New York Life Investment Management LLC

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1133639 New York, NY

Position in NWE

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$8,572,134

-$324,253 QoQ

Shares Held

129,999

-5.7% QoQ

Ownership

0.211%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

New York Life Investment Management LLC holds $173,748,677 across 25 Utilities - Regulated Electric names. NWE ranks #6 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	310,135	$28,805,338
2	SO	Southern Co	153,048	$14,772,192
3	DUK	Duke Energy CORP	108,065	$14,150,031
4	AEP	American Electric Power Co Inc	75,145	$9,850,006
5	TXNM	Txnm Energy Inc	150,025	$8,770,461
6	NWE	NorthWestern Energy Group, Inc. This page	129,999	$8,572,134
7	EXC	Exelon Corp	152,265	$7,464,030
8	D	Dominion Energy, Inc	118,569	$7,329,935

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,572,134	129,999	-5.7%	Shares	Sole	2026-05-07
2025-12-31	$8,896,387	137,843	+6.8%	Shares	Sole	2026-02-05
2025-09-30	$7,565,261	129,078	+1673.3%	Shares	Sole	2025-11-06
2024-03-31	$370,719	7,279	+21.0%	Shares	Sole	2024-05-06
2023-12-31	$306,103	6,015	-2.3%	Shares	Sole	2024-02-06
2023-09-30	$295,761	6,154	-13.6%	Shares	Sole	2023-11-08
2023-06-30	$404,187	7,121	-14.0%	Shares	Sole	2023-08-07
2023-03-31	$479,138	8,281	-11.7%	Shares	Sole	2023-05-08
2022-12-31	$556,549	9,379	+12.7%	Shares	Sole	2023-02-10
2022-09-30	$410,058	8,321	+7.9%	Shares	Sole	2022-11-10
2022-06-30	$454,291	7,709	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.