Security key
668074305
NorthWestern Energy Group, Inc. - Common Stock (NWE)
CUSIP: 668074305
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 61,540,789
- Total 13F shares
- 60,500,871
- Share change
- +2,067,558
- Total reported value
- $3,109,180,734
- Put/Call ratio
- 0%
- Price per share
- $51.30
- Number of holders
- 333
- Value change
- +$101,943,694
- Number of buys
- 168
- Number of sells
- 163
Report period
Q2 2025
Institutions
333
Top holders
10
NWE full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
NorthWestern Energy Group, Inc. SEC filings
NorthWestern Energy Group, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 668074305
Recent filing periods:
Top shareholders of NWE - NorthWestern Energy Group, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
13%
from 13D/G
|
9,212,305
|
$533,116,086 | — | 31 Mar 2025 | |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC |
13D/G
|
— |
4.8%
|
2,952,214
|
$151,448,578 | -$33,749,295 | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
6,774,365
|
$392,032,502 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
4.8%
|
2,959,744
|
$171,280,465 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.2%
|
2,581,955
|
$149,417,736 | — | 31 Mar 2025 | |
| River Road Asset Management, LLC |
13F
|
Company |
3.9%
|
2,376,005
|
$137,499,409 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.6%
|
1,569,781
|
$90,863,882 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
2.1%
|
1,322,933
|
$76,558,133 | — | 31 Mar 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
2.1%
|
1,273,078
|
$73,672,573 | — | 31 Mar 2025 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
1.8%
|
1,114,838
|
$64,515,673 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
1,023,713
|
$59,239,226 | — | 31 Mar 2025 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
1.6%
|
1,001,201
|
$57,939,502 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.6%
|
984,363
|
$56,965,109 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
1.6%
|
976,942
|
$56,461,389 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.6%
|
959,535
|
$55,528,296 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.5%
|
925,135
|
$53,537,562 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.5%
|
895,798
|
$51,839,830 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.4%
|
880,998
|
$50,983,354 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
873,344
|
$50,540,417 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.4%
|
865,807
|
$50,104,237 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
1.4%
|
837,072
|
$48,441,356 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.3%
|
829,257
|
$47,989,103 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.3%
|
806,422
|
$46,667,642 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
752,631
|
$43,554,756 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
738,110
|
$42,714,415 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
1.1%
|
706,865
|
$40,906,277 | — | 31 Mar 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
648,163
|
$37,509,000 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
630,699
|
$36,498,610 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.95%
|
583,063
|
$33,482,402 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.9%
|
555,022
|
$32,118,362 | — | 31 Mar 2025 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.89%
|
546,500
|
$31,625,955 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.89%
|
546,308
|
$31,614,821 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.85%
|
524,278
|
$30,339,968 | — | 31 Mar 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.77%
|
476,491
|
$27,575,000 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.54%
|
330,899
|
$19,149,438 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.53%
|
328,592
|
$19,015,620 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.52%
|
317,212
|
$18,357,054 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.49%
|
299,171
|
$17,313,026 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.48%
|
296,785
|
$17,174,926 | — | 31 Mar 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.47%
|
289,229
|
$16,737,683 | — | 31 Mar 2025 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
0.44%
|
273,350
|
$15,818,765 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.39%
|
243,070
|
$14,066,461 | — | 31 Mar 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.39%
|
240,811
|
$13,935,733 | — | 31 Mar 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
0.36%
|
221,325
|
$12,808,078 | — | 31 Mar 2025 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.36%
|
220,775
|
$12,776,249 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.34%
|
209,878
|
$12,145,608 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.33%
|
201,134
|
$11,639,625 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.32%
|
196,144
|
$11,350,844 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.31%
|
189,982
|
$10,994,259 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.29%
|
181,192
|
$10,485,581 | — | 31 Mar 2025 |
Institutional Holders of NorthWestern Energy Group, Inc. - Common Stock (NWE) as of Q2 2025
As of 30 Jun 2025,
NorthWestern Energy Group, Inc. - Common Stock (NWE) was held by
333 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,500,871 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, River Road Asset Management, LLC, GEODE CAPITAL MANAGEMENT, LLC, FRANKLIN RESOURCES INC, MACQUARIE GROUP LTD, NEUBERGER BERMAN GROUP LLC, and BANK OF AMERICA CORP /DE/.
This page lists
332
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
343
Q2 2025 holders
333
Holder diff
-10
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.