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NorthWestern Energy Group (NWE) Institutional Ownership

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$61.63 +0.48 (+0.78%)
Closing price 04:00 PM Eastern
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$61.62 -0.01 (-0.01%)
As of 04:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for NorthWestern Energy Group (NYSE:NWE)

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$596.27M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$403.76M
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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
10/20/2025Accurate Wealth Management LLC3,600$210K0.0%N/A0.006%
10/20/2025Hennessy Advisors Inc.14,798$867K0.0%-17.8%0.024%
10/20/2025Sivia Capital Partners LLC6,135$360K0.1%+36.7%0.010%
10/17/2025Ethic Inc.3,634$213K0.0%N/A0.006%
10/17/2025VAUGHAN & Co SECURITIES INC.10,285$603K0.3%-15.7%0.017%
10/17/2025Sowell Financial Services LLC3,534$207K0.0%N/A0.006%
10/15/2025 CWM LLC26,125$1.53M0.0%+552.5%0.043%
10/15/2025 Pacer Advisors Inc.18,766$1.10M0.0%N/A0.031%
10/15/2025 Spirit of America Management Corp NY8,700$510K0.1%+21.7%0.014%
10/15/2025 First PREMIER Bank110,996$6.51M1.5%-2.7%0.181%
10/15/2025 Jeppson Wealth Management LLC6,957$408K0.1%-5.4%0.011%
10/14/2025 Yousif Capital Management LLC19,329$1.13M0.0%-5.9%0.031%
10/14/2025 Farther Finance Advisors LLC982$58K0.0%+96.8%0.002%
10/14/2025 Brighton Jones LLC4,322$253K0.0%N/A0.007%
10/10/2025 Wedge Capital Management L L P NC75,584$4.43M0.1%-13.9%0.123%
10/9/2025 Voya Investment Management LLC25,882$1.52M0.0%-92.5%0.042%
10/7/2025 Ransom Advisory Ltd2,450$144K0.1%+36.1%0.004%
10/7/2025 Assenagon Asset Management S.A.10,462$613K0.0%+2.5%0.017%
10/2/2025 GAMMA Investing LLC2,771$162K0.0%+14.5%0.005%
10/1/2025 Praxis Investment Management Inc.4,521$265K0.0%N/A0.007%
9/24/2025Texas Permanent School Fund Corp22,567$1.16M0.0%-23.4%0.037%
9/4/2025Osaic Holdings Inc.2,458$126K0.0%+68.6%0.004%
8/27/2025Orion Porfolio Solutions LLC28,968$1.49M0.0%+9.8%0.047%
8/27/2025Squarepoint Ops LLC39,736$2.04M0.0%+92.6%0.065%
8/26/2025Thrivent Financial for Lutherans453,993$23.29M0.1%-4.7%0.739%
8/19/2025Advisory Services Network LLC6,539$351K0.0%-3.3%0.011%
8/19/2025State of Wyoming6,839$351K0.0%+101.0%0.011%
8/18/2025Westwood Holdings Group Inc.1,118,650$57.39M0.4%+11.7%1.822%
8/15/2025CANADA LIFE ASSURANCE Co77,210$3.97M0.0%+3.6%0.126%
8/15/2025Tower Research Capital LLC TRC 7,148$367K0.0%+82.7%0.012%
8/15/2025Captrust Financial Advisors10,268$527K0.0%+112.0%0.017%
8/15/2025Two Sigma Securities LLC14,770$758K0.1%N/A0.024%
8/15/2025Orion Porfolio Solutions LLC4,765$244K0.0%-81.9%0.008%
8/15/2025Engineers Gate Manager LP47,348$2.43M0.0%N/A0.077%
8/15/2025Cubist Systematic Strategies LLC136,715$7.01M0.0%+512.4%0.223%
8/15/2025BNP Paribas Financial Markets26,901$1.38M0.0%-19.3%0.044%
8/15/2025Brevan Howard Capital Management LP90,320$4.63M0.0%+109.1%0.147%
8/15/2025Bank of America Corp DE1,222,376$62.71M0.0%+65.6%1.991%
8/15/2025Ameriprise Financial Inc.138,184$7.09M0.0%-5.4%0.225%
8/15/2025AQR Capital Management LLC676,144$34.69M0.0%+16.0%1.101%
8/14/2025Raymond James Financial Inc.473,043$24.27M0.0%-14.8%0.771%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.309,551$15.88M0.0%+3.5%0.504%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,024$258K0.0%-76.9%0.008%
8/14/2025The Manufacturers Life Insurance Company 66,067$3.39M0.0%-2.2%0.108%
8/14/2025Squarepoint Ops LLC39,736$2.04M0.0%+92.6%0.065%
8/14/2025Sei Investments Co.54,468$2.79M0.0%-84.8%0.089%
8/14/2025Qube Research & Technologies Ltd429,484$22.03M0.0%+113.5%0.700%
8/14/2025iSAM Funds UK Ltd13,394$687K0.2%N/A0.022%
8/14/2025State Street Corp2,594,485$133.10M0.0%+0.5%4.226%
8/14/2025Daiwa Securities Group Inc.845$43K0.0%+34.3%0.001%
8/14/2025WINTON GROUP Ltd20,235$1.04M0.1%+7.9%0.033%
8/14/2025Federated Hermes Inc.73,268$3.76M0.0%-6.5%0.119%
