Public record / Tickers / NWE

NWE — NorthWestern Energy Group, Inc.†

Both disclosure regimes on one name: who in Congress filed about NWE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming NWE
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
292
top-292 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $15.0K–$50.0K

SELL · traded 2016-02-01 → filed 2016-03-03. Ranked over every NWE row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2020-08-19Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-30 +20d$1K–$15K
2016-03-03Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 02-01 +31d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in NWE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing NWE in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · NWE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $43.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NORTHWESTERN ENERGY GROUP IN

Merged timeline of congressional filings and notable-manager moves on NWE
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−79,304 sh
2026-05-15Moore Capital Management 13FTRIM−24,800 sh
2026-05-14Caxton Associates 13FNEW+657,262 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NWE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$546M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$230M1
3VANGUARD CAPITAL MANAGEMENT LLC$183M1
4STATE STREET CORP$154M1
5GEODE CAPITAL MANAGEMENT, LLC$112M1
6FRANKLIN RESOURCES INC$107M1
7AMERICAN CENTURY COMPANIES INC$103M1
8MILLENNIUM MANAGEMENT LLC$86.7M1
9AQR Arbitrage LLC$71.3M1
10DIMENSIONAL FUND ADVISORS LP$67.5M1
11UBS Group AG$65.6M1
12BALYASNY ASSET MANAGEMENT L.P.$60.0M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.6M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$53.5M1
15NORTHERN TRUST CORP$53.4M1
16BANK OF AMERICA CORP /DE/$53.0M1
17ALLIANCEBERNSTEIN L.P.$52.7M1
18Qube Research & Technologies Ltd$52.4M1
19MORGAN STANLEY$51.0M1
20FMR LLC$50.7M1
21CITIGROUP INC$48.7M1
22AQR CAPITAL MANAGEMENT LLC$43.4M1
23CAXTON ASSOCIATES LLP$43.3M1
24FIRST TRUST ADVISORS LP$41.5M1
25Hudson Bay Capital Management LP$41.2M1
26Grantham, Mayo, Van Otterloo & Co. LLC$36.0M1
27MASSACHUSETTS FINANCIAL SERVICES CO /MA/$35.6M1
28Nuveen, LLC$32.1M1
29FULLER & THALER ASSET MANAGEMENT, INC.$31.9M1
30ProShare Advisors LLC$31.9M1
31RAYMOND JAMES FINANCIAL INC$30.0M1
32WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$28.1M1
33Man Group plc$26.4M1
34VANGUARD FIDUCIARY TRUST CO$26.2M1
35Invesco Ltd.$23.3M1
36WESTWOOD HOLDINGS GROUP INC$23.2M1
37DEUTSCHE BANK AG\$20.9M1
38Fort Baker Capital Management LP$20.6M1
39ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
40MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$18.1M1
41Legal & General Group Plc$17.8M1
42STATE OF WISCONSIN INVESTMENT BOARD$14.9M1
43PRINCIPAL FINANCIAL GROUP INC$14.8M1
44Squarepoint Ops LLC$14.4M1
45JANE STREET GROUP, LLC$14.4M1
46ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14.3M1
47Magnetar Financial LLC$13.1M1
48D. E. Shaw & Co., Inc.$11.6M1
49Kintayl Capital LP$11.2M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.1M1
51NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.6M1
52COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.4M1
