Northwestern Energy GroupNWE
13F holders, Q2 2026 (June 30)376holders +3
34new positions
30sold out
8famous investors
$71.53avg. 13F price*
At the end of Q2 2026, 376 institutions reported holding Northwestern Energy Group Inc. (NWE) in their 13F filings, up 3 from Q1 2026. 34 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($649.6M), Vanguard Portfolio Management LLC ($254.2M) and Vanguard Capital Management LLC ($199.8M). 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 (0.1% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $55.7M |
| Exits | 30 | $58.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,267,828 shares bought and 5,920,603 shares sold, net −1,652,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| BlackRock, Inc. | 0.01% | Add +9.5% | 9,070,752 | $649.6M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.7% | 3,548,697 | $254.2M |
| Vanguard Capital Management LLC | 0.00% | Add +0.3% | 2,790,136 | $199.8M |
| State Street Corp. | 0.01% | Add +4.1% | 2,431,546 | $174.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 1,788,900 | $128.1M |
| Franklin Resources Inc. | 0.02% | Reduce -2.5% | 1,581,525 | $113.3M |
| Neuberger Berman Group LLC | 0.07% | Add +6.5% | 1,357,486 | $97.3M |
| Balyasny Asset Management L.P. | 0.17% | Add +41.2% | 1,285,897 | $92.1M |
| American Century Companies Inc. | 0.04% | Reduce -20.5% | 1,238,268 | $88.7M |
| Systematic Financial Management LP | 1.60% | Reduce -0.9% | 1,121,956 | $80.4M |
| AQR Arbitrage LLC | 1.35% | Add +1.2% | 1,094,832 | $78.4M |
| Millennium Management | 0.05% | Reduce -19.1% | 1,064,119 | $76.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.2% | 1,051,382 | $75.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.2% | 1,035,633 | $74.2M |
| Citigroup Inc. | 0.03% | Add +38.6% | 1,023,760 | $73.3M |
| Alliancebernstein L.P. | 0.02% | Add +30.0% | 1,061,407 | $70.0M |
| Hudson Bay Capital Management LP | 0.34% | Add +44.5% | 903,026 | $64.7M |
| FMR LLC | 0.00% | Add +12.0% | 861,126 | $61.7M |
| Northern Trust Corp. | 0.01% | Add +1.9% | 824,542 | $59.1M |
| Morgan Stanley | 0.00% | Add +6.3% | 821,726 | $58.9M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -9.2% | 806,508 | $57.8M |
| River Road Asset Management, LLC | 0.64% | Reduce -20.8% | 796,943 | $57.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.1% | 786,289 | $56.3M |
| Norges Bank | 0.01% | — | 780,561 | $55.9M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 758,501 | $54.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 743,940 | $53.3M |
| UBS Group AG | 0.01% | Reduce -25.6% | 739,681 | $53.0M |
| GMO | 0.10% | Add +14.1% | 623,112 | $44.6M |
| GW&K Investment Management, LLC | 0.32% | Reduce -1.3% | 571,934 | $41.0M |
| First Trust Advisors LP | 0.02% | Reduce -10.7% | 562,654 | $40.3M |
| Gabelli Funds LLC | 0.25% | Reduce -1.7% | 539,200 | $38.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.0% | 513,743 | $36.8M |
| Nuveen, LLC | 0.01% | Add +4.1% | 506,874 | $36.3M |
| Schonfeld Strategic Advisors LLC | 0.19% | New | 498,960 | $35.7M |
| ProShare Advisors LLC | 0.05% | Add +1.3% | 490,527 | $35.1M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Reduce -3.6% | 467,128 | $33.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.7% | 416,053 | $29.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.5% | 410,667 | $29.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -53.8% | 367,334 | $26.3M |
| Highbridge Capital Management LLC | 1.71% | Add +24.7% | 358,197 | $26.0M |
| William Blair Investment Management, LLC | 0.07% | Reduce -21.1% | 336,472 | $24.1M |
| Invesco Ltd. | 0.00% | Reduce -8.5% | 323,844 | $23.2M |
| Fort Baker Capital Management LP | 2.25% | Add +1.6% | 318,094 | $22.8M |
| Caxton Associates LLP | 0.42% | Reduce -52.5% | 312,172 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 305,076 | $22.3M |
| MetLife Investment Management, LLC | 0.10% | Add +1.5% | 309,145 | $22.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.2% | 286,606 | $20.5M |
| Verition Fund Management LLC | 0.15% | Add +865.9% | 280,664 | $20.1M |
| Squarepoint Ops LLC | 0.04% | Add +26.8% | 277,545 | $19.9M |
| GAMCO Investors | 0.17% | Reduce -2.5% | 267,350 | $19.1M |
