NorthWestern Energy Group, Inc. (NWE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,595,918Shares Outstanding

278,467Shares held by institutions

$19,292,194Value of institutional holdings

92.84%Institutional ownership %

8.55%Shares Changed QoQ

334No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

NorthWestern Energy Group, Inc. (NASDAQ:NWE) currently has 334 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in NorthWestern Energy edged down to 92.8% in December 2025, compared to 93.3% in September 2025.
Quarterly data indicates a 8.55% shift in institutional share volume, and the annual owner count reflects an increase of 5.03%.
A review of institutional activity for NorthWestern Energy shows 181 of 334 filers increasing their positions, while 111 reduced their stake, and 42 remained unchanged.
This class of investors increased its holdings in NorthWestern Energy to 57.18Mn shares for the 13F-cycle ending December 2025, up by 4.50Mn shares quarter on quarter, and down 3.10Mn shares year over year.
The top institutional stake in NorthWestern Energy as of December 31, 2025 belongs to BlackRock, Inc., which owns 8.61Mn shares, or 13.98% of the company.
Among the most significant buyers of NorthWestern Energy during December 2025 were NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.03Mn), BALYASNY ASSET MANAGEMENT L.P. (988.98K), MILLENNIUM MANAGEMENT LLC (850.52K), ADAGE CAPITAL PARTNERS GP, L.L.C. (812.50K), NORGES BANK (778.96K).
Leading sellers of NorthWestern Energy stock in December 2025 included MACQUARIE GROUP LTD (1.15Mn), AMERICAN CENTURY COMPANIES INC (929.19K), ROYAL BANK OF CANADA (598.15K), AQR CAPITAL MANAGEMENT LLC (377.63K), VICTORY CAPITAL MANAGEMENT INC (224.43K).
The top 10 institutional holders of NorthWestern Energy for the quarter ending December 2025 included BlackRock, Inc. (8.61Mn), VANGUARD GROUP INC (6.67Mn), STATE STREET CORP (2.64Mn), AMERICAN CENTURY COMPANIES INC (2.04Mn), GEODE CAPITAL MANAGEMENT, LLC (1.63Mn), FRANKLIN RESOURCES INC (1.44Mn), Neuberger Berman Group LLC (1.26Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.16Mn), FMR LLC (1.12Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.03Mn).

334 Institutional Holders

278,467 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
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
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
NORGES BANK	31 Dec, 2025	778,958	778,958	0.00%	$50,273,949.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	776,126	574,359	284.66%	$50,091,172.00
Bank of New York Mellon Corp	31 Dec, 2025	774,920	-86,410	-10.03%	$50,013,322.00

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