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Security record · archived quarter

NWE

Northwestern Energy Group Inc · Utilities · Regulated Electric

71.48 +0.8% mkt cap $4.40B quote delayed (FMP) · as of Aug 26 22:08 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 ↗
2 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 9.07M +9.5% $649.65M 0.0% ▲ Add 5 SEC ↗
15 Vanguard Capital Management Llc 2.79M +0.3% $199.83M 0.0% ▲ Add 2 SEC ↗
16 State Street Global Advisors (passive) 2.43M +4.1% $174.15M 0.0% ▲ Add 7 SEC ↗
17 Geode Capital Management (passive) 1.79M +5.6% $128.15M 0.0% ▲ Add 9 SEC ↗
18 Geode Capital Management (passive) 1.79M +5.6% $128.15M 0.0% ▲ Add 9 SEC ↗
19 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
20 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
21 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
22 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
23 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
24 Franklin Resources Inc 1.58M -2.5% $113.27M 0.0% ▼ Trim 3 SEC ↗
25 Neuberger Berman Group LLC 1.36M +6.5% $97.34M 0.1% ▲ Add 3 SEC ↗
26 Neuberger Berman Group LLC 1.36M +6.5% $97.34M 0.1% ▲ Add 3 SEC ↗
27 Balyasny Asset Management L.P. 1.29M +41.2% $92.10M 0.2% ▲ Add 3 SEC ↗
28 American Century Companies Inc 1.24M -20.5% $88.68M 0.0% ▼ Trim 3 SEC ↗
29 Millennium Management 1.06M -19.1% $76.21M 0.1% ▼ Trim 6 SEC ↗
30 Goldman Sachs Group 1.05M -22.2% $75.30M 0.0% ▼ Trim 4 SEC ↗
31 Goldman Sachs Group 1.05M -22.2% $75.30M 0.0% ▼ Trim 4 SEC ↗
32 Goldman Sachs Group 1.05M -22.2% $75.30M 0.0% ▼ Trim 4 SEC ↗
33 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗
34 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗
35 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗
36 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗
37 Dimensional Fund Advisors Lp 1.04M +1.2% $74.17M 0.0% ▲ Add 3 SEC ↗
38 Citigroup Inc 1.02M +38.6% $73.32M 0.0% ▲ Add 3 SEC ↗
39 Citigroup Inc 1.02M +38.6% $73.32M 0.0% ▲ Add 3 SEC ↗
40 Citigroup Inc 1.02M +38.6% $73.32M 0.0% ▲ Add 3 SEC ↗
41 Alliancebernstein L.P. 1.06M +30.0% $69.99M 0.0% ▲ Add 3 SEC ↗
42 Fidelity (FMR) 861.13K +12.0% $61.67M 0.0% ▲ Add 5 SEC ↗
43 Fidelity (FMR) 861.13K +12.0% $61.67M 0.0% ▲ Add 5 SEC ↗
44 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
45 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
46 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
47 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
48 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
49 Northern Trust Corp 824.54K +1.9% $59.05M 0.0% ▲ Add 3 SEC ↗
50 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
51 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
52 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
53 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
54 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
55 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
56 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
57 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
58 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
59 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
60 Morgan Stanley 821.73K +6.3% $58.85M 0.0% ▲ Add 4 SEC ↗
61 Nomura Asset Management… 806.51K -9.2% $57.76M 0.1% ▼ Trim 3 SEC ↗
62 Charles Schwab Investment… 786.29K -3.1% $56.31M 0.0% ▼ Trim 3 SEC ↗
63 Norges Bank (passive) 780.56K New $55.90M 0.0% New 1 SEC ↗
64 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
65 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
66 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
67 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
68 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
69 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
70 Bank Of America Corp /De/ 758.50K -5.6% $54.32M 0.0% ▼ Trim 3 SEC ↗
71 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
72 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
73 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
74 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
75 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
76 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
77 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
78 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
79 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
80 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
81 Bank of New York Mellon Corp 743.94K -1.4% $53.28M 0.0% ▼ Trim 3 SEC ↗
82 UBS Group AG 739.68K -25.6% $52.98M 0.0% ▼ Trim 3 SEC ↗
83 UBS Group AG 739.68K -25.6% $52.98M 0.0% ▼ Trim 3 SEC ↗
84 UBS Group AG 739.68K -25.6% $52.98M 0.0% ▼ Trim 3 SEC ↗
85 Grantham, Mayo, Van Otterloo & Co.… 623.11K +14.1% $44.63M 0.1% ▲ Add 3 SEC ↗
86 First Trust Advisors Lp 562.65K -10.7% $40.30M 0.0% ▼ Trim 3 SEC ↗
87 Massachusetts Financial Services Co… 513.74K -5.0% $36.79M 0.0% ▼ Trim 3 SEC ↗
88 Nuveen, LLC 506.87K +4.1% $36.30M 0.0% ▲ Add 3 SEC ↗
89 Nuveen, LLC 506.87K +4.1% $36.30M 0.0% ▲ Add 3 SEC ↗
90 Nuveen, LLC 506.87K +4.1% $36.30M 0.0% ▲ Add 3 SEC ↗
91 Nuveen, LLC 506.87K +4.1% $36.30M 0.0% ▲ Add 3 SEC ↗
92 ProShare Advisors LLC 490.53K +1.3% $35.13M 0.1% ▲ Add 3 SEC ↗
93 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗
94 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗
95 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗
96 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗
97 Raymond James Financial Inc 416.05K -8.7% $29.80M 0.0% ▼ Trim 3 SEC ↗
98 Qube Research & Technologies Ltd 367.33K -53.8% $26.31M 0.0% ▼ Trim 3 SEC ↗
99 Invesco Ltd. 323.84K -8.5% $23.19M 0.0% ▼ Trim 3 SEC ↗
100 Invesco Ltd. 323.84K -8.5% $23.19M 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%

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