NorthWestern Energy
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, 128 increasing their positions, 114 reducing their positions, and 48 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 114
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 (-$318M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.8M |
| 2 |
Neuberger Berman Group
New York
|
+$16.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$12.9M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$25.8M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$14.5M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$12.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$7.58M |
| 5 |
CF
Corebridge Financial
Houston,
Texas
|
-$5.64M |
NWE Hedge Fund Activity: Q2 2025 in Review
335 of the 7,613 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 114 trimmed existing stakes and 128 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.