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NorthWestern Energy
NWE

Overview Fund Activity

320 hedge funds and large institutions have $3.23B invested in NorthWestern Energy in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
124
Reduced
97
Closed
37
Calls
$962K
Puts
$390K
Net Calls
+$572K
Net Calls Change
-$659K

Top Buyers

1
BlackRock
1
BlackRock
New York
$593M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$53.5M
3
UBS Group
3
UBS Group
Switzerland
$37.3M
4
DS
4
DRW Securities
Illinois
$11.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$46.8M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$29.4M
3
American Century Companies
3
American Century Companies
Missouri
$176M
4
WHG
4
Westwood Holdings Group
Texas
$47.3M
5
Ameriprise
5
Ameriprise
Minnesota
$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
276
Transce3nd
Texas
$10.7K +$10.7K +200 New
SS
277
SBI Securities
Japan
$10.3K +$10.3K +193 New
BIA
278
Bell Investment Advisors
California
$9.14K +$1.07K +20 +13%
MCM
279
MAI Capital Management
Ohio
$8.29K +$8.29K +155 New
PAS
280
Point72 Asia (Singapore)
Singapore
$8.12K +$8.12K +152 New
Jones Financial Companies
281
Jones Financial Companies
Missouri
$8.07K – – –
AA
282
Addison Advisors
Vermont
$8.02K – – –
CFGS
283
Concourse Financial Group Securities
Alabama
$7.52K – – –
SIS
284
Sound Income Strategies
Florida
$7.13K -$589 -11 -8%
GM
285
GeoWealth Management
Illinois
$6.84K -$428 -8 -6%
CT
286
Colonial Trust
South Carolina
$6.36K +$6.36K +119 New
LC
287
Lindbrook Capital
California
$5.77K +$1.34K +25 +30%
PWMG
288
Private Wealth Management Group
New Jersey
$5.72K – – –
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.61K -$122K -2,257 -96%
BCWM
290
Bartlett & Co Wealth Management
Ohio
$5.45K – – –
LFG
291
Larson Financial Group
Missouri
$3.96K +$3.58K +67 +957%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$3.85K +$2.3K +43 +148%
CMBA
293
C.M. Bidwell & Associates
Hawaii
$3.64K -$321 -6 -8%
LI
294
LRI Investments
Florida
$3.64K – – –
RIL
295
Rothschild Investment LLC
Illinois
$3.53K +$802 +15 +29%
SO
296
Sierra Ocean
California
$3.53K +$3.53K +66 New
CIAM
297
Caitong International Asset Management
Hong Kong
$3.48K +$3.48K +65 New
NA
298
NewEdge Advisors
Louisiana
$3.32K – – –
FFO
299
Fortitude Family Office
Arizona
$3.05K +$3.05K +57 New
IA
300
IFP Advisors
Florida
$2.94K +$962 +18 +49%
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