13FBOX
NORTHWESTERN ENERGY GROUP IN · 13F Institutional Holdings
Options Calculator Rankings

NORTHWESTERN ENERGY GROUP IN

NWE
Institutions
374
Combined AUM (Q2 2026)
$4.21B
Combined Shares (Q2 2026)
58.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.4M
165 · 37 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.1M
172 · 35 Exit · ≈
⚖️ Net
-1.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.21B
Institutions
374
New Buys
37
Adds
128
Reduces
137
Exits
35
Unchanged
72
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#149$649.6M9.1M$546.1M8.3M+789,222+9.53%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#141$254.2M3.5M$230.1M3.5M+58,960+1.69%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#197$199.8M2.8M$183.5M2.8M+7,429+0.27%Add
STATE STREET CORP
0.01%0.01%#189$174.1M2.4M$154.0M2.3M+96,465+4.13%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#169$128.1M1.8M$111.8M1.7M+94,546+5.58%Add
FRANKLIN RESOURCES INC
0.02%0.02%#110$113.3M1.6M$107.0M1.6M-40,442-2.49%Reduce
Neuberger Berman Group LLC
0.06%0.06%#59$97.3M1.4M$84.0M1.3M+82,960+6.51%Add
BALYASNY ASSET MANAGEMENT L.P.
0.11%0.08%#39$92.1M1.3M$60.0M910,560+375,337+41.22%Add
AMERICAN CENTURY COMPANIES INC
0.04%0.05%#76$88.7M1.2M$102.7M1.6M-319,599-20.52%Reduce
SYSTEMATIC FINANCIAL MANAGEMENT LP
1.6%1.71%#5$80.4M1.1M$74.6M1.1M-10,109-0.89%Reduce
AQR Arbitrage LLC
1.12%1.17%#8$78.4M1.1M$71.3M1.1M+12,885+1.19%Add
MILLENNIUM MANAGEMENT LLC
0.03%0.04%#96$76.2M1.1M$86.7M1.3M-250,369-19.05%Reduce
GOLDMAN SACHS GROUP INC
0.01%0.01%#174$75.3M1.1M$89.1M1.4M-299,520-22.17%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#133$74.2M1.0M$67.5M1.0M+12,403+1.21%Add
CITIGROUP INC
0.02%0.02%#104$73.3M1.0M$48.7M738,638+285,122+38.60%Add
ALLIANCEBERNSTEIN L.P.
0.02%0.02%#108$70.0M1.1M$52.7M816,313+245,094+30.02%Add
Hudson Bay Capital Management LP
0.18%0.14%#24$64.7M903,026$41.2M625,009+278,017+44.48%Add
FMR LLC
<0.01%<0.01%#226$61.7M861,126$50.7M768,628+92,498+12.03%Add
NORTHERN TRUST CORP
0.01%0.01%#168$59.1M824,542$53.4M809,560+14,982+1.85%Add
MORGAN STANLEY
<0.01%<0.01%#217$58.9M821,726$46.2M788,961+32,765+4.15%Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.09%0.1%#49$57.8M806,508$58.6M887,975-81,467-9.17%Reduce
River Road Asset Management, LLC
0.63%0.75%#11$57.1M796,943$66.3M1.0M-208,859-20.77%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#162$56.3M786,289$53.5M811,675-25,386-3.13%Reduce
NORGES BANK
0.01%0.01%#185$55.9M780,561$43.6M752,631+27,930+3.71%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#208$54.3M758,501$53.0M803,467-44,966-5.60%Reduce
Bank of New York Mellon Corp
0.01%0.01%#156$53.3M743,940$49.8M754,559-10,619-1.41%Reduce
UBS Group AG
0.01%0.01%#172$53.0M739,681$65.6M994,528-254,847-25.62%Reduce
Grantham, Mayo, Van Otterloo & Co. LLC
0.1%0.09%#45$44.6M623,112$36.0M546,033+77,079+14.12%Add
GW&K Investment Management, LLC
0.32%0.34%#16$41.0M571,934$38.2M579,628-7,694-1.33%Reduce
FIRST TRUST ADVISORS LP
0.02%0.03%#107$40.3M562,654$41.5M629,994-67,340-10.69%Reduce
GABELLI FUNDS LLC
0.25%0.24%#20$38.6M539,200$36.2M548,700-9,500-1.73%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.01%0.01%#138$36.8M513,743$35.6M540,636-26,893-4.97%Reduce
Nuveen, LLC
0.01%0.01%#157$36.3M506,874$32.1M487,039+19,835+4.07%Add
Schonfeld Strategic Advisors LLC
0.13%#35$35.7M498,960$00+498,960New Buy
ProShare Advisors LLC
0.05%0.05%#68$35.1M490,527$31.9M484,415+6,112+1.26%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.09%0.11%#47$33.5M467,128$31.9M484,425-17,297-3.57%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#160$29.8M416,053$30.0M455,570-39,517-8.67%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#175$29.4M410,667$26.2M396,911+13,756+3.47%Add
Qube Research & Technologies Ltd
0.02%0.06%#103$26.3M367,334$52.4M794,418-427,084-53.76%Reduce
HIGHBRIDGE CAPITAL MANAGEMENT LLC
0.63%0.61%#12$26.0M358,197$18.9M287,318+70,879+24.67%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.07%0.09%#53$24.1M336,472$28.1M426,480-90,008-21.10%Reduce
Invesco Ltd.
<0.01%<0.01%#246$23.2M323,844$23.3M353,961-30,117-8.51%Reduce
Fort Baker Capital Management LP
1.67%1.62%#4$22.8M318,094$20.6M313,027+5,067+1.62%Add
CAXTON ASSOCIATES LLP
0.42%0.98%#15$22.4M312,172$43.3M657,262-345,090-52.50%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#270$22.3M305,076$21.1M320,768-15,692-4.89%Reduce
MetLife Investment Management, LLC
0.1%0.1%#46$22.1M309,145$20.1M304,502+4,643+1.52%Add
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
0.02%0.02%#102$20.5M286,606$18.1M275,165+11,441+4.16%Add
Verition Fund Management LLC
0.03%0.01%#94$20.1M280,664$1.9M29,056+251,608+865.94%Add
Squarepoint Ops LLC
0.02%0.02%#111$19.9M277,545$14.4M218,968+58,577+26.75%Add
GAMCO INVESTORS, INC. ET AL
0.17%0.18%#25$19.1M267,350$18.1M274,350-7,000-2.55%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow