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NorthWestern Energy Group (NWE) Institutional Ownership

NorthWestern Energy Group logo
$54.40 +0.13 (+0.24%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for NorthWestern Energy Group (NYSE:NWE)

Current
Institutional Ownership
Percentage
96.07%
Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$197.94M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$111.08M
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NWE Institutional Buying and Selling by Quarter

NorthWestern Energy Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025First PREMIER Bank72,997$3.90M1.0%-1.4%0.119%
1/17/2025Nisa Investment Advisors LLC51,180$2.74M0.0%+0.5%0.083%
1/16/2025Liberty One Investment Management LLC136,960$7.32M0.8%-2.7%0.223%
1/15/2025 Wedge Capital Management L L P NC109,637$5.86M0.1%-0.5%0.179%
1/15/2025 Hennessy Advisors Inc.18,898$1.01M0.0%+2.7%0.031%
1/15/2025 Hennion & Walsh Asset Management Inc.6,415$343K0.0%-4.0%0.010%
1/14/2025 Assenagon Asset Management S.A.7,504$401K0.0%N/A0.012%
1/14/2025 Accurate Wealth Management LLC4,013$205K0.0%N/A0.007%
1/13/2025 AdvisorNet Financial Inc883$47K0.0%+29.3%0.001%
1/6/2025 Oliver Luxxe Assets LLC70,483$3.77M0.7%+4.7%0.115%
1/3/2025 Everence Capital Management Inc.9,320$498K0.0%N/A0.015%
12/26/2024JPMorgan Chase & Co.518,812$29.69M0.0%-41.8%0.846%
12/19/2024Principal Financial Group Inc.171,362$9.81M0.0%-25.5%0.279%
12/6/2024Retirement Systems of Alabama74,464$4.26M0.0%-1.6%0.121%
11/27/2024Franklin Resources Inc.1,336,670$74.32M0.0%-0.3%2.180%
11/25/2024Wilmington Savings Fund Society FSB607$35K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC5,033$286K0.0%N/A0.008%
11/20/2024Passumpsic Savings Bank10,652$610K0.4%N/A0.017%
11/18/2024Arete Wealth Advisors LLC4,888$279K0.0%N/A0.008%
11/16/2024Geode Capital Management LLC1,536,518$87.94M0.0%+2.3%2.506%
11/15/2024Barclays PLC110,571$6.33M0.0%+204.7%0.180%
11/15/2024Public Employees Retirement System of Ohio62,580$3.58M0.0%-7.6%0.102%
11/15/2024Dean Investment Associates LLC77,137$4.41M0.6%-36.5%0.126%
11/15/2024Orion Portfolio Solutions LLC32,194$1.84M0.0%+2.8%0.053%
11/15/2024XTX Topco Ltd11,026$631K0.0%N/A0.018%
11/15/2024Zacks Investment Management4,337$248K0.0%N/A0.007%
11/15/2024Jane Street Group LLC33,030$1.89M0.0%-42.1%0.054%
11/15/2024State Street Corp2,504,400$143.30M0.0%+1.7%4.085%
11/15/2024Systematic Financial Management LP1,070,434$61.25M1.6%+11.8%1.746%
11/15/2024Hotchkis & Wiley Capital Management LLC225,080$12.88M0.0%-8.1%0.367%
11/15/2024Holocene Advisors LP22,789$1.30M0.0%N/A0.037%
11/15/2024ClearAlpha Technologies LP25,340$1.45M0.4%N/A0.041%
11/15/2024Paloma Partners Management Co4,541$260K0.0%N/A0.007%
11/14/2024Captrust Financial Advisors4,532$259K0.0%N/A0.007%
11/14/2024Martingale Asset Management L P46,441$2.66M0.1%+5.6%0.076%
11/14/2024Northwest & Ethical Investments L.P.10,204$584K0.0%-4.8%0.017%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC124,998$7.15M0.0%-9.8%0.204%
11/14/2024MetLife Investment Management LLC97,962$5.61M0.0%-0.6%0.160%
11/13/2024BNP Paribas Financial Markets23,911$1.37M0.0%+46.9%0.039%
11/13/2024FMR LLC759,804$43.48M0.0%+17.0%1.239%
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11/13/2024The Manufacturers Life Insurance Company69,283$3.96M0.0%-5.3%0.113%
11/13/2024Bank of Montreal Can50,651$2.90M0.0%-3.6%0.083%
11/12/2024Cerity Partners LLC7,672$439K0.0%+38.3%0.013%
11/12/2024Charles Schwab Investment Management Inc.848,294$48.54M0.0%+2.4%1.384%
11/12/2024Massachusetts Financial Services Co. MA1,094,714$62.64M0.0%-2.7%1.786%
