NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

333 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 114 reducing their positions, and 48 closing their positions.

Holders
333
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
4.47%
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
114
Closed
48
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$76K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$65.3M
3
UBS Group
3
UBS Group
Switzerland
$57.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$22M

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 Holding Trade Value Shares
Change 		Shares
Change %
BL
301
BFSG LLC
California
$3.95K – – –
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$3.69K – – –
CMBA
303
C.M. Bidwell & Associates
Hawaii
$3.49K – – –
LI
304
LRI Investments
Florida
$3.49K – – –
NA
305
NewEdge Advisors
Louisiana
$3.18K – – –
WPA
306
Wealth Preservation Advisors
Tennessee
$3.13K – – –
SAM
307
Smartleaf Asset Management
Massachusetts
$3.05K -$12.3K -241 -80%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2.98K – – –
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.62K +$256 +5 +11%
CA
310
Clearstead Advisors
Ohio
$2.05K +$1.33K +26 +186%
TPWA
311
Twin Peaks Wealth Advisors
California
$2K +$2K +36 New
NC
312
NewSquare Capital
Pennsylvania
$1.8K -$1.39K -27 -44%
MEG
313
Millstone Evans Group
Colorado
$1.8K – – –
FFO
314
Fortitude Family Office
Arizona
$923 -$2K -39 -68%
AUB
315
Atlantic Union Bankshares
Virginia
$873 +$873 +17 New
CPG
316
Cornerstone Planning Group
New Jersey
$763 – – –
CIAM
317
Caitong International Asset Management
Hong Kong
$718 -$13K -253 -95%
BFS
318
Bare Financial Services
Pennsylvania
$718 +$718 +14 New
AAP
319
Arax Advisory Partners
Colorado
$667 -$1.8K -35 -73%
JWA
320
JFS Wealth Advisors
Pennsylvania
$616 -$1.08K -21 -64%
LFG
321
Larson Financial Group
Missouri
$462 -$1.49K -29 -76%
WA
322
WPG Advisers
Maryland
$462 – – –
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$360 -$51 -1 -13%
SIC
324
SJS Investment Consulting
Ohio
$257 -$206 -4 -44%
BWL
325
Bogart Wealth LLC
Virginia
$250 +$250 +5 New
11 12
13
14 15