NorthWestern Energy Group, Inc. (NWE) — Institutional Holders, Q2 2026 (page 3)

378 institutional investment managers reported a NWE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

NWE 13F holders ranked 201–300 of 378

Institutional investors reporting a position in NorthWestern Energy Group, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
XPONANCE#201 · 9,144 sh$654.9K+5.1%
Massar Capital Management#202 · 9,082 sh$650.5KNew
VAUGHAN & SECURITIES#203 · 8,940 sh$640.3K-4.8%
WEALTH ENHANCEMENT ADVISORY SERVICES#204 · 8,659 sh$629.6K-47.7%
SPIRIT OF AMERICA MANAGEMENT#205 · 8,700 sh$623.1K0.0%
Accurate Wealth Management#206 · 8,318 sh$604.8K+1.7%
COMMERCE BANK#207 · 8,118 sh$581.4K0.0%
State of Alaska, Department of Revenue#208 · 7,905 sh$565.0K-3.6%
HSBC PLC#209 · 7,691 sh$555.1KNew
PRAXIS INVESTMENT MANAGEMENT#210 · 7,369 sh$528.0K0.0%
OPPENHEIMER ASSET MANAGEMENT#211 · 7,369 sh$527.8K+2.1%
Fieldview Capital Management#212 · 7,359 sh$527.1K+68.1%
VOLORIDGE INVESTMENT MANAGEMENT#213 · 7,259 sh$519.9KNew
Jacobi Capital Management#214 · 7,212 sh$516.5K-0.6%
TEACHER RETIREMENT SYSTEM OF TEXAS#215 · 7,186 sh$514.7K-9.8%
Resona Asset Management ,Ltd.#216 · 7,172 sh$513.7K0.0%
MAI Capital Management#217 · 7,076 sh$506.8K+16.2%
Swiss Life Asset Management Ltd#218 · 7,064 sh$505.9K+5.0%
QUADRANT CAPITAL GROUP#219 · 6,919 sh$495.5K-50.0%
Pacer Advisors#220 · 6,915 sh$495.0KNew
JEPPSON WEALTH MANAGEMENT#221 · 6,857 sh$491.1K0.0%
SG Americas Securities#222 · 6,828 sh$489.0K-58.3%
Intrua Financial#223 · 6,703 sh$480.1K-5.1%
GUGGENHEIM CAPITAL#224 · 6,595 sh$472.3K-18.7%
Huber Capital Management#225 · 6,555 sh$469.5K0.0%
INFRASTRUCTURE CAPITAL ADVISORS#226 · 6,537 sh$468.2K-24.4%
GSA CAPITAL PARTNERS LLP#227 · 6,352 sh$455.0K-63.6%
SRS Capital Advisors#228 · 6,250 sh$447.6KNew
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#229 · 6,157 sh$441.0K0.0%
GeoWealth Management#230 · 5,978 sh$428.1K+8.1%
Crewe Advisors#231 · 5,970 sh$427.6K+0.9%
Universal- Beteiligungs- und Servicegesellschaft mbH#232 · 5,940 sh$425.4K+24.7%
Connor, Clark & Lunn Investment Management Ltd.#233 · 5,851 sh$419.0K0.0%
Pathstone#234 · 5,817 sh$416.6K+14.1%
ZACKS INVESTMENT MANAGEMENT#235 · 5,394 sh$386.4K-33.4%
Tower Research Capital (TRC)#236 · 5,212 sh$373.3K-33.8%
HARBOUR INVESTMENTS#237 · 5,151 sh$368.9K-0.4%
AlphaGrep UK Ltd#238 · 5,137 sh$367.9K+49.3%
Empirical Financial Services, d.b.a. Empirical Wealth Ma#239 · 5,047 sh$361.5KNew
Vise Technologies#240 · 5,032 sh$360.4K+18.1%
Y-Intercept (Hong Kong) Ltd#241 · 5,026 sh$360.0K-71.6%
Advisory Services Network#242 · 4,797 sh$343.6K+29.7%
FIDUCIARY#243 · 4,790 sh$343.1K-0.2%
FEDERATED HERMES#244 · 4,752 sh$340.3K-3.1%
SECURIAN ASSET MANAGEMENT#245 · 4,573 sh$329.5K+2.8%
