Filing Research | NWE - NorthWestern Energy Group, Inc Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	796.9KSH	$57.1M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	116.4KSH	$8.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	66.8KSH	$4.8M
4	Oliver Luxxe Assets LLC	Shares	53.7KSH	$3.8M
5	NAPLES GLOBAL ADVISORS, LLC	Shares	28.3KSH	$2.0M
6	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	26.6KSH	$1.9M
7	Olympiad Research LP	Shares	22.8KSH	$1.6M
8	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	20.7KSH	$1.5M
9	Sequoia Financial Advisors, LLC	Shares	19.1KSH	$1.4M
10	Police & Firemen's Retirement System of New Jersey	Shares	18.5KSH	$1.3M
11	Envestnet Portfolio Solutions, Inc.	Shares	18.4KSH	$1.3M
12	FIRST CITIZENS BANK & TRUST CO	Shares	18.4KSH	$1.3M
13	Louisiana State Employees Retirement System	Shares	18.0KSH	$1.3M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.9KSH	$1.2M
15	Hennion & Walsh Asset Management, Inc.	Shares	16.6KSH	$1.2M
16	HENNESSY ADVISORS INC	Shares	15.7KSH	$1.1M
17	DAVENPORT & Co LLC	Shares	10.1KSH	$720.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.7KSH	$629.6K
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.7KSH	$623.1K
20	Accurate Wealth Management, LLC	Shares	8.3KSH	$604.8K
21	Intrua Financial, LLC	Shares	6.7KSH	$480.1K
22	Crewe Advisors LLC	Shares	6.0KSH	$427.6K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.0KSH	$361.5K
24	Y-Intercept (Hong Kong) Ltd	Shares	5.0KSH	$360.0K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	4.6KSH	$329.5K
26	IFM Investors Pty Ltd	Shares	4.4KSH	$316.2K
27	J.W. COLE ADVISORS, INC.	Shares	4.4KSH	$314.1K
28	Physician Wealth Advisors, Inc.	Shares	4.3KSH	$309.8K
29	GAMMA Investing LLC	Shares	4.0KSH	$285.1K
30	Ifrah Financial Services, Inc.	Shares	3.8KSH	$271.4K
31	Crossmark Global Holdings, Inc.	Shares	3.5KSH	$250.5K
32	Merit Financial Group, LLC	Shares	3.1KSH	$218.7K
33	Legacy Wealth Asset Management, LLC	Shares	2.9KSH	$210.6K
34	Sowell Financial Services LLC	Shares	2.9KSH	$208.6K
35	Composition Wealth, LLC	Shares	2.9KSH	$207.6K
36	Farther Finance Advisors, LLC	Shares	2.4KSH	$174.5K
37	ARMSTRONG ADVISORY GROUP, INC	Shares	2.4KSH	$169.3K
38	SIGNATUREFD, LLC	Shares	1.9KSH	$134.1K
39	Triumph Capital Management	Shares	1.4KSH	$98.8K
40	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$98.6K
41	AdvisorNet Financial, Inc	Shares	997SH	$71.4K
42	FIRST HORIZON CORP	Shares	482SH	$34.5K
43	Versant Capital Management, Inc	Shares	403SH	$28.9K
44	Blue Trust, Inc.	Shares	251SH	$18.0K
45	GHP Investment Advisors, Inc.	Shares	223SH	$16.0K
46	SBI Securities Co., Ltd.	Shares	220SH	$15.8K
47	Owl Creek Wealth Partners LLC	Shares	190SH	$13.6K
48	SJS Investment Consulting Inc.	Shares	132SH	$9.5K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	102SH	$7.3K
50	First PREMIER Bank	Shares	101.7KSH	$7.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 76 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+6.9K	+$509.8K	$720.7K
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+5.0K	+$361.5K	$361.5K
3	J.W. COLE ADVISORS, INC. new	Shares	+4.4K	+$314.1K	$314.1K
4	HENNESSY ADVISORS INC added	Shares	+1.9K	+$214.5K	$1.1M
5	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+1.5K	+$213.6K	$1.5M
6	Composition Wealth, LLC new	Shares	+2.9K	+$207.6K	$207.6K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$206.3K	$1.3M
8	FIRST CITIZENS BANK & TRUST CO added	Shares	+1.1K	+$176.4K	$1.3M
9	Envestnet Portfolio Solutions, Inc. added	Shares	+996	+$170.0K	$1.3M
10	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.3K	+$164.7K	$4.8M
11	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$160.5K	$2.0M
12	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+105	+$158.2K	$1.9M
13	Olympiad Research LP unchanged	Shares	0	+$129.8K	$1.6M
14	Louisiana State Employees Retirement System added	Shares	+200	+$115.4K	$1.3M
15	Sequoia Financial Advisors, LLC added	Shares	+92	+$114.4K	$1.4M
16	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-232	+$79.3K	$1.2M
17	Farther Finance Advisors, LLC added	Shares	+808	+$66.4K	$174.5K
18	SIGNATUREFD, LLC added	Shares	+653	+$53.7K	$134.1K
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$49.4K	$623.1K
20	Crewe Advisors LLC added	Shares	+54	+$37.5K	$427.6K
21	SECURIAN ASSET MANAGEMENT, INC added	Shares	+124	+$36.2K	$329.5K
22	GAMMA Investing LLC added	Shares	+182	+$34.6K	$285.1K
23	Accurate Wealth Management, LLC added	Shares	+140	+$27.4K	$604.8K
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$26.2K	$1.2M
25	IFM Investors Pty Ltd unchanged	Shares	0	+$25.1K	$316.2K
26	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$19.9K	$250.5K
27	Ifrah Financial Services, Inc. trimmed	Shares	-89	+$15.7K	$271.4K
28	Intrua Financial, LLC trimmed	Shares	-361	+$14.3K	$480.1K
29	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$13.4K	$169.3K
30	SJS Investment Consulting Inc. added	Shares	+115	+$8.3K	$9.5K
31	Triumph Capital Management unchanged	Shares	0	+$7.8K	$98.8K
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$5.7K	$71.4K
33	Versant Capital Management, Inc unchanged	Shares	0	+$2.3K	$28.9K
34	SBI Securities Co., Ltd. added	Shares	+12	+$2.0K	$15.8K
35	FIRST HORIZON CORP trimmed	Shares	-21	+$1.4K	$34.5K
36	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$1.3K	$3.7K
37	GHP Investment Advisors, Inc. unchanged	Shares	0	+$1.3K	$16.0K
38	Blue Trust, Inc. trimmed	Shares	-3	+$1.2K	$18.0K
39	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.1K	$13.6K
40	Creative Capital Management Investments LLC new	Shares	+12	+$859	$859
41	LRI Investments, LLC added	Shares	+3	+$601	$5.1K
42	Fortitude Family Office, LLC added	Shares	+3	+$533	$4.2K
43	Sachetta, LLC unchanged	Shares	0	+$460	$5.8K
44	First PREMIER Bank trimmed	Shares	-1.9K	+$455	$7.3K
45	BFSG, LLC unchanged	Shares	0	+$437	$5.5K
46	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$329	$4.2K
47	Lesa Sroufe & Co added	Shares	+1.2K	+$317	$3.0K
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$312	$3.9K
49	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$143	$143
50	AMALGAMATED BANK trimmed	Shares	-427	+$121	$1.9K

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