Institutional Ownership Northwestern Corp (NWE)
This table provides information about the institutional ownership of Northwestern Corp (NWE). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
68
shares
|
$4,427
0.0% of portfolio
|
Q3 2024
Reduced 58.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,036
0.0% of portfolio
|
Q2 2024
Reduced 67.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
61
shares
|
$3,971
0.0% of portfolio
|
Q3 2025
Added 335.71%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
58
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
55
shares
|
$3,581
0.0% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
48
shares
|
$3,125
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
35
shares
|
$2,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
31
shares
|
$2,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
28
shares
|
$1,823
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$1,367
0.0% of portfolio
|
Q3 2025
Added 23.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
20
shares
|
$1,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
18
shares
|
$1,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
18
shares
|
$1,171
0.0% of portfolio
|
Q2 2021
Reduced 27.78%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
13
shares
|
$846
0.0% of portfolio
|
Q3 2025
Added 1200.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
12
shares
|
$781
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9
shares
|
$585
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
9
shares
|
$585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
9
shares
|
$585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$455
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$325
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5
shares
|
$325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$260
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$195
0.0% of portfolio
|
Q1 2025
New holding
|
|