NorthWestern Energy NWE Institutional Ownership

NASDAQ NWE

$70.55 -1.23 (-1.71%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

376 Institutions

Increased 167 44.4%

Unchanged 77 20.5%

Reduced 132 35.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.98%

▼-0.81 pp QoQ

Shares Held by Institutions

59.65Mn

of 61.51Mn outstanding

▲+1.05% QoQ

Shares Outstanding

61.51Mn

1.86Mn held outside 13F filers

Institutional Investors

376

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+619.86K

accumulated since last quarter

Value of Holdings

$4.22Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NorthWestern Energy Group, Inc. (NASDAQ:NWE) has 376 institutional investors with active 13F positions as of June 2026.

They owned 97.0% of outstanding stock in June 2026, down from 97.8% the prior quarter.
Their total shares held in NWE increased 1.05% from the prior quarter, while the number of investors in NorthWestern Energy increased 12.57% year over year.
Of these 376 holders, 167 added to their stakes in NorthWestern Energy, 132 trimmed positions, and 77 made no changes.
In total, institutional investors held 59.65Mn shares in NorthWestern Energy as of June 2026, up by 619.86K shares quarter on quarter, and down 3.77Mn shares year over year.
As of June 30, 2026, the biggest holder of NorthWestern Energy is BlackRock, Inc. at 9.07Mn shares, representing 14.75% of shares outstanding.
The most significant purchases of NWE for the quarter ending June 2026 came from BlackRock, Inc. (789.22K), Sixth Street Partners Management Company, L.P. (786.29K), NORGES BANK (780.56K), Schonfeld Strategic Advisors LLC (498.96K), BALYASNY ASSET MANAGEMENT L.P. (375.34K).
Leading sellers of NorthWestern Energy shares for the quarter ending June 2026 were Qube Research & Technologies Ltd (427.08K), AQR CAPITAL MANAGEMENT LLC (425.22K), VICTORY CAPITAL MANAGEMENT INC (397.2K), CAXTON ASSOCIATES LLP (345.09K), AMERICAN CENTURY COMPANIES INC (319.6K).
According to Business Quant data, leading holders of NWE for June 2026 are BlackRock, Inc. (9.07Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.55Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.79Mn), State Street Corp (2.43Mn), GEODE CAPITAL MANAGEMENT, LLC (1.79Mn), Franklin Resources Inc (1.58Mn), Neuberger Berman Group LLC (1.36Mn), BALYASNY ASSET MANAGEMENT L.P. (1.29Mn), AMERICAN CENTURY COMPANIES INC (1.24Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.12Mn).

Form 13F Holdings

376 Institutional Holders

Report period 30 Jun, 2026

Total shares held 59.65Mn

Of outstanding 96.98%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,070,752	14.75%	▲789,222	+9.53%	$649.65Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,548,697	5.77%	▲58,960	+1.69%	$254.16Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,790,136	4.54%	▲7,429	+0.27%	$199.83Mn
4	State Street Corp	0000093751	2,431,546	3.95%	▲96,465	+4.13%	$174.15Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,788,900	2.91%	▲94,546	+5.58%	$128.15Mn
6	Franklin Resources Inc	0000038777	1,581,525	2.57%	▼40,442	-2.49%	$113.27Mn
7	Neuberger Berman Group LLC	0001465109	1,357,486	2.21%	▲82,960	+6.51%	$97.34Mn
8	BALYASNY ASSET MANAGEMENT L.P.	0001218710	1,285,897	2.09%	▲375,337	+41.22%	$92.10Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	1,238,268	2.01%	▼319,599	-20.52%	$88.68Mn
10	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,121,956	1.82%	▼10,109	-0.89%	$80.35Mn
11	AQR Arbitrage LLC	0001167456	1,094,832	1.78%	▲12,885	+1.19%	$78.41Mn
12	MILLENNIUM MANAGEMENT LLC	0001273087	1,064,119	1.73%	▼250,369	-19.05%	$76.21Mn
13	ALLIANCEBERNSTEIN L.P.	0001109448	1,061,407	1.73%	▲245,094	+30.02%	$69.99Mn
14	Goldman Sachs Group Inc	0000886982	1,051,382	1.71%	▼299,520	-22.17%	$75.30Mn
15	DIMENSIONAL FUND ADVISORS LP	0000354204	1,035,633	1.68%	▲12,403	+1.21%	$74.17Mn
16	Citigroup Inc	0000831001	1,023,760	1.66%	▲285,122	+38.60%	$73.32Mn
17	Hudson Bay Capital Management LP	0001393825	903,026	1.47%	▲278,017	+44.48%	$64.67Mn
18	FMR LLC	0000315066	861,126	1.40%	▲92,498	+12.03%	$61.67Mn
19	Northern Trust Corp	0000073124	824,542	1.34%	▲14,982	+1.85%	$59.05Mn
20	Morgan Stanley	0000895421	821,726	1.34%	▲48,525	+6.28%	$58.85Mn

Showing 1 to 20 of 376 holders