NorthWestern Energy Group (NWE) Institutional Ownership

$53.27

+0.14 (+0.26%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 96.07%
Number of Institutional Buyers (last 12 months): 165
Total Institutional Inflows (last 12 months): $318.56M

Number of Institutional Sellers (last 12 months): 101
Total Institutional Outflows (last 12 months): $94.53M

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NWE Institutional Buying and Selling by Quarter

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NorthWestern Energy Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Pullen Investment Management LLC	18,202	$912K	0.8%	N/A	0.030%
7/26/2024	Allspring Global Investments Holdings LLC	5,184	$260K	0.0%	-28.0%	0.008%
7/26/2024	State of Michigan Retirement System	14,728	$738K	0.0%	-2.0%	0.024%
7/26/2024	Bank of New York Mellon Corp	849,064	$42.52M	0.0%	+1.4%	1.385%
7/24/2024	Retirement Systems of Alabama	75,641	$3.79M	0.0%	-1.6%	0.123%
7/24/2024	Louisiana State Employees Retirement System	17,300	$866K	0.0%	-1.7%	0.028%
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7/23/2024	Hennessy Advisors Inc.	19,098	$956K	0.0%	+4.4%	0.031%
7/22/2024	Summit Global Investments	8,318	$417K	0.0%	-29.4%	0.014%
7/22/2024	Liberty One Investment Management LLC	143,840	$7.20M	0.8%	+0.7%	0.235%
7/20/2024	Nisa Investment Advisors LLC	28,142	$1.41M	0.0%	+29.5%	0.046%
7/19/2024	Raymond James & Associates	447,273	$22.40M	0.0%	-4.7%	0.730%
7/18/2024	Naples Global Advisors LLC	24,080	$1.21M	0.1%	-4.8%	0.039%
7/17/2024	First PREMIER Bank	74,267	$3.72M	1.0%	-25.0%	0.121%
7/17/2024	Wedge Capital Management L L P NC	123,049	$6.16M	0.1%	-27.1%	0.201%
7/17/2024	SteelPeak Wealth LLC	4,481	$224K	0.0%	N/A	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	17,496	$876K	0.0%	+26.7%	0.029%
7/10/2024	CWM LLC	992	$50K	0.0%	+140.2%	0.002%
7/2/2024	GAMMA Investing LLC	1,139	$57K	0.0%	+142.9%	0.002%
6/11/2024	EverSource Wealth Advisors LLC	1,364	$69K	0.0%	-18.2%	0.002%
6/4/2024	DekaBank Deutsche Girozentrale	33,664	$1.67M	0.0%	-15.2%	0.055%
5/24/2024	Cetera Advisors LLC	10,904	$555K	0.0%	N/A	0.018%
5/24/2024	Cetera Investment Advisers	30,963	$1.58M	0.0%	+49.0%	0.051%
5/17/2024	Comerica Bank	113,260	$5.77M	0.0%	-22.1%	0.185%
5/16/2024	California State Teachers Retirement System	61,275	$3.12M	0.0%	-5.3%	0.100%
5/16/2024	Ancora Advisors LLC	128,610	$6.55M	0.1%	N/A	0.210%
5/16/2024	Kennedy Capital Management LLC	106,725	$5.44M	0.1%	-6.6%	0.174%
5/15/2024	Public Employees Retirement System of Ohio	72,573	$3.70M	0.0%	-7.1%	0.118%
5/15/2024	Public Employees Retirement Association of Colorado	6,702	$341K	0.0%	-15.3%	0.011%
5/15/2024	BOKF NA	3,124	$158K	0.0%	N/A	0.005%
5/15/2024	Huber Capital Management LLC	14,924	$760K	0.2%	-6.7%	0.024%
5/15/2024	Gabelli Funds LLC	549,500	$27.99M	0.2%	+0.8%	0.897%
5/14/2024	Westwood Holdings Group Inc.	1,312,495	$66.85M	0.5%	-4.8%	2.141%
5/14/2024	DC Investments Management LLC	30,670	$1.56M	1.3%	N/A	0.050%
5/14/2024	Advisors Asset Management Inc.	56,587	$2.88M	0.1%	-22.8%	0.092%
5/14/2024	EntryPoint Capital LLC	650	$33K	0.0%	N/A	0.001%
5/14/2024	Shell Asset Management Co.	3,135	$160K	0.0%	-6.1%	0.005%
5/14/2024	MQS Management LLC	5,699	$290K	0.2%	N/A	0.009%
5/14/2024	Natixis	8,798	$448K	0.0%	N/A	0.014%
5/14/2024	CANADA LIFE ASSURANCE Co	76,074	$3.88M	0.0%	+7.4%	0.124%
5/14/2024	American International Group Inc.	110,966	$5.65M	0.0%	-1.7%	0.181%
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5/11/2024	Covestor Ltd	2,720	$139K	0.1%	+67,900.0%	0.004%
5/10/2024	Ontario Teachers Pension Plan Board	74,277	$3.78M	0.0%	+21.1%	0.121%
5/10/2024	Vanguard Group Inc.	6,763,763	$344.48M	0.0%	-0.2%	11.036%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	542	$28K	0.0%	N/A	0.001%
5/9/2024	Dorsey & Whitney Trust CO LLC	5,858	$298K	0.0%	N/A	0.010%
5/9/2024	Orion Portfolio Solutions LLC	31,674	$1.61M	0.0%	+9.3%	0.052%
5/9/2024	Foundry Partners LLC	7,114	$362K	0.0%	-17.1%	0.012%
