New York Life Investment Management LLC

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1133639 New York, NY

Position in NWE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$9,189,490

+$617,356 QoQ

Shares Held

128,309

-1.3% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#62

of 374 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

New York Life Investment Management LLC holds $175,404,995 across 24 Utilities - Regulated Electric names. NWE ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	310,549	$27,256,885
2	D	Dominion Energy, Inc	251,557	$17,178,827
3	SO	Southern Co	157,040	$15,030,298
4	DUK	Duke Energy CORP	108,609	$13,747,727
5	AEP	American Electric Power Co Inc	75,783	$10,367,872
6	NWE	NorthWestern Energy Group, Inc. This page	128,309	$9,189,490
7	ETR	Entergy Corp /De/	63,871	$7,336,223
8	EXC	Exelon Corp	152,644	$7,116,263

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,189,490	128,309	-1.3%	Shares	Sole	2026-08-10
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.