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NorthWestern Energy
NWE

335 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, 129 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 113

2% more ownership

Funds ownership: 96.54% → 98.54% (+2%)

3% less funds holding

Funds holding: 344 → 335 (-9)

9% less capital invested

Capital invested by funds: $3.43B → $3.11B (-$317M)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.41%
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
129
Reduced
113
Closed
48
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$76K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$26.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.4M
3
UBS Group
UBS Group
Switzerland
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$12.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.8M
2
SEI Investments
SEI Investments
Pennsylvania
-$14.5M
3
N
Nuveen
North Carolina
-$12.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$7.58M
5
CF
Corebridge Financial
Texas
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
351
Point72 (DIFC)
United Arab Emirates
– -$594K -10,272 Closed
ECM
352
Everence Capital Management
Indiana
– -$539K -9,320 Closed
Pacer Advisors
353
Pacer Advisors
Pennsylvania
– -$468K -8,090 Closed
NICM
354
Neo Ivy Capital Management
New York
– -$401K -6,930 Closed
Pathstone Holdings
355
Pathstone Holdings
New Jersey
– -$386K -6,663 Closed
QC
356
Quantessence Capital
New York
– -$376K -6,500 Closed
SC
357
SummitTX Capital
Texas
– -$366K -6,331 Closed
EC
358
EntryPoint Capital
New York
– -$356K -6,155 Closed
MSAM
359
Moloney Securities Asset Management
Missouri
– -$307K -5,309 Closed
LCM
360
Legato Capital Management
California
– -$300K -5,179 Closed
AIM
361
Aigen Investment Management
New York
– -$283K -4,883 Closed
ET
362
Entropy Technologies
New York
– -$278K -4,800 Closed
GSC
363
Ground Swell Capital
South Carolina
– -$248K -4,279 Closed
AWM
364
Accurate Wealth Management
Florida
– -$218K -3,875 Closed
USAA
365
United Services Automobile Association
Texas
– -$220K -3,874 Closed
LAM
366
Longboard Asset Management
Arizona
– -$222K -3,833 Closed
JG
367
Jain Global
New York
– -$220K -3,800 Closed
Holocene Advisors
368
Holocene Advisors
New York
– -$215K -3,712 Closed
HAG
369
HF Advisory Group
Maryland
– -$207K -3,578 Closed
TFS
370
Thoroughbred Financial Services
Tennessee
– -$200K -3,473 Closed
CCM
371
Coldstream Capital Management
Washington
– -$155K -2,687 Closed
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$130K -2,241 Closed
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
– -$116K -2,006 Closed
VSQM
374
V-Square Quantitative Management
Illinois
– -$26.6K -459 Closed
HCP
375
Hexagon Capital Partners
Arkansas
– -$24.6K -425 Closed
12 13 14
15
16

NWE Hedge Fund Activity: Q2 2025 in Review

335 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2025, worth a combined $3.11B — down 9.3% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NWE and 42 opened new positions — a net loss of 6 holders — while 113 trimmed existing stakes and 129 added.

The largest buyer was Bank of America, adding an estimated $26.8M. The largest seller was BlackRock, cutting an estimated $25.8M.

  • 335 institutional investors held NorthWestern Energy (NWE) as of Q2 2025, down from 344 in Q1 2025.
  • Funds reported $3.11B of NorthWestern Energy stock for Q2 2025, down 9.3% quarter-over-quarter.
  • 42 funds opened new NorthWestern Energy positions in Q2 2025 and 48 closed out, a net change of -6 holders.
  • The largest NorthWestern Energy buyer in Q2 2025 was Bank of America, an estimated $26.8M added.
  • The largest NorthWestern Energy seller in Q2 2025 was BlackRock, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2025.