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NorthWestern Energy Group (NWE) Institutional Ownership

NorthWestern Energy Group logo
$57.58 -0.54 (-0.93%)
As of 03:21 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for NorthWestern Energy Group (NYSE:NWE)

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$595.30M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$385.19M
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NWE Institutional Buying and Selling by Quarter

NorthWestern Energy Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC28,968$1.49M0.0%+9.8%0.047%
8/27/2025 Squarepoint Ops LLC39,736$2.04M0.0%+92.6%0.065%
8/26/2025 Thrivent Financial for Lutherans453,993$23.29M0.1%-4.7%0.739%
8/19/2025 Advisory Services Network LLC6,539$351K0.0%-3.3%0.011%
8/19/2025 State of Wyoming6,839$351K0.0%+101.0%0.011%
8/18/2025 Westwood Holdings Group Inc.1,118,650$57.39M0.4%+11.7%1.822%
8/15/2025 CANADA LIFE ASSURANCE Co77,210$3.97M0.0%+3.6%0.126%
8/15/2025 Tower Research Capital LLC TRC 7,148$367K0.0%+82.7%0.012%
8/15/2025 Captrust Financial Advisors10,268$527K0.0%+112.0%0.017%
8/15/2025 Two Sigma Securities LLC14,770$758K0.1%N/A0.024%
8/15/2025 Orion Porfolio Solutions LLC4,765$244K0.0%-81.9%0.008%
8/15/2025 Engineers Gate Manager LP47,348$2.43M0.0%N/A0.077%
8/15/2025 Cubist Systematic Strategies LLC136,715$7.01M0.0%+512.4%0.223%
8/15/2025 BNP Paribas Financial Markets26,901$1.38M0.0%-19.3%0.044%
8/15/2025 Brevan Howard Capital Management LP90,320$4.63M0.0%+109.1%0.147%
8/15/2025 Bank of America Corp DE1,222,376$62.71M0.0%+65.6%1.991%
8/15/2025 Ameriprise Financial Inc.138,184$7.09M0.0%-5.4%0.225%
8/15/2025 AQR Capital Management LLC676,144$34.69M0.0%+16.0%1.101%
8/14/2025 Raymond James Financial Inc.473,043$24.27M0.0%-14.8%0.771%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.309,551$15.88M0.0%+3.5%0.504%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,024$258K0.0%-76.9%0.008%
8/14/2025 The Manufacturers Life Insurance Company 66,067$3.39M0.0%-2.2%0.108%
8/14/2025 Squarepoint Ops LLC39,736$2.04M0.0%+92.6%0.065%
8/14/2025 Sei Investments Co.54,468$2.79M0.0%-84.8%0.089%
8/14/2025 Qube Research & Technologies Ltd429,484$22.03M0.0%+113.5%0.700%
8/14/2025 iSAM Funds UK Ltd13,394$687K0.2%N/A0.022%
8/14/2025 State Street Corp2,594,485$133.10M0.0%+0.5%4.226%
8/14/2025 Daiwa Securities Group Inc.845$43K0.0%+34.3%0.001%
8/14/2025 WINTON GROUP Ltd20,235$1.04M0.1%+7.9%0.033%
8/14/2025 Federated Hermes Inc.73,268$3.76M0.0%-6.5%0.119%
8/13/2025 Gabelli Funds LLC546,200$28.02M0.2%-0.1%0.890%
8/13/2025 Marshall Wace LLP52,771$2.71M0.0%-72.2%0.086%
8/13/2025 First Trust Advisors LP913,911$46.88M0.0%-4.8%1.489%
8/13/2025 Guggenheim Capital LLC14,318$735K0.0%-25.1%0.023%
8/13/2025 EverSource Wealth Advisors LLC1,624$83K0.0%+43.6%0.003%
8/13/2025 Invesco Ltd.796,458$40.86M0.0%-1.2%1.297%
8/13/2025 Systematic Financial Management LP1,145,309$58.75M1.6%+2.7%1.866%
8/13/2025 Blueshift Asset Management LLC4,138$212K0.1%N/A0.007%
8/13/2025 River Road Asset Management LLC2,299,153$123.47M1.6%-3.2%3.745%
8/13/2025 Norges Bank768,578$39.43M0.0%N/A1.252%
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8/13/2025 Hsbc Holdings PLC43,816$2.24M0.0%-35.3%0.071%
8/13/2025 Capital Fund Management S.A.25,402$1.30M0.0%+17.5%0.041%
8/13/2025 State Board of Administration of Florida Retirement System16,930$869K0.0%-34.6%0.028%
8/13/2025 Russell Investments Group Ltd.201,628$10.34M0.0%+2.8%0.328%
8/12/2025 Boston Partners75,542$3.88M0.0%+162.7%0.123%
8/12/2025 Advisors Asset Management Inc.107,950$5.54M0.1%-16.9%0.176%
8/12/2025 XTX Topco Ltd12,128$622K0.0%-26.2%0.020%