5/9/2024	State Board of Administration of Florida Retirement System	9,947	$507K	0.0%	-44.1%	0.016%
5/8/2024	William Blair Investment Management LLC	556,073	$28.32M	0.1%	0.0%	0.907%
5/8/2024	ProShare Advisors LLC	797,125	$40.60M	0.1%	+1.8%	1.301%
5/8/2024	US Bancorp DE	15,395	$784K	0.0%	-7.8%	0.025%
5/8/2024	Russell Investments Group Ltd.	105,103	$5.35M	0.0%	+429.0%	0.171%
5/7/2024	Meeder Advisory Services Inc.	6,354	$324K	0.0%	+45.8%	0.010%
5/7/2024	Sei Investments Co.	415,097	$21.14M	0.0%	-4.0%	0.677%
5/7/2024	Susquehanna Fundamental Investments LLC	56,195	$2.86M	0.1%	N/A	0.092%
5/7/2024	Susquehanna Portfolio Strategies LLC	8,767	$447K	0.0%	-40.7%	0.014%
5/7/2024	Oppenheimer Asset Management Inc.	5,315	$271K	0.0%	N/A	0.009%
5/7/2024	SG Americas Securities LLC	6,081	$310K	0.0%	N/A	0.010%
5/6/2024	Envestnet Portfolio Solutions Inc.	13,805	$703K	0.0%	+33.5%	0.023%
5/6/2024	Texas Permanent School Fund Corp	53,508	$2.73M	0.0%	+1.1%	0.087%
5/3/2024	GSA Capital Partners LLP	13,193	$672K	0.1%	N/A	0.022%
5/2/2024	Mutual of America Capital Management LLC	108,749	$5.54M	0.1%	-3.8%	0.177%
5/2/2024	Consolidated Planning Corp	4,373	$223K	0.0%	N/A	0.007%
5/2/2024	Fidelis Capital Partners LLC	549	$28K	0.0%	N/A	0.001%
5/1/2024	Capstone Investment Advisors LLC	7,386	$376K	0.0%	+10.0%	0.012%
5/1/2024	BNP Paribas Financial Markets	63,292	$3.22M	0.0%	+128.8%	0.103%
5/1/2024	VAUGHAN & Co SECURITIES INC.	11,618	$592K	0.4%	-8.2%	0.019%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	34,461	$1.94M	0.0%	-3.2%	0.056%
5/1/2024	Prosperity Consulting Group LLC	7,448	$379K	0.0%	N/A	0.012%
4/30/2024	Private Advisor Group LLC	10,724	$546K	0.0%	N/A	0.018%
4/30/2024	Retirement Systems of Alabama	76,905	$3.92M	0.0%	+0.3%	0.125%
4/30/2024	North Star Investment Management Corp.	49,768	$2.54M	0.2%	+13.5%	0.081%
4/30/2024	Naples Global Advisors LLC	25,295	$1.29M	0.1%	-5.1%	0.041%
4/30/2024	Allspring Global Investments Holdings LLC	7,197	$367K	0.0%	-41.1%	0.012%
4/29/2024	Commonwealth Equity Services LLC	33,001	$1.68M	0.0%	+57.9%	0.054%
4/29/2024	Principal Financial Group Inc.	256,882	$13.08M	0.0%	+12.3%	0.419%
4/29/2024	Meritage Portfolio Management	4,628	$236K	0.0%	-5.4%	0.008%
4/26/2024	Yousif Capital Management LLC	27,790	$1.42M	0.0%	-2.2%	0.045%
4/26/2024	Deroy & Devereaux Private Investment Counsel Inc.	60,810	$3.10M	0.2%	+1.5%	0.099%
4/26/2024	SYSTM Wealth Solutions LLC	19,714	$1.00M	0.1%	+35.3%	0.032%
4/26/2024	Verdence Capital Advisors LLC	5,528	$282K	0.0%	+4.1%	0.009%
4/25/2024	New York State Teachers Retirement System	75,878	$3.86M	0.0%	+1.1%	0.124%
4/24/2024	Assenagon Asset Management S.A.	8,741	$445K	0.0%	-73.0%	0.014%
4/23/2024	Louisiana State Employees Retirement System	17,600	$896K	0.0%	+2.3%	0.029%
4/23/2024	Amalgamated Bank	32,130	$1.64M	0.0%	-6.9%	0.052%
4/22/2024	Raymond James & Associates	469,120	$23.89M	0.0%	+39.8%	0.766%
4/22/2024	IFM Investors Pty Ltd	8,539	$435K	0.0%	N/A	0.014%
4/20/2024	Maryland State Retirement & Pension System	52,325	$2.52M	0.0%	+1.6%	0.085%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	6,130	$312K	0.0%	+12.3%	0.010%
4/18/2024	State of Michigan Retirement System	15,028	$765K	0.0%	+2.0%	0.025%
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4/18/2024	Allspring Global Investments Holdings LLC	7,197	$367K	0.0%	-41.1%	0.012%
4/18/2024	AlphaMark Advisors LLC	5,983	$305K	0.1%	N/A	0.010%
4/18/2024	Oliver Luxxe Assets LLC	48,943	$2.49M	0.5%	+19.3%	0.080%
4/17/2024	Hennion & Walsh Asset Management Inc.	6,716	$342K	0.0%	+10.6%	0.011%
4/16/2024	Hennessy Advisors Inc.	18,298	$932K	0.0%	-5.2%	0.030%
4/15/2024	Sound Income Strategies LLC	643	$33K	0.0%	-36.2%	0.001%
4/12/2024	First PREMIER Bank	99,082	$5.05M	1.3%	-6.7%	0.162%
4/5/2024	First Hawaiian Bank	4,334	$221K	0.0%	-12.6%	0.007%
3/22/2024	PNC Financial Services Group Inc.	22,743	$1.16M	0.0%	-41.4%	0.037%
3/11/2024	Vanguard Group Inc.	6,780,298	$345.05M	0.0%	+2.8%	11.064%

