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NorthWestern Energy Group (NWE) Institutional Ownership

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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)
165
Total
Institutional Inflows
(last 12 months)
$415.29M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$131.25M
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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
5/2/2024Consolidated Planning Corp4,373$223K0.0%N/A0.007%
5/2/2024Fidelis Capital Partners LLC549$28K0.0%N/A0.001%
5/1/2024Capstone Investment Advisors LLC7,386$376K0.0%+10.0%0.012%
5/1/2024BNP Paribas Financial Markets63,292$3.22M0.0%+128.8%0.103%
5/1/2024VAUGHAN & Co SECURITIES INC.11,618$592K0.4%-8.2%0.019%
5/1/2024Mirae Asset Global Investments Co. Ltd.34,461$1.94M0.0%-3.2%0.056%
5/1/2024Prosperity Consulting Group LLC7,448$379K0.0%N/A0.012%
4/30/2024 Private Advisor Group LLC10,724$546K0.0%N/A0.018%
4/30/2024 Retirement Systems of Alabama76,905$3.92M0.0%+0.3%0.125%
4/30/2024 North Star Investment Management Corp.49,768$2.54M0.2%+13.5%0.081%
4/30/2024 Naples Global Advisors LLC25,295$1.29M0.1%-5.1%0.041%
4/30/2024 Allspring Global Investments Holdings LLC7,197$367K0.0%-41.1%0.012%
4/29/2024Commonwealth Equity Services LLC33,001$1.68M0.0%+57.9%0.054%
4/29/2024 Principal Financial Group Inc.256,882$13.08M0.0%+12.3%0.419%
4/29/2024 Meritage Portfolio Management4,628$236K0.0%-5.4%0.008%
4/26/2024 Yousif Capital Management LLC27,790$1.42M0.0%-2.2%0.045%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.60,810$3.10M0.2%+1.5%0.099%
4/26/2024 SYSTM Wealth Solutions LLC19,714$1.00M0.1%+35.3%0.032%
4/26/2024 Verdence Capital Advisors LLC5,528$282K0.0%+4.1%0.009%
4/25/2024 New York State Teachers Retirement System75,878$3.86M0.0%+1.1%0.124%
4/24/2024 Assenagon Asset Management S.A.8,741$445K0.0%-73.0%0.014%
4/23/2024 Louisiana State Employees Retirement System17,600$896K0.0%+2.3%0.029%
4/23/2024 Amalgamated Bank32,130$1.64M0.0%-6.9%0.052%
4/22/2024 Raymond James & Associates469,120$23.89M0.0%+39.8%0.766%
4/22/2024 IFM Investors Pty Ltd8,539$435K0.0%N/A0.014%
4/20/2024 Maryland State Retirement & Pension System52,325$2.52M0.0%+1.6%0.085%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.6,130$312K0.0%+12.3%0.010%
4/18/2024 State of Michigan Retirement System15,028$765K0.0%+2.0%0.025%
4/18/2024 Allspring Global Investments Holdings LLC7,197$367K0.0%-41.1%0.012%
4/18/2024 AlphaMark Advisors LLC5,983$305K0.1%N/A0.010%
4/18/2024 Oliver Luxxe Assets LLC48,943$2.49M0.5%+19.3%0.080%
4/17/2024 Hennion & Walsh Asset Management Inc.6,716$342K0.0%+10.6%0.011%
4/16/2024 Hennessy Advisors Inc.18,298$932K0.0%-5.2%0.030%
4/15/2024 Sound Income Strategies LLC643$33K0.0%-36.2%0.001%
4/12/2024 First PREMIER Bank99,082$5.05M1.3%-6.7%0.162%
4/5/2024 First Hawaiian Bank4,334$221K0.0%-12.6%0.007%
3/22/2024PNC Financial Services Group Inc.22,743$1.16M0.0%-41.4%0.037%
3/11/2024Vanguard Group Inc.6,780,298$345.05M0.0%+2.8%11.064%
