Institutional Ownership Northwestern Corp (NWE)
This table provides information about the institutional ownership of Northwestern Corp (NWE). We have compiled data on the 360 institutions that hold shares in the stock, with a total of 60.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
62
shares
|
$3,451
0.0% of portfolio
|
Q2 2024
Reduced 67.02%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
61
shares
|
$3,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$3,340
0.0% of portfolio
|
Q2 2025
Reduced 80.07%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
58
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
51
shares
|
$2,839
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
40
shares
|
$2,226
0.0% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
36
shares
|
$2,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
35
shares
|
$1,948
0.0% of portfolio
|
Q2 2025
Reduced 43.55%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
35
shares
|
$1,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
18
shares
|
$1,002
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
18
shares
|
$1,002
0.0% of portfolio
|
Q2 2025
Reduced 68.42%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
17
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
14
shares
|
$779
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
14
shares
|
$779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
14
shares
|
$779
0.0% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13
shares
|
$723
0.0% of portfolio
|
Q2 2025
Reduced 72.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$668
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
9
shares
|
$501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9
shares
|
$501
0.0% of portfolio
|
Q2 2025
Reduced 76.32%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
9
shares
|
$501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$389
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$278
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$222
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
4
shares
|
$222
0.0% of portfolio
|
Q4 2024
Added 33.33%
|