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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.

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
Norges Bank
3
Norges Bank
Norway
$40.2M
4
UBS Group
4
UBS Group
Switzerland
$37.3M
5
Raymond James Financial
5
Raymond James Financial
Florida
$30M

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$593M 11,098,837 +1,183,309 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$366M 6,849,519 +56,180 +0.8%
American Century Companies
3
American Century Companies
Missouri
$176M 3,288,228 -578,634 -15%
State Street
4
State Street
Massachusetts
$137M 2,556,830 +52,430 +2%
RRAM
5
River Road Asset Management
Kentucky
$127M 2,371,931 +136,922 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$82.1M 1,534,722 -1,796 -0.1%
Franklin Resources
7
Franklin Resources
California
$70.7M 1,323,212 -13,458 -1%
Macquarie Group
8
Macquarie Group
Australia
$68.8M 1,286,128 +8,287 +0.6%
SFM
9
Systematic Financial Management
New Jersey
$59.4M 1,110,574 +40,140 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$55.2M 1,033,437 +4,544 +0.4%
First Trust Advisors
11
First Trust Advisors
Illinois
$53.5M 999,884 +796,500 +392%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$52.3M 977,897 -14,069 -1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$49M 917,497 -177,217 -16%
Invesco
14
Invesco
Georgia
$48.4M 904,579 +81,852 +10%
Northern Trust
15
Northern Trust
Illinois
$47.8M 894,163 +91,977 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$47.4M 886,066 +135,611 +18%
WHG
17
Westwood Holdings Group
Texas
$47.3M 884,114 -283,275 -24%
Charles Schwab
18
Charles Schwab
California
$47M 879,762 +31,468 +4%
Victory Capital Management
19
Victory Capital Management
Texas
$46.8M 875,459 -987,782 -53%
ProShare Advisors
20
ProShare Advisors
Maryland
$41.3M 772,252 +21,116 +3%
Norges Bank
21
Norges Bank
Norway
$40.2M 752,631 +752,631 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$40.2M 752,441 +148,870 +25%
UBS Group
23
UBS Group
Switzerland
$37.3M 697,492 +628,884 +917%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$36.8M 688,212 -71,592 -9%
Bank of America
25
Bank of America
North Carolina
$36.2M 677,228 -34,470 -5%
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