NWE NorthWestern Energy (NWE) Insider Trading, Ownership & Congress Trades
Utilities · Electric & other services combined · CIK 0001993004
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
168
13F, latest reported quarter
What the filings say about NWE
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-03-03
NorthWestern Energy insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for NorthWestern Energy Group, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Oct 28, 2022.
- The trade is 9.8% of the 24,088 shares held after it.
- No other insider sold within 30 days.
- 168 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP - Transmission Cashell Michael R sold about $136.3K of NWE on May 2, 2025; 168 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Dec 9, 2024.
- The trade is 6.4% of the 11,021 shares held after it.
- No other insider sold within 30 days.
- 168 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ide Britt E sold about $38.1K of NWE on Feb 25, 2025; 168 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 44.0% of the 16,816 shares held after it.
- 1 other insider sold within 30 days.
- 168 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Clark Anthony Thomas sold about $384.4K of NWE on Dec 12, 2024, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 168 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 8, 2024.
- The trade is 6.4% of the 10,888 shares held after it.
- 1 other insider sold within 30 days.
- 168 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ide Britt E sold about $37.5K of NWE on Dec 9, 2024; 1 other insider sold within 30 days and 168 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on May 3, 2024.
- The trade is 6.4% of the 10,778 shares held after it.
- No other insider sold within 30 days.
- 168 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ide Britt E sold about $35.7K of NWE on Aug 8, 2024; 168 funds added in the latest 13F quarter.27 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
1 member bought in the last year
the lowest in Utilities
Funds
168 funds bought in last quarter
below 59% of Utilities
Revenue
+6.4% year over year
below 56% of Utilities
Margin
11.2% net margin
below 53% of Utilities
Buybacks
no share repurchases reported
Short interest
3.5% of the float short (float per yahoo 2026-10-27) · 3.3 days to cover · settled 2026-10-15
more than 58% of Utilities
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch NWE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+31.0%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns NWE: institutional holders (13F)
13F holdings, latest reported quarter
9,070,752 sh
$649.6M
3,548,697 sh
$254.2M
2,790,136 sh
$199.8M
2,431,546 sh
$174.1M
1,788,900 sh
$128.1M
Congress trades in NWE
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-03-03 · disclosed 35 days later
$1,001 - $15,000
Sold 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Bought 2025-06-09 · disclosed 65 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
NWE planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
NWE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
NYLIM Merger Arbitrage ETF
$8.8M position · as of 2026-07-31
3.5%
GMO Alternative Allocation Fund
$25.7M position · as of 2026-05-31
3.2%
Dunham Monthly Distribution Fund
$8.9M position · as of 2026-07-31
2.9%
North Star Dividend Fund
$2.7M position · as of 2026-05-31
2.8%
ProShares Merger ETF
$409.7K position · as of 2026-05-31
2.6%
Infrastructure Capital Small Cap Income ETF
$514.5K position · as of 2026-05-31
2.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Brian Bird
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$5.0M
$11.1M
$1.1M
+39%
+52%
2024
$4.8M
$5.2M
$1.1M
-7%
+6%
2023
$3.1M
$2.4M
$886.7K
-15%
-7%
2022
$3.4M
$2.9M
$1.5M
-6%
-1%
2021
$3.4M
$2.0M
$1.1M
-13%
-3%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 168 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
NWE financials
Revenue growth
+6.4%
XBRL, annual
Net margin
11.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.7B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM NWE
| FY Dec 2025 | $1.6B |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $392.6M |
| Mar 2026 | $497.6M |
| Dec 2025 | $414.3M |
| Sep 2025 | $387.0M |
| Jun 2025 | $342.7M |
| Mar 2025 | $466.6M |
| Dec 2024 | $373.5M |
| Sep 2024 | $345.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+10.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM NWE
| FY Dec 2025 | +11.2% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +6.4% |
| Mar 2026 | +12.8% |
| Dec 2025 | +10.8% |
| Sep 2025 | +9.9% |
| Jun 2025 | +6.2% |
| Mar 2025 | +16.5% |
| Dec 2024 | +21.6% |
| Sep 2024 | +13.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$192.2M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM NWE
| FY Dec 2025 | -$130.0M |
| FY Dec 2024 | -$142.5M |
| FY Dec 2023 | -$77.7M |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | -$114.9M |
| Mar 2026 | $43.3M |
| Dec 2025 | -$93.7M |
| Sep 2025 | -$26.9M |
| Jun 2025 | -$70.6M |
