Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northwestern Energy Group In (NWE)

366 + Investors. Track Smart Money conviction in NWE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — NWE

Based on 368 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NWE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
368 hedge funds hold NWE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

187 buying155 selling
Last quarter: 187 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~55 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 50 → 56 → 55. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
215 out of 368 hedge funds have held NWE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +492% but shares only +0% — price-driven

Value
+492%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +492%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

65 → 43 → 50 → 56 → 55 new funds/Q
New funds entering each quarter: 43 → 50 → 56 → 55. A growing number of institutions are discovering NWE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 370 holders: 243 (66%) are 2+ year veterans, 32 entered 1–2 years ago, and 95 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 90% AUM from top-100 funds

90% from top-100 AUM funds
53 of 368 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in NWE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NWE

In 2026 Q1, 187 hedge funds were net buyers of NWE (55 opened a new position, 132 added to an existing one), while 155 reduced or exited (120 trimmed, 35 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 90% of total institutional value in NWE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 368.

Hedge Fund Ownership: NWE

How many hedge funds hold NWE — quarterly history vs. share price
Quarterly hedge fund ownership of NWE vs. share price

Market Analysis: NWE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NWE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Northwestern Energy Group In (NWE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NWE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
NWE
+6.1%
XLU
-1.9%

NWE outperformed XLU by +8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
NWE
-0.4%
XLU
+2.6%

Since the filing became public, NWE outperformed XLU by -3.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: NWE
366 + Investors

Track Smart Money conviction in NWE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 366 348 5.17%
13F Shares 60M 60M 0.03%
Total Value $22.73B $3.84B 492.37%
New Positions 53 56 -3
Increased Positions 131 133 -2
Closed Positions 35 30 +5
Reduced Positions 120 117 +3
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NWE

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Financial Highlights

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Institutional Holders (2026 Q1)

366 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NWE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NWE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kintayl Capital LP 5.84% 170,055 $11.2M
2 Olympiad Research LP 4.59% 22,848 $1.5M
3 Systematic Financial Management LP 1.71% 1,132,065 $74.6M
4 Fort Baker Capital Management LP 1.62% 313,027 $20.6M
5 AQR Arbitrage LLC 1.17% 1,081,947 $71.3M
6 Caxton Associates LLP 0.98% 657,262 $43.3M
7 DC Investments Management, LLC 0.83% 32,976 $2.2M
8 Oliver Luxxe Assets LLC 0.81% 82,446 $5.4M
9 River Road Asset Management, LLC 0.75% 1,005,802 $66.3M
10 Hager Investment Management Services, LLC 0.70% 19,217 $1.3M
11 Highbridge Capital Management LLC 0.61% 287,318 $18.9M
12 Van Diest Capital, LLC 0.38% 7,330 $483K
13 Diametric Capital, LP 0.32% 18,851 $1.2M
14 VAUGHAN & Co SECURITIES, INC. 0.32% 9,389 $619K
15 Schnieders Capital Management, LLC. 0.28% 26,523 $1.7M
16 Odyssean, LLC 0.27% 11,133 $734K
17 Exit Wealth Advisors, LLC. 0.25% 7,325 $483K
18 Gabelli Funds LLC 0.24% 548,700 $36.2M
19 NINE MASTS CAPITAL Ltd 0.24% 25,000 $1.6M
20 Yaupon Capital Management LP 0.22% 104,922 $6.9M
21 Phillips Wealth Planners LLC 0.21% 3,993 $283K
22 North Star Investment Management Corp. 0.20% 50,999 $3.4M
23 Heartland Advisors Inc 0.18% 53,687 $3.5M
24 Gamco Investors, INC. Et Al 0.18% 274,350 $18.1M
25 Westwood Holdings Group Inc 0.17% 351,913 $23.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Northwestern Energy Group In (NWE)

What does the Smart Money Trend signal show for NWE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NWE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NWE?

Slight buying edge — 55% buying: Last quarter: 187 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NWE holders?

Elite ownership — 90% AUM from top-100 funds: 53 of 368 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in NWE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NWE?

58% of holders stayed for 2+ years: 215 out of 368 hedge funds have held NWE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Northwestern Energy Group In (NWE) following the 2026 Q1 hedge fund 13F filings?

As of today, NWE has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), NWE has gained +6.1% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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