Skip to main content
Equibles

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in NWE — NorthWestern Energy Group, Inc.

CIK 912938 Boston, MA
Back to NWE Full portfolio

Position in NWE

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$36,794,273
+$1,144,736 QoQ
Shares Held
513,743
-5.0% QoQ
Ownership
0.835%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 375 holders
Holding Since
Sep 2023
12 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, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. NWE ranks #24 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PCG
PG&E Corp
 101,483,416 $1,706,951,053
2 DUK
Duke Energy CORP
 12,742,489 $1,612,944,254
3 D
Dominion Energy, Inc
 20,030,451 $1,367,879,497
4 SO
Southern Co
 13,831,354 $1,323,798,889
5 XEL
Xcel Energy Inc
 16,269,553 $1,306,445,102
6 NEE
Nextera Energy Inc
 12,519,204 $1,098,810,531
7 AEP
American Electric Power Co Inc
 4,176,896 $571,441,140
8 CMS
Cms Energy Corp
 7,242,159 $554,025,162

All Filings in NWE

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,794,273 513,743
2026-03-31 $35,649,537 540,636
2025-12-31 $36,744,816 569,334
2025-09-30 $37,914,398 646,893
2025-06-30 $43,770,801 853,232
2025-03-31 $51,839,830 895,798
2024-12-31 $49,049,389 917,497
2024-09-30 $62,639,535 1,094,714
2024-06-30 $56,367,343 1,125,546
2024-03-31 $58,357,223 1,145,832
2023-12-31 $49,264,268 968,054
2023-09-30 $36,512,527 759,728