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Northwestern Energy Group in (NWE)

CUSIP: 668074305 | NYSE | Utilities · Utilities - Regulated Electric | Mid Cap | 1127 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc1,412,988
0.0% of portfolio›$96.6M
Dimensional Fund Advisors LP1,054,218
0.0% of portfolio›$72.1M
Bank of New York Mellon Corp742,922
0.0% of portfolio›$50.8M
ProShare Advisors LLC388,237
0.0% of portfolio›$26.5M
Principal Financial Group Inc282,838
0.0% of portfolio›$19.3M
Mutual of America Capital Management LLC113,251
0.1% of portfolio›$7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS99,307
0.0% of portfolio›$6.8M
First Premier Bank98,600
0.0% of portfolio›$6.7K
Conning Inc.77,076
0.2% of portfolio›$5.3M
New York State Teachers Retirement System67,694
0.0% of portfolio›$4.6K
Wedge Capital Management L L P66,536
0.1% of portfolio›$4.5M
Retirement Systems of Alabama63,452
0.0% of portfolio›$4.3M
Deroy & Devereaux Private Investment Counsel Inc60,295
0.0% of portfolio›$4.1K
Oliver Luxxe Assets LLC58,627
0.6% of portfolio›$4.0M
North Star Investment Management Corp.51,026
0.2% of portfolio›$3.5M
Commonwealth Equity Services, LLC47,808
0.0% of portfolio›$3.3M
Creative Planning47,570
0.0% of portfolio›$3.3M
Lesa Sroufe & Co41,849
0.0% of portfolio›$2.9K
Nisa Investment Advisors, LLC38,173
0.0% of portfolio›$2.6M
Naples Global Advisors, LLC28,212
0.1% of portfolio›$1.9M
Strs Ohio26,800
0.0% of portfolio›$1.8M
Amalgamated Bank26,394
0.0% of portfolio›$1.8K
State of New Jersey Common Pension Fund D24,937
0.0% of portfolio›$1.7M
Hager Investment Management Services, LLC19,323
0.6% of portfolio›$1.3M
Louisiana State Employees Retirement System18,300
0.0% of portfolio›$1.3M
Arizona State Retirement System17,326
0.0% of portfolio›$1.2M
Hennion & Walsh Asset Management, Inc.16,322
0.0% of portfolio›$1.1M
Yousif Capital Management, LLC15,819
0.0% of portfolio›$1.1M
Hennessy Advisors Inc15,698
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd15,275
0.0% of portfolio›$1.0M
Alps Advisors Inc15,271
0.0% of portfolio›$1.0M
State of Michigan Retirement System14,428
0.0% of portfolio›$986.6K
Thrivent Financial for Lutherans13,481
0.0% of portfolio›$922
Oregon Public Employees Retirement Fund12,710
0.0% of portfolio›$869.1K
US Bancorp \de\12,398
0.0% of portfolio›$847.8K
Accurate Wealth Management, LLC12,329
0.1% of portfolio›$927.9K
Exchange Traded Concepts, LLC11,932
0.0% of portfolio›$815.9K
Pictet Asset Management Holding SA11,829
0.0% of portfolio›$808.9K
Harbor Capital Advisors, Inc.10,942
0.0% of portfolio›$748
Bailard, Inc.9,326
0.0% of portfolio›$637.7K
Vaughan & Co Securities, Inc.8,989
0.3% of portfolio›$614.7K
Xponance LLC8,746
0.0% of portfolio›$598.1K
Spirit of America Management Corp8,700
0.1% of portfolio›$594.9K
Wealth Enhancement Advisory Services, LLC8,558
0.0% of portfolio›$638.7K
Vise Technologies, Inc.8,081
0.0% of portfolio›$552.6K
Davenport & Co LLC7,763
0.0% of portfolio›$530.8K
State of Alaska, Department of Revenue7,750
0.0% of portfolio›$529
Praxis Investment Management Inc7,369
0.0% of portfolio›$504
Oppenheimer Asset Management Inc.7,368
0.0% of portfolio›$503.8K
First Citizens Bank & Trust Co7,330
0.0% of portfolio›$501.2K
Swiss Life Asset Management Ltd7,194
0.0% of portfolio›$491.9K
Quadrant Capital Group LLC6,904
0.0% of portfolio›$519.6K
Jeppson Wealth Management, LLC6,857
0.1% of portfolio›$468.9K
Intrua Financial, LLC6,597
0.0% of portfolio›$451.1K
IFM Investors Pty Ltd5,826
0.0% of portfolio›$398.4K
Ethic Inc.5,622
