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NorthWestern Energy
NWE

344 hedge funds and large institutions have $3.43B invested in NorthWestern Energy in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $336K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

7% more funds holding

Funds holding: 323 → 344 (+21)

6% more capital invested

Capital invested by funds: $3.23B → $3.43B (+$199M)

1.91% less ownership

Funds ownership: 98.45% → 96.54% (-1.9%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
129
Reduced
105
Closed
35
Calls
$1.35M
Puts
$336K
Net Calls
+$1.01M
Net Calls Change
+$440K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.1M
2
Jane Street
Jane Street
New York
+$12.4M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.3M
4
N
Nuveen
North Carolina
+$9.39M
5
JAM
Jupiter Asset Management
United Kingdom
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
American Century Companies
American Century Companies
Missouri
-$17.9M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$14.6M
4
Goldman Sachs
Goldman Sachs
New York
-$13.5M
5
DS
DRW Securities
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
226
Arete Wealth Advisors
Illinois
$283K -$163 -3 -0.1%
AIM
227
Aigen Investment Management
New York
$283K +$266K +4,883 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$280K +$27.2K +500 +12%
MCM
229
MAI Capital Management
Ohio
$279K +$254K +4,673 +3,015%
FT
230
Fiduciary Trust
Massachusetts
$278K +$261K +4,805 New
ET
231
Entropy Technologies
New York
$278K +$261K +4,800 New
PWA
232
Physician Wealth Advisors
Utah
$277K – – –
LC
233
Lindbrook Capital
California
$273K +$251K +4,611 +4,269%
PCG
234
Prosperity Consulting Group
Maryland
$272K -$23.3K -428 -8%
SAM
235
Securian Asset Management
Minnesota
$268K – – –
FCBT
236
First Citizens Bank & Trust
North Carolina
$268K +$979 +18 +0.4%
SAM
237
Shell Asset Management
Netherlands
$267K +$99.2K +1,825 +66%
QCM
238
Quantinno Capital Management
New York
$257K +$242K +4,447 New
II
239
IFM Investors
Australia
$255K -$202K -3,721 -46%
SW
240
SteelPeak Wealth
California
$254K -$6.42K -118 -3%
SOAMC
241
Spirit of America Management Corp
New York
$249K +$130K +2,400 +126%
GSC
242
Ground Swell Capital
South Carolina
$248K +$233K +4,279 New
JWCA
243
J.W. Cole Advisors
Florida
$245K +$231K +4,241 New
CCIA
244
Campbell & Co Investment Adviser
Maryland
$245K +$230K +4,229 New
IFS
245
Ifrah Financial Services
Arkansas
$244K +$2.17K +40 +1%
BF
246
BOK Financial
Oklahoma
$235K -$85.1K -1,565 -28%
CNBT
247
Canandaigua National Bank & Trust
New York
$235K -$4.62K -85 -2%
TRCT
248
Tower Research Capital (TRC)
New York
$226K -$156K -2,866 -42%
LAM
249
Longboard Asset Management
Arizona
$222K – – –
USAA
250
United Services Automobile Association
Texas
$220K +$211K +3,874 New
8 9
10
11 12

NWE Hedge Fund Activity: Q1 2025 in Review

344 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2025, worth a combined $3.43B — up 6.2% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NWE positions and 35 closed out — a net gain of 24 holders — while 129 added to existing stakes and 105 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.1M. The largest seller was BlackRock, cutting an estimated $103M.

  • 344 institutional investors held NorthWestern Energy (NWE) as of Q1 2025, up from 323 in Q4 2024.
  • Funds reported $3.43B of NorthWestern Energy stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 59 funds opened new NorthWestern Energy positions in Q1 2025 and 35 closed out, a net change of +24 holders.
  • The largest NorthWestern Energy buyer in Q1 2025 was Fidelity Investments, an estimated $16.1M added.
  • The largest NorthWestern Energy seller in Q1 2025 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.