| Mar 2025 | $61.3M |
| Dec 2024 | -$85.9M |
| Sep 2024 | -$33.2M |
At each fiscal year end
Single quarter
Debt to equity
1.20x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity NWE
| FY Dec 2025 | 1.14x |
| FY Dec 2024 | 1.05x |
| FY Dec 2023 | 1.00x |
| FY Dec 2022 | 0.98x |
| FY Dec 2021 | n/a |
| Jun 2026 | 1.20x |
| Mar 2026 | 1.13x |
| Dec 2025 | 1.14x |
| Sep 2025 | 1.09x |
| Jun 2025 | 1.07x |
| Mar 2025 | 1.08x |
| Dec 2024 | 1.05x |
| Sep 2024 | 1.02x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.12x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt NWE
| FY Dec 2025 | 0.12x |
| FY Dec 2024 | 0.14x |
| FY Dec 2023 | 0.18x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.12x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.13x |
| Mar 2025 | 0.13x |
| Dec 2024 | 0.14x |
| Sep 2024 | 0.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+5.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity NWE
| FY Dec 2025 | +6.3% |
| FY Dec 2024 | +7.9% |
| FY Dec 2023 | +7.1% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +5.9% |
| Mar 2026 | +5.8% |
| Dec 2025 | +6.3% |
| Sep 2025 | +7.6% |
| Jun 2025 | +7.9% |
| Mar 2025 | +8.3% |
| Dec 2024 | +7.9% |
| Sep 2024 | +8.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets NWE
| FY Dec 2025 | +2.2% |
| FY Dec 2024 | +2.9% |
| FY Dec 2023 | +2.6% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +2.0% |
| Mar 2026 | +2.0% |
| Dec 2025 | +2.2% |
| Sep 2025 | +2.7% |
| Jun 2025 | +2.8% |
| Mar 2025 | +3.0% |
| Dec 2024 | +2.9% |
| Sep 2024 | +3.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+4.9%
operating income after a 2.9% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital NWE
| FY Dec 2025 | +5.1% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +5.3% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +4.9% |
| Mar 2026 | +5.0% |
| Dec 2025 | +5.1% |
| Sep 2025 | +5.8% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +5.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+4.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed NWE
| FY Dec 2025 | +4.4% |
| FY Dec 2024 | +4.5% |
| FY Dec 2023 | +4.4% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +4.1% |
| Mar 2026 | +4.1% |
| Dec 2025 | +4.4% |
| Sep 2025 | +4.9% |
| Jun 2025 | +4.7% |
| Mar 2025 | +4.6% |
| Dec 2024 | +4.5% |
| Sep 2024 | +4.8% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
28.32x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing NWE
| FY Dec 2025 | 21.95x |
| FY Dec 2024 | 14.65x |
| FY Dec 2023 | 15.80x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 25.86x |
| Mar 2026 | 24.24x |
| Dec 2025 | 21.95x |
| Sep 2025 | 16.60x |
| Jun 2025 | 13.98x |
| Mar 2025 | 15.07x |
| Dec 2024 | 14.65x |
| Sep 2024 | 15.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$8.3B
market value at close 2026-10-26 on 2026-07-24 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value NWE
| FY Dec 2025 | $7.2B |
| FY Dec 2024 | $6.3B |
| FY Dec 2023 | $5.9B |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $7.9B |
| Mar 2026 | $7.3B |
| Dec 2025 | $7.2B |
| Sep 2025 | $6.7B |
| Jun 2025 | $6.2B |
| Mar 2025 | $6.6B |
| Dec 2024 | $6.3B |
| Sep 2024 | $6.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-4.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield NWE
| FY Dec 2025 | -3.3% |
| FY Dec 2024 | -4.3% |
| FY Dec 2023 | -2.5% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | -4.4% |
| Mar 2026 | -3.7% |
| Dec 2025 | -3.3% |
| Sep 2025 | -3.4% |
| Jun 2025 | -4.1% |
| Mar 2025 | -3.8% |
| Dec 2024 | -4.3% |
| Sep 2024 | -4.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -25%, PEG needs growth
PEG, trailing NWE
| FY Dec 2025 | n/a |
| FY Dec 2024 | 1.10x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 2.00x |
| Mar 2025 | 0.80x |
| Dec 2024 | 1.10x |
| Sep 2024 | 0.66x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.6B | $1.5B | $1.6B | $1.5B |
| Operating income | $325.8M | $323.3M | $300.5M | $263.1M |
| Net income | $181.1M | $224.1M | $194.1M | $183.0M |
| EPS (diluted) | 2.94 | 3.65 | 3.22 | 3.25 |
| Operating cash flow | $394.5M | $406.7M | $489.2M | $307.2M |
| Cash | $8.8M | $4.3M | $9.2M | $8.5M |
| Long-term debt | $3.2B | $2.7B | $2.7B | $2.5B |
| Dividends paid | $161.4M | $158.6M | $154.1M | $140.1M |
SEC XBRL, fiscal years, as known on 2026-10-28
NWE Stock Sonar score 5/7 axes
Find similar shapesCompareNWE ranks highest on institutional and government (54th percentile) and risk and compliance (50th), and lowest on profitability (28th), among Utilities peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
NWE filings, in plain words
Have members of Congress traded NWE?
Yes. In the year to 2026-10-28, 1 House member disclosed buying NWE and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-03-03.
Read the full summary
In the year to 2026-10-28, 1 member of Congress disclosed buying NWE and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-03-03. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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