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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 %
EGM
201
Engineers Gate Manager
New York
$319K +$319K +5,964 New
CWM
202
CIBC World Markets
New York
$308K +$308K +5,769 New
CA
203
Crewe Advisors
Utah
$299K +$63.2K +1,183 +27%
HighTower Advisors
204
HighTower Advisors
Illinois
$298K +$6.26K +117 +2%
BF
205
BOK Financial
Oklahoma
$288K +$3.42K +67 +1%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$278K -$3.53K -66 -1%
PCG
207
Prosperity Consulting Group
Maryland
$275K -$31.8K -594 -10%
JCM
208
Jacobi Capital Management
Pennsylvania
$265K +$265K +4,957 New
Sumitomo Mitsui Trust Group
209
Sumitomo Mitsui Trust Group
Japan
$262K +$262K +4,900 New
AWA
210
Arete Wealth Advisors
Illinois
$261K – – –
ZIM
211
Zacks Investment Management
Illinois
$260K +$28.2K +528 +12%
Allspring Global Investments
212
Allspring Global Investments
North Carolina
$259K +$588 +11 +0.2%
PWA
213
Physician Wealth Advisors
Utah
$255K – – –
Osaic Holdings
214
Osaic Holdings
Arizona
$252K +$146K +2,737 +139%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$249K +$22.1K +422 +10%
SAM
216
Securian Asset Management
Minnesota
$248K -$7K -131 -3%
FCBT
217
First Citizens Bank & Trust
North Carolina
$247K +$32.3K +605 +15%
VI
218
Vestcor Inc
New Brunswick, Canada
$246K +$246K +4,596 New
SW
219
SteelPeak Wealth
California
$241K -$1.39K -26 -0.6%
JF
220
Jump Financial
Illinois
$234K +$234K +4,375 New
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$232K -$10.1K -188 -4%
IFS
222
Ifrah Financial Services
Arkansas
$223K +$3.32K +62 +2%
CNBT
223
Canandaigua National Bank & Trust
New York
$221K -$5.08K -95 -2%
SOW
224
State of Wyoming
Wyoming
$221K +$12.7K +238 +6%
BHCM
225
Brevan Howard Capital Management
Jersey
$221K -$54.6K -1,022 -20%
7 8
9
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