MORGAN STANLEY

Position in NWE — NorthWestern Energy Group, Inc.

CIK 895421 NEW YORK, NY

Back to NWE Full portfolio

Position in NWE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$50,984,871

-$3,621,125 QoQ

Shares Held

773,201

-8.6% QoQ

Ownership

1.26%

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 85.42823922886804.ToString("F0")% Shared 0.22801315569948824.ToString("F0")% None 14.343747615432466.ToString("F0")%

Common Shares in NWE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. NWE ranks #32 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	64,751,882	$6,014,154,788
2	AEP	American Electric Power Co Inc	14,486,169	$1,898,847,026
3	DUK	Duke Energy CORP	12,679,831	$1,660,297,063
4	SO	Southern Co	12,915,066	$1,246,562,165
5	ETR	Entergy Corp /De/	9,591,393	$1,077,688,909
6	EXC	Exelon Corp	15,940,072	$781,382,318
7	D	Dominion Energy, Inc	11,288,689	$697,866,746
8	PPL	PPL Corp	16,964,450	$648,041,986

All Filings in NWE

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,984,871	773,201	-8.6%	Shares	Defined	2026-05-15
2025-12-31	$54,605,996	846,080	+7.2%	Shares	Defined	2026-05-27
2025-09-30	$46,240,998	788,961	-8.8%	Shares	Defined	2026-05-27
2025-06-30	$44,361,567	864,748	+37.1%	Shares	Defined	2025-08-15
2025-03-31	$36,498,545	630,699	+7.8%	Shares	Defined	2025-05-15
2024-12-31	$31,264,954	584,829	+0.5%	Shares	Defined	2025-05-15
2024-09-30	$33,298,772	581,943	+37.3%	Shares	Defined	2025-05-14
2024-06-30	$21,228,757	423,897	-10.8%	Shares	Defined	2025-05-14
2024-03-31	$24,209,826	475,355	-2.2%	Shares	Defined	2024-10-17
2023-12-31	$24,741,134	486,169	+23.9%	Shares	Defined	2024-08-16
2023-09-30	$18,858,307	392,391	-35.1%	Shares	Defined	2023-11-15
2023-06-30	$34,307,841	604,437	-4.0%	Shares	Defined	2023-08-14
2023-03-31	$36,430,271	629,628	+9.9%	Shares	Defined	2023-05-15
2022-12-31	$33,985,970	572,733	-6.1%	Shares	Defined	2023-02-14
2022-09-30	$30,072,525	610,238	+66.1%	Shares	Defined	2022-11-14
2022-06-30	$21,656,593	367,497	+33.8%	Shares	Defined	2022-10-27
2022-03-31	$16,618,717	274,735	-0.7%	Shares	Defined	2022-10-27
2021-12-31	$15,812,968	276,644	+27.2%	Shares	Defined	2022-02-14
2021-09-30	$12,458,448	217,425	+0.9%	Shares	Defined	2021-11-15
2021-06-30	$12,972,046	215,411	+42.0%	Shares	Defined	2021-08-23
2021-03-31	$9,891,032	151,703	-25.1%	Shares	Defined	2021-05-17
2020-12-31	$11,803,982	202,435	+213.2%	Shares	Defined	2021-02-16
2020-09-30	$3,144,039	64,639	-31.0%	Shares	Defined	2020-11-13
2020-06-30	$5,105,523	93,645	-27.3%	Shares	Defined	2020-08-14
2020-03-31	$7,703,589	128,758	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.