11/9/2024Intech Investment Management LLC12,291$703K0.0%N/A0.020%
11/8/2024Advisors Asset Management Inc.83,822$4.80M0.1%+27.3%0.137%
11/8/2024Commerce Bank9,900$566K0.0%+6.3%0.016%
11/8/2024PNC Financial Services Group Inc.26,608$1.52M0.0%+2.5%0.043%
11/7/2024Meeder Advisory Services Inc.13,189$755K0.0%+13.3%0.022%
11/7/2024Quest Partners LLC782$45K0.0%N/A0.001%
11/7/2024Swiss National Bank119,683$6.85M0.0%-0.8%0.195%
11/7/2024Thrivent Financial for Lutherans367,034$21.00M0.0%-1.3%0.599%
11/6/2024Mutual of America Capital Management LLC103,208$5.91M0.1%-3.3%0.168%
11/6/2024Cornercap Investment Counsel Inc.8,876$508K0.2%-55.1%0.014%
11/6/2024KBC Group NV1,676$96K0.0%+38.4%0.003%
11/6/2024Oppenheimer Asset Management Inc.7,903$452K0.0%+4.8%0.013%
11/6/2024MQS Management LLC3,704$212K0.1%N/A0.006%
11/5/2024Empower Advisory Group LLC269,411$15.42M0.1%+4.4%0.439%
11/5/2024Victory Capital Management Inc.1,863,241$106.62M0.1%-12.5%3.039%
11/4/2024Versor Investments LP8,800$504K0.1%-35.3%0.014%
11/4/2024Chartwell Investment Partners LLC147,915$8.46M0.3%-10.1%0.241%
11/4/2024State of New Jersey Common Pension Fund D36,651$2.10M0.0%-1.3%0.060%
11/4/2024Stockman Wealth Management Inc.103,723$5.94M0.9%+6.9%0.169%
11/4/2024Meritage Portfolio Management60,954$3.49M0.2%+1,218.2%0.099%
11/1/2024Atria Investments Inc3,533$202K0.0%N/A0.006%
11/1/2024Verdence Capital Advisors LLC6,757$387K0.0%+24.8%0.011%
10/31/2024Principal Financial Group Inc.171,362$9.81M0.0%-25.5%0.280%
10/30/2024River Road Asset Management LLC2,235,009$127.89M1.7%+0.7%3.646%
10/30/2024Amalgamated Bank27,466$1.57M0.0%-7.8%0.045%
10/29/2024Van ECK Associates Corp17,540$970K0.0%+7.0%0.029%
10/28/2024Deroy & Devereaux Private Investment Counsel Inc.62,205$3.56M0.2%+0.6%0.101%
10/28/2024US Bancorp DE13,454$770K0.0%-13.3%0.022%
10/25/2024First Trust Direct Indexing L.P.4,382$251K0.0%N/A0.007%
10/25/2024New York State Teachers Retirement System75,178$4.30M0.0%-0.5%0.123%
10/24/2024Nisa Investment Advisors LLC50,926$2.91M0.0%+81.0%0.083%
10/24/2024State of Alaska Department of Revenue7,234$413K0.0%+7.1%0.012%
10/24/2024Pullen Investment Management LLC21,067$1.21M0.9%+15.7%0.034%
10/23/2024Louisiana State Employees Retirement System17,000$973K0.0%-1.7%0.028%
10/23/2024IFM Investors Pty Ltd8,136$466K0.0%-4.7%0.013%
10/22/2024 International Assets Investment Management LLC9,842$563K0.0%+5,622.1%0.016%
10/19/2024Allspring Global Investments Holdings LLC4,827$276K0.0%-6.9%0.008%
10/18/2024Raymond James & Associates432,329$24.74M0.0%-3.3%0.705%
10/18/2024First Citizens Bank & Trust Co.4,011$230K0.0%N/A0.007%
10/17/2024Inspire Advisors LLC30,333$1.74M0.2%-10.0%0.049%
10/17/2024V Square Quantitative Management LLC459$26K0.0%N/A0.001%
10/16/2024nVerses Capital LLC1,000$57K0.0%+150.0%0.002%
10/16/2024ZWJ Investment Counsel Inc.3,837$220K0.0%N/A0.006%
10/11/2024 Wedge Capital Management L L P NC110,153$6.30M0.1%-10.5%0.180%
10/11/2024 Oliver Luxxe Assets LLC67,322$3.85M0.7%+34.8%0.110%
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10/8/2024CWM LLC1,505$86K0.0%+51.7%0.002%
10/8/2024First PREMIER Bank73,997$4.23M1.1%-0.4%0.121%
10/7/2024 GAMMA Investing LLC1,879$108K0.0%+65.0%0.003%
10/3/2024 Canandaigua National Bank & Trust Co.4,236$242K0.0%N/A0.007%
10/3/2024SG Americas Securities LLC15,561$890K0.0%+157.1%0.025%
8/22/2024Cetera Investment Advisers23,432$1.17M0.0%-24.3%0.038%
8/21/2024Truist Financial Corp12,505$626K0.0%+34.5%0.020%
8/16/2024Systematic Financial Management LP957,169$47.94M1.5%-0.2%1.562%
8/16/2024Creative Planning7,793$390K0.0%+12.3%0.013%
8/16/2024Algert Global LLC48,078$2.41M0.1%-26.9%0.078%
(Data available from 1/1/2016 forward)

