Position in NWE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$48,705,788
+$17,557,882 QoQ
Shares Held
738,638
+53.0% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CITIGROUP INC holds $2,214,504,347 across 40 Utilities - Regulated Electric names. NWE ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,958,570 | $387,809,355 | |
| 2 | NEE |
Nextera Energy Inc
|
3,769,590 | $350,119,517 | |
| 3 | SO |
Southern Co
|
2,613,850 | $252,288,800 | |
| 4 | EXC |
Exelon Corp
|
2,933,255 | $143,788,159 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,184,357 | $137,113,009 | |
| 6 | DUK |
Duke Energy CORP
|
933,761 | $122,266,664 | |
| 7 | XEL |
Xcel Energy Inc
|
856,342 | $68,027,807 | |
| 8 | D |
Dominion Energy, Inc
|
1,054,145 | $65,167,243 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,705,788 | 738,638 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $31,147,906 | 482,614 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $25,223,457 | 430,361 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,683,510 | 32,817 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,275,614 | 56,603 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,479,441 | 65,085 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,280,363 | 57,329 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $889,269 | 17,757 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $756,004 | 14,844 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,400,339 | 27,517 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $190,556 | 3,965 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,425,638 | 25,117 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $395,181 | 6,830 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $430,451 | 7,254 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $738,853 | 14,993 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $437,670 | 7,427 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $369,893 | 6,115 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,086,668 | 19,011 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $502,634 | 8,772 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $345,601 | 5,739 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $373,986 | 5,736 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $903,920 | 15,502 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $284,251 | 5,844 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $993,462 | 18,222 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,167,521 | 19,514 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||