth Partners, LLC | 0.00% | New | 275 | $18K |
| Larson Financial Group LLC | 0.00% | Add +10.6% | 271 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.1% | 262 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -12.7% | 254 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 223 | $15K |
| Huntington National Bank | 0.00% | Reduce -11.4% | 209 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -23.5% | 208 | $14K |
| Root Financial Partners, LLC | 0.00% | Add +60.7% | 196 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 190 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 168 | $11K |
| Bayforest Capital Ltd | 0.01% | Reduce -84.3% | 154 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.7% | 149 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.0% | 121 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 102 | $7K |
| Signature Equity Partners, LLC | 0.00% | New | 110 | $7K |
| True Wealth Design, LLC | 0.00% | Reduce -3.5% | 109 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 107 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 83 | $5K |
| Sachetta, LLC | 0.00% | New | 81 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 81 | $5K |
| Bfsg, LLC | 0.00% | No change | 77 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 68 | $4K |
| LRI Investments, LLC | 0.00% | No change | 68 | $4K |
| CVA Family Office, LLC | 0.00% | New | 65 | $4K |
| Covestor Ltd | 0.00% | Add +1900.0% | 60 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 58 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +100.0% | 56 | $4K |
| Quent Capital, LLC | 0.00% | No change | 56 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 55 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | Add +51.5% | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +60.9% | 37 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 36 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 35 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -80.5% | 34 | $2K |
| Bayban | 0.00% | New | 30 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 29 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +33.3% | 28 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +15.0% | 23 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.8% | 20 | $1K |
| Caldwell Trust Co | 0.00% | No change | 18 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 17 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +30.8% | 17 | $1K |
| Strive Financial Group ,LLC | 0.00% | Reduce -41.9% | 18 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $994 |
| Rialto Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $924 |
| Arlington Trust Co LLC | 0.00% | New | 11 | $725 |
| International Assets Investment Management, LLC | 0.00% | No change | 10 | $664 |
| Wall Street Financial Group, Inc. | 0.00% | New | 10 | $659 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +28.6% | 9 | $594 |
| WPG Advisers, LLC | 0.00% | No change | 9 | $593 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 9 | $593 |
| Mather Group, Llc. | 0.00% | New | 6 | $396 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $332 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $330 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $264 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $264 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $198 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $132 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $132 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $75 |
| Anchor Investment Management, LLC | 0.00% | No change | 1 | $71 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $66 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.9% | 1 | $66 |
| Curio Wealth, LLC | 0.00% | New | 1 | $66 |
"% of holder's portfolio" is NWE's weight in each manager's 13F, not the share of Northwestern Energy Group Inc. the manager owns.