COMMONWEALTH EQUITY SERVICES, LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 312272
WALTHAM, MA
Position in NWE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,693,345
+$328,247 QoQ
Shares Held
71,176
+5.2% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $649,187,785 across 33 Utilities - Regulated Electric names. NWE ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,191,696 | $203,564,724 | |
| 2 | SO |
Southern Co
|
890,580 | $85,958,781 | |
| 3 | DUK |
Duke Energy CORP
|
532,024 | $69,663,222 | |
| 4 | ED |
Consolidated Edison Inc
|
320,701 | $36,296,939 | |
| 5 | AEP |
American Electric Power Co Inc
|
236,808 | $31,040,792 | |
| 6 | D |
Dominion Energy, Inc
|
493,273 | $30,494,136 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
159,726 | $18,491,479 | |
| 8 | XEL |
Xcel Energy Inc
|
229,916 | $18,264,527 |
All Filings in NWE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,693,345 | 71,176 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,365,098 | 67,634 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,778,000 | 64,460 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,050,605 | 59,466 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,114,794 | 53,824 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,541,488 | 47,540 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,506,579 | 43,806 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,962,134 | 39,180 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,680,740 | 33,001 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,063,397 | 20,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,006,424 | 20,941 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,196,727 | 21,084 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,364,743 | 23,587 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,466,291 | 24,710 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,098,451 | 22,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,325,041 | 22,485 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,347,777 | 22,281 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,225,453 | 21,439 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,214,187 | 21,190 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,252,816 | 20,804 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,321,799 | 20,273 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $937,216 | 16,073 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $777,948 | 15,994 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $731,931 | 13,425 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||