Cerity Partners LLC

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1566475 NEW YORK, NY

Position in NWE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,628,967

+$1,924,436 QoQ

Shares Held

85,365

+48.7% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 2.067592104492473.ToString("F0")% Shared 11.353599250278217.ToString("F0")% None 86.57880864522932.ToString("F0")%

Utilities · as of Mar 31, 2026

Cerity Partners LLC holds $602,707,899 across 37 Utilities - Regulated Electric names. NWE ranks #20 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,480,454	$137,504,566
2	EIX	Edison International	858,826	$62,848,886
3	DUK	Duke Energy CORP	440,326	$57,656,285
4	PCG	PG&E Corp	3,150,747	$55,358,623
5	AEP	American Electric Power Co Inc	256,384	$33,606,813
6	ED	Consolidated Edison Inc	224,098	$25,363,410
7	SO	Southern Co	260,784	$25,170,870
8	EXC	Exelon Corp	434,432	$21,295,855

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,628,967	85,365	+48.7%	Shares	Other	2026-05-15
2025-12-31	$3,704,531	57,399	+59.1%	Shares	Sole	2026-02-11
2025-09-30	$2,113,828	36,066	+227.7%	Shares	Other	2025-10-22
2025-06-30	$564,556	11,005	-0.7%	Shares	Defined	2025-08-13
2025-03-31	$641,373	11,083	+6.2%	Shares	Sole	2025-04-30
2024-12-31	$557,855	10,435	+36.0%	Shares	Sole	2025-02-13
2024-09-30	$438,991	7,672	+38.3%	Shares	Sole	2024-11-12
2024-06-30	$277,793	5,547	+28.3%	Shares	Sole	2024-08-13
2024-03-31	$220,272	4,325	-4.2%	Shares	Sole	2024-05-14
2023-03-31	$261,237	4,515	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$252,610	4,257	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.