Institutional Ownership Northwestern Corp (NWE)
This table provides information about the institutional ownership of Northwestern Corp (NWE). We have compiled data on the 366 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
103
shares
|
$5,490
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
102
shares
|
$5,437
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
102
shares
|
$5,437
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
96
shares
|
$5,117
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
77
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
72
shares
|
$3,838
0.0% of portfolio
|
Q4 2024
Added 148.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
68
shares
|
$3,625
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
68
shares
|
$3,625
0.0% of portfolio
|
Q3 2024
Reduced 58.54%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
66
shares
|
$3,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
62
shares
|
$3,305
0.0% of portfolio
|
Q1 2025
Added 77.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
62
shares
|
$3,305
0.0% of portfolio
|
Q2 2024
Reduced 67.02%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
61
shares
|
$3,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
58
shares
|
$3,091
0.0% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
51
shares
|
$2,718
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
48
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
Added 152.63%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
38
shares
|
$2,025
0.0% of portfolio
|
Q1 2025
Reduced 48.65%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
35
shares
|
$1,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$1,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
18
shares
|
$959
0.0% of portfolio
|
Q2 2025
Reduced 68.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
18
shares
|
$959
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
14
shares
|
$746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
14
shares
|
$746
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$639
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
9
shares
|
$479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7
shares
|
$373
0.0% of portfolio
|
Q4 2024
Reduced 88.71%
|