8/13/2025Gabelli Funds LLC546,200$28.02M0.2%-0.1%0.890%
8/13/2025Marshall Wace LLP52,771$2.71M0.0%-72.2%0.086%
8/13/2025First Trust Advisors LP913,911$46.88M0.0%-4.8%1.489%
8/13/2025Guggenheim Capital LLC14,318$735K0.0%-25.1%0.023%
8/13/2025EverSource Wealth Advisors LLC1,624$83K0.0%+43.6%0.003%
8/13/2025Invesco Ltd.796,458$40.86M0.0%-1.2%1.297%
8/13/2025Systematic Financial Management LP1,145,309$58.75M1.6%+2.7%1.866%
8/13/2025Blueshift Asset Management LLC4,138$212K0.1%N/A0.007%
8/13/2025River Road Asset Management LLC2,299,153$123.47M1.6%-3.2%3.745%
8/13/2025Norges Bank768,578$39.43M0.0%N/A1.252%
8/13/2025Hsbc Holdings PLC43,816$2.24M0.0%-35.3%0.071%
8/13/2025Capital Fund Management S.A.25,402$1.30M0.0%+17.5%0.041%
8/13/2025State Board of Administration of Florida Retirement System16,930$869K0.0%-34.6%0.028%
8/13/2025Russell Investments Group Ltd.201,628$10.34M0.0%+2.8%0.328%
8/12/2025Boston Partners75,542$3.88M0.0%+162.7%0.123%
8/12/2025Advisors Asset Management Inc.107,950$5.54M0.1%-16.9%0.176%
8/12/2025XTX Topco Ltd12,128$622K0.0%-26.2%0.020%
8/12/2025Steward Partners Investment Advisory LLC603$31K0.0%-40.1%0.001%
8/12/2025Prudential Financial Inc.126,402$6.48M0.0%+31.1%0.206%
8/12/2025American Century Companies Inc.2,952,214$151.45M0.1%-0.3%4.809%
8/12/2025Rhumbline Advisers221,810$11.38M0.0%+5.7%0.361%
8/12/2025Franklin Resources Inc.1,334,017$68.44M0.0%+0.8%2.173%
8/12/2025Legal & General Group Plc333,623$17.12M0.0%+0.8%0.543%
8/12/2025Brandywine Global Investment Management LLC212,475$10.90M0.1%-3.8%0.346%
8/12/2025MAI Capital Management5,412$278K0.0%+12.1%0.009%
8/12/2025JPMorgan Chase & Co.296,304$15.20M0.0%-9.8%0.483%
8/12/2025Magnetar Financial LLC9,023$463K0.0%N/A0.015%
8/12/2025Swiss National Bank117,083$6.01M0.0%-1.4%0.191%
8/12/2025Dynamic Technology Lab Private Ltd17,798$913K0.1%N/A0.029%
8/8/2025Westwood Holdings Group Inc.1,118,650$57.39M0.5%+11.7%1.822%
8/8/2025Intech Investment Management LLC29,631$1.52M0.0%-7.6%0.048%
8/8/2025Cetera Investment Advisers10,539$541K0.0%+4.7%0.017%
8/8/2025Creative Planning10,678$548K0.0%+2.9%0.017%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS118,357$6.07M0.0%+0.7%0.193%
8/8/2025Intrua Financial LLC6,725$345K0.0%-5.0%0.011%
8/8/2025Police & Firemen s Retirement System of New Jersey14,192$728K0.0%+8.1%0.023%
8/8/2025Geode Capital Management LLC1,577,465$80.94M0.0%+0.5%2.569%
8/8/2025PNC Financial Services Group Inc.26,738$1.37M0.0%+1.6%0.044%
8/8/2025KBC Group NV1,977$101K0.0%-39.5%0.003%
8/8/2025Jupiter Asset Management Ltd.117,404$6.02M0.1%-31.4%0.191%
8/7/2025Boston Partners32,840$1.69M0.0%+14.2%0.053%
8/7/2025ProShare Advisors LLC694,532$35.63M0.1%-1.7%1.131%
8/7/2025CSM Advisors LLC10,634$546K0.0%N/A0.017%
8/7/2025Campbell & CO Investment Adviser LLC64,359$3.30M0.2%+1,421.8%0.105%
8/7/2025Connor Clark & Lunn Investment Management Ltd.128,561$6.60M0.0%+212.0%0.209%
8/7/2025Magellan Asset Management Ltd47,850$2.46M0.0%-2.6%0.078%
8/6/2025Summit Investment Advisors Inc.18,304$1.06M0.9%-2.3%0.030%
8/6/2025First Eagle Investment Management LLC72,999$3.75M0.0%-45.2%0.119%
(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, 331 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 286 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 10,980,779 shares in the last 24 months. This purchase volume represents approximately $596.85M in transactions.

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

Of the 131 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), Voya Investment Management LLC ($327.73K), and Westwood Holdings Group Inc. ($283.28K).

How much institutional selling is happening at NorthWestern Energy Group?

Institutional investors have sold a total of 7,366,668 shares in the last 24 months. This volume of shares sold represents approximately $403.77M in transactions.



This page (NYSE:NWE) was last updated on 10/22/2025 by MarketBeat.com Staff
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