NorthWestern Energy Group, Inc.
US ˙ NasdaqGS ˙ US6680743050

SecurityNWE / NorthWestern Energy Group, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership1,274,526 shares
Latest Disclosed Value $ 84,035,723
Neuberger Berman Group LLC reports 1.16% increase in ownership of NWE / NorthWestern Energy Group, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 1,274,526 shares of NorthWestern Energy Group, Inc. (US:NWE) valued at $84,042,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,259,921 shares of NorthWestern Energy Group, Inc.. This represents a change in shares of 1.16% during the quarter. The current value of the position is $89,815,847 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)
2026-05-14 2026-03-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 1,274,526 14,605 1.16 84,036 3.33 0.0327
2026-02-13 2025-12-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 1,259,921 -8,519 -0.67 81,324 9.43 0.0605
2025-11-12 2025-09-30 13F NORTHWESTERN ENERGY GROUP Common 668074305 1,268,440 -5,559 -0.44 74,314 13.75 0.0543
2025-08-25 2025-06-30 13F/A-1 NORTHWESTERN ENERGY GROUP Common 668074305 1,273,999 297,057 30.41 65,330 15.71 0.0503
2025-08-13 2025-06-30 13F NORTHWESTERN ENERGY GROUP Common 668074305 1,273,999 297,057 65,330 0.0260
2025-05-13 2025-03-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 976,942 -955 -0.10 56,461 8.00 0.0473
2025-02-13 2024-12-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 977,897 -14,069 -1.42 52,278 -7.90 0.0415
2024-11-14 2024-09-30 13F NORTHWESTERN ENERGY GROUP Common 668074305 991,966 58,268 6.24 56,763 21.39 0.0443
2024-11-14 2024-06-30 13F/A-1 NORTHWESTERN ENERGY GROUP Common 668074305 933,698 314,103 50.69 46,760 48.27 0.0384
2024-08-13 2024-06-30 13F NORTHWESTERN ENERGY GROUP Common 668074305 933,698 314,103 46,760 0.0384
2024-11-14 2024-03-31 13F/A-1 NORTHWESTERN ENERGY GROUP Common 668074305 619,595 173,595 38.92 31,538 38.87 0.0261
2024-05-13 2024-03-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 619,595 173,595 31,538 0.0261
2024-11-14 2023-12-31 13F/A-2 NORTHWESTERN ENERGY GROUP Common 668074305 446,000 439,621 6,891.69 22,709 7,321.24 0.0198
2024-02-09 2023-12-31 13F NORTHWESTERN ENERGY GROUP Common 668074305 446,000 439,621 22,709 0.0198
2023-11-14 2023-09-30 13F NORTHWESTERN ENERGY GROUP Common 668074305 6,379 6,379 307 0.0003
2020-02-12 2019-12-31 13F NORTHWESTERN Common 668074305 0 -3,528 -100.00 0 -100.00
2019-11-13 2019-09-30 13F NORTHWESTERN Common 668074305 3,528 -2,947 -45.51 265 -43.25 0.0003
2019-08-13 2019-06-30 13F NORTHWESTERN Common 668074305 6,475 122 1.92 467 4.47 0.0006
2019-05-13 2019-03-31 13F NORTHWESTERN Common 668074305 6,353 -2,697 -29.80 447 -16.91 0.0005
2019-02-12 2018-12-31 13F NORTHWESTERN Common 668074305 9,050 3,592 65.81 538 68.13 0.0007
2018-11-16 2018-09-30 13F/A-1 NORTHWESTERN Common 668074305 5,458 -1,881 -25.63 320 -26.61 0.0004
2018-11-13 2018-09-30 13F NORTHWESTERN Common 668074305 5,458 -1,881 320
2018-08-13 2018-06-30 13F NORTHWESTERN Common 668074305 7,339 800 12.23 436 19.78 0.0005
2018-05-08 2018-03-31 13F NORTHWESTERN Common 668074305 6,539 -357 -5.18 364 -11.65 0.0004
2018-02-14 2017-12-31 13F NORTHWESTERN Common 668074305 6,896 6,896 412 0.0005
2016-01-28 2015-12-31 13F NORTHWESTERN COMMON STOCK 668074305 0 0 0 0.0000
2015-11-10 2015-09-30 13F NORTHWESTERN COMMON STOCK 668074305 0 -362,649 -100.00 0 -100.00
2015-07-31 2015-06-30 13F NORTHWESTERN COMMON STOCK 668074305 362,649 -602,915 -62.44 17,679 -65.96 0.0197
2015-05-06 2015-03-31 13F NORTHWESTERN COMMON STOCK 668074305 965,564 965,564 51,938 0.0555
2015-02-05 2014-12-31 13F NORTHWESTERN COMMON STOCK 668074305 0 -1,042,140 -100.00 0 -100.00
2014-11-04 2014-09-30 13F NORTHWESTERN COMMON STOCK 668074305 1,042,140 -45,620 -4.19 47,271 -16.73 0.0485
2014-08-05 2014-06-30 13F NORTHWESTERN COMMON STOCK 668074305 1,087,760 -34,150 -3.04 56,770 6.69 0.0554
2014-05-05 2014-03-31 13F NORTHWESTERN COMMON STOCK 668074305 1,121,910 -8,580 -0.76 53,212 8.66 0.0541
2014-02-11 2013-12-31 13F NORTHWESTERN COMMON STOCK 668074305 1,130,490 -37,060 -3.17 48,973 -6.62 0.0503
2013-10-29 2013-09-30 13F/A-1 NORTHWESTERN COMMON STOCK 668074305 1,167,550 -24,220 -2.03 52,446 10.29 0.0582
2013-08-13 2013-06-30 13F NORTHWESTERN COMMON STOCK 668074305 1,191,770 1,191,770 47,552 0.0565
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.