MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in NWE — NorthWestern Energy Group, Inc.
CIK 912938
Boston, MA
Position in NWE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,649,537
-$1,095,279 QoQ
Shares Held
540,636
-5.0% QoQ
Ownership
0.879%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $13,723,744,433 across 27 Utilities - Regulated Electric names. NWE ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
109,393,836 | $1,922,049,694 | |
| 2 | DUK |
Duke Energy CORP
|
14,391,296 | $1,884,396,295 | |
| 3 | D |
Dominion Energy, Inc
|
26,621,442 | $1,645,737,541 | |
| 4 | SO |
Southern Co
|
15,595,800 | $1,505,306,612 | |
| 5 | XEL |
Xcel Energy Inc
|
18,078,640 | $1,436,167,159 | |
| 6 | NEE |
Nextera Energy Inc
|
13,192,071 | $1,225,279,551 | |
| 7 | CMS |
Cms Energy Corp
|
7,630,373 | $591,964,334 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,493,458 | $589,002,473 |
All Filings in NWE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,649,537 | 540,636 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,744,816 | 569,334 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $37,914,398 | 646,893 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,770,801 | 853,232 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,839,830 | 895,798 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $49,049,389 | 917,497 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $62,639,535 | 1,094,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,367,343 | 1,125,546 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,357,223 | 1,145,832 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,264,268 | 968,054 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $36,512,527 | 759,728 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||