53Swiss National Bank$8.0M1
54MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
55Yaupon Capital Management LP$6.9M1
56HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.4M1
57ExodusPoint Capital Management, LP$6.3M1
58MAIRS & POWER INC$5.7M1
59Cerity Partners LLC$5.6M1
60Oliver Luxxe Assets LLC$5.4M1
61XTX Topco Ltd$5.2M1
62FIRST MANHATTAN CO. LLC.$5.1M1
63CONNING INC.$5.1M1
64Janus Henderson Group Ltd.$5.0M1
65Retirement Systems of Alabama$5.0M1
66COMMONWEALTH EQUITY SERVICES, LLC$4.7M1
67PUBLIC SECTOR PENSION INVESTMENT BOARD$4.6M1
68CANADA PENSION PLAN INVESTMENT BOARD$4.5M1
69FIFTH THIRD BANCORP$4.5M1
70Magellan Asset Management Ltd$4.3M1
71IEQ CAPITAL, LLC$4.0M1
72Point72 Asset Management, L.P.$3.7M1
73SEI INVESTMENTS CO$3.7M1
74Weiss Asset Management LP$3.7M1
75ENVESTNET ASSET MANAGEMENT INC$3.7M1
76Maryland State Retirement & Pension System$3.6M1
77HEARTLAND ADVISORS INC$3.5M1
78SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
79VANGUARD ASSET MANAGEMENT, Ltd$3.1M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
81WELLS FARGO & COMPANY/MN$3.1M1
82Vanguard Investments Australia, Ltd.$3.1M1
83CITADEL ADVISORS LLC$3.0M1
84INTECH INVESTMENT MANAGEMENT LLC$3.0M1
85Bridgewater Associates, LP$2.9M1
86MACQUARIE GROUP LTD$2.7M1
87Susquehanna Portfolio Strategies, LLC$2.7M1
88Advisors Asset Management, Inc.$2.6M1
89Creative Planning$2.6M1
90Skandinaviska Enskilda Banken AB (publ)$2.3M1
91BANK OF MONTREAL /CAN/$2.2M1
92DC Investments Management, LLC$2.2M1
93State of New Jersey Common Pension Fund D$2.2M1
94PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
95CWM, LLC$2.0M1
96LPL Financial LLC$1.9M1
97Verition Fund Management LLC$1.9M1
98MOORE CAPITAL MANAGEMENT, LP$1.9M1
99NAPLES GLOBAL ADVISORS, LLC$1.9M1
100Orion Porfolio Solutions, LLC$1.8M1
101MANGROVE PARTNERS IM, LLC$1.8M1
102Graham Capital Management, L.P.$1.7M1
103Engineers Gate Manager LP$1.7M1
104CSS LLC/IL$1.7M1
105ALPS ADVISORS INC$1.7M1
106VOYA INVESTMENT MANAGEMENT LLC$1.7M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$1.7M1
108NINE MASTS CAPITAL Ltd$1.6M1
109Vanguard Global Advisers, LLC$1.6M1
110Olympiad Research LP$1.5M1
111Quantinno Capital Management LP$1.4M1
112Polar Asset Management Partners Inc.$1.4M1
113Mariner, LLC$1.3M1
114Headlands Technologies LLC$1.3M1
115Sequoia Financial Advisors, LLC$1.3M1
116Diametric Capital, LP$1.2M1
117WINTON GROUP Ltd$1.2M1
118MERCER GLOBAL ADVISORS INC /ADV$1.2M1
119Y-Intercept (Hong Kong) Ltd$1.2M1
120Envestnet Portfolio Solutions, Inc.$1.1M1
121FIRST CITIZENS BANK & TRUST CO$1.1M1
122WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
123STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
124Hennion & Walsh Asset Management, Inc.$1.1M1
125Arizona State Retirement System$1.1M1
126LMR Partners LLP$1.0M1
127Cetera Investment Advisers$1.0M1
128Federation des caisses Desjardins du Quebec$1.0M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$908K1
130&PARTNERS$833K1
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND$832K1
132CIBC Bancorp USA Inc.$830K1
133US BANCORP \DE\$804K1
134Pictet Asset Management Holding SA$782K1
135ROYAL BANK OF CANADA$741K1
136Odyssean, LLC$734K1
137TWO SIGMA SECURITIES, LLC$716K1
138Brevan Howard Capital Management LP$715K1
