Latest Period
Q1 2026
Security Snapshot
NorthWestern Energy Group, Inc. - Common Stock (NWE) Institutional Ownership
CUSIP: 668074305
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
369
Shares (Excl. Options)
59,760,382
Price
$65.94
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- Security type / class
- Equity / Common Stock
- Symbol
- NWE on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 59,760,382
- Total 13F value
- $3,939,679,921
- Portfolio coverage rank
- 0%
- Share change
- +241,122
- Value change
- +$17,812,400
- Number of holders
- 369
- Shares outstanding
- 61,540,789
- SEC-reported price per share
- $71.50
- Insider filing price
- $71.50
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NWE - NorthWestern Energy Group, Inc. - Common Stock is tracked under CUSIP 668074305.
- 369 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 357 to 369 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $3,858,307,956 to $3,939,679,921.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 369 institutions filings for Q1 2026.
Security key
668074305
Latest holder period
Q1 2026
13F holders
369
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
NWE full holder history
NorthWestern Energy Group, Inc. SEC filings
NorthWestern Energy Group, Inc. company facts
NorthWestern Energy Group, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 668074305:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
NWE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | -28% | $469,076,647 | -$183,534,968 | 7,977,494 | -28% | BlackRock, Inc. | 31 Mar 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7% | $231,677,882 | 3,513,465 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $215,885,582 | 3,273,970 | Vanguard Capital Management | 31 Mar 2026 | |||
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 4.8% | -18% | $151,448,578 | -$33,749,295 | 2,952,214 | -18% | American Century Investment Management, Inc. | 30 Jun 2025 |
As of 31 Mar 2026, 369 institutional investors reported holding 59,760,382 shares of NorthWestern Energy Group, Inc. - Common Stock (NWE). This represents 97% of the company’s total 61,540,789 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
63%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 8,281,530 | -3.9% | 0.01% | $546,084,060 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7% | 3,489,737 | 0% | 0.01% | $230,113,258 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 2,782,707 | 0% | 0% | $183,491,700 |
| STATE STREET CORP | 3.8% | 2,335,081 | -11% | 0.01% | $153,975,241 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,694,354 | +4% | 0.01% | $111,750,665 |
| FRANKLIN RESOURCES INC | 2.6% | 1,621,967 | +13% | 0.03% | $106,952,505 |
| AMERICAN CENTURY COMPANIES INC | 2.5% | 1,557,867 | -24% | 0.05% | $102,725,842 |
| GOLDMAN SACHS GROUP INC | 2.2% | 1,350,902 | +106% | 0.01% | $89,078,464 |
| MILLENNIUM MANAGEMENT LLC | 2.1% | 1,314,488 | +43% | 0.06% | $86,677,339 |
| NEUBERGER BERMAN GROUP LLC | 2.1% | 1,274,526 | +1.2% | 0.06% | $84,035,723 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.8% | 1,132,065 | -2.4% | 1.7% | $74,648,417 |
| AQR Arbitrage LLC | 1.8% | 1,081,947 | +78% | 1.2% | $71,343,585 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 1,023,230 | +0.57% | 0.01% | $67,471,854 |
| River Road Asset Management, LLC | 1.6% | 1,005,802 | -20% | 0.75% | $66,322,584 |
| UBS Group AG | 1.6% | 994,528 | +41% | 0.01% | $65,579,177 |
| Balyasny Asset Management L.P. | 1.5% | 910,560 | -9.5% | 0.12% | $60,042,326 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.4% | 887,975 | -13% | 0.1% | $58,553,000 |
| ALLIANCEBERNSTEIN L.P. | 1.3% | 816,313 | +5.2% | 0.02% | $52,684,841 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 811,675 | +0.56% | 0.01% | $53,521,850 |
| NORTHERN TRUST CORP | 1.3% | 809,560 | +5.9% | 0.01% | $53,382,387 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 803,467 | +4.8% | 0% | $52,980,647 |
| Qube Research & Technologies Ltd | 1.3% | 794,418 | +104% | 0.07% | $52,383,923 |
| MORGAN STANLEY | 1.3% | 773,201 | -8.6% | 0% | $50,985,026 |
| FMR LLC | 1.2% | 768,628 | -32% | 0% | $50,683,310 |
| Bank of New York Mellon Corp | 1.2% | 754,559 | -2.6% | 0.01% | $49,755,651 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 59,760,382 | $3,939,679,921 | +$17,812,400 | $65.94 | 369 |
| 2025 Q4 | 59,783,493 | $3,858,307,956 | +$81,389,576 | $64.54 | 357 |
| 2025 Q3 | 57,546,654 | $3,372,712,634 | -$156,260,859 | $58.61 | 324 |
| 2025 Q2 | 60,500,871 | $3,109,180,734 | +$101,943,694 | $51.30 | 333 |
| 2025 Q1 | 58,479,810 | $3,383,766,466 | -$107,982,991 | $57.87 | 343 |
| 2024 Q4 | 60,277,264 | $3,222,735,654 | +$60,001,648 | $53.46 | 320 |
| 2024 Q3 | 59,078,804 | $3,377,822,104 | -$12,522,745 | $57.22 | 309 |
| 2024 Q2 | 58,857,084 | $2,947,580,560 | -$17,639,177 | $50.08 | 296 |
| 2024 Q1 | 58,919,637 | $3,000,717,278 | -$52,481,558 | $50.93 | 301 |
| 2023 Q4 | 59,905,670 | $3,048,633,203 | +$31,568,166 | $50.89 | 276 |
| 2023 Q3 | 59,314,129 | $2,850,614,212 | +$36,341,719 | $48.06 | 270 |
| 2023 Q2 | 58,374,507 | $3,313,790,008 | +$8,310,582 | $56.76 | 286 |
| 2023 Q1 | 58,240,720 | $3,369,760,118 | +$88,300,727 | $57.86 | 286 |
| 2022 Q4 | 56,983,544 | $3,381,194,232 | +$32,990,785 | $59.34 | 296 |
| 2022 Q3 | 56,503,247 | $2,784,849,699 | -$72,709,677 | $49.28 | 279 |
| 2022 Q2 | 57,113,039 | $3,365,749,414 | -$10,637,057 | $58.93 | 269 |
| 2022 Q1 | 57,483,768 | $3,476,564,199 | +$26,764,146 | $60.49 | 264 |
| 2021 Q4 | 57,215,515 | $3,270,577,358 | +$256,084,897 | $57.16 | 268 |
| 2021 Q3 | 49,186,984 | $2,818,546,207 | +$104,524,200 | $57.30 | 257 |
| 2021 Q2 | 48,081,488 | $2,895,881,387 | +$1,073,889 | $60.22 | 257 |
| 2021 Q1 | 48,058,104 | $3,133,792,611 | +$1,352,124 | $65.20 | 246 |
| 2020 Q4 | 48,065,609 | $2,802,177,165 | -$22,772,683 | $58.31 | 247 |
| 2020 Q3 | 48,790,085 | $2,373,320,566 | -$7,655,873 | $48.64 | 257 |
| 2020 Q2 | 48,777,843 | $2,658,977,510 | +$5,522,071 | $54.52 | 266 |
| 2020 Q1 | 48,628,606 | $2,909,550,872 | -$34,561,620 | $59.83 | 262 |