Atria Investments#246 · 4,572 sh$327.4K-38.0%
ELEVATUS WELATH MANAGEMENT#247 · 4,534 sh$324.7KNew
IFM Investors Pty Ltd#248 · 4,415 sh$316.2K0.0%
J.W. COLE ADVISORS#249 · 4,386 sh$314.1KNew
JONES FINANCIAL COMPANIES LLLP#250 · 4,244 sh$311.6K-43.3%
Physician Wealth Advisors#251 · 4,325 sh$309.8K-10.4%
UNITED CAPITAL FINANCIAL ADVISORS#252 · 4,301 sh$308.0K+24.6%
Vident Advisory#253 · 4,121 sh$295.2K+0.2%
GAMMA Investing#254 · 3,981 sh$285.1K+4.8%
Phillips Wealth Planners#255 · 3,952 sh$279.6K-1.0%
Ifrah Financial Services#256 · 3,789 sh$271.4K-2.3%
Savant Capital#257 · 3,889 sh$267.0KNew
DnB Asset Management AS#258 · 3,624 sh$259.6K0.0%
UMB Bank, n.a.#259 · 3,524 sh$252.4K-2.5%
Murchinson Ltd.#260 · 3,500 sh$250.7K0.0%
Crossmark Global#261 · 3,498 sh$250.5K0.0%
Global Retirement Partners#262 · 3,490 sh$249.9K—
CHOREO#263 · 3,400 sh$243.5K+6.2%
Callan Family Office#264 · 3,069 sh$219.8KNew
Merit Financial Group#265 · 3,054 sh$218.7K-53.5%
Storgate#266 · 3,038 sh$217.6KNew
COLDSTREAM CAPITAL MANAGEMENT#267 · 3,011 sh$215.6KNew
TWO SIGMA SECURITIES#268 · 3,005 sh$215.2K-72.3%
Sanctuary Advisors#269 · 3,003 sh$215.1K-54.4%
Legacy Wealth Asset Management#270 · 2,941 sh$210.6K-9.8%
Sowell Financial Services#271 · 2,913 sh$208.6K-12.9%
Miracle Mile Advisors#272 · 2,898 sh$207.6KNew
TD ASSET MANAGEMENT#273 · 2,800 sh$200.5K-60.0%
Mitsubishi UFJ & Banking#274 · 2,750 sh$197.0KNew
PenderFund Capital Management Ltd.#275 · 2,700 sh$193.4K-6.9%
Parallel Advisors#276 · 2,689 sh$192.6K+17.1%
Farther Finance Advisors#277 · 2,436 sh$174.5K+49.6%
ARMSTRONG ADVISORY GROUP#278 · 2,364 sh$169.3K0.0%
Integrated Wealth Concepts#279 · 2,286 sh$163.7K-38.8%
OSAIC#280 · 2,097 sh$150.2K+45.2%
KBC Group NV#281 · 1,977 sh$142.0K0.0%
Bayforest Capital Ltd#282 · 1,914 sh$137.1K+1142.9%
COMPASS FINANCIAL MANAGEMENT#283 · 1,913 sh$137.0K—
SIGNATUREFD#284 · 1,873 sh$134.1K+53.5%
Costello Asset Management#285 · 1,512 sh$108.3K-6.1%
Triumph Capital Management#286 · 1,380 sh$98.8K0.0%
EverSource Wealth Advisors#287 · 1,377 sh$98.6K-3.8%
V-Square Quantitative Management#288 · 1,345 sh$96.3K0.0%
Sterling Capital Management#289 · 1,264 sh$90.5K-38.5%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#290 · 1,206 sh$86.4K-92.2%
HANTZ FINANCIAL SERVICES#291 · 1,185 sh$85.0K+5.7%
Westfuller Advisors#292 · 1,165 sh$83.5K0.0%
Front Row Advisors#293 · 1,135 sh$80.2K0.0%
Daiwa Securities Group#294 · 1,107 sh$79.3K-37.2%
ASSETMARK#295 · 1,039 sh$74.4K0.0%
HUSSMAN STRATEGIC ADVISORS#296 · 1,000 sh$71.6K0.0%
AdvisorNet Financial#297 · 997 sh$71.4K0.0%
Steward Partners Investment Advisory#298 · 599 sh$42.9K+0.8%
Parkside Financial Bank#299 · 588 sh$42.1K+100.0%
Rockefeller Capital Management L.P.#300 · 560 sh$40.1K-33.2%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.