0.0% of portfolio›$384.4K
Gamma Investing LLC4,457
0.0% of portfolio›$304.8K
J.W. Cole Advisors, Inc.4,423
0.0% of portfolio›$302.5K
Physician Wealth Advisors, Inc.4,325
0.0% of portfolio›$295.7K
Ifrah Financial Services, Inc.3,737
0.1% of portfolio›$255.5K
HB Wealth Management, LLC3,708
0.0% of portfolio›$253.6K
Moss Adams Wealth Advisors LLC3,526
0.0% of portfolio›$241.1K
Choreo, LLC3,338
0.0% of portfolio›$228.3K
Crossmark Global Holdings, Inc.3,332
0.0% of portfolio›$227.8K
Atria Investments, Inc3,123
0.0% of portfolio›$213.6K
Compound Planning, Inc.3,097
0.0% of portfolio›$211.8K
Citizens Financial Group Inc3,031
0.0% of portfolio›$207.3K
Signaturefd, LLC2,891
0.0% of portfolio›$197.7K
Parallel Advisors, LLC2,883
0.0% of portfolio›$197.1K
Farther Finance Advisors, LLC2,635
0.0% of portfolio›$180.2K
Armstrong Advisory Group, Inc2,364
0.0% of portfolio›$161.7K
KBC Group NV1,977
0.0% of portfolio›$135
Compass Financial Management LLC1,913
0.0% of portfolio›$130.8K
Costello Asset Management, Inc1,512
0.0% of portfolio›$103.4K
Triumph Capital Management1,380
0.0% of portfolio›$94.4K
EverSource Wealth Advisors, LLC1,351
0.0% of portfolio›$92.4K
Bayforest Capital Ltd1,242
0.1% of portfolio›$84.9K
Sterling Capital Management LLC1,227
0.0% of portfolio›$83.9K
Assetmark, Inc1,181
0.0% of portfolio›$80.8K
Daiwa Securities Group Inc.1,169
0.0% of portfolio›$79.9K
V-Square Quantitative Management LLC1,165
0.0% of portfolio›$79.7K
Hussman Strategic Advisors, Inc.1,000
0.0% of portfolio›$68.4K
Versant Capital Management, Inc460
0.0% of portfolio›$31.5K
Parkside Financial Bank & Trust344
0.0% of portfolio›$23.5K
Asset Planning,Inc306
0.0% of portfolio›$20.9K
Larson Financial Group LLC280
0.0% of portfolio›$19.1K
Blue Trust, Inc.259
0.0% of portfolio›$17.7K
SBI Securities Co., Ltd.229
0.0% of portfolio›$15.7K
Silver Grove Financial Group, Inc.224
0.0% of portfolio›$15.3K
Owl Creek Wealth Partners LLC190
0.0% of portfolio›$13.0K
SJS Investment Consulting Inc.164
0.0% of portfolio›$11.2K
Root Financial Partners, LLC164
0.0% of portfolio›$11.2K
Bare Financial Services, Inc152
0.0% of portfolio›$10.4K
IFP Advisors, Inc142
0.0% of portfolio›$9.7K
Bell Investment Advisors, Inc121
0.0% of portfolio›$8.3K
GK Wealth Management LLC110
0.0% of portfolio›$7.5K
Private Wealth Management Group, LLC107
0.0% of portfolio›$7.3K
True Wealth Design, LLC86
0.0% of portfolio›$5.9K
Pinnacle Wealth Planning Services, Inc.81
0.0% of portfolio›$5.5K
Provenance Wealth Advisors, LLC80
0.0% of portfolio›$5.5K
Bfsg, LLC77
0.0% of portfolio›$5.3K
First Horizon Corp72
0.0% of portfolio›$4.9K
Elyxium Wealth, LLC70
0.0% of portfolio›$4.8K
Latitude Advisors, LLC63
0.0% of portfolio›$4.3K
Fortitude Family Office, LLC59
0.0% of portfolio›$4.0K
Smallwood Wealth Investment Management, LLC58
0.0% of portfolio›$4.0K
Farmers & Merchants Investments Inc55
0.0% of portfolio›$3.8K
JFS Wealth Advisors, LLC52
0.0% of portfolio›$3.6K
Ascentis Wealth Management, LLC50
0.0% of portfolio›$3.4K
MassMutual Private Wealth & Trust, FSB43
0.0% of portfolio›$2.9K
Caldwell Trust Co33
0.0% of portfolio›$2.3K
Activest Wealth Management31
0.0% of portfolio›$2.1K
Caitong International Asset Management Co., Ltd23
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC20
0.0% of portfolio›$1
Valley National Advisers Inc19
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC18
0.0% of portfolio›$1.2K
Pension & Wealth Management Advisors, Inc.13
0.0% of portfolio›$889
Essential Partners LLC12
0.0% of portfolio›$821
Arlington Trust Co LLC11
0.0% of portfolio›$752
