NWE
NORTHWESTERN ENERGY GROUP, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $49 | $71 | +47% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $49 | $71 | +47% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $49 | $71 | +47% |
| D.E. Shaw re-entered | Q4 2024(8Q snapshot) | 6Q | $51 | $71 | +40% |
| Bridgewater Associates | Q1 2025 | 5Q | $50 | $71 | +43% |
| Point72 Asset Management re-entered | Q1 2025(8Q snapshot) | 5Q | $49 | $71 | +45% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q1 2025 | Q1 2026 | → $68 | +36% |
| Two Sigma Investments 2× in & out | Q2 2025 | Q4 2025 | → $64 | +20% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at NorthWestern Energy Group, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 12, 2026 — the most recent Form 4 on file — not from today.
- Form 40001730877-26-000004May 12, 2026
- Form 40001244563-26-000004May 12, 2026
- Form 40001931208-26-000004Apr 7, 2026
- Form 40001428704-26-000004Apr 7, 2026
- Form 40001634403-26-000004Apr 7, 2026
- Form 40001530618-26-000004Apr 7, 2026
- Form 40001328106-26-000004Apr 7, 2026
- Form 40001182496-26-000004Apr 7, 2026
- Form 40001522051-26-000006Mar 3, 2026
- Form 40001271670-26-000006Mar 2, 2026
- Form 40001960374-26-000006Mar 2, 2026
- Form 40001981436-26-000004Mar 2, 2026
- Form 40001656678-26-000006Mar 2, 2026
- Form 40001522052-26-000006Mar 2, 2026
- Form 40001450010-26-000004Mar 2, 2026
Fundamentals
XBRL · NORTHWESTERN ENERGY GROUP, INC.Annual figures sourced directly from NORTHWESTERN ENERGY GROUP, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for NorthWestern Energy Group, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 18, 2026
- 8-KMaterial eventMay 5, 2026
- 8-KMaterial eventApr 30, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 3, 2026
- DEF 14AProxy statementMar 12, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventFeb 12, 2026
- 10-KAnnual reportFeb 12, 2026
- 8-KMaterial eventDec 9, 2025
- 8-KMaterial eventNov 13, 2025
- 8-KMaterial eventNov 10, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | open | $69 | $71 | +4% |
| Point72 Asset Management | Q1 2026 | open | $69 | $71 | +4% |
| D.E. Shaw | Q3 2025 | Q4 2025 | $54 | $64 | +18% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $54 | $64 | +18% |
| Two Sigma Investments | Q2 2025 | Q4 2025 | $53 | $64 | +20% |
| Millennium Management | Q2 2025 | open | $53 | $71 | +35% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $49 | $53 | +8% |
| Renaissance Technologies | Q1 2025 | Q1 2026 | $50 | $68 | +36% |
| Bridgewater Associates | Q1 2025 | open | $50 | $70 | +39% |
| D.E. Shaw | Q4 2024 | Q1 2025 | $51 | $49 | -4% |
| Citadel Advisors | Q3 2024 | open | $49 | $71 | +47% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $49 | $49 | +1% |
| AQR Capital Management | Q3 2024 | open | $49 | $71 | +47% |
| Millennium Management | Q3 2024 | Q1 2025 | $49 | $49 | +1% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.