SYSTEMATIC FINANCIAL MANAGEMENT LP
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1085936
TEANECK, NJ
Position in NWE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,354,488
+$5,706,123 QoQ
Shares Held
1,121,956
-0.9% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#10
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $132,019,175 across 5 Utilities - Regulated Electric names. NWE ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
This page
|
1,121,956 | $80,354,488 | |
| 2 | POR |
Portland General Electric Co /Or/
|
711,771 | $36,891,090 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
66,090 | $7,071,630 | |
| 4 | EVRG |
Evergy, Inc.
|
69,125 | $5,974,473 | |
| 5 | ETR |
Entergy Corp /De/
|
15,040 | $1,727,494 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,354,488 | 1,121,956 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $74,648,365 | 1,132,065 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $74,850,457 | 1,159,753 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $68,982,797 | 1,176,980 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $58,754,350 | 1,145,309 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $64,515,674 | 1,114,838 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $59,371,285 | 1,110,574 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $61,250,233 | 1,070,434 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $47,935,023 | 957,169 | Shares | Other | 2024-08-16 | |
| 2024-03-31 | $48,825,521 | 958,679 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $45,240,090 | 888,978 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $43,484,591 | 904,798 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $48,331,764 | 851,511 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $49,289,255 | 851,871 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $48,877,052 | 823,678 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $41,299,104 | 838,050 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,862,306 | 744,312 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $44,043,434 | 728,111 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $41,193,897 | 720,677 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,764,307 | 746,323 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,146,740 | 733,091 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,247,150 | 632,625 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $37,979,110 | 651,331 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,826,600 | 674,889 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $35,976,603 | 659,879 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,146,837 | 554,017 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||