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$684
WPG Advisers, LLC9
0.0% of portfolio›$615
Buck Wealth Strategies, LLC9
0.0% of portfolio›$615
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$479
Covestor Ltd7
0.0% of portfolio›$1
Mather Group, Llc.6
0.0% of portfolio›$410
Manchester Capital Management LLC6
0.0% of portfolio›$411
Hughes Financial Services, LLC3
0.0% of portfolio›$238
American Capital Advisory, LLC2
0.0% of portfolio›$137
DecisionPoint Financial, LLC1
0.0% of portfolio›$69
StyleTurnoverLocationFiled
Citigroup Inc
1,412,988$96.6M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
1,054,218$72.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
742,922$50.8M0.0%CoreLowNew York, NY2026-11-05
ProShare Advisors LLC
388,237$26.5M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
282,838$19.3M0.0%CoreLowDes Moines, IA2026-11-02
Mutual of America Capital Management LLC
113,251$7.7M0.1%IndexLowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
99,307$6.8M0.0%CoreLowHarrisburg, PA2026-11-03
First Premier Bank
98,600$6.7K0.0%CoreVery LowSioux Falls, SD2026-10-13
Conning Inc.
77,076$5.3M0.2%CoreMediumHartford, CT2026-10-27
New York State Teachers Retirement System
67,694$4.6K0.0%CoreVery LowAlbany, NY2026-10-22
Wedge Capital Management L L P
66,536$4.5M0.1%ValueMediumCharlotte, NC2026-10-13
Retirement Systems of Alabama
63,452$4.3M0.0%IndexLowMontgomery, AL2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
60,295$4.1K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Oliver Luxxe Assets LLC
58,627$4.0M0.6%ValueMediumGladstone, NJ2026-10-14
North Star Investment Management Corp.
51,026$3.5M0.2%CoreLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
47,808$3.3M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
47,570$3.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Lesa Sroufe & Co
41,849$2.9K0.0%Deep ValueLowSeattle, WA2026-10-29
Nisa Investment Advisors, LLC
38,173$2.6M0.0%IndexVery LowSt. Louis, MO2026-10-20
Naples Global Advisors, LLC
28,212$1.9M0.1%CoreVery LowNaples, FL2026-11-05
Strs Ohio
26,800$1.8M0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
26,394$1.8K0.0%CoreVery LowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
24,937$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Hager Investment Management Services, LLC
19,323$1.3M0.6%GrowthMediumNew London, NH2026-11-04
Louisiana State Employees Retirement System
18,300$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
17,326$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
16,322$1.1M0.0%ValueMediumParsippany, NJ2026-10-13
Yousif Capital Management, LLC
15,819$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennessy Advisors Inc
15,698$1.1M0.0%Deep ValueMediumNovato, CA2026-10-28
Y-Intercept (Hong Kong) Ltd
15,275$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Alps Advisors Inc
15,271$1.0M0.0%YieldLowDenver, CO2026-11-03
State of Michigan Retirement System
14,428$986.6K0.0%IndexLowEast Lansing, MI2026-10-27
Thrivent Financial for Lutherans
13,481$9220.0%GARPMediumMinneapolis, MN2026-11-05
Oregon Public Employees Retirement Fund
12,710$869.1K0.0%IndexVery LowTigard, OR2026-10-30
US Bancorp \de\
12,398$847.8K0.0%IndexLowMinneapolis, MN2026-11-05
Accurate Wealth Management, LLC
12,329$927.9K0.1%CoreMediumWesley Chapel, FL2026-10-20
Exchange Traded Concepts, LLC
11,932$815.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Pictet Asset Management Holding SA
11,829$808.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Harbor Capital Advisors, Inc.
