Bank of New York Mellon Corp
BankPosition in NWE — NorthWestern Energy Group, Inc.
CIK 1390777
NEW YORK, NY
Position in NWE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$53,280,978
+$3,525,364 QoQ
Shares Held
743,940
-1.4% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. NWE ranks #27 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,280,978 | 743,940 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $49,755,614 | 754,559 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $50,013,332 | 774,920 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $50,482,546 | 861,330 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $44,793,718 | 873,172 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $50,104,245 | 865,807 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $47,369,083 | 886,066 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $42,941,030 | 750,455 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $42,521,121 | 849,064 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $42,627,031 | 836,973 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $53,967,973 | 1,060,483 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $50,248,551 | 1,045,538 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $66,596,615 | 1,173,302 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $64,093,658 | 1,107,737 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $68,116,675 | 1,147,905 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $60,715,567 | 1,232,053 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,129,710 | 1,240,959 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $79,265,788 | 1,310,395 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $69,736,222 | 1,220,018 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $65,324,515 | 1,140,044 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $68,572,086 | 1,138,693 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $70,271,710 | 1,077,787 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $64,106,884 | 1,099,415 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $48,060,547 | 988,087 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $54,897,598 | 1,006,926 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $53,462,408 | 893,572 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||