GW&K Investment Management, LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1082917
BOSTON, MA
Position in NWE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,961,912
+$2,741,243 QoQ
Shares Held
571,934
-1.3% QoQ
Ownership
0.930%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#29
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GW&K Investment Management, LLC holds $232,218,262 across 28 Utilities - Regulated Electric names. NWE ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
668,455 | $101,137,241 | |
| 2 | ETR |
Entergy Corp /De/
|
421,755 | $48,442,779 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
This page
|
571,934 | $40,961,912 | |
| 4 | POR |
Portland General Electric Co /Or/
|
775,988 | $40,219,457 | |
| 5 | NEE |
Nextera Energy Inc
|
5,433 | $476,854 | |
| 6 | D |
Dominion Energy, Inc
|
2,360 | $161,164 | |
| 7 | DUK |
Duke Energy CORP
|
885 | $112,023 | |
| 8 | SO |
Southern Co
|
929 | $88,914 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,961,912 | 571,934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,220,669 | 579,628 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,329,530 | 593,888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,474,581 | 605,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,941,175 | 622,635 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $37,509,192 | 648,163 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $35,612,378 | 666,150 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $39,259,385 | 686,113 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $32,073,535 | 640,446 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $33,763,788 | 662,945 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $34,349,019 | 674,966 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,102,591 | 730,391 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $40,953,304 | 721,517 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $42,249,024 | 730,194 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $43,193,644 | 727,901 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $37,486,802 | 760,690 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $49,033,531 | 832,064 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $47,595,346 | 786,830 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $45,123,875 | 789,431 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $38,120,028 | 665,271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $40,971,940 | 680,371 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $43,242,661 | 663,231 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $39,142,044 | 671,275 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $28,985,791 | 595,925 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $27,061,001 | 496,350 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $30,309,577 | 506,595 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||