WESTWOOD HOLDINGS GROUP INC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1165002
DALLAS, TX
Position in NWE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,205,143
-$27,604,423 QoQ
Shares Held
351,913
-55.3% QoQ
Ownership
0.572%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.44574653394447.ToString("F0")%
Shared 0.ToString("F0")%
None 27.554253466055528.ToString("F0")%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $316,115,971 across 10 Utilities - Regulated Electric names. NWE ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
739,190 | $85,576,026 | |
| 2 | NEE |
Nextera Energy Inc
|
829,101 | $77,006,900 | |
| 3 | ETR |
Entergy Corp /De/
|
552,366 | $62,063,843 | |
| 4 | IDA |
Idacorp Inc
|
280,497 | $40,102,656 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
This page
|
351,913 | $23,205,143 | |
| 6 | DTE |
Dte Energy Co
|
88,186 | $12,894,556 | |
| 7 | LNT |
Alliant Energy Corp
|
135,642 | $9,733,669 | |
| 8 | SO |
Southern Co
|
28,632 | $2,763,560 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,205,143 | 351,913 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,809,566 | 787,257 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $57,511,062 | 981,250 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,386,745 | 1,118,650 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $57,939,501 | 1,001,201 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $47,264,734 | 884,114 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $66,797,998 | 1,167,389 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,665,206 | 1,231,334 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $66,845,370 | 1,312,495 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $70,182,704 | 1,379,106 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,053,280 | 1,436,814 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $72,874,901 | 1,283,913 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $72,301,103 | 1,249,587 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $72,016,744 | 1,213,629 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,561,333 | 1,310,092 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,903,902 | 1,050,465 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $71,789,894 | 1,186,806 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $74,532,010 | 1,303,919 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $53,943,136 | 941,416 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $59,207,159 | 983,181 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $48,454,749 | 743,171 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $38,799,357 | 665,398 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $29,145,671 | 599,212 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $26,835,943 | 492,222 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,107,303 | 386,216 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||