NorthWestern Energy Group, Inc. (NWE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,393,380Shares Outstanding

994,627Shares held by institutions

$66,948,343Value of institutional holdings

58.66%Institutional ownership %

-2.24%Shares Changed QoQ

192No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

NorthWestern Energy Group, Inc. (NASDAQ:NWE) currently has 121 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of NorthWestern Energy Group owned by institutions changed from 98.3% in June 2025 to 6.5% in September 2025, marking a slight down trend.
In percentage terms, this reflects as a holdings change of -12.84% quarter on quarter, and a decrease of 60.97% year over year.
During the quarter, 61 institutions bought more NorthWestern Energy Group shares, 40 sold shares, and 20 of the 121 total investors held their position steady.
The total number of shares held by institutions in NorthWestern Energy Group decreased to 3.98Mn as of September 2025, a net change of down by 586.76K shares quarter on quarter, and down 54.18Mn shares year over year.
Bank of New York Mellon Corp's holding of 861.33K shares as of September 30, 2025 makes it the primary institutional investor in NorthWestern Energy Group, owning 1.40% of the stock.
Among the most significant buyers of NorthWestern Energy Group during September 2025 were THRIVENT FINANCIAL FOR LUTHERANS (34.89K), Cerity Partners LLC (25.06K), CWM, LLC (22.12K), STRS OHIO (14.90K), Sequoia Financial Advisors, LLC (10.79K).
Leading sellers of NorthWestern Energy Group stock in September 2025 included VOYA INVESTMENT MANAGEMENT LLC (320.01K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (206.34K), PRINCIPAL FINANCIAL GROUP INC (105.73K), Universal- Beteiligungs- und Servicegesellschaft mbH (27.66K), TEACHER RETIREMENT SYSTEM OF TEXAS (17.52K).
The top 10 institutional holders of NorthWestern Energy Group for the quarter ending September 2025 included Bank of New York Mellon Corp (861.33K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (646.89K), THRIVENT FINANCIAL FOR LUTHERANS (488.88K), PRINCIPAL FINANCIAL GROUP INC (164.90K), MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC (130.29K), First PREMIER Bank (111.00K), MERITAGE PORTFOLIO MANAGEMENT (87.64K), Oliver Luxxe Assets LLC (77.62K), CONNING INC. (77.08K), WEDGE CAPITAL MANAGEMENT L L P/NC (75.58K).

332 Institutional Holders

994,627 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Jun, 2025	8,746,228	-466,077	-5.06%	$448,681,509.00
VANGUARD GROUP INC	30 Jun, 2025	6,951,014	176,649	2.61%	$356,587,019.00
AMERICAN CENTURY COMPANIES INC	30 Jun, 2025	2,952,214	-7,530	-0.25%	$151,448,725.00
STATE STREET CORP	30 Jun, 2025	2,594,485	12,530	0.49%	$133,097,081.00
River Road Asset Management, LLC	30 Jun, 2025	2,299,153	-76,852	-3.23%	$123,464,516.00
GEODE CAPITAL MANAGEMENT, LLC	30 Jun, 2025	1,577,465	7,684	0.49%	$80,938,484.00
FRANKLIN RESOURCES INC	30 Jun, 2025	1,334,017	11,084	0.84%	$68,435,073.00
MACQUARIE GROUP LTD	30 Jun, 2025	1,308,991	35,913	2.82%	$67,151,629.00
Neuberger Berman Group LLC	30 Jun, 2025	1,273,999	297,057	30.41%	$65,330,075.00
BANK OF AMERICA CORP /DE/	30 Jun, 2025	1,222,376	484,266	65.61%	$62,707,896.00
FMR LLC	30 Jun, 2025	1,207,479	223,116	22.67%	$61,943,652.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	30 Jun, 2025	1,145,309	30,471	2.73%	$58,754,392.00
UBS Group AG	30 Jun, 2025	1,126,356	289,284	34.56%	$57,782,063.00
WESTWOOD HOLDINGS GROUP INC	30 Jun, 2025	1,118,650	117,449	11.73%	$57,386,745.00
DIMENSIONAL FUND ADVISORS LP	30 Jun, 2025	1,014,040	-9,673	-0.94%	$52,019,142.00
FIRST TRUST ADVISORS LP	30 Jun, 2025	913,911	-45,624	-4.75%	$46,883,645.00
Bank of New York Mellon Corp	30 Jun, 2025	873,172	7,365	0.85%	$44,793,733.00
MORGAN STANLEY	30 Jun, 2025	864,748	234,049	37.11%	$44,361,654.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Jun, 2025	855,050	-25,948	-2.95%	$43,864,065.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	30 Jun, 2025	853,232	-42,566	-4.75%	$43,770,802.00

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