Company · Ownership research

NorthWestern Energy Group, Inc. NWE

CIK 0001993004 · CUSIP 668074305

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 668074305 (NWE), not CUSIP 668074905 (NWE), and does not merge CUSIPs.

This page lists the top 20 of 298 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock Inc. CIK 1364742 · View history	$469.70M 9,379,059 shares	0.01%	+5.16K(+0.10%)Added	SEC filing ↗ Aug 13, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$338.68M 6,762,778 shares	0.01%	-985(0.00%)Reduced	SEC filing ↗ Aug 13, 2024	▾
03	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$198.74M 3,968,413 shares	0.12%	+19.75K(+0.50%)Added	SEC filing ↗ Aug 7, 2024	▾
04	STATE STREET CORP CIK 93751 · View history	$123.31M 2,462,296 shares	0.01%	-17.99K(-0.70%)Reduced	SEC filing ↗ Aug 14, 2024	▾
05	River Road Asset Management, LLC CIK 1341401 · View history	$111.20M 2,220,355 shares	1.60%	-23.92K(-1.10%)Reduced	SEC filing ↗ Jul 19, 2024	▾
06	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$106.60M 2,128,539 shares	0.11%	+19.37K(+0.90%)Added	SEC filing ↗ Aug 5, 2024	▾
07	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$75.20M 1,501,239 shares	0.01%	+61.27K(+4.30%)Added	SEC filing ↗ Aug 9, 2024	▾
08	MACQUARIE GROUP LTD CIK 1418333 · View history	$71.54M 1,428,561 shares	0.08%	-85.44K(-5.60%)Reduced	SEC filing ↗ Aug 9, 2024	▾
09	FRANKLIN RESOURCES INC CIK 38777 · View history	$67.17M 1,341,285 shares	0.02%	-5.77K(-0.40%)Reduced	SEC filing ↗ Aug 14, 2024	▾
10	WESTWOOD HOLDINGS GROUP INC CIK 1165002 · View history	$61.67M 1,231,334 shares	0.29%	-81.16K(-6.20%)Reduced	SEC filing ↗ Aug 13, 2024	▾
11	FULLER & THALER ASSET MANAGEMENT, INC. CIK 1082327 · View history	$61.24M 1,222,890 shares	0.26%	-8.36K(-0.70%)Reduced	SEC filing ↗ Aug 9, 2024	▾
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$56.37M 1,125,546 shares	0.02%	-20.29K(-1.80%)Reduced	SEC filing ↗ Aug 9, 2024	▾
13	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$51.47M 1,027,698 shares	0.01%	+61.22K(+6.30%)Added	SEC filing ↗ Aug 9, 2024	▾
14	SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 1085936 · View history	$47.94M 957,169 shares	1.46%	-1.51K(-0.20%)Reduced	SEC filing ↗ Aug 16, 2024	▾
15	NEUBERGER BERMAN GROUP LLC CIK 1465109 · Amended · View history	$46.76M 933,698 shares	0.04%	+314.10K(+50.70%)Added	SEC filing ↗ Nov 14, 2024	▾
16	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$44.63M 891,099 shares	0.00%	-520.98K(-36.90%)Reduced	SEC filing ↗ Dec 26, 2024	▾
17	Bank of New York Mellon Corp CIK 1390777 · View history	$42.52M 849,064 shares	0.01%	+12.09K(+1.40%)Added	SEC filing ↗ Jul 25, 2024	▾
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$41.50M 828,752 shares	0.01%	+27.84K(+3.50%)Added	SEC filing ↗ Aug 12, 2024	▾
19	Invesco Ltd. CIK 914208 · View history	$40.69M 812,423 shares	0.01%	-110.83K(-12.00%)Reduced	SEC filing ↗ Aug 13, 2024	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$40.07M 800,210 shares	0.01%	+47.38K(+6.30%)Added	SEC filing ↗ Aug 14, 2024	▾

Showing 20 / 298 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

298

Cancelled or null records excluded

Disclosed shares

58,820,601

Not deduplicated across managers

Disclosed value

$2.95B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

NorthWestern Energy Group, Inc. · Q2 2024

Explore all 298 reporting institutions.

This page includes 20 of 298 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 298 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"668074305","quarter":"2024Q2","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.