| Legal & General Group Plc | 0.00% | Reduce -8.1% | 248,405 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Add +5.5% | 237,671 | $17.0M |
| AQR Capital Management | 0.01% | Reduce -64.7% | 232,486 | $16.7M |
| Man Group plc | 0.03% | Reduce -47.2% | 211,085 | $15.1M |
| Magnetar Financial LLC | 0.15% | Add +4.2% | 206,856 | $14.8M |
| Rhumbline Advisers | 0.01% | Add +4.5% | 204,481 | $14.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -15.4% | 190,509 | $13.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -15.2% | 183,299 | $13.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -17.5% | 145,729 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.5% | 138,393 | $9.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.2% | 130,410 | $9.3M |
| New York Life Investment Management LLC | 0.06% | Reduce -1.3% | 128,309 | $9.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -54.0% | 126,975 | $9.1M |
| Swiss National Bank | 0.00% | Add +1.6% | 123,383 | $8.8M |
| Polar Asset Management Partners Inc. | 0.21% | Add +485.3% | 122,834 | $8.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -8.6% | 116,415 | $8.3M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -5.6% | 113,419 | $8.1M |
| Yaupon Capital Management LP | 0.26% | Add +5.0% | 110,131 | $7.9M |
| LMR Partners LLP | 0.07% | Add +553.2% | 103,552 | $7.4M |
| First PREMIER Bank | 1.18% | Reduce -1.8% | 101,716 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 99,835 | $7.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +0.5% | 98,142 | $7.0M |
| Ancora Advisors LLC | 0.14% | Reduce -0.5% | 97,785 | $7.0M |
| South Dakota Investment Council | 0.11% | Reduce -1.1% | 92,137 | $6.6M |
| Kintayl Capital LP | 3.08% | Reduce -47.5% | 89,342 | $6.4M |
| Weiss Asset Management LP | 0.11% | Add +55.5% | 87,518 | $6.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.5% | 84,449 | $6.0M |
| BW Gestao de Investimentos Ltda. | 0.14% | New | 83,862 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.0% | 83,987 | $6.0M |
| Cerity Partners LLC | 0.01% | Reduce -6.0% | 80,264 | $5.7M |
| Deutsche Bank AG | 0.00% | Reduce -75.3% | 78,467 | $5.6M |
| Conning Inc. | 0.17% | No change | 77,076 | $5.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.1% | 76,982 | $5.5M |
| Jupiter Topco LLC | 0.00% | — | 76,104 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.7% | 71,705 | $5.1M |
| California State Teachers Retirement System | 0.00% | Reduce -6.6% | 70,339 | $5.0M |
| Public Sector Pension Investment Board | 0.01% | No change | 70,176 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.8% | 68,248 | $4.9M |
| Magellan Asset Management Ltd | 0.11% | Add +2.2% | 67,305 | $4.8M |
| Wedge Capital Management L L P | 0.08% | Reduce -4.7% | 66,778 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +40.2% | 65,518 | $4.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.6% | 63,617 | $4.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Reduce -0.2% | 60,595 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -12.4% | 59,485 | $4.3M |
| Maryland State Retirement & Pension System | 0.07% | Add +5.5% | 58,045 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 57,806 | $4.1M |
| Mathes Company, Inc. | 1.25% | Reduce -0.4% | 56,055 | $4.0M |
| Oliver Luxxe Assets LLC | 0.57% | Reduce -34.8% | 53,748 | $3.8M |
| Heartland Advisors Inc. | 0.17% | No change | 53,687 | $3.8M |
| Mint Tower Capital Management B.V. | 0.92% | No change | 52,422 | $3.8M |
| Intech Investment Management LLC | 0.03% | Add +13.7% | 51,861 | $3.7M |
| Mairs & Power Inc. | 0.03% | Reduce -40.5% | 51,191 | $3.7M |
| Trexquant Investment LP | 0.02% | New | 51,015 | $3.7M |
| North Star Investment Management Corp. | 0.20% | Reduce -0.6% | 50,695 | $3.6M |
| Bridgewater Associates | 0.01% | Add +12.2% | 49,915 | $3.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +5.3% | 49,809 | $3.6M |
| Quantinno Capital Management LP | 0.00% | Add +126.2% | 48,441 | $3.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +2.1% | 47,667 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.7% | 46,489 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 46,394 | $3.3M |
| Sei Investments Co. | 0.00% | Reduce -20.9% | 44,611 | $3.2M |
| Lesa Sroufe & Co | 2.14% | Add +3.0% | 41,857 | $3.0M |
