DIMENSIONAL FUND ADVISORS LP
Position in NWE — NorthWestern Energy Group, Inc.
CIK 354204
AUSTIN, TX
Position in NWE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$74,172,033
+$6,700,250 QoQ
Shares Held
1,035,633
+1.2% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 8%
None 2%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,744,083,300 across 37 Utilities - Regulated Electric names. NWE ranks #28 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,172,033 | 1,035,633 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $67,471,783 | 1,023,230 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $65,663,962 | 1,017,415 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,217,139 | 1,010,359 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,020,250 | 1,014,040 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,242,269 | 1,023,713 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,247,541 | 1,033,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $58,873,255 | 1,028,893 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $51,467,113 | 1,027,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,222,926 | 966,482 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $48,657,300 | 956,127 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $45,766,478 | 952,278 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $54,844,008 | 966,244 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,132,072 | 952,853 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,335,136 | 966,214 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,233,409 | 938,178 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $53,351,508 | 905,337 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $53,878,745 | 890,705 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,167,331 | 877,665 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $49,661,795 | 866,698 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,664,999 | 824,726 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $57,975,905 | 889,201 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,807,618 | 888,486 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $43,756,544 | 899,600 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,526,536 | 981,778 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $60,273,100 | 1,007,406 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||