NWE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NWE shares?

During the previous two years, 274 institutional investors and hedge funds held shares of NorthWestern Energy Group. The most heavily invested institutionals were BlackRock Inc. ($509.28M), Vanguard Group Inc. ($344.48M), American Century Companies Inc. ($198.74M), State Street Corp ($143.30M), River Road Asset Management LLC ($127.89M), Victory Capital Management Inc. ($106.62M), and Geode Capital Management LLC ($87.94M).Learn more on NWE's institutional investors.

What percentage of NorthWestern Energy Group stock is owned by institutional investors?

96.07% of NorthWestern Energy Group stock is owned by institutional investors. Learn more on NWE's institutional investor holdings.

Which institutional investors have been buying NorthWestern Energy Group stock?

Of the 246 institutional investors that purchased NorthWestern Energy Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($2.18M), Massachusetts Financial Services Co. MA ($968.05K), Victory Capital Management Inc. ($782.15K), Norges Bank ($673.16K), Raymond James & Associates ($448.99K), American Century Companies Inc. ($427.59K), and Brandywine Global Investment Management LLC ($339.46K).

How much institutional buying is happening at NorthWestern Energy Group?

Institutional investors have bought a total of 11,567,528 shares in the last 24 months. This purchase volume represents approximately $728.37M in transactions.

Which NorthWestern Energy Group major shareholders have been selling company stock?

Of the 144 institutional investors that sold NorthWestern Energy Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($399.97K), Victory Capital Management Inc. ($280.57K), Money Concepts Capital Corp ($210.32K), Westwood Holdings Group Inc. ($205.48K), Crawford Investment Counsel Inc. ($170.34K), Bank of New York Mellon Corp ($167.93K), and ProShare Advisors LLC ($154.68K).

How much institutional selling is happening at NorthWestern Energy Group?

Institutional investors have sold a total of 3,928,210 shares in the last 24 months. This volume of shares sold represents approximately $235.10M in transactions.


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This page (NYSE:NWE) was last updated on 1/18/2025 by MarketBeat.com Staff
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