(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, 289 institutional investors and hedge funds held shares of NorthWestern Energy Group. The most heavily invested institutionals were BlackRock Inc. ($509.28M), Vanguard Group Inc. ($344.48M), American Century Companies Inc. ($183.40M), Victory Capital Management Inc. ($122.72M), River Road Asset Management LLC ($110.34M), JPMorgan Chase & Co. ($103.43M), and First Trust Advisors LP ($73.24M).Learn more on NWE's institutional investors.
What percentage of NorthWestern Energy Group stock is owned by institutional investors?: 96.07% of NorthWestern Energy Group stock is owned by institutional investors. Learn more on NWE's institutional investor holdings.
Which institutional investors have been buying NorthWestern Energy Group stock?: Of the 260 institutional investors that purchased NorthWestern Energy Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($2.17M), Massachusetts Financial Services Co. MA ($968.05K), Victory Capital Management Inc. ($762.78K), Norges Bank ($673.16K), Raymond James & Associates ($452.79K), American Century Companies Inc. ($407.84K), and Brandywine Global Investment Management LLC ($364.57K).

How much institutional buying is happening at NorthWestern Energy Group?: Institutional investors have bought a total of 13,767,593 shares in the last 24 months. This purchase volume represents approximately $924.10M in transactions.
Which NorthWestern Energy Group major shareholders have been selling company stock?: Of the 149 institutional investors that sold NorthWestern Energy Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($5.33M), Victory Capital Management Inc. ($231.80K), Money Concepts Capital Corp ($210.32K), Bank of New York Mellon Corp ($185.74K), JPMorgan Chase & Co. ($175.00K), Crawford Investment Counsel Inc. ($170.34K), and ProShare Advisors LLC ($156.64K).
How much institutional selling is happening at NorthWestern Energy Group?: Institutional investors have sold a total of 8,894,148 shares in the last 24 months. This volume of shares sold represents approximately $504.43M in transactions.