| Creative Planning | 0.00% | Add +1.3% | 39,493 | $2.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -4.3% | 39,145 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -5.0% | 37,992 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -16.4% | 33,725 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +23.4% | 33,386 | $2.4M |
| DC Investments Management, LLC | 0.81% | No change | 32,976 | $2.4M |
| Prelude Capital Management, LLC | 0.17% | Add +0.7% | 32,866 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -2.3% | 32,825 | $2.4M |
| LPL Financial LLC | 0.00% | Add +11.6% | 32,734 | $2.3M |
| Moore Capital Management, LP | 0.05% | Add +4.4% | 29,929 | $2.1M |
| Ieq Capital, LLC | 0.01% | Reduce -51.3% | 29,534 | $2.1M |
| Barclays PLC | 0.00% | Reduce -80.6% | 28,646 | $2.1M |
| Naples Global Advisors, LLC | 0.12% | No change | 28,262 | $2.0M |
| NINE MASTS CAPITAL Ltd | 0.28% | Add +10.0% | 27,497 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -70.4% | 26,940 | $1.9M |
| Schnieders Capital Management, Llc. | 0.25% | Add +0.4% | 26,628 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +4.7% | 26,537 | $1.9M |
| Alps Advisors Inc. | 0.01% | Add +3.0% | 26,222 | $1.9M |
| Amalgamated Bank | 0.01% | Reduce -1.6% | 26,146 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +5.0% | 26,058 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.9% | 25,817 | $1.8M |
| Engineers Gate Manager LP | 0.02% | No change | 25,750 | $1.8M |
| CSS LLC | 0.25% | No change | 25,541 | $1.8M |
| Virtu Financial LLC | 0.06% | Add +45.6% | 25,391 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 25,180 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -24.0% | 24,937 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.4% | 24,700 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.0% | 23,637 | $1.7M |
| Olympiad Research LP | 3.41% | No change | 22,848 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +22.4% | 22,037 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +13.4% | 22,020 | $1.6M |
| Mangrove Partners Im, LLC | 0.10% | Reduce -17.7% | 21,859 | $1.6M |
| Algert Global LLC | 0.02% | Add +45.3% | 21,610 | $1.5M |
| XTX Topco Ltd | 0.02% | Reduce -73.5% | 20,940 | $1.5M |
| STRS Ohio | 0.01% | Add +13.6% | 20,900 | $1.5M |
| Hager Investment Management Services, LLC | 0.68% | Add +7.6% | 20,675 | $1.5M |
| Mariner, LLC | 0.00% | Add +1.2% | 19,935 | $1.4M |
| &partners | 0.01% | Add +65.9% | 19,012 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.5% | 19,066 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,922 | $1.4M |
| Graham Capital Management, L.P. | 0.05% | Reduce -28.2% | 18,904 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -1.8% | 18,729 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.1% | 18,493 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.7% | 18,366 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Add +6.3% | 18,358 | $1.3M |
| WINTON GROUP Ltd | 0.04% | Reduce -0.1% | 18,190 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.1% | 18,000 | $1.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Reduce -50.0% | 17,113 | $1.2M |
| CSM Advisors, LLC | 0.03% | Add +63.0% | 17,122 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.6% | 16,969 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.2% | 16,944 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.9% | 16,889 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,886 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -1.4% | 16,650 | $1.2M |
| Occudo Quantitative Strategies LP | 0.06% | Add +110.2% | 16,583 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -76.6% | 16,000 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.0% | 15,864 | $1.1M |
| Hennessy Advisors Inc. | 0.04% | Add +13.8% | 15,698 | $1.1M |
| Amundi | 0.00% | New | 15,607 | $1.1M |
| Renaissance Technologies | 0.00% | New | 15,326 | $1.1M |
| HRT Financial LP | 0.00% | New | 15,011 | $1.1M |
| State of Michigan Retirement System | 0.00% | Reduce -2.7% | 14,428 | $1.0M |
| Vestcor Inc | 0.03% | No change | 14,096 | $1.0M |
| Headlands Technologies LLC | 0.11% | Reduce -26.1% | 14,071 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 13,837 | $991K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -89.0% | 13,659 | $978K |
