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Security record

NWE

Northwestern Energy Group Inc · Utilities · Regulated Electric

74.15 -0.6% mkt cap $4.56B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
104Tracked holders
0Δ holders
42.67MShares held
$3.05BReported value
+7New positions
−6Exits
Stable Conviction score 36/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.5% · net new positions +1.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 104 0 42.67M $3.05B +7 −6
Q1 2026 106 0 43.63M $2.88B +4 −5
Q4 2025 106 +2 48.10M $3.10B +5 −2
Q3 2025 16 -3 24.07M $1.41B — −4
Q2 2025 17 +1 23.73M $1.22B +2 −1
Q1 2025 13 +3 6.59M $380.98M +4 −1
Q4 2024 10 -2 5.85M $312.76M +3 −5
Q3 2024 11 +3 3.48M $199.13M +3 —
Q2 2024 8 — 3.40M $170.21M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗ ×14
2 Vanguard Capital Management Llc 2.79M +0.3% $199.83M 0.0% ▲ Add 2 SEC ↗
3 State Street Global Advisors ✦ (passive) 2.43M +4.1% $174.15M 0.0% ▲ Add 7 SEC ↗
4 Geode Capital Management ✦ (passive) 1.79M +5.6% $128.15M 0.0% ▲ Add 9 SEC ↗ ×2
5 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗ ×6
6 Neuberger Berman Group LLC 1.36M +6.5% $97.34M 0.1% ▲ Add 3 SEC ↗ ×2
7 Balyasny Asset Management L.P. 1.29M +41.2% $92.10M 0.2% ▲ Add 3 SEC ↗
8 American Century Companies Inc 1.24M -20.5% $88.68M 0.0% ▼ Trim 3 SEC ↗
9 Millennium Management ✦ 1.06M -19.1% $76.21M 0.1% ▼ Trim 6 SEC ↗
10 Goldman Sachs Group ✦ 1.05M -22.2% $75.30M 0.0% ▼ Trim 4 SEC ↗ ×3
11 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗ ×5
12 Citigroup Inc 1.02M +38.6% $73.32M 0.0% ▲ Add 3 SEC ↗ ×3
13 Alliancebernstein L.P. 1.06M +30.0% $69.99M 0.0% ▲ Add 3 SEC ↗
14 Fidelity (FMR) ✦ 861.13K +12.0% $61.67M 0.0% ▲ Add 5 SEC ↗ ×2
15 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗ ×6
16 Morgan Stanley ✦ 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗ ×11
17 Nomura Asset Management… 806.51K -9.2% $57.76M 0.1% ▼ Trim 3 SEC ↗
18 Charles Schwab Investment… 786.29K -3.1% $56.31M 0.0% ▼ Trim 3 SEC ↗
19 Norges Bank ✦ (passive) 780.56K New $55.90M 0.0% New 1 SEC ↗
20 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗ ×7
21 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗ ×11
22 UBS Group AG 739.68K -25.6% $52.98M 0.0% ▼ Trim 3 SEC ↗ ×3
23 Grantham, Mayo, Van Otterloo & Co.… 623.11K +14.1% $44.63M 0.1% ▲ Add 3 SEC ↗
24 First Trust Advisors Lp 562.65K -10.7% $40.30M 0.0% ▼ Trim 3 SEC ↗
25 Massachusetts Financial Services Co… 513.74K -5.0% $36.79M 0.0% ▼ Trim 3 SEC ↗
26 Nuveen, LLC 506.87K +4.1% $36.30M 0.0% ▲ Add 3 SEC ↗ ×4
27 ProShare Advisors LLC 490.53K +1.3% $35.13M 0.1% ▲ Add 3 SEC ↗
28 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗ ×5
29 Qube Research & Technologies Ltd 367.33K -53.8% $26.31M 0.0% ▼ Trim 3 SEC ↗