10,942$7480.0%ValueHighChicago, IL2026-10-22
Bailard, Inc.
9,326$637.7K0.0%GrowthMediumFoster City, CA2026-10-13
Vaughan & Co Securities, Inc.
8,989$614.7K0.3%ETFVery LowRidgewood, NJ2026-10-23
Xponance LLC
8,746$598.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Spirit of America Management Corp
8,700$594.9K0.1%GARPLowSyosset, NY2026-10-14
Wealth Enhancement Advisory Services, LLC
8,558$638.7K0.0%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
8,081$552.6K0.0%IndexLowNew York, NY2026-10-29
Davenport & Co LLC
7,763$530.8K0.0%CoreMediumRichmond, VA2026-10-14
State of Alaska, Department of Revenue
7,750$5290.0%CoreVery LowJuneau, AK2026-10-15
Praxis Investment Management Inc
7,369$5040.0%CoreLowGoshen, IN2026-11-03
Oppenheimer Asset Management Inc.
7,368$503.8K0.0%CoreMediumNew York, NY2026-10-27
First Citizens Bank & Trust Co
7,330$501.2K0.0%CoreMediumRaleigh, NC2026-10-14
Swiss Life Asset Management Ltd
7,194$491.9K0.0%CoreLowZurich, Switzerland2026-11-03
Quadrant Capital Group LLC
6,904$519.6K0.0%CoreLowCincinnati, OH2026-10-20
Jeppson Wealth Management, LLC
6,857$468.9K0.1%CoreLowManhattan Beach, CA2026-10-20
Intrua Financial, LLC
6,597$451.1K0.0%ETFMediumHouston, TX2026-10-28
IFM Investors Pty Ltd
5,826$398.4K0.0%IndexVery LowMelbourne, China2026-10-14
Ethic Inc.
5,622$384.4K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
4,457$304.8K0.0%IndexVery LowFoster City, CA2026-10-08
J.W. Cole Advisors, Inc.
4,423$302.5K0.0%IndexLowTampa, FL2026-11-05
Physician Wealth Advisors, Inc.
4,325$295.7K0.0%ETFMediumMidvale, UT2026-10-20
Ifrah Financial Services, Inc.
3,737$255.5K0.1%ETFLowLittle Rock, AR2026-10-13
HB Wealth Management, LLC
3,708$253.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Moss Adams Wealth Advisors LLC
3,526$241.1K0.0%ETFLowSeattle, WA2026-10-28
Choreo, LLC
3,338$228.3K0.0%IndexLowRockford, IL2026-10-28
Crossmark Global Holdings, Inc.
3,332$227.8K0.0%GARPMediumHouston, TX2026-10-21
Atria Investments, Inc
3,123$213.6K0.0%CoreMediumCharlotte, NC2026-10-15
Compound Planning, Inc.
3,097$211.8K0.0%CoreLowNew York, NY2026-11-05
Citizens Financial Group Inc
3,031$207.3K0.0%GrowthLowProvidence, RI2026-10-23
Signaturefd, LLC
2,891$197.7K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
2,883$197.1K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
2,635$180.2K0.0%IndexLowSan Francisco, CA2026-10-08
Armstrong Advisory Group, Inc
2,364$161.7K0.0%ETFHighNeedham, MA2026-10-09
KBC Group NV
1,977$1350.0%CoreMediumBrussels, Czech Republic2026-10-22
Compass Financial Management LLC
1,913$130.8K0.0%CoreN/ATampa, FL2026-10-30
Costello Asset Management, Inc
1,512$103.4K0.0%CoreLowFeasterville, PA2026-10-30
Triumph Capital Management
1,380$94.4K0.0%ETFMediumDenver, CO2026-10-14
EverSource Wealth Advisors, LLC
1,351$92.4K0.0%CoreMediumBirmingham, AL2026-11-04
Bayforest Capital Ltd
1,242$84.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Sterling Capital Management LLC
1,227$83.9K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
1,181$80.8K0.0%ETFLowConcord, CA2026-10-21
Daiwa Securities Group Inc.
