NWE
Northwestern Energy Group Inc · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +12.6% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | 0 | 42.65M | $3.05B | +6 | −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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.58M | +1.0% | $149.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.57M | +2.3% | $90.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 752.63K | 0.0% | $43.55M | 0.0% | Held | 4 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 583.06K | +38.9% | $33.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | GAMCO Investors ✦ | 273.35K | 0.0% | $15.82M | 0.2% | Held | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 189.98K | New | $10.99M | 0.0% | New | 1 | SEC ↗ ×3 |
| 7 | Renaissance Technologies ✦ | 139.73K | +1578.2% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 115.89K | New | $6.71M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 112.66K | +15.5% | $6.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 98.63K | New | $5.71M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 95.89K | +60.2% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 41.99K | -56.0% | $2.43M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 32.03K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $10.99M | 0.0% |
| Two Sigma Investments | $6.71M | 0.0% |
| Millennium Management | $5.71M | 0.0% |
| Arrowstreet Capital | $1.85M | 0.0% |
Exited
| Point72 Asset Management | $2.75M | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.