30 Invesco Ltd. 323.84K -8.5% $23.19M 0.0% ▼ Trim 3 SEC ↗ ×5
31 JPMorgan Chase ✦ 305.08K -4.9% $22.33M 0.0% ▼ Trim 4 SEC ↗ ×8
32 MIRAE ASSET GLOBAL ETFS HOLDINGS… 286.61K +4.2% $20.53M 0.0% ▲ Add 3 SEC ↗
33 Squarepoint Ops LLC 277.55K +26.8% $19.88M 0.0% ▲ Add 3 SEC ↗
34 GAMCO Investors ✦ 267.35K -2.5% $19.15M 0.2% ▼ Trim 9 SEC ↗
35 Legal & General Group Plc 248.41K -8.1% $17.79M 0.0% ▼ Trim 3 SEC ↗ ×2
36 Principal Financial Group Inc 237.67K +5.5% $17.02M 0.0% ▲ Add 3 SEC ↗ ×2
37 AQR Capital Management ✦ 232.49K -64.7% $16.65M 0.0% ▼ Trim 9 SEC ↗ ×9
38 Man Group plc 211.09K -47.2% $15.12M 0.0% ▼ Trim 2 SEC ↗
39 Rhumbline Advisers 204.48K +4.5% $14.64M 0.0% ▲ Add 3 SEC ↗
40 State Of Wisconsin Investment Board 190.51K -15.4% $13.64M 0.0% ▼ Trim 3 SEC ↗
41 Arrowstreet Capital ✦ 183.30K -15.2% $13.13M 0.0% ▼ Trim 3 SEC ↗
42 D. E. Shaw & Co. ✦ 145.73K -17.5% $10.44M 0.0% ▼ Trim 3 SEC ↗
43 UBS AM, a distinct business unit of… 138.39K +0.5% $9.91M 0.0% ▲ Add 3 SEC ↗ ×8
44 Russell Investments Group, Ltd. 130.41K +27.2% $9.34M 0.0% ▲ Add 3 SEC ↗ ×8
45 Adage Capital Partners ✦ 126.97K -54.0% $9.09M 0.0% ▼ Trim 3 SEC ↗
46 Swiss National Bank 123.38K +1.6% $8.84M 0.0% ▲ Add 3 SEC ↗
47 LMR Partners LLP 103.55K +553.2% $7.42M 0.1% ▲ Add 3 SEC ↗ ×2
48 Ameriprise Financial Inc 99.83K -2.4% $7.15M 0.0% ▼ Trim 3 SEC ↗ ×2
49 Hotchkis & Wiley Capital Management… 98.14K +0.5% $7.03M 0.0% ▲ Add 3 SEC ↗
50 T. Rowe Price ✦ 84.45K +17.5% $6.05M 0.0% ▲ Add 9 SEC ↗
51 Cerity Partners LLC 80.26K -6.0% $5.75M 0.0% ▼ Trim 3 SEC ↗ ×3
52 Deutsche Bank Ag\ 78.47K -75.3% $5.62M 0.0% ▼ Trim 3 SEC ↗ ×2
53 First Manhattan Co. Llc. 76.98K -1.1% $5.51M 0.0% ▼ Trim 3 SEC ↗
54 Commonwealth Equity Services, Llc 71.70K +0.7% $5.14M 0.0% ▲ Add 3 SEC ↗
55 Wells Fargo & Company/Mn 65.52K +40.2% $4.69M 0.0% ▲ Add 3 SEC ↗ ×4
56 Fifth Third Bancorp 59.48K -12.4% $4.26M 0.0% ▼ Trim 3 SEC ↗
57 Envestnet Asset Management Inc 57.81K +3.3% $4.14M 0.0% ▲ Add 3 SEC ↗
58 Bridgewater Associates ✦ 49.91K +12.2% $3.57M 0.0% ▲ Add 7 SEC ↗
59 Quantinno Capital Management LP 48.44K +126.2% $3.47M 0.0% ▲ Add 3 SEC ↗
60 Manufacturers Life Insurance… 46.49K -0.7% $3.33M 0.0% ▼ Trim 3 SEC ↗
61 Sei Investments Co 44.61K -20.9% $3.20M 0.0% ▼ Trim 3 SEC ↗ ×2
62 Creative Planning 39.49K +1.3% $2.83M 0.0% ▲ Add 3 SEC ↗ ×2
63 Bank Of Montreal /Can/ 32.83K -2.2% $2.35M 0.0% ▼ Trim 3 SEC ↗ ×5
64 LPL Financial LLC 32.73K +11.6% $2.34M 0.0% ▲ Add 3 SEC ↗
65 Barclays Plc 28.65K -80.6% $2.05M 0.0% ▼ Trim 3 SEC ↗ ×3
66 Captrust Financial Advisors 26.94K -70.4% $1.93M 0.0% ▼ Trim 3 SEC ↗
67 Voya Investment Management Llc 26.54K +4.7% $1.90M 0.0% ▲ Add 3 SEC ↗
68 Susquehanna International Group, Llp 25.82K -51.9% $1.85M 0.0% ▼ Trim 3 SEC ↗
69 Zurcher Kantonalbank (Zurich… 25.18K 0.0% $1.80M 0.0% Held 3 SEC ↗