1,169$79.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
V-Square Quantitative Management LLC
1,165$79.7K0.0%CoreLowChicago, IL2026-10-15
Hussman Strategic Advisors, Inc.
1,000$68.4K0.0%YieldVery HighEllicott City, MD2026-11-02
Versant Capital Management, Inc
460$31.5K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
344$23.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Asset Planning,Inc
306$20.9K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Larson Financial Group LLC
280$19.1K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
259$17.7K0.0%ETFLowBrentwood, TN2026-10-15
SBI Securities Co., Ltd.
229$15.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Silver Grove Financial Group, Inc.
224$15.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Owl Creek Wealth Partners LLC
190$13.0K0.0%IndexLowGreenwood Village, CO2026-10-20
SJS Investment Consulting Inc.
164$11.2K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
164$11.2K0.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
152$10.4K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
142$9.7K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
121$8.3K0.0%ETFVery LowOrinda, CA2026-10-29
GK Wealth Management LLC
110$7.5K0.0%GARPVery HighReno, NV2026-10-09
Private Wealth Management Group, LLC
107$7.3K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
86$5.9K0.0%ETFMediumAkron, OH2026-10-13
Pinnacle Wealth Planning Services, Inc.
81$5.5K0.0%GARPLowMansfield, OH2026-10-27
Provenance Wealth Advisors, LLC
80$5.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Bfsg, LLC
77$5.3K0.0%CoreLowIrvine, CA2026-10-30
First Horizon Corp
72$4.9K0.0%CoreLowMemphis, TN2026-10-26
Elyxium Wealth, LLC
70$4.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Latitude Advisors, LLC
63$4.3K0.0%ETFLowYorkville, IL2026-10-27
Fortitude Family Office, LLC
59$4.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Smallwood Wealth Investment Management, LLC
58$4.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Farmers & Merchants Investments Inc
55$3.8K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
52$3.6K0.0%ETFVery LowHermitage, PA2026-11-03
Ascentis Wealth Management, LLC
50$3.4K0.0%Agg GrowthLowDallas, TX2026-11-03
MassMutual Private Wealth & Trust, FSB
43$2.9K0.0%CoreLowSpringfield, MA2026-10-05
Caldwell Trust Co
33$2.3K0.0%GrowthLowVenice, FL2026-10-30
Activest Wealth Management
31$2.1K0.0%ETFLowAventura, FL2026-10-15
Caitong International Asset Management Co., Ltd
23$1.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Capital Advisors, Ltd. LLC
20$10.0%ETFLowShaker Heights, OH2026-10-27
Valley National Advisers Inc
19$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Creative Capital Management Investments LLC
18$1.2K0.0%ETFLowSan Diego, CA2026-10-28
Pension & Wealth Management Advisors, Inc.
13$8890.0%ETFLowWaltham, MA2026-10-16
Essential Partners LLC
12$8210.0%ValueMediumRancho Santa Fe, CA2026-10-14
Arlington Trust Co LLC
11$7520.0%ETFMediumBirmingham, AL2026-10-20
Bay Harbor Wealth Management, LLC
10$6840.0%ETFMediumHunt Valley, MD2026-11-03
WPG Advisers, LLC
9$6150.0%CoreLowBaltimore, MD2026-10-27
Buck Wealth Strategies, LLC
9$6150.0%ValueMediumDenver, CO2026-10-28
DiNuzzo Private Wealth, Inc.
7$4790.0%ETFLowBeaver, PA2026-10-16
Covestor Ltd
7$10.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
6$4100.0%ETFMediumChicago, IL2026-10-14
Manchester Capital Management LLC
6$4110.0%CoreLowManchester, VT2026-10-22
Hughes Financial Services, LLC
3$2380.0%ETFLowHerndon, VA2026-10-30
American Capital Advisory, LLC
2$1370.0%ETFLowKetchum, ID2026-10-28
DecisionPoint Financial, LLC
1$690.0%ETFVery LowMesa, AZ2026-10-27