| Water Island Capital LLC | 0.11% | Reduce -1.5% | 13,633 | $976K |
| Brevan Howard Capital Management LP | 0.01% | Add +24.0% | 13,435 | $962K |
| Dark Forest Capital Management LP | 0.06% | New | 13,382 | $958K |
| CIBC Bancorp USA Inc. | 0.00% | Add +5.2% | 13,251 | $949K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 12,710 | $910K |
| Cetera Investment Advisers | 0.00% | Reduce -18.9% | 12,656 | $906K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 12,155 | $871K |
| New Mexico Educational Retirement Board | 0.02% | No change | 11,800 | $845K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.2% | 11,619 | $832K |
| Prudential Financial Inc. | 0.00% | Add +5.4% | 11,391 | $816K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.6% | 11,316 | $810K |
| Treasurer of the State of North Carolina | 0.00% | New | 11,274 | $807K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.6% | 11,197 | $802K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +26.4% | 11,075 | $793K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +6.1% | 10,870 | $779K |
| Citadel Advisors | 0.00% | Reduce -76.5% | 10,764 | $771K |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 10,535 | $754K |
| Private Advisor Group, LLC | 0.00% | No change | 10,281 | $736K |
| DAVENPORT & Co LLC | 0.00% | Add +214.6% | 10,063 | $721K |
| Victory Capital Management Inc. | 0.00% | Reduce -97.6% | 9,900 | $709K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -2.4% | 9,654 | $691K |
| Capstone Investment Advisors, LLC | 0.01% | New | 9,443 | $676K |
| Bailard, Inc. | 0.01% | No change | 9,326 | $668K |
| Xponance LLC | 0.00% | Add +5.1% | 9,144 | $655K |
| Massar Capital Management, LP | 0.22% | New | 9,082 | $650K |
| VAUGHAN & Co SECURITIES, INC. | 0.30% | Reduce -4.8% | 8,940 | $640K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.7% | 8,659 | $630K |
| Spirit of America Management Corp. | 0.12% | No change | 8,700 | $623K |
| Accurate Wealth Management, LLC | 0.06% | Add +1.7% | 8,318 | $605K |
| Commerce Bank | 0.00% | No change | 8,118 | $581K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.6% | 7,905 | $565K |
| HSBC Holdings PLC | 0.00% | New | 7,691 | $555K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,369 | $528K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +2.1% | 7,369 | $528K |
| Fieldview Capital Management, LLC | 0.15% | Add +68.1% | 7,359 | $527K |
| Voloridge Investment Management, LLC | 0.00% | New | 7,259 | $520K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.6% | 7,212 | $517K |
| Teacher Retirement System of Texas | 0.00% | Reduce -9.8% | 7,186 | $515K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 7,172 | $514K |
| MAI Capital Management | 0.00% | Add +16.3% | 7,076 | $507K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.0% | 7,064 | $506K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,919 | $496K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.3% | 6,915 | $495K |
| Jeppson Wealth Management, LLC | 0.14% | No change | 6,857 | $491K |
| SG Americas Securities, LLC | 0.00% | Reduce -58.3% | 6,828 | $489K |
| Intrua Financial, LLC | 0.05% | Reduce -5.1% | 6,703 | $480K |
| Guggenheim Capital LLC | 0.00% | Reduce -18.7% | 6,595 | $472K |
| Huber Capital Management LLC | 0.07% | No change | 6,555 | $469K |
| Infrastructure Capital Advisors, LLC | 0.06% | Reduce -24.4% | 6,537 | $468K |
| Gsa Capital Partners LLP | 0.03% | Reduce -63.6% | 6,352 | $455K |
| Arax Advisory Partners | 0.00% | New | 6,250 | $448K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,157 | $441K |
| GeoWealth Management, LLC | 0.01% | Add +8.1% | 5,978 | $428K |
| Crewe Advisors LLC | 0.03% | Add +0.9% | 5,970 | $428K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +24.7% | 5,940 | $425K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 5,851 | $419K |
| Pathstone Holdings, LLC | 0.00% | Add +14.1% | 5,817 | $417K |
| Zacks Investment Management | 0.00% | Reduce -33.4% | 5,394 | $386K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -33.8% | 5,212 | $373K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 5,151 | $369K |
