Holders over time
Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
- NWE
- D
| Quarter | NWE | D |
|---|---|---|
| Q3 2020 | 8 holders, $60m | 20 holders, $8.7bn |
| Q4 2020 | 2 holders, $19m | 28 holders, $7.2bn |
| Q1 2021 | 2 holders, $19m | 26 holders, $7.4bn |
| Q2 2021 | 3 holders, $21m | 21 holders, $7.5bn |
| Q3 2021 | 1 holders, $16m | 16 holders, $7.2bn |
| Q4 2021 | 4 holders, $47m | 18 holders, $8.2bn |
| Q1 2022 | 5 holders, $32m | 19 holders, $9.3bn |
| Q2 2022 | 6 holders, $69m | 20 holders, $9.3bn |
| Q3 2022 | 11 holders, $115m | 17 holders, $7.5bn |
| Q4 2022 | 7 holders, $91m | 24 holders, $6.3bn |
| Q1 2023 | 5 holders, $63m | 19 holders, $6.1bn |
| Q2 2023 | 4 holders, $64m | 12 holders, $5.7bn |
| Q3 2023 | 4 holders, $55m | 12 holders, $5.4bn |
| Q4 2023 | 2 holders, $64m | 15 holders, $6.4bn |
| Q1 2024 | 2 holders, $73m | 10 holders, $6.5bn |
| Q2 2024 | 3 holders, $117m | 9 holders, $6.2bn |
| Q3 2024 | 5 holders, $141m | 14 holders, $7.4bn |
| Q4 2024 | 5 holders, $126m | 13 holders, $6.5bn |
| Q1 2025 | 7 holders, $141m | 16 holders, $7.0bn |
| Q2 2025 | 7 holders, $146m | 10 holders, $8.8bn |
| Q3 2025 | 4 holders, $107m | 8 holders, $9.8bn |
| Q4 2025 | 6 holders, $208m | 12 holders, $10.5bn |
| Q1 2026 | 9 holders, $282m | 11 holders, $10.4bn |
| Q2 2026 | 9 holders, $355m | 13 holders, $12.4bn |
NWE
Northwestern Corp
- Holders
- 7
- Reported value
- $146m
- Buyers
- 4
- Sellers
- 2
Breadth +2 among 95 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 10
- Reported value
- $8.8bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 95 comparable managers.
Who holds both, Q2 2025
Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.