FIRST CITIZENS BANK & TRUST CO

Bank

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1092203 RALEIGH, NC

Position in NWE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,314,799

+$176,411 QoQ

Shares Held

18,358

+6.3% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#156

of 374 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. NWE ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	171,548	$21,714,544
2	EVRG	Evergy, Inc.	188,646	$16,304,673
3	FE	Firstenergy Corp	338,879	$16,110,307
4	EXC	Exelon Corp	310,633	$14,481,709
5	SO	Southern Co	51,279	$4,907,912
6	NEE	Nextera Energy Inc	47,088	$4,132,913
7	EIX	Edison International	35,072	$2,611,110
8	NWE	NorthWestern Energy Group, Inc. This page	18,358	$1,314,799

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,314,799	18,358	+6.3%	Shares	Sole	2026-07-13
2026-03-31	$1,138,388	17,264	-4.9%	Shares	Sole	2026-05-13
2025-12-31	$1,171,788	18,156	+2.2%	Shares	Sole	2026-02-18
2025-09-30	$1,041,323	17,767	+2.3%	Shares	Sole	2025-10-31
2025-06-30	$890,670	17,362	+274.7%	Shares	Sole	2025-07-30
2025-03-31	$268,169	4,634	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$246,771	4,616	+15.1%	Shares	Sole	2025-01-21
2024-09-30	$229,509	4,011	+5.6%	Shares	Sole	2024-10-17
2022-06-30	$223,816	3,798	-2.8%	Shares	Sole	2022-07-26
2022-03-31	$236,273	3,906	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.