| AlphaGrep UK Ltd | 0.11% | Add +49.3% | 5,137 | $368K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,047 | $361K |
| Vise Technologies, Inc. | 0.00% | Add +18.1% | 5,032 | $360K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -71.6% | 5,026 | $360K |
| Advisory Services Network, LLC | 0.00% | Add +29.7% | 4,797 | $344K |
| Fiduciary Trust Co | 0.00% | Reduce -0.2% | 4,790 | $343K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.1% | 4,752 | $340K |
| Securian Asset Management, Inc. | 0.01% | Add +2.8% | 4,573 | $330K |
| Atria Investments, Inc | 0.00% | Reduce -38.0% | 4,572 | $327K |
| Elevatus Welath Management | 0.08% | New | 4,534 | $325K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,415 | $316K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,386 | $314K |
| Jones Financial Companies LLLP | 0.00% | Reduce -43.3% | 4,244 | $312K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -10.4% | 4,325 | $310K |
| United Capital Financial Advisors, LLC | 0.00% | Add +24.6% | 4,301 | $308K |
| Vident Advisory, LLC | 0.00% | Add +0.2% | 4,121 | $295K |
| GAMMA Investing LLC | 0.01% | Add +4.8% | 3,981 | $285K |
| Phillips Wealth Planners LLC | 0.21% | Reduce -1.0% | 3,952 | $280K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -2.3% | 3,789 | $271K |
| Savant Capital, LLC | 0.00% | New | 3,889 | $267K |
| DNB Asset Management AS | 0.00% | No change | 3,624 | $260K |
| UMB Bank, n.a. | 0.00% | Reduce -2.5% | 3,524 | $252K |
| Murchinson Ltd. | 0.12% | No change | 3,500 | $251K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,498 | $251K |
| Global Retirement Partners, LLC | 0.00% | — | 3,490 | $250K |
| Choreo, LLC | 0.00% | Add +6.2% | 3,400 | $244K |
| Callan Family Office, LLC | 0.00% | New | 3,069 | $220K |
| Merit Financial Group, LLC | 0.00% | Reduce -53.5% | 3,054 | $219K |
| Storgate, LLC | 0.05% | New | 3,038 | $218K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,011 | $216K |
| Two Sigma Securities, LLC | 0.02% | Reduce -72.3% | 3,005 | $215K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -54.4% | 3,003 | $215K |
| Legacy Wealth Asset Management, LLC | 0.05% | Reduce -9.8% | 2,941 | $211K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.9% | 2,913 | $209K |
| Composition Wealth, LLC | 0.00% | New | 2,898 | $208K |
| TD Asset Management Inc | 0.00% | Reduce -60.0% | 2,800 | $201K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,750 | $197K |
| PenderFund Capital Management Ltd. | 0.09% | Reduce -6.9% | 2,700 | $193K |
| Parallel Advisors, LLC | 0.00% | Add +17.1% | 2,689 | $193K |
| Farther Finance Advisors, LLC | 0.00% | Add +49.6% | 2,436 | $175K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,364 | $169K |
| Osaic Holdings, Inc. | 0.00% | Add +45.2% | 2,097 | $150K |
| KBC Group NV | 0.00% | No change | 1,977 | $142K |
| Bayforest Capital Ltd | 0.13% | Add +1142.9% | 1,914 | $137K |
| Compass Financial Management LLC | 0.02% | — | 1,913 | $137K |
| Signaturefd, LLC | 0.00% | Add +53.5% | 1,873 | $134K |
| Costello Asset Management, INC | 0.03% | Reduce -6.1% | 1,512 | $108K |
| Triumph Capital Management | 0.02% | No change | 1,380 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 1,377 | $99K |
| V-Square Quantitative Management LLC | 0.01% | No change | 1,345 | $96K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.5% | 1,264 | $91K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -92.2% | 1,206 | $86K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.7% | 1,185 | $85K |
| Westfuller Advisors, LLC | 0.03% | No change | 1,165 | $83K |
| Front Row Advisors LLC | 0.02% | No change | 1,135 | $80K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -37.2% | 1,107 | $79K |
| Assetmark, Inc. | 0.00% | No change | 1,039 | $74K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $72K |
| AdvisorNet Financial, Inc | 0.00% | No change | 997 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 599 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -33.2% | 560 | $40K |
| Rothschild Investment LLC | 0.00% | Reduce -64.3% | 537 | $38K |
| CENTRAL TRUST Co | 0.00% | No change | 500 | $36K |
| Allworth Financial LP | 0.00% | Reduce -52.0% | 492 | $35K |
| First Horizon Corp. | 0.00% | Reduce -4.2% | 482 | $35K |