8/12/2025 Steward Partners Investment Advisory LLC603$31K0.0%-40.1%0.001%
8/12/2025 Prudential Financial Inc.126,402$6.48M0.0%+31.1%0.206%
8/12/2025 American Century Companies Inc.2,952,214$151.45M0.1%-0.3%4.809%
8/12/2025 Rhumbline Advisers221,810$11.38M0.0%+5.7%0.361%
8/12/2025 Franklin Resources Inc.1,334,017$68.44M0.0%+0.8%2.173%
8/12/2025 Legal & General Group Plc333,623$17.12M0.0%+0.8%0.543%
8/12/2025 Brandywine Global Investment Management LLC212,475$10.90M0.1%-3.8%0.346%
8/12/2025 MAI Capital Management5,412$278K0.0%+12.1%0.009%
8/12/2025 JPMorgan Chase & Co.296,304$15.20M0.0%-9.8%0.483%
8/12/2025 Magnetar Financial LLC9,023$463K0.0%N/A0.015%
8/12/2025 Swiss National Bank117,083$6.01M0.0%-1.4%0.191%
8/12/2025 Dynamic Technology Lab Private Ltd17,798$913K0.1%N/A0.029%
8/8/2025 Westwood Holdings Group Inc.1,118,650$57.39M0.5%+11.7%1.822%
8/8/2025 Intech Investment Management LLC29,631$1.52M0.0%-7.6%0.048%
8/8/2025 Cetera Investment Advisers10,539$541K0.0%+4.7%0.017%
8/8/2025 Creative Planning10,678$548K0.0%+2.9%0.017%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS118,357$6.07M0.0%+0.7%0.193%
8/8/2025 Intrua Financial LLC6,725$345K0.0%-5.0%0.011%
8/8/2025 Police & Firemen s Retirement System of New Jersey14,192$728K0.0%+8.1%0.023%
8/8/2025 Geode Capital Management LLC1,577,465$80.94M0.0%+0.5%2.569%
8/8/2025 PNC Financial Services Group Inc.26,738$1.37M0.0%+1.6%0.044%
8/8/2025 KBC Group NV1,977$101K0.0%-39.5%0.003%
8/8/2025 Jupiter Asset Management Ltd.117,404$6.02M0.1%-31.4%0.191%
8/7/2025 Boston Partners32,840$1.69M0.0%+14.2%0.053%
8/7/2025 ProShare Advisors LLC694,532$35.63M0.1%-1.7%1.131%
8/7/2025 CSM Advisors LLC10,634$546K0.0%N/A0.017%
8/7/2025 Campbell & CO Investment Adviser LLC64,359$3.30M0.2%+1,421.8%0.105%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.128,561$6.60M0.0%+212.0%0.209%
8/7/2025 Magellan Asset Management Ltd47,850$2.46M0.0%-2.6%0.078%
8/6/2025 Summit Investment Advisors Inc.18,304$1.06M0.9%-2.3%0.030%
8/6/2025 First Eagle Investment Management LLC72,999$3.75M0.0%-45.2%0.119%
8/6/2025 Savant Capital LLC7,820$401K0.0%-7.4%0.013%
8/5/2025 Prosperity Consulting Group LLC4,521$232K0.0%-4.0%0.007%
8/5/2025 Bank of New York Mellon Corp873,172$44.79M0.0%+0.9%1.423%
8/5/2025 Bank of Montreal Can38,223$1.96M0.0%-3.1%0.062%
8/4/2025 Amalgamated Bank27,038$1.39M0.0%-1.4%0.044%
8/4/2025 Atria Investments Inc11,097$569K0.0%+43.9%0.018%
8/4/2025 Retirement Systems of Alabama75,020$3.85M0.0%+0.5%0.122%
8/1/2025 Teacher Retirement System of Texas32,585$1.67M0.0%+4.9%0.053%
8/1/2025 Y Intercept Hong Kong Ltd48,192$2.47M0.1%N/A0.079%
8/1/2025 Envestnet Asset Management Inc.55,378$2.84M0.0%+1.1%0.090%
7/31/2025 Nisa Investment Advisors LLC52,152$2.68M0.0%+12.9%0.085%
7/31/2025 MQS Management LLC11,050$567K0.3%N/A0.018%
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7/31/2025 Shaker Investments LLC OH4,062$208K0.1%N/A0.007%
7/31/2025 State of New Jersey Common Pension Fund D34,439$1.77M0.0%-3.3%0.056%
7/31/2025 AlphaQuest LLC31,015$1.59M0.2%-49.1%0.051%
7/30/2025 First Citizens Bank & Trust Co.17,362$891K0.0%+274.7%0.028%
7/30/2025 Schnieders Capital Management LLC23,123$1.19M0.2%+19.5%0.038%
7/29/2025 Mutual of America Capital Management LLC137,020$7.03M0.1%+18.0%0.223%
7/29/2025 William Blair Investment Management LLC483,874$24.82M0.1%-7.7%0.788%
7/29/2025 Spirit of America Management Corp NY7,150$367K0.1%+66.3%0.012%
7/29/2025 Lesa Sroufe & Co39,656$2.03M1.9%+6.1%0.065%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.63,020$3.23M0.2%-2.5%0.103%
(Data available from 1/1/2016 forward)

