NAPLES GLOBAL ADVISORS, LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1582151
NAPLES, FL
Position in NWE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,024,124
+$160,528 QoQ
Shares Held
28,262
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#124
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. NWE ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
This page
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,124 | 28,262 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,863,596 | 28,262 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,920,839 | 29,762 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,750,387 | 29,865 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,483,339 | 28,915 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,609,654 | 27,815 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,438,341 | 26,905 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,470,840 | 25,705 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,205,926 | 24,080 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,288,274 | 25,295 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,355,964 | 26,645 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,317,324 | 27,410 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,472,070 | 25,935 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,536,761 | 26,560 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,449,082 | 24,420 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $850,572 | 17,260 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $711,874 | 12,080 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $597,641 | 9,880 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $405,836 | 7,100 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $399,667 | 6,975 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $403,474 | 6,700 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $440,100 | 6,750 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $411,085 | 7,050 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $328,320 | 6,750 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $295,225 | 5,415 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $208,806 | 3,490 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||