Position in NWE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,845,062
+$304,942 QoQ
Shares Held
53,687
0.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#98
of 374 holders
Holding Since
Mar 2021
15 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, 2026HEARTLAND ADVISORS INC holds $57,315,748 across 6 Utilities - Regulated Electric names. NWE ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
437,106 | $20,377,881 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
108,279 | $12,643,738 | |
| 3 | FE |
Firstenergy Corp
|
217,875 | $10,357,777 | |
| 4 | XEL |
Xcel Energy Inc
|
122,828 | $9,863,088 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
This page
|
53,687 | $3,845,062 | |
| 6 | NEE |
Nextera Energy Inc
|
2,600 | $228,202 |
All Filings in NWE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,845,062 | 53,687 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $3,540,120 | 53,687 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,493,726 | 69,627 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,571,041 | 26,805 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,565,555 | 69,504 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,258,196 | 56,302 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $3,009,904 | 56,302 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,221,600 | 56,302 | Shares | Defined | 2024-11-12 | |
| 2022-09-30 | $1,540,689 | 31,264 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,689,514 | 96,547 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,332,032 | 104,679 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,310,363 | 127,893 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $8,518,848 | 148,671 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $6,700,619 | 111,269 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,862,671 | 43,906 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||