3/4/2024Tucker Asset Management LLC1,282$65K0.0%-31.6%0.002%
2/28/2024American International Group Inc.112,884$5.75M0.0%-1.1%0.184%
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2/15/2024Penn Capital Management Company LLC9,970$507K0.0%N/A0.016%
2/14/2024Dean Capital Management10,794$549K0.3%+55.2%0.018%
2/14/2024Westwood Holdings Group Inc.1,379,106$70.18M0.6%-4.0%2.252%
2/13/2024Magellan Asset Management Ltd35,419$1.80M0.0%-1.9%0.058%
2/13/2024First Trust Advisors LP1,439,146$73.24M0.1%-2.5%2.350%
2/12/2024Capstone Investment Advisors LLC6,712$342K0.0%-23.1%0.011%
2/12/2024 Oliver Luxxe Assets LLC41,030$2.09M0.5%N/A0.067%
2/12/2024TFO Wealth Partners LLC4,096$208K0.0%+31,407.7%0.007%
2/12/2024TD Asset Management Inc41,100$2.09M0.0%-21.7%0.067%
2/9/2024Advisory Services Network LLC3,304$168K0.0%N/A0.005%
2/9/2024Orion Portfolio Solutions LLC28,990$1.49M0.0%-3.5%0.047%
2/9/2024US Bancorp DE16,706$850K0.0%-7.5%0.027%
2/9/2024Ontario Teachers Pension Plan Board61,319$3.12M0.0%+76.4%0.100%
2/9/2024EverSource Wealth Advisors LLC1,667$85K0.0%+2,037.2%0.003%
2/9/2024Franklin Resources Inc.1,354,479$68.93M0.0%-0.4%2.212%
2/9/2024GW&K Investment Management LLC674,966$34.35M0.3%-7.6%1.102%
2/9/2024Clearbridge Investments LLC31,717$1.61M0.0%-6.6%0.052%
2/9/2024PNC Financial Services Group Inc.22,743$1.16M0.0%-41.4%0.037%
2/9/2024Dynamic Technology Lab Private Ltd9,959$507K0.1%N/A0.016%
2/9/2024Norges Bank673,162$34.26M0.0%N/A1.099%
2/8/2024Panagora Asset Management Inc.78,526$4.00M0.0%-34.4%0.128%
2/8/2024Vanguard Personalized Indexing Management LLC11,726$597K0.0%+172.9%0.019%
2/8/2024Massachusetts Financial Services Co. MA968,054$49.26M0.0%+27.4%1.581%
2/7/2024 Principal Financial Group Inc.228,752$11.64M0.0%+1.4%0.374%
2/7/2024Envestnet Portfolio Solutions Inc.10,337$526K0.0%+24.6%0.017%
2/7/2024Dimensional Fund Advisors LP956,127$48.66M0.0%+0.4%1.561%
2/7/2024Jump Financial LLC4,100$209K0.0%N/A0.007%
2/7/2024BNP Paribas Financial Markets27,664$1.41M0.0%-37.5%0.045%
2/7/2024Versor Investments LP16,034$816K0.2%N/A0.026%
2/7/2024Principal Securities Inc.1,304$66K0.0%N/A0.002%
2/6/2024Charles Schwab Investment Management Inc.768,577$39.11M0.0%+4.2%1.255%
2/6/2024 Maryland State Retirement & Pension System51,506$2.62M0.1%+3.4%0.084%
2/6/2024 Summit Global Investments8,531$434K0.0%N/A0.014%
2/6/2024Swiss National Bank120,683$6.14M0.0%-8.1%0.197%
2/5/2024Victory Capital Management Inc.2,411,552$122.72M0.1%-0.4%3.938%
2/5/2024 Retirement Systems of Alabama76,703$3.90M0.0%+2.3%0.125%
2/5/2024Russell Investments Group Ltd.19,868$1.01M0.0%-71.9%0.032%
2/2/2024Headlands Technologies LLC550$28K0.0%+138.1%0.001%
2/2/2024 Meritage Portfolio Management4,894$249K0.0%-91.1%0.008%
2/2/2024Atria Wealth Solutions Inc.6,407$326K0.0%+41.8%0.010%
2/1/2024 Yousif Capital Management LLC28,405$1.45M0.0%+2.2%0.046%
2/1/2024 GAMMA Investing LLC792$38K0.0%N/A0.001%
2/1/2024 Stockman Wealth Management Inc.85,836$4.37M0.9%+1.7%0.140%
2/1/2024New York State Common Retirement Fund25,124$1.28M0.0%+4.1%0.041%
