NorthWestern Energy Group, Inc. (NWE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,381,000Shares Outstanding

60,741,801Shares held by institutions

$4,350,327,788Value 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) appears in 350 institutional 13F filings for the quarter ending December 2025.

They owned 97.9% of outstanding stock in December 2025, up from 95.9% the prior quarter.
Their total shares held in NWE increased 4.3% from the prior quarter, while the number of investors in NorthWestern Energy increased 10.06% year over year.
During the quarter, 189 of these 350 funds increased positions in NWE, 118 reduced exposure, and 43 held steady.
Combined, these investors held 60.08Mn shares in NWE for December 2025, up by 2.48Mn shares quarter on quarter, and down 2.58Mn shares year over year.
BlackRock, Inc. holds the largest position in NWE at 8.61Mn shares as of December 31, 2025, or 14.03% of shares outstanding.
The most significant purchases of NWE for the quarter ending December 2025 came from Goldman Sachs Group Inc (1.07Mn), 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. (812.5K).
The largest sellers of NorthWestern Energy for the quarter ending December 2025 were MACQUARIE GROUP LTD (1.15Mn), River Road Asset Management, LLC (1.03Mn), Bank Of America Corp /De/ (944.45K), AMERICAN CENTURY COMPANIES INC (929.19K), Royal Bank Of Canada (598.15K).
Per Business Quant data, the top 10 holders of NorthWestern Energy for the quarter ending December 2025 are 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), Goldman Sachs Group Inc (1.31Mn), River Road Asset Management, LLC (1.26Mn), Neuberger Berman Group LLC (1.26Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.16Mn).

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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