| Optiver Holding B.V. | 0.00% | Add +40.1% | 430 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 403 | $29K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +16.7% | 363 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -64.9% | 330 | $24K |
| Quantum Portfolio Management LLC | 0.01% | New | 311 | $22K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +30600.0% | 307 | $22K |
| Asset Planning,Inc | 0.01% | New | 303 | $22K |
| Larson Financial Group LLC | 0.00% | Add +8.9% | 295 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 294 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 288 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 262 | $19K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 251 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 223 | $16K |
| Huntington National Bank | 0.00% | Add +5.3% | 220 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.8% | 220 | $16K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 190 | $14K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 187 | $13K |
| Essential Partners LLC | 0.00% | Reduce -91.1% | 142 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -8.1% | 137 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Add +676.5% | 132 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 121 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 107 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 102 | $7K |
| Sachetta, LLC | 0.00% | No change | 81 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 81 | $6K |
| Bfsg, LLC | 0.00% | No change | 77 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -82.4% | 73 | $5K |
| LRI Investments, LLC | 0.00% | Add +4.4% | 71 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 68 | $5K |
| CVA Family Office, LLC | 0.00% | Reduce -3.1% | 63 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +5.4% | 59 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 58 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 55 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +40.5% | 52 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +73.9% | 40 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 35 | $3K |
| Caldwell Trust Co | 0.00% | Add +83.3% | 33 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 33 | $2K |
| Bayban | 0.00% | No change | 30 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 29 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 28 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +25.0% | 25 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -58.9% | 23 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -99.2% | 21 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 18 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 17 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 17 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| Covestor Ltd | 0.00% | Reduce -81.7% | 11 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -89.0% | 12 | $860 |
| Creative Capital Management Investments LLC | 0.00% | New | 12 | $859 |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $788 |
| International Assets Investment Management, LLC | 0.00% | No change | 10 | $715 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 9 | $645 |
| WPG Advisers, LLC | 0.00% | No change | 9 | $645 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 9 | $645 |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 8 | $573 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -22.2% | 7 | $502 |
| SHP Wealth Management | 0.00% | New | 7 | $501 |
| Mather Group, Llc. | 0.00% | No change | 6 | $430 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $364 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $287 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $286 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $215 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $144 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 2 | $143 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $82 |
| Anchor Investment Management, LLC | 0.00% | No change | 1 | $78 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $72 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $72 |
| Navigoe, LLC | 0.00% | New | 2 | $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.