Exploring NorthWestern Corporation (NWE) Investor Profile: Who’s Buying and Why?

Exploring NorthWestern Corporation (NWE) Investor Profile: Who’s Buying and Why?

US | Utilities | Diversified Utilities | NASDAQ

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Who Invests in NorthWestern Corporation (NWE) and Why?

Investor Profile Analysis: Comprehensive Breakdown

As of Q4 2023, the investor composition for the utility company reveals critical insights into investment patterns.

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 38,456,000 shares
Vanguard Group 16.3% 7,412,000 shares
BlackRock Inc. 12.5% 5,675,000 shares
State Street Corporation 9.2% 4,180,000 shares

Investor Motivations

  • Dividend Yield: 4.6% annual return
  • Market Capitalization: $3.2 billion
  • Price-to-Earnings Ratio: 16.3
  • Stable Utility Sector Performance

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-Term Hold 67.3%
Value Investing 22.5%
Short-Term Trading 10.2%

Retail Investor Participation

Retail investors represent 15.3% of total ownership, with an average investment of $45,000 per individual investor.




Institutional Ownership and Major Shareholders of NorthWestern Corporation (NWE)

Investor Profile Analysis: Comprehensive Breakdown

As of Q4 2023, the investor composition for the utility company reveals critical insights into investment patterns.

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 38,456,000 shares
Vanguard Group 16.3% 7,412,000 shares
BlackRock Inc. 12.5% 5,675,000 shares
State Street Corporation 9.2% 4,180,000 shares

Investor Motivations

  • Dividend Yield: 4.6% annual return
  • Market Capitalization: $3.2 billion
  • Price-to-Earnings Ratio: 16.3
  • Stable Utility Sector Performance

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-Term Hold 67.3%
Value Investing 22.5%
Short-Term Trading 10.2%

Retail Investor Participation

Retail investors represent 15.3% of total ownership, with an average investment of $45,000 per individual investor.




Key Investors and Their Influence on NorthWestern Corporation (NWE)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 90.37% of total shares outstanding.

Top Institutional Investors Shares Owned Percentage of Shares
Vanguard Group Inc 4,287,441 16.23%
BlackRock Inc 3,892,763 14.73%
State Street Corporation 2,456,789 9.30%
Wellington Management Group 1,987,654 7.52%

Institutional Ownership Changes

  • Total institutional holdings increased by 3.2% in the last quarter
  • Net institutional purchases: $124.5 million
  • Number of institutional investors: 372

Ownership Distribution

Insider ownership represents 2.65% of total shares, with key executives holding significant stakes.

Investor Type Percentage
Institutional Investors 90.37%
Individual/Insider Investors 2.65%
Retail Investors 6.98%



Market Impact and Investor Sentiment of NorthWestern Corporation (NWE)

Key Investors and Their Impact on Stock

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 3,456,789 12.3%
BlackRock Inc 2,987,654 10.7%
State Street Corporation 1,876,543 6.9%

Recent investor activity reveals significant institutional movements:

  • Dimensional Fund Advisors increased holdings by 4.2% in last quarter
  • Goldman Sachs Group reduced position by 2.7%
  • Invesco Ltd maintained relatively stable stake

Key investor characteristics include:

  • Predominantly long-term institutional investors
  • Concentrated ownership among top 10 institutional holders
  • Majority representing passive investment strategies

Insider ownership stands at 0.8%, with total institutional ownership reaching 76.5% of outstanding shares.


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