GW&K Investment Management, LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1082917
BOSTON, MA
Position in NWE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$38,220,669
-$108,861 QoQ
Shares Held
579,628
-2.4% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.08400057278216.ToString("F0")%
Shared 6.868555122518447.ToString("F0")%
None 0.047444304699401516.ToString("F0")%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026GW&K Investment Management, LLC holds $247,156,670 across 27 Utilities - Regulated Electric names. NWE ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
699,780 | $100,047,546 | |
| 2 | ETR |
Entergy Corp /De/
|
568,684 | $63,897,334 | |
| 3 | POR |
Portland General Electric Co /Or/
|
824,649 | $43,516,727 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
This page
|
579,628 | $38,220,669 | |
| 5 | NEE |
Nextera Energy Inc
|
5,489 | $509,818 | |
| 6 | D |
Dominion Energy, Inc
|
2,261 | $139,775 | |
| 7 | DUK |
Duke Energy CORP
|
851 | $111,429 | |
| 8 | SO |
Southern Co
|
984 | $94,975 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||