NorthWestern Energy Group, Inc.
NWE • NASDAQ
NorthWestern Energy Group, Inc. is a diversified utilities company in the utilities sector on NASDAQ, led by Brian B. Bird, with a market cap of $4.2B. As of Q3 2025, 94% of shares are held by 323 institutional investors, with BlackRock, Inc. as the largest holder at 13.73%.
President and Chief Executive OfficerBrian B. Bird
Market Cap$4.2B
Diversified Utilities
Utilities
Employees1.6K
Websitenorthwesternenergy.com
Country
United States of America
Overview
Overview of institutional ownership in NWE as of Q3 2025 with a market cap of $3.6B
All Institutions
- Institutions
- 323
- Value Held
- $3.4B
- Shares Held
- 57.5M
- Avg Position
- $10.4M
- Median Position
- $802.0K
Hedge Funds
- Hedge Funds
- 25
- Value Held
- $143.1M
- Shares Held
- 2.4M
- Avg Position
- $5.7M
- Median Position
- $1.5M
Ownership Breakdown
Based on market cap of $3.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in NWE as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $493.9M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $392.4M 0.01% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $174.0M 0.09% of portfolio |
 STATE STREET CORP Institution | $153.7M 0.01% of portfolio |
 River Road Asset Management, LLC Long Only Manager | $134.3M 1.51% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $95.3M 0.01% of portfolio |
 FRANKLIN RESOURCES INC Institution | $78.4M 0.02% of portfolio |
N Neuberger Berman Group LLC Institution | $74.3M 0.05% of portfolio |
M MACQUARIE GROUP LTD Institution | $69.5M 0.08% of portfolio |
 SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager | $69.0M 1.68% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NWE in Q3 2025
- Traded
- −$86.1M
- Buyers
- 178
- Sellers
- 164
- Total Bought
- +$220.7M
- Total Sold
- −$306.8M
- Avg Position
- $9.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
R ROYAL BANK OF CANADA Institution | +$34.9M +595.7K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$27.6M +471.1K shares |
 Robeco Investment Management, Inc. Long Only Manager | +$26.4M +450.0K shares |
 CITIGROUP INC Institution | +$23.3M +397.5K shares |
 Magnetar Financial LLC Hedge Fund•Multi-Strategy | +$10.9M +186.5K shares |
 Kintayl Capital LP Hedge Fund•Long/Short | +$7.6M +130.0K shares |
 NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | +$7.6M +129.1K shares |
P ProShare Advisors LLC Institution | +$5.9M +100.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$5.2M +88.9K shares |
 ALLIANCEBERNSTEIN L.P. Long Only Manager | +$4.9M +83.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 UBS Group AG Institution | −$58.9M −1.0M shares |
 BANK OF AMERICA CORP /DE/ Institution | −$21.5M −366.8K shares |
B BlackRock, Inc. Institution | −$18.7M −319.0K shares |
VANGUARD GROUP INC Institution | −$15.0M −255.4K shares |
 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager | −$12.1M −206.3K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$9.0M −153.7K shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | −$8.8M −149.4K shares |
 WESTWOOD HOLDINGS GROUP INC Institution | −$8.1M −137.4K shares |
M MACQUARIE GROUP LTD Institution | −$7.2M −123.2K shares |
C Cubist Systematic Strategies, LLC Institution | −$7.0M −136.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NWE in Q3 2025
- New Positions
- 24
- New Value
- $18.2M
- Exited Positions
- 51
- Exited Value
- $63.3M
New Positions
| Institution | Position Value |
|---|---|
Kintayl Capital LP Hedge Fund•Long/Short | $7.6M 130.0K shares |
 Weiss Asset Management LP Hedge Fund•Multi-Strategy | $2.6M 45.1K shares |
C Capula Management Ltd Institution | $2.1M 35.8K shares |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | $1.4M 23.9K shares |
 Diametric Capital, LP Hedge Fund•Long/Short | $1.2M 20.0K shares |
C CAXTON ASSOCIATES LLP Institution | $1.1M 19.1K shares |
 WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven | $838.3K 14.3K shares |
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy | $360.9K 6.2K shares |
 Phillips Wealth Planners LLC RIA/Wealth | $259.2K 4.5K shares |
 BRIGHTON JONES LLC RIA/Wealth | $253.3K 4.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C Cubist Systematic Strategies, LLC Institution | $7.0M 136.7K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $6.8M 133.0K shares |
K KEMPEN CAPITAL MANAGEMENT N.V. Institution | $6.7M 131.0K shares |
 JUPITER ASSET MANAGEMENT LTD Long Only Manager | $6.0M 117.4K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | $5.5M 106.3K shares |
F First Eagle Investment Management, LLC Long Only Manager | $3.7M 73.0K shares |
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro | $3.3M 64.4K shares |
Y Y-Intercept Ltd Institution | $2.5M 48.2K shares |
H HSBC HOLDINGS PLC Institution | $2.2M 43.8K shares |
E EAGLE GLOBAL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.3M 25.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in NWE as of Q3 2025
- Call Positions
- 2
- Call Value
- $468.9K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $468.9K 80.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NWE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Kintayl Capital LP Hedge Fund•Long/Short | 5.23% $7.6M |
L Lesa Sroufe & Co RIA/Wealth | 2.31% $2.3M |
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager | 1.68% $69.0M |
F First PREMIER Bank Institution | 1.54% $6.5M |
River Road Asset Management, LLC Long Only Manager | 1.51% $134.3M |
M Mathes Company, Inc. Institution | 1.23% $3.3M |
D Dean Capital Investments Management, LLC Institution | 0.80% $1.9M |
 Oliver Luxxe Assets LLC RIA/Wealth | 0.72% $4.5M |
Diametric Capital, LP Hedge Fund•Long/Short | 0.44% $1.2M |
0.43% $793.1K |
Hedge Fund Spotlight
Discover hedge funds investing in NWE
P
Polymer Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerEric Jay Kemnitz
- Portfolio Value
- $755.2M
- Positions
- 704
- Last Reported
- Q3 2025
Sector Allocation
Position in NorthWestern Energy Group, Inc.
- Market Value
- $360.9K
- Shares Held
- 6.2K
- Portfolio Weight
- 0.05%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Communication Equipment Technology | $19.6M | 2.59% | |
Semiconductors Technology | $18.8M | 2.49% | |
Auto - Manufacturers Consumer Cyclical | $17.6M | 2.33% |
