NWE NorthWestern Energy Group, Inc.companySEC Filings & Insider Trading Activity 2026
Latest NorthWestern Energy Group, Inc. (NWE) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 12, 2026, a 10-Q quarterly report filed on April 30, 2026, an 8-K current report filed on July 30, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for NorthWestern Energy Group, Inc. (NWE) (SEC CIK 1993004), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Regulated energy services focused on electric and natural gas utility operations
- • Proxy