139PRUDENTIAL FINANCIAL INC$713K1
140Vanguard Personalized Indexing Management, LLC$699K1
141Private Advisor Group, LLC$678K1
142Meeder Advisory Services, Inc.$652K1
143VAUGHAN & Co SECURITIES, INC.$619K1
144BAILARD, INC.$615K1
145DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$578K1
146Accurate Wealth Management, LLC$577K1
147XPONANCE LLC$574K1
148OCCUDO QUANTITATIVE STRATEGIES LP$571K1
149INFRASTRUCTURE CAPITAL ADVISORS, LLC$570K1
150COMMERCE BANK$535K1
151GUGGENHEIM CAPITAL LLC$535K1
152ZACKS INVESTMENT MANAGEMENT$534K1
153TEACHER RETIREMENT SYSTEM OF TEXAS$525K1
154Tower Research Capital LLC (TRC)$519K1
155HighTower Advisors, LLC$511K1
156Atria Investments, Inc$486K1
157Van Diest Capital, LLC$483K1
158Exit Wealth Advisors, LLC.$483K1
159Jacobi Capital Management LLC$478K1
160OPPENHEIMER ASSET MANAGEMENT INC.$476K1
161Resona Asset Management Co.,Ltd.$473K1
162Intrua Financial, LLC$466K1
163TD ASSET MANAGEMENT INC$462K1
164QUADRANT CAPITAL GROUP LLC$456K1
165Swiss Life Asset Management Ltd$444K1
166Sanctuary Advisors, LLC$435K1
167Merit Financial Group, LLC$433K1
168Huber Capital Management LLC$432K1
169MAI Capital Management$401K1
170Crewe Advisors LLC$390K1
171Connor, Clark & Lunn Investment Management Ltd.$386K1
172GeoWealth Management, LLC$364K1
173O'SHAUGHNESSY ASSET MANAGEMENT, LLC$347K1
174Tactive Advisors, LLC$339K1
175Pathstone Holdings, LLC$336K1
176FEDERATED HERMES, INC.$323K1
177Physician Wealth Advisors, Inc.$318K1
178FIDUCIARY TRUST CO$317K1
179Universal- Beteiligungs- und Servicegesellschaft mbH$314K1
180SECURIAN ASSET MANAGEMENT, INC$293K1
181IFM Investors Pty Ltd$291K1
182Fieldview Capital Management, LLC$289K1
183Phillips Wealth Planners LLC$283K1
184Vise Technologies, Inc.$275K1
185Vident Advisory, LLC$271K1
186Ifrah Financial Services, Inc.$256K1
187HB Wealth Management, LLC$252K1
188UMB Bank, n.a.$238K1
189Focus Partners Wealth$234K1
190Murchinson Ltd.$231K1
191Crossmark Global Holdings, Inc.$231K1
192UNITED CAPITAL FINANCIAL ADVISORS, LLC$228K1
193Sowell Financial Services LLC$221K1
194Legacy Wealth Asset Management, LLC$215K1
195CHOREO, LLC$211K1
196DAVENPORT & Co LLC$211K1
197EVOLVE PRIVATE WEALTH, LLC$202K1
198PenderFund Capital Management Ltd.$191K1
199Caitlin John, LLC$169K1
200ARMSTRONG ADVISORY GROUP, INC$156K1
201Daiwa Securities Group Inc.$116K1
202Costello Asset Management, INC$106K1
203OSAIC HOLDINGS, INC.$95.2K1
204Triumph Capital Management$91.0K1
205SIGNATUREFD, LLC$80.4K1
206Westfuller Advisors, LLC$76.8K1
207ASSETMARK, INC$68.5K1
208Allworth Financial LP$67.7K1
209HUSSMAN STRATEGIC ADVISORS, INC.$65.9K1
210NOMURA ASSET MANAGEMENT CO LTD$62.0K1
211Rockefeller Capital Management L.P.$55.3K1
212Steward Partners Investment Advisory, LLC$39.2K1
213CENTRAL TRUST Co$33.0K1
214Eurizon Capital SGR S.p.A.$20.6K1
215Optiver Holding B.V.$20.2K1
216Parkside Financial Bank & Trust$19.4K1
217Destiny Wealth Partners, LLC$18.1K1
218Larson Financial Group LLC$17.9K1
219Smartleaf Asset Management LLC$17.3K1
220Blue Trust, Inc.$16.7K1
221GHP Investment Advisors, Inc.$14.7K1
222Owl Creek Wealth Partners LLC$12.5K1
223Bayforest Capital Ltd$10.2K1
224Bell Investment Advisors, Inc$8.0K1
225Signature Equity Partners, LLC$7.3K1
226True Wealth Design, LLC$7.2K1
227Private Wealth Management Group, LLC$7.1K1
