NorthWestern Energy Group, Inc. (NWE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,381,000Shares Outstanding

60,741,801Shares held by institutions

$4,322,993,977Value of institutional holdings

98.96%Institutional ownership %

4.99%Shares Changed QoQ

350No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

NorthWestern Energy Group, Inc. (NASDAQ:NWE) showed up in the 13F filings of 350 institutional investors as of December 2025.

Their combined ownership stood at 97.9% of outstanding shares in December 2025, up from 95.9% in September 2025.
Their total shares held in NWE increased 4.3% quarter over quarter, and separately, investors owning NorthWestern Energy increased 10.06% from a year ago.
Of these 350 funds, 189 grew their exposure to NorthWestern Energy, 118 cut back, and 43 maintained positions.
Institutional investors collectively held 60.08Mn shares in NorthWestern Energy as of December 2025, up by 2.48Mn shares quarter on quarter, and down 2.58Mn shares year over year.
First PREMIER Bank leads ownership in NWE with 103.59K shares as of December 31, 2025, equal to 0.17% of outstanding shares.
The largest buyers of NorthWestern Energy for the quarter ending December 2025 were WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (16.56K), Tactive Advisors, LLC (5.14K), Physician Wealth Advisors, Inc. (4.82K), IFM Investors Pty Ltd (4.42K), Accurate Wealth Management, LLC (3.68K).
The biggest sellers of NorthWestern Energy for the quarter ending December 2025 included SG Americas Securities, LLC (9.96K), WEDGE CAPITAL MANAGEMENT L L P/NC (3.99K), Sterling Capital Management LLC (1.52K), NAPLES GLOBAL ADVISORS, LLC (1.5K), YOUSIF CAPITAL MANAGEMENT, LLC (1.01K).
Business Quant data shows the 10 biggest positions in NorthWestern Energy as of December 2025 are held by First PREMIER Bank (103.59K), Oliver Luxxe Assets LLC (82.45K), Retirement Systems of Alabama (75.33K), WEDGE CAPITAL MANAGEMENT L L P/NC (70.03K), North Star Investment Management Corp. (51.0K), NAPLES GLOBAL ADVISORS, LLC (28.26K), STRS OHIO (18.4K), YOUSIF CAPITAL MANAGEMENT, LLC (17.95K), Louisiana State Employees Retirement System (17.8K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (16.56K).

350 Institutional Holders

60,741,801 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,613,648	186,404	2.21%	$555,924,840.00
VANGUARD GROUP INC	31 Dec, 2025	6,667,340	-28,324	-0.42%	$430,310,123.00
State Street Corp	31 Dec, 2025	2,637,718	14,751	0.56%	$170,238,320.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,039,629	-929,187	-31.30%	$131,637,849.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,628,750	2,988	0.18%	$105,140,923.00
Franklin Resources Inc	31 Dec, 2025	1,436,750	98,472	7.36%	$92,727,846.00
Goldman Sachs Group Inc	31 Dec, 2025	1,314,466	1,071,952	442.02%	$84,835,632.00
River Road Asset Management, LLC	31 Dec, 2025	1,263,967	-1,027,523	-44.84%	$81,576,430.00
Neuberger Berman Group LLC	31 Dec, 2025	1,259,921	-8,519	-0.67%	$81,324,308.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	31 Dec, 2025	1,159,753	-17,227	-1.46%	$74,850,505.00
FMR LLC	31 Dec, 2025	1,124,935	1,752	0.16%	$72,603,313.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	1,025,302	1,025,302	0.00%	$66,173,000.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,017,415	7,056	0.70%	$65,664,423.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	1,006,440	456,157	82.89%	$64,955,662.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,005,886	988,984	5,851.28%	$64,919,882.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	920,554	850,517	1,214.38%	$59,412,555.00
Morgan Stanley	31 Dec, 2025	846,080	57,119	7.24%	$54,606,142.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	812,500	812,500	0.00%	$52,438,750.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	807,138	-31,651	-3.77%	$52,092,687.00
Westwood Holdings Group Inc	31 Dec, 2025	787,257	-193,993	-19.77%	$50,809,567.00

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