NWE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NWE shares?

During the previous two years, 326 institutional investors and hedge funds held shares of NorthWestern Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($392.03M), American Century Companies Inc. ($151.45M), State Street Corp ($133.10M), River Road Asset Management LLC ($123.47M), Geode Capital Management LLC ($80.94M), Franklin Resources Inc. ($68.44M), and Bank of America Corp DE ($62.71M).Learn more on NorthWestern Energy Group's institutional investors.

What percentage of NorthWestern Energy Group's stock is owned by institutional investors?

96.07% of NorthWestern Energy Group's stock is owned by institutional investors. Learn more on NWE's institutional investor holdings.

Which institutional investors have been buying NorthWestern Energy Group's stock?

Of the 281 institutional investors that purchased NorthWestern Energy Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.19M), Raymond James Financial Inc. ($1.12M), River Road Asset Management LLC ($1.00M), Massachusetts Financial Services Co. MA ($968.05K), Nuveen LLC ($925.14K), First Trust Advisors LP ($796.50K), and Bank of America Corp DE ($484.27K).

How much institutional buying is happening at NorthWestern Energy Group?

Institutional investors have bought a total of 10,955,298 shares in the last 24 months. This purchase volume represents approximately $595.30M in transactions.

Which of NorthWestern Energy Group's major shareholders have been selling company stock?

Of the 132 institutional investors that sold NorthWestern Energy Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.30M), American Century Companies Inc. ($914.65K), Fuller & Thaler Asset Management Inc. ($654.22K), JPMorgan Chase & Co. ($508.22K), Sei Investments Co. ($341.16K), Westwood Holdings Group Inc. ($283.28K), and Empower Advisory Group LLC ($269.27K).

How much institutional selling is happening at NorthWestern Energy Group?

Institutional investors have sold a total of 7,049,420 shares in the last 24 months. This volume of shares sold represents approximately $385.19M in transactions.



This page (NYSE:NWE) was last updated on 8/28/2025 by MarketBeat.com Staff
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