HOTCHKIS & WILEY's NWE Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 97,642 shares of NorthWestern Energy Group, Inc. (NWE) worth $6.44 M, representing 0.02% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in NWE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 168,970 shares. Largest reduction occurred in Q3 2021, reducing 154,051 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's NorthWestern Energy Group (NWE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NorthWestern Energy Group (NWE) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -127,825 | Reduce 56.69% | 97,642 | $65.94 |
| Q4 2025 | -5,584 | Reduce 2.42% | 225,467 | $64.54 |
| Q3 2025 | +19,072 | Add 9.00% | 231,051 | $58.61 |
| Q2 2025 | -28,832 | Reduce 11.97% | 211,979 | $51.30 |
| Q1 2025 | -7,469 | Reduce 3.01% | 240,811 | $57.87 |
| Q4 2024 | +23,200 | Add 10.31% | 248,280 | $53.46 |
| Q3 2024 | -19,800 | Reduce 8.09% | 225,080 | $57.22 |
| Q2 2024 | +5,570 | Add 2.33% | 244,880 | $50.08 |
| Q1 2024 | +17,200 | Add 7.74% | 239,310 | $50.93 |
| Q4 2023 | +13,700 | Add 6.57% | 222,110 | $50.89 |
| Q3 2023 | +22,540 | Add 12.13% | 208,410 | $48.06 |
| Q2 2023 | +4,670 | Add 2.58% | 185,870 | $56.76 |
| Q1 2023 | +12,230 | Add 7.24% | 181,200 | $57.86 |
| Q4 2022 | +168,970 | New Buy | 168,970 | $59.34 |
| Q3 2021 | -154,051 | Sold Out | 0 | $0.00 |
| Q2 2021 | +19,650 | Add 14.62% | 154,051 | $60.22 |
| Q1 2021 | +16,817 | Add 14.30% | 134,401 | $65.20 |
| Q4 2020 | +18,280 | Add 18.41% | 117,584 | $58.31 |
| Q3 2020 | +20,180 | Add 25.50% | 99,304 | $48.64 |
| Q2 2020 | +2,810 | Add 3.68% | 79,124 | $54.52 |
| Q1 2020 | -24,510 | Reduce 24.31% | 76,314 | $59.83 |
| Q4 2019 | +23,320 | Add 30.09% | 100,824 | $71.67 |
| Q3 2019 | +1,770 | Add 2.34% | 77,504 | $75.05 |
| Q2 2019 | +10,100 | Add 15.39% | 75,734 | $72.15 |
| Q1 2019 | +385 | Add 0.59% | 65,634 | $70.41 |
| Q4 2018 | -26,166 | Reduce 28.62% | 65,249 | $59.43 |
| Q3 2018 | +24,350 | Add 36.31% | 91,415 | $58.66 |
| Q2 2018 | +37,267 | Add 125.07% | 67,065 | $57.24 |
| Q1 2018 | +3,373 | Add 12.76% | 29,798 | $53.80 |
| Q4 2017 | +26,425 | New Buy | 26,425 | $59.72 |
HOTCHKIS & WILEY's NorthWestern Energy Group Investment FAQs
HOTCHKIS & WILEY first purchased NorthWestern Energy Group, Inc. (NWE) in Q4 2017, acquiring 26,425 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held NorthWestern Energy Group, Inc. (NWE) for 30 quarters since Q4 2017.
HOTCHKIS & WILEY's largest addition to NorthWestern Energy Group, Inc. (NWE) was in Q4 2022, adding 168,970 shares worth $10.03 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 97,642 shares of NorthWestern Energy Group, Inc. (NWE), valued at approximately $6.44 M.
As of the Q1 2026 filing, NorthWestern Energy Group, Inc. (NWE) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in NorthWestern Energy Group, Inc. (NWE) was 248,280 shares, as reported at the end of Q4 2024.