228South Dakota Investment Council$6.1K1
229CANADA LIFE ASSURANCE Co$5.4K1
230Sachetta, LLC$5.3K1
231Pinnacle Wealth Planning Services, Inc.$5.3K1
232BFSG, LLC$5.1K1
233NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.8K1
234CVA Family Office, LLC$4.3K1
235Mint Tower Capital Management B.V.$3.5K1
236Atlantic Union Bankshares Corp$3.3K1
237JFS WEALTH ADVISORS, LLC$2.4K1
238NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2K1
239JPL Wealth Management, LLC$1.9K1
240Clearstead Advisors, LLC$1.3K1
241Caldwell Trust Co$1.2K1
242GSA CAPITAL PARTNERS LLP$1.2K1
243Virtu Financial LLC$1.2K1
244SJS Investment Consulting Inc.$1.1K1
245ALGERT GLOBAL LLC$9811
246Vestcor Inc$9291
247Rialto Wealth Management, LLC$9241
248INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6641
249Wall Street Financial Group, Inc.$6591
250DiNuzzo Private Wealth, Inc.$5941
251WPG Advisers, LLC$5931
252State of Alaska, Department of Revenue$5401
253MATHER GROUP, LLC.$3961
254Vermillion Wealth Management, Inc.$3301
255Manchester Capital Management LLC$2641
256Godfrey Financial Associates, Inc.$2641
257HFM Investment Advisors, LLC$1981
258American Capital Advisory, LLC$1321
259KBC Group NV$1301
260Caitong International Asset Management Co., Ltd$661
261Capital Advisors, Ltd. LLC$11
262VANGUARD GROUP INC— value not disclosed1
263THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
264STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
265HARBOUR INVESTMENTS, INC.— value not disclosed1
266Brandywine Global Investment Management, LLC— value not disclosed1
267COMERICA BANK— value not disclosed1
268MACKENZIE FINANCIAL CORP— value not disclosed1
269CIBC WORLD MARKETS CORP— value not disclosed1
270CREDIT AGRICOLE S A— value not disclosed1
271CIBC Private Wealth Group LLC— value not disclosed1
272NORGES BANK— value not disclosed1
273J.W. COLE ADVISORS, INC.— value not disclosed1
274DekaBank Deutsche Girozentrale— value not disclosed1
275Assenagon Asset Management S.A.— value not disclosed1
276Capula Management Ltd— value not disclosed1
277Arax Advisory Partners— value not disclosed1
278Schonfeld Strategic Advisors LLC— value not disclosed1
279DV Trading LLC— value not disclosed1
280AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
281Global Retirement Partners, LLC— value not disclosed1
282SteelPeak Wealth, LLC— value not disclosed1
283TUCKER ASSET MANAGEMENT LLC— value not disclosed1
284AlphaQuest LLC— value not disclosed1
285SageView Advisory Group, LLC— value not disclosed1
286Callan Family Office, LLC— value not disclosed1
287Dunhill Financial, LLC— value not disclosed1
288Polymer Capital Management (US) LLC— value not disclosed1
289Sivia Capital Partners, LLC— value not disclosed1
290Jain Global LLC— value not disclosed1
291Wealth Watch Advisors, INC— value not disclosed1
292SummitTX Capital, L.P.— value not disclosed1
Truncated by Public Filings. Every one of the 261 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NWE

RETAINED WINDOW · ACTIVE HITS

Zero hits on NWE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NWE · financials and macro

Financials — as filed PLANNED

NWE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NWE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing