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NorthWestern Energy

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: 13 (+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: 323344 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$2.2K -$1.96K -36 -49%
MEG
327
Millstone Evans Group
Colorado
$2.02K
JWA
328
JFS Wealth Advisors
Pennsylvania
$1.91K +$381 +7 +27%
SC
329
Stephens Consulting
Michigan
$1.16K +$1.09K +20 New
CT
330
Caldwell Trust
Florida
$1.04K -$54 -1 -5%
CPG
331
Cornerstone Planning Group
New Jersey
$818
CA
332
Clearstead Advisors
Ohio
$811 +$761 +14 New
SIC
333
SJS Investment Consulting
Ohio
$521
WA
334
WPG Advisers
Maryland
$521
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$463 -$54 -1 -11%
GFPC
336
Global Financial Private Client
Florida
$463 +$326 +6 +300%
HNB
337
Huntington National Bank
Ohio
$405
CA
338
CoreCap Advisors
Michigan
$231 +$217 +4 New
HIA
339
HFM Investment Advisors
New Jersey
$174 +$163 +3 New
Jones Financial Companies
340
Jones Financial Companies
Missouri
$114 -$8.1K -149 -99%
AIM
341
Anchor Investment Management
South Carolina
$60
PWM
342
Parkworth Wealth Management
California
$58
BHWM
343
Bay Harbor Wealth Management
Maryland
$57 +$54 +1 New
LOIM
344
Liberty One Investment Management
Illinois
-$7.32M -136,960 Closed
SWM
345
Stockman Wealth Management
Montana
-$5.65M -105,678 Closed
ZP
346
Zimmer Partners
New York
-$4.33M -81,000 Closed
PAM
347
Panagora Asset Management
Massachusetts
-$4.31M -80,710 Closed
SFI
348
Susquehanna Fundamental Investments
Pennsylvania
-$2.78M -51,995 Closed
Point72 Asset Management
349
Point72 Asset Management
Connecticut
-$2.75M -51,434 Closed
BPAMU
350
BTG Pactual Asset Management US
New York
-$1.1M -20,668 Closed

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.