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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2020-08-19Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-30 +20d$1K–$15K
2016-03-03Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 02-01 +31d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing NWE in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
263THRIVENT FINANCIAL FOR LUTHERANS$01
264STATE OF MICHIGAN RETIREMENT SYSTEM$01
265HARBOUR INVESTMENTS, INC.$01
266Brandywine Global Investment Management, LLC$01
267COMERICA BANK$01
268MACKENZIE FINANCIAL CORP$01
269CIBC WORLD MARKETS CORP$01
270CREDIT AGRICOLE S A$01
271CIBC Private Wealth Group LLC$01
272NORGES BANK$01
273J.W. COLE ADVISORS, INC.$01
274DekaBank Deutsche Girozentrale$01
275Assenagon Asset Management S.A.$01
276Capula Management Ltd$01
277Arax Advisory Partners$01
278Schonfeld Strategic Advisors LLC$01
279DV Trading LLC$01
280AIGEN INVESTMENT MANAGEMENT, LP$01
281Global Retirement Partners, LLC$01
282SteelPeak Wealth, LLC$01
283TUCKER ASSET MANAGEMENT LLC$01
284AlphaQuest LLC$01
285SageView Advisory Group, LLC$01
286Callan Family Office, LLC$01
287Dunhill Financial, LLC$01
288Polymer Capital Management (US) LLC$01
289Sivia Capital Partners, LLC$01
290Jain Global LLC$01
291Wealth Watch Advisors, INC$01
292SummitTX Capital, L.P.$01
Truncated by Public Filings. The published aggregate ranks the top 292 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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