CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in NWE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,314,018
+$2,792,169 QoQ
Shares Held
786,289
-3.1% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 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
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,314,018 | 786,289 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||