UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 861177
NEW YORK, NY
Position in NWE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,076,307
-$6,174,555 QoQ
Shares Held
137,645
-41.8% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52.13120709070434.ToString("F0")%
Shared 0.ToString("F0")%
None 47.86879290929566.ToString("F0")%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,722,652,927 across 39 Utilities - Regulated Electric names. NWE ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,406,260 | $1,430,933,421 | |
| 2 | EXC |
Exelon Corp
|
13,414,228 | $657,565,452 | |
| 3 | DUK |
Duke Energy CORP
|
3,983,128 | $521,550,778 | |
| 4 | ED |
Consolidated Edison Inc
|
4,494,672 | $508,706,972 | |
| 5 | SO |
Southern Co
|
5,173,525 | $499,348,629 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,609,676 | $454,103,269 | |
| 7 | ES |
Eversource Energy
|
6,532,250 | $452,554,275 | |
| 8 | ETR |
Entergy Corp /De/
|
3,779,746 | $424,692,255 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,076,307 | 137,645 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,250,862 | 236,301 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,726,552 | 131,830 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,223,265 | 199,284 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,956,883 | 154,776 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $7,287,771 | 136,322 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,152,383 | 124,998 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,943,287 | 138,644 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,795,261 | 94,154 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,743,403 | 93,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,227,115 | 87,955 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,948,221 | 87,178 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,044,117 | 87,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,239,659 | 88,299 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,112,266 | 83,447 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,682,087 | 96,421 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,158,303 | 101,807 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,094,083 | 71,625 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,693,900 | 64,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,962,474 | 65,800 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,558,522 | 69,916 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,888,168 | 66,681 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $3,422,162 | 70,357 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,637,627 | 66,721 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,388,528 | 73,350 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||