NorthWestern Energy Group, Inc.
US ˙ NasdaqGS ˙ US6680743050

SecurityNWE / NorthWestern Energy Group, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership414 shares
Latest Disclosed Value $ 27,299
IFP Advisors, Inc reports 9.01% decrease in ownership of NWE / NorthWestern Energy Group, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 414 shares of NorthWestern Energy Group, Inc. (US:NWE) valued at $27,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 455 shares of NorthWestern Energy Group, Inc.. This represents a change in shares of -9.01% during the quarter. The current value of the position is $28,819 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)
2026-04-13 2026-03-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 414 -41 -9.01 27 -6.90 0.0006
2026-02-06 2025-12-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 455 267 142.02 29 163.64 0.0007
2026-02-06 2025-09-30 13F/A-1 NORTHWESTERN ENERGY GROUP INCOM cs 668074305 188 -97 -34.04 11 -21.43 0.0003
2025-12-02 2025-09-30 13F NORTHWESTERN ENERGY GROUP INCOM cs 668074305 174 -111 12 0.0003
2025-07-24 2025-06-30 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 285 193 209.78 15 180.00 0.0004
2025-05-05 2025-03-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 92 37 67.27 5 150.00 0.0002
2025-02-04 2024-12-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 55 18 48.65 3 0.00 0.0001
2025-02-04 2024-09-30 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 37 0 0.00 2 100.00 0.0001
2024-07-30 2024-06-30 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 37 0 0.00 2 0.00 0.0001
2024-07-30 2024-03-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 37 0 0.00 2 0.00 0.0001
2024-01-09 2023-12-31 13F NORTHWESTERN ENERGY GROUP IN cs 668074305 37 -417 -91.85 2 -95.24 0.0001
2023-10-12 2023-09-30 13F NORTHWESTERN cs 668074305 454 2 0.44 22 -16.00 0.0010
2023-08-14 2023-06-30 13F/A-1 NORTHWESTERN cs 668074305 452 0 0.00 26 8.70 0.0011
2023-08-04 2023-06-30 13F NORTHWESTERN cs 668074305 452 0 24 0.0011
2023-04-18 2023-03-31 13F NORTHWESTERN cs 668074305 452 2 0.44 24 0.0010
2023-02-07 2022-12-31 13F NORTHWESTERN cs 668074305 450 0 0.00 0 -100.00 0.0006
2022-11-08 2022-09-30 13F NORTHWESTERN cs 668074305 450 0 0.00 24 0.00 0.0006
2022-09-06 2022-06-30 13F/A-1 NORTHWESTERN cs 668074305 450 0 0.00 24 0.00 0.0008
2022-09-06 2022-03-31 13F/A-1 NORTHWESTERN cs 668074305 450 413 1,116.22 24 1,100.00 0.0008
2022-08-08 2022-03-31 13F NORTHWESTERN CORP COM Stock 668074305 279 242 16 0.0003
2022-01-12 2021-12-31 13F NORTHWESTERN CORP COM Stock 668074305 37 0 0.00 2 0.00 0.0000
2021-10-06 2021-09-30 13F NORTHWESTERN CORP COM Stock 668074305 37 0 0.00 2 0.00 0.0000
2021-07-13 2021-06-30 13F NORTHWESTERN CORP COM Stock 668074305 37 0 0.00 2 0.00 0.0000
2021-04-30 2021-03-31 13F NORTHWESTERN CORP COM Stock 668074305 37 -317 -89.55 2 -90.00 0.0000
2021-01-25 2020-12-31 13F NORTHWESTERN CORP COM Stock 668074305 354 0 0.00 20 17.65 0.0008
2020-10-29 2020-09-30 13F NORTHWESTERN CORP COM Stock 668074305 354 -13 -3.54 17 -15.00 0.0010
2020-08-05 2020-06-30 13F NORTHWESTERN CORP COM Stock 668074305 367 0 0.00 20 -9.09 0.0016
2020-05-12 2020-03-31 13F NORTHWESTERN CORP COM Stock 668074305 367 0 0.00 22 -18.52 0.0022
2020-01-17 2019-12-31 13F NORTHWESTERN CORP COM Stock 668074305 367 0 0.00 27 -3.57 0.0020
2019-11-07 2019-09-30 13F NORTHWESTERN CORP COM Stock 668074305 367 367 28 0.0019
2019-05-15 2019-03-31 13F NORTHWESTERN CORP COM Stock 668074305 0 -439 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 NORTHWESTERN CORP COM Stock 668074305 439 -26 -5.59 26 -3.70 0.0016
2019-01-23 2018-12-31 13F NORTHWESTERN CORP COM Stock 668074305 439 -26 26 0.0016
2019-06-03 2018-09-30 13F/A-9 NORTHWESTERN CORP COM Stock 668074305 465 0 0.00 27 0.00 0.0011
2018-10-25 2018-09-30 13F NORTHWESTERN CORP COM Stock 668074305 465 0 27 0.0011
2019-06-03 2018-06-30 13F/A-8 NORTHWESTERN CORP COM Stock 668074305 465 -96 -17.11 27 -20.59 0.0011
2018-08-07 2018-06-30 13F NORTHWESTERN CORP COM Stock 668074305 465 -2 27
2019-06-03 2018-03-31 13F/A-7 NORTHWESTERN CORP COM Stock 668074305 561 0 0.00 34 0.00 0.0015
2018-05-09 2018-03-31 13F NORTHWESTERN CORP COM Stock 668074305 467 -94 25
2019-06-03 2017-12-31 13F/A-6 NORTHWESTERN CORP COM Stock 668074305 561 -1,330 -70.33 34 -68.52 0.0015
2018-01-24 2017-12-31 13F NORTHWESTERN CORP COM Stock 668074305 561 -1,330 34
2017-10-30 2017-09-30 13F NORTHWESTERN CORP COM Stock 668074305 1,891 280 17.38 108 10.20 0.0043
2019-06-03 2017-06-30 13F/A-5 NORTHWESTERN CORP COM Stock 668074305 1,611 0 0.00 98 3.16 0.0042
2017-07-31 2017-06-30 13F NORTHWESTERN CORP COM Stock 668074305 1,611 0 98
2019-06-03 2017-03-31 13F/A-4 NORTHWESTERN CORP COM Stock 668074305 1,611 -215 -11.77 95 -8.65 0.0041
2017-04-26 2017-03-31 13F NORTHWESTERN CORP COM Stock 668074305 1,611 -215 95
2019-06-03 2016-12-31 13F/A-3 NORTHWESTERN CORP COM Stock 668074305 1,826 16 0.88 104 0.00 0.0050
2017-02-14 2016-12-31 13F NORTHWESTERN CORP COM Stock 668074305 1,826 16 104
2016-11-04 2016-09-30 13F NORTHWESTERN CORP COM Stock 668074305 1,810 95 5.54 104 -3.70 0.0054
2019-06-03 2016-06-30 13F/A-2 NORTHWESTERN CORP COM Stock 668074305 1,715 -90 -4.99 108 -2.70 0.0060
2016-08-22 2016-06-30 13F NORTHWESTERN CORP COM Stock 668074305 1,715 -90 108
2016-05-02 2016-03-31 13F NORTHWESTERN CORP COM Stock 668074305 1,805 -488 -21.28 111 -10.48 0.0067
2016-02-11 2015-12-31 13F NORTHWESTERN CORP COM Stock 668074305 2,293 2,293 124 0.0083
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.