Latest Period
Q2 2026
Security Snapshot
NorthWestern Energy Group, Inc. - Common Stock (NWE) Institutional Ownership
CUSIP: 668074305
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
374
Shares (Excl. Options)
58,878,321
Price
$71.62
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- Security type / class
- Equity / Common Stock
- Symbol
- NWE on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 58,878,321
- Total 13F value
- $4,211,809,637
- Portfolio coverage rank
- 0%
- Share change
- -880,127
- Value change
- -$59,440,711
- Number of holders
- 374
- Shares outstanding
- 61,540,789
- SEC-reported price per share
- $71.22
- Insider filing price
- $71.22
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.
- 374 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 373 to 374 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,940,785,759 to $4,211,809,637.
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 374 institutions filings for Q2 2026.
Security key
668074305
Latest holder period
Q2 2026
13F holders
374
13D/G owners
4
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 374 institutional investors reported holding 58,878,321 shares of NorthWestern Energy Group, Inc. - Common Stock (NWE). This represents 96% 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
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 9,070,752 | +9.5% | 0.01% | $649,647,250 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | 3,548,697 | +1.7% | 0.01% | $254,157,679 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 2,790,136 | +0.27% | 0% | $199,829,540 |
| STATE STREET CORP | 4% | 2,431,546 | +4.1% | 0.01% | $174,147,325 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 1,788,900 | +5.6% | 0.01% | $128,148,666 |
| FRANKLIN RESOURCES INC | 2.6% | 1,581,525 | -2.5% | 0.02% | $113,268,842 |
| NEUBERGER BERMAN GROUP LLC | 2.2% | 1,357,486 | +6.5% | 0.06% | $97,336,187 |
| Balyasny Asset Management L.P. | 2.1% | 1,285,897 | +41% | 0.17% | $92,095,943 |
| AMERICAN CENTURY COMPANIES INC | 2% | 1,238,268 | -21% | 0.04% | $88,684,848 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.8% | 1,121,956 | -0.89% | 1.6% | $80,354,572 |
| AQR Arbitrage LLC | 1.8% | 1,094,832 | +1.2% | 1.1% | $78,411,868 |
| MILLENNIUM MANAGEMENT LLC | 1.7% | 1,064,119 | -19% | 0.05% | $76,212,203 |
| ALLIANCEBERNSTEIN L.P. | 1.7% | 1,061,407 | +30% | 0.03% | $69,989,178 |
| GOLDMAN SACHS GROUP INC | 1.7% | 1,051,382 | -22% | 0.01% | $75,299,970 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 1,035,633 | +1.2% | 0.01% | $74,174,932 |
| CITIGROUP INC | 1.7% | 1,023,760 | +39% | 0.03% | $73,321,692 |
| Hudson Bay Capital Management LP | 1.5% | 903,026 | +44% | 0.3% | $64,674,722 |
| FMR LLC | 1.4% | 861,126 | +12% | 0% | $61,673,856 |
| NORTHERN TRUST CORP | 1.3% | 824,542 | +1.9% | 0.01% | $59,053,697 |
| MORGAN STANLEY | 1.3% | 821,726 | +6.3% | 0% | $58,852,192 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.3% | 806,508 | -9.2% | 0.09% | $57,762,000 |
| River Road Asset Management, LLC | 1.3% | 796,943 | -21% | 0.63% | $57,077,058 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 786,289 | -3.1% | 0.01% | $56,314,018 |
| NORGES BANK | 1.3% | 780,561 | 0.01% | $55,903,779 | |
| BANK OF AMERICA CORP /DE/ | 1.2% | 758,501 | -5.6% | 0% | $54,323,815 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 58,878,321 | $4,211,809,637 | -$59,440,711 | $71.62 | 374 |
| 2026 Q1 | 59,777,156 | $3,940,785,759 | +$18,588,699 | $65.94 | 373 |
| 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 |