CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in NWE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,521,849
+$1,429,163 QoQ
Shares Held
811,675
+0.6% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.01%
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. NWE ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,515,154 | $1,626,807,502 | |
| 2 | DUK |
Duke Energy CORP
|
9,104,608 | $1,192,157,369 | |
| 3 | SO |
Southern Co
|
7,111,271 | $686,379,876 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,441,582 | $629,971,948 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,511,986 | $460,351,124 | |
| 6 | ES |
Eversource Energy
|
5,873,103 | $406,888,574 | |
| 7 | D |
Dominion Energy, Inc
|
5,808,040 | $359,053,032 | |
| 8 | EXC |
Exelon Corp
|
7,117,732 | $348,911,222 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,521,849 | 811,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,092,686 | 807,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,161,423 | 838,789 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,864,065 | 855,050 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,983,354 | 880,998 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $47,032,076 | 879,762 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,539,382 | 848,294 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,503,900 | 828,752 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,790,193 | 800,907 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,112,883 | 768,577 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,443,144 | 737,477 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $40,508,420 | 713,679 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $40,176,537 | 694,375 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,682,495 | 685,583 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,792,833 | 665,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,940,270 | 626,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $36,777,254 | 607,989 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $32,895,008 | 575,490 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,833,244 | 538,102 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $30,879,671 | 512,781 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,712,628 | 486,390 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,530,833 | 472,146 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,474,355 | 462,055 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,381,404 | 465,543 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $28,299,171 | 472,993 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||