North Star Investment Management Corp.
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1342857
CHICAGO, IL
Position in NWE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,630,775
+$267,901 QoQ
Shares Held
50,695
-0.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#103
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026North Star Investment Management Corp. holds $18,432,455 across 28 Utilities - Regulated Electric names. NWE ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
35,308 | $4,830,487 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
This page
|
50,695 | $3,630,775 | |
| 3 | NEE |
Nextera Energy Inc
|
26,869 | $2,358,292 | |
| 4 | LNT |
Alliant Energy Corp
|
21,167 | $1,614,830 | |
| 5 | AEE |
Ameren Corp
|
8,765 | $990,795 | |
| 6 | DTE |
Dte Energy Co
|
5,818 | $886,488 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,293 | $851,603 | |
| 8 | SO |
Southern Co
|
8,676 | $830,379 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,630,775 | 50,695 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,362,874 | 50,999 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,291,410 | 50,998 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,955,760 | 50,431 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,545,249 | 49,615 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,822,840 | 48,779 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,607,404 | 48,773 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,851,615 | 49,836 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,488,475 | 49,690 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,534,684 | 49,768 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,231,424 | 43,848 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,102,288 | 43,743 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,497,269 | 43,997 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,634,770 | 45,537 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,701,928 | 45,533 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,226,076 | 45,172 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,655,209 | 45,057 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,684,969 | 44,387 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,456,336 | 42,973 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,430,551 | 42,418 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,491,722 | 41,377 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,511,373 | 38,518 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,804,053 | 30,939 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $793,999 | 16,324 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $139,516 | 2,559 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $146,882 | 2,455 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||