2/1/2024 Wedge Capital Management L L P NC163,424$8.32M0.1%+9.1%0.267%
2/1/2024Foundry Partners LLC8,585$437K0.0%+60.8%0.014%
2/1/2024 CWM LLC1,127$57K0.0%+499.5%0.002%
1/31/2024Xponance Inc.8,863$451K0.0%+2.5%0.014%
1/31/2024Federated Hermes Inc.46,371$2.36M0.0%+451.5%0.076%
1/31/2024 River Road Asset Management LLC2,168,217$110.34M1.5%+35.0%3.541%
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1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank11,799$600K0.0%-40.3%0.019%
1/30/2024VELA Investment Management LLC8,237$419K0.2%-8.8%0.013%
1/30/2024Mackenzie Financial Corp3,941$201K0.0%N/A0.006%
1/30/2024Strs Ohio3,200$162K0.0%-20.0%0.005%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.5,460$278K0.0%N/A0.009%
1/29/2024 Louisiana State Employees Retirement System17,200$875K0.0%N/A0.028%
1/29/2024 Deroy & Devereaux Private Investment Counsel Inc.59,910$3.05M0.2%-6.9%0.098%
1/26/2024Mutual of America Capital Management LLC113,001$5.75M0.1%-2.2%0.185%
1/26/2024 Liberty One Investment Management LLC140,743$7.16M0.9%+2.5%0.230%
1/26/2024VAUGHAN & Co SECURITIES INC.12,650$644K0.4%+1.9%0.021%
(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, 284 institutional investors and hedge funds held shares of NorthWestern Energy Group. The most heavily invested institutionals were BlackRock Inc. ($509.28M), Vanguard Group Inc. ($345.05M), American Century Companies Inc. ($183.40M), Victory Capital Management Inc. ($122.72M), River Road Asset Management LLC ($110.34M), JPMorgan Chase & Co. ($103.43M), and First Trust Advisors LP ($73.24M).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 258 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 ($2.17M), Victory Capital Management Inc. ($982.20K), Massachusetts Financial Services Co. MA ($968.05K), Norges Bank ($673.16K), Raymond James & Associates ($452.79K), American Century Companies Inc. ($407.84K), and Brandywine Global Investment Management LLC ($364.57K).

How much institutional buying is happening at NorthWestern Energy Group?

Institutional investors have bought a total of 13,972,417 shares in the last 24 months. This purchase volume represents approximately $981.52M in transactions.

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

Of the 147 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: Lazard Asset Management LLC ($5.33M), American Century Companies Inc. ($536.35K), JPMorgan Chase & Co. ($528.61K), Victory Capital Management Inc. ($231.80K), Money Concepts Capital Corp ($211.45K), Bank of New York Mellon Corp ($185.74K), and Westwood Holdings Group Inc. ($174.82K).

How much institutional selling is happening at NorthWestern Energy Group?

Institutional investors have sold a total of 9,767,995 shares in the last 24 months. This volume of shares sold represents approximately $630.78M in transactions.


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This page (NYSE:NWE) was last updated on 5/2/2024 by MarketBeat.com Staff

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