NorthWestern Energy Group, Inc.
US ˙ NasdaqGS ˙ US6680743050

SecurityNWE / NorthWestern Energy Group, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership26,573 shares
Latest Disclosed Value $ 1,752
Amalgamated Bank reports 2.73% increase in ownership of NWE / NorthWestern Energy Group, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 26,573 shares of NorthWestern Energy Group, Inc. (US:NWE) valued at $1,752,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 25,868 shares of NorthWestern Energy Group, Inc.. This represents a change in shares of 2.73% during the quarter. The current value of the position is $1,872,599 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 26,573 705 2.73 2 0.00 0.0134
2026-02-05 2025-12-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 25,868 -1,082 -4.01 2 0.00 0.0121
2025-10-29 2025-09-30 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 26,950 -88 -0.33 2 0.00 0.0113
2025-08-04 2025-06-30 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 27,038 -388 -1.41 1 0.00 0.0107
2025-04-25 2025-03-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 27,426 -705 -2.51 2 0.00 0.0136
2025-02-04 2024-12-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 28,131 665 2.42 2 0.00 0.0123
2024-10-30 2024-09-30 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 27,466 -2,321 -7.79 2 0.00 0.0129
2024-08-12 2024-06-30 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 29,787 -2,343 -7.29 1 0.00 0.0127
2024-04-23 2024-03-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 32,130 -2,385 -6.91 2 0.00 0.0140
2024-02-06 2023-12-31 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 34,515 25 0.07 2 0.00 0.0140
2023-11-08 2023-09-30 13F NORTHWESTERN ENERGY GROUP INC COM COM 668074305 34,490 -1,306 -3.65 2 -50.00 0.0141
2023-08-11 2023-06-30 13F NORTHWESTERN COM 668074305 35,796 -802 -2.19 2 0.00 0.0164
2023-05-02 2023-03-31 13F NORTHWESTERN COM 668074305 36,598 -2,357 -6.05 2 0.00 0.0181
2023-02-10 2022-12-31 13F NORTHWESTERN COM 668074305 38,955 1,690 4.54 2 -99.89 0.0206
2022-11-09 2022-09-30 13F NORTHWESTERN COM 668074305 37,265 2,167 6.17 1,836 -11.22 0.0177
2022-08-15 2022-06-30 13F NORTHWESTERN COM 668074305 35,098 769 2.24 2,068 -0.43 0.0193
2022-08-25 2022-03-31 13F/A-1 NORTHWESTERN COM 668074305 34,329 -692 -1.98 2,077 3.75 0.0161
2022-06-30 2022-03-31 13F NORTHWESTERN COM 668074305 34,329 -692 2,077 0.0165
2022-02-15 2021-12-31 13F/A-1 NORTHWESTERN COM 668074305 35,021 838 2.45 2,002 2.19 0.0148
2022-02-15 2021-12-31 13F NORTHWESTERN COM 668074305 35,021 838 2,002 0.0148
2021-10-29 2021-09-30 13F NORTHWESTERN COM 668074305 34,183 -3,156 -8.45 1,959 -12.89 0.0165
2021-08-16 2021-06-30 13F NORTHWESTERN COM 668074305 37,339 32,803 723.17 2,249 659.80 0.0180
2021-05-13 2021-03-31 13F NORTHWESTERN COM 668074305 4,536 -304 -6.28 296 4.96 0.0111
2021-02-12 2020-12-31 13F NORTHWESTERN COM 668074305 4,840 50 1.04 282 21.03 0.0107
2020-10-30 2020-09-30 13F NORTHWESTERN COM 668074305 4,790 -36 -0.75 233 -11.41 0.0101
2020-08-10 2020-06-30 13F NORTHWESTERN COM 668074305 4,826 -3,448 -41.67 263 -46.87 0.0122
2020-05-13 2020-03-31 13F NORTHWESTERN COM 668074305 8,274 -248 -2.91 495 -18.99 0.0121
2020-02-13 2019-12-31 13F NORTHWESTERN COM 668074305 8,522 715 9.16 611 4.27 0.0112
2019-11-13 2019-09-30 13F NORTHWESTERN COM 668074305 7,807 -174 -2.18 586 1.74 0.0123
2019-08-14 2019-06-30 13F NORTHWESTERN COM 668074305 7,981 504 6.74 576 9.51 0.0134
2019-05-15 2019-03-31 13F NORTHWESTERN COM 668074305 7,477 254 3.52 526 22.61 0.0127
2019-02-15 2018-12-31 13F NORTHWESTERN COM 668074305 7,223 -16 -0.22 429 0.94 0.0122
2018-11-14 2018-09-30 13F NORTHWESTERN COM 668074305 7,239 -9 -0.12 425 2.41 0.0105
2018-07-18 2018-06-30 13F NORTHWESTERN COM 668074305 7,248 187 2.65 415 9.21 0.0101
2018-05-22 2018-03-31 13F NORTHWESTERN COM 668074305 7,061 48 0.68 380 -9.31 0.0101
2018-02-13 2017-12-31 13F NORTHWESTERN COM 668074305 7,013 466 7.12 419 12.33 0.0113
2017-11-09 2017-09-30 13F NORTHWESTERN COM 668074305 6,547 -380 -5.49 373 -11.82 0.0116
2017-08-10 2017-06-30 13F NORTHWESTERN COM 668074305 6,927 93 1.36 423 5.49 0.0139
2017-05-12 2017-03-31 13F NORTHWESTERN COM 668074305 6,834 8 0.12 401 3.35 0.0200
2017-02-14 2016-12-31 13F NORTHWESTERN COM 668074305 6,826 783 12.96 388 11.49 0.0175
2016-11-15 2016-09-30 13F/A-1 NORTHWESTERN COM 668074305 6,043 254 4.39 348 0.87 0.0202
2016-08-16 2016-06-30 13F NORTHWESTERN COM 668074305 5,789 739 14.63 345 10.58 0.0200
2016-05-11 2016-03-31 13F NORTHWESTERN COM 668074305 5,050 487 10.67 312 25.81 0.0304
2016-02-10 2015-12-31 13F NORTHWESTERN COM 668074305 4,563 -346 -7.05 248 -6.06 0.0306
2015-11-04 2015-09-30 13F NORTHWESTERN COM 668074305 4,909 55 1.13 264 11.39 0.0277
2015-07-10 2015-06-30 13F NORTHWESTERN COM 668074305 4,854 4,854 237 0.0233
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.