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NorthWestern Energy
NWE

Overview Fund Activity

330 hedge funds and large institutions have $3.1B invested in NorthWestern Energy in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 112 reducing their positions, and 48 closing their positions.

Holders
330
Holders Change
-13
Holders Change %
-3.79%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
42
Increased
128
Reduced
112
Closed
48
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$76K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$39.4M
2
Bank of America
2
Bank of America
North Carolina
$62.7M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$65.3M
4
UBS Group
4
UBS Group
Switzerland
$57.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$449M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.79M
3
NL
3
Nuveen LLC
North Carolina
$35.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.71M
5
CF
5
Corebridge Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$449M 8,746,228 -466,077 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M 6,951,014 +176,649 +3%
American Century Companies
3
American Century Companies
Missouri
$151M 2,952,214 -7,530 -0.3%
State Street
4
State Street
Massachusetts
$133M 2,594,485 +12,530 +0.5%
RRAM
5
River Road Asset Management
Kentucky
$123M 2,299,153 -76,852 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$80.9M 1,577,465 +7,684 +0.5%
Franklin Resources
7
Franklin Resources
California
$68.4M 1,334,017 +11,084 +0.8%
Macquarie Group
8
Macquarie Group
Australia
$67.2M 1,308,991 +35,913 +3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$65.3M 1,273,999 +297,057 +30%
Bank of America
10
Bank of America
North Carolina
$62.7M 1,222,376 +484,266 +66%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$61.9M 1,207,479 +223,116 +23%
SFM
12
Systematic Financial Management
New Jersey
$58.8M 1,145,309 +30,471 +3%
UBS Group
13
UBS Group
Switzerland
$57.8M 1,126,356 +289,284 +35%
WHG
14
Westwood Holdings Group
Texas
$57.4M 1,118,650 +117,449 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52M 1,014,040 -9,673 -0.9%
First Trust Advisors
16
First Trust Advisors
Illinois
$46.9M 913,911 -45,624 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.8M 873,172 +7,365 +0.9%
Morgan Stanley
18
Morgan Stanley
New York
$44.4M 864,748 +234,049 +37%
Charles Schwab
19
Charles Schwab
California
$43.9M 855,050 -25,948 -3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$43.8M 853,232 -42,566 -5%
Northern Trust
21
Northern Trust
Illinois
$41.9M 816,545 -56,799 -7%
Invesco
22
Invesco
Georgia
$40.9M 796,458 -9,964 -1%
Victory Capital Management
23
Victory Capital Management
Texas
$40.6M 790,791 -38,466 -5%
Norges Bank
24
Norges Bank
Norway
$39.4M 768,578 +768,578 New
NL
25
Nuveen LLC
North Carolina
$35.7M 696,223 -228,912 -25%
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