NorthWestern Energy Group, Inc. (NWE) — Institutional Holders, Q2 2026 (page 4)
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 301 to 378. 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 301–378 of 378
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | ROTHSCHILD INVESTMENT#301 · 537 sh | 537 | $38.5K | <0.01% | -64.3% |
| 302 | CENTRAL#302 · 500 sh | 500 | $35.8K | <0.01% | 0.0% |
| 303 | Allworth Financial#303 · 492 sh | 492 | $35.2K | <0.01% | -52.0% |
| 304 | FIRST HORIZON NATIONAL#304 · 482 sh | 482 | $34.5K | — | -4.2% |
| 305 | Optiver Holding B.V.#305 · 430 sh | 430 | $30.8K | 0.00% | +40.1% |
| 306 | Versant Capital Management#306 · 403 sh | 403 | $28.9K | — | 0.0% |
| 307 | Eurizon Capital SGR S.p.A.#307 · 363 sh | 363 | $26.3K | <0.01% | +16.7% |
| 308 | NOMURA ASSET MANAGEMENT LTD#308 · 330 sh | 330 | $23.6K | <0.01% | -64.9% |
| 309 | Caitong International Asset Management , Ltd#309 · 307 sh | 307 | $22.0K | <0.01% | New |
| 310 | Asset Planning#310 · 303 sh | 303 | $21.7K | — | New |
| 311 | Larson Financial Group#311 · 295 sh | 295 | $21.1K | <0.01% | +8.9% |
| 312 | BESSEMER GROUP#312 · 288 sh | 288 | $20.0K | 0.00% | 0.0% |
| 313 | Smartleaf Asset Management#313 · 262 sh | 262 | $19.0K | <0.01% | 0.0% |
| 314 | Ronald Blue#314 · 251 sh | 251 | $18.0K | — | -1.2% |
| 315 | GHP Investment Advisors#315 · 223 sh | 223 | $16.0K | — | 0.0% |
| 316 | HUNTINGTON NATIONAL BANK#316 · 220 sh | 220 | $15.8K | <0.01% | +5.3% |
| 317 | SBI Securities , Ltd.#317 · 220 sh | 220 | $15.8K | — | +5.8% |
| 318 | Owl Creek Wealth Partners#318 · 190 sh | 190 | $13.6K | — | 0.0% |
| 319 | Silver Grove Financial Group#319 · 187 sh | 187 | $13.4K | <0.01% | New |
| 320 | Essential Partners#320 · 142 sh | 142 | $10.2K | — | -91.1% |
| 321 | BROWN BROTHERS HARRIMAN#321 · 137 sh | 137 | $9.8K | 0.00% | -8.1% |
| 322 | SJS Investment Consulting#322 · 132 sh | 132 | $9.5K | — | +676.5% |
| 323 | Bell Investment Advisors#323 · 121 sh | 121 | $8.7K | <0.01% | 0.0% |
| 324 | Private Wealth Management Group#324 · 107 sh | 107 | $7.7K | — | 0.0% |
| 325 | BARTLETT & WEALTH MANAGEMENT#325 · 102 sh | 102 | $7.3K | <0.01% | 0.0% |
| 326 | Sachetta#326 · 81 sh | 81 | $5.8K | <0.01% | 0.0% |
| 327 | Pinnacle Wealth Planning Services#327 · 81 sh | 81 | $5.8K | — | 0.0% |
| 328 | BFSG#328 · 77 sh | 77 | $5.5K | <0.01% | 0.0% |
| 329 | IFP Advisors#329 · 73 sh | 73 | $5.2K | — | -82.4% |
| 330 | LRI Investments#330 · 71 sh | 71 | $5.1K | <0.01% | +4.4% |
| 331 | C M BIDWELL & ASSOCIATES LTD#331 · 68 sh | 68 | $4.9K | <0.01% | 0.0% |
| 332 | CVA Family Office#332 · 63 sh | 63 | $4.5K | <0.01% | -3.1% |
| 333 | Fortitude Family Office#333 · 59 sh | 59 | $4.2K | — | +5.4% |
| 334 | MassMutual Private Wealth & , FSB#334 · 58 sh | 58 | $4.2K | — | 0.0% |
| 335 | FARMERS & MERCHANTS INVESTMENTS#335 · 55 sh | 55 | $3.9K | — | 0.0% |
| 336 | JFS WEALTH ADVISORS#336 · 52 sh | 52 | $3.7K | <0.01% | +40.5% |
| 337 | Keating Financial Advisory Services#337 · 40 sh | 40 | $2.9K | <0.01% | +73.9% |