70 Pnc Financial Services Group, Inc. 24.70K +4.4% $1.77M 0.0% ▲ Add 3 SEC ↗ ×6
71 Bnp Paribas Financial Markets 22.04K +22.4% $1.58M 0.0% ▲ Add 3 SEC ↗
72 New York State Common Retirement… 22.02K +13.4% $1.58M 0.0% ▲ Add 3 SEC ↗
73 Mariner, LLC 19.93K +1.2% $1.43M 0.0% ▲ Add 3 SEC ↗
74 State Board Of Administration Of… 16.89K 0.0% $1.21M 0.0% Held 3 SEC ↗
75 Canada Pension Plan Investment Board 16.00K -76.6% $1.15M 0.0% ▼ Trim 3 SEC ↗
76 Amundi 15.61K New $1.12M 0.0% New 1 SEC ↗
77 Renaissance Technologies ✦ 15.33K New $1.10M 0.0% New 1 SEC ↗
78 Hrt Financial Lp 15.01K New $1.07M 0.0% New 1 SEC ↗
79 CIBC Bancorp USA Inc. 13.25K +5.2% $949,036 0.0% ▲ Add 2 SEC ↗ ×3
80 Cetera Investment Advisers 12.66K -18.9% $906,423 0.0% ▼ Trim 3 SEC ↗
81 Us Bancorp \De\ 12.15K -0.3% $870,541 0.0% ▼ Trim 3 SEC ↗ ×2
82 Mercer Global Advisors Inc /Adv 11.62K -36.2% $832,174 0.0% ▼ Trim 3 SEC ↗
83 Prudential Financial Inc 11.39K +5.4% $815,823 0.0% ▲ Add 3 SEC ↗
84 Pictet Asset Management Holding SA 11.32K -4.6% $810,452 0.0% ▼ Trim 3 SEC ↗
85 DZ BANK AG Deutsche Zentral… 11.07K +26.4% $793,191 0.0% ▲ Add 2 SEC ↗
86 Citadel Advisors ✦ 10.76K -76.5% $770,918 0.0% ▼ Trim 9 SEC ↗
87 Royal Bank Of Canada 10.54K -6.3% $754,000 0.0% ▼ Trim 3 SEC ↗ ×4
88 Victory Capital Management Inc 9.90K -97.6% $709,038 0.0% ▼ Trim 3 SEC ↗
89 Capstone Investment Advisors, Llc 9.44K New $676,308 0.0% New 1 SEC ↗
90 Wealth Enhancement Advisory… 8.66K -47.7% $629,600 0.0% ▼ Trim 3 SEC ↗
91 Hsbc Holdings Plc 7.69K New $555,059 0.0% New 1 SEC ↗
92 Pacer Advisors, Inc. 6.92K -2.3% $495,000 0.0% ▼ Trim 3 SEC ↗
93 Universal- Beteiligungs- und… 5.94K +24.7% $425,423 0.0% ▲ Add 3 SEC ↗
94 Connor, Clark & Lunn Investment… 5.85K 0.0% $419,049 0.0% Held 3 SEC ↗
95 Federated Hermes, Inc. 4.75K -3.1% $340,338 0.0% ▼ Trim 3 SEC ↗
96 Jones Financial Companies Lllp 4.24K -43.3% $311,594 0.0% ▼ Trim 3 SEC ↗
97 Td Asset Management Inc 2.80K -60.0% $200,536 0.0% ▼ Trim 3 SEC ↗
98 Mitsubishi UFJ Trust & Banking Corp 2.75K New $196,955 0.0% New 1 SEC ↗
99 Osaic Holdings, Inc. 2.10K +45.2% $150,183 0.0% ▲ Add 3 SEC ↗ ×2
100 Daiwa Securities Group Inc. 1.11K -37.2% $79,283 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $55.90M 0.0%
Amundi $1.12M 0.0%
Renaissance Technologies $1.10M 0.0%
Hrt Financial Lp $1.07M 0.0%
Capstone Investment Advisors… $676,308 0.0%
Hsbc Holdings Plc $555,059 0.0%
Mitsubishi UFJ Trust &… $196,955 0.0%

Exited

Jane Street Group, Llc $14.38M was 0.0%
Tudor Investment Corp Et Al $4.23M was 0.0%
Point72 Asset Management $3.74M was 0.0%
HighTower Advisors, LLC $510,533 was 0.0%
Focus Partners Wealth $233,561 was 0.0%
Northwestern Mutual Wealth… $2,242 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 369 holders, 59.73M shares, $3.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API