WATER ISLAND CAPITAL LLC

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1222765 NEW YORK, NY

Position in NWE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$976,395

+$63,918 QoQ

Shares Held

13,633

-1.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#178

of 374 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WATER ISLAND CAPITAL LLC holds $68,899,195 across 3 Utilities - Regulated Electric names. NWE ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXNM	Txnm Energy Inc	737,734	$41,888,536
2	D	Dominion Energy, Inc	381,231	$26,034,264
3	NWE	NorthWestern Energy Group, Inc. This page	13,633	$976,395

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,395	13,633	-1.5%	Shares	Sole	2026-08-14
2026-03-31	$912,477	13,838	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$923,373	14,307	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$838,298	14,303	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.