| 338 | Millstone Evans Group#338 · 35 sh | 35 | $2.5K | <0.01% | 0.0% |
| 339 | Caldwell#339 · 33 sh | 33 | $2.4K | <0.01% | +83.3% |
| 340 | ACTION POINT FINANCIAL PLANNING#340 · 33 sh | 33 | $2.2K | <0.01% | New |
| 341 | BAYBAN#341 · 30 sh | 30 | $2.1K | <0.01% | 0.0% |
| 342 | JPL Wealth Management#342 · 29 sh | 29 | $2.1K | <0.01% | 0.0% |
| 343 | Bare Financial Services#343 · 28 sh | 28 | $2.0K | <0.01% | 0.0% |
| 344 | Clearstead Advisors#344 · 25 sh | 25 | $1.8K | 0.00% | +25.0% |
| 345 | Quent Capital#345 · 23 sh | 23 | $1.6K | <0.01% | -58.9% |
| 346 | Caitlin John#346 · 21 sh | 21 | $1.5K | <0.01% | -99.2% |
| 347 | Strive Financial Group#347 · 18 sh | 18 | $1.3K | <0.01% | 0.0% |
| 348 | Buck Wealth Strategies#348 · 17 sh | 17 | $1.2K | <0.01% | New |
| 349 | Cornerstone Financial Management#349 · 17 sh | 17 | $1.2K | <0.01% | 0.0% |
| 350 | Cornerstone Planning Group#350 · 14 sh | 14 | $1.0K | — | 0.0% |
| 351 | Rialto Wealth Management#351 · 14 sh | 14 | $1.0K | <0.01% | 0.0% |
| 352 | Capital Advisors, Ltd.#352 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 353 | Covestor Ltd#353 · 11 sh | 11 | $1.0K | <0.01% | -81.7% |
| 354 | True Wealth Design#354 · 12 sh | 12 | $860.00 | — | -89.0% |
| 355 | Creative Capital Management Investments#355 · 12 sh | 12 | $859.00 | <0.01% | New |
| 356 | Arlington#356 · 11 sh | 11 | $788.00 | — | 0.0% |
| 357 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#357 · 10 sh | 10 | $715.00 | 0.00% | 0.0% |
| 358 | Bay Harbor Wealth Management#358 · 9 sh | 9 | $645.00 | <0.01% | 0.0% |
| 359 | Financial Network Wealth Advisors#359 · 9 sh | 9 | $645.00 | <0.01% | New |
| 360 | WPG Advisers#360 · 9 sh | 9 | $645.00 | — | 0.0% |
| 361 | HFM Investment Advisors#361 · 8 sh | 8 | $573.00 | <0.01% | +166.7% |
| 362 | DiNuzzo Private Wealth#362 · 7 sh | 7 | $502.00 | — | -22.2% |
| 363 | SHP Wealth Management#363 · 7 sh | 7 | $501.00 | 0.00% | New |
| 364 | MATHER GROUP#364 · 6 sh | 6 | $430.00 | — | 0.0% |
| 365 | Bogart Wealth#365 · 5 sh | 5 | $364.00 | 0.00% | 0.0% |
| 366 | Manchester Capital Management#366 · 4 sh | 4 | $287.00 | — | 0.0% |
| 367 | Godfrey Financial Associates#367 · 4 sh | 4 | $286.00 | <0.01% | 0.0% |
| 368 | Hughes Financial Services#368 · 3 sh | 3 | $215.00 | 0.00% | +50.0% |
| 369 | American Capital Advisory#369 · 2 sh | 2 | $144.00 | <0.01% | 0.0% |
| 370 | Wealth Enhancement Services#370 · 2 sh | 2 | $143.00 | — | New |
| 371 | Dunhill Financial#371 · 1 sh | 1 | $82.00 | 0.00% | 0.0% |
| 372 | Anchor Investment Management#372 · 1 sh | 1 | $78.00 | 0.00% | 0.0% |
| 373 | RAFFA WEALTH MANAGEMENT#373 · 1 sh | 1 | $72.00 | 0.00% | 0.0% |
| 374 | DecisionPoint Financial#374 · 1 sh | 1 | $72.00 | — | New |
| 375 | Activest Wealth Management#375 · 0 sh | 0 | $0.00 | — | New |
| 376 | Navigoe#376 · 2 sh | 2 | $0.00 | 0.00% | New |
| 377 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#377 · 70,339 sh | 70,339 | — | — | -6.6% |
| 378 | Quantum Portfolio Management#378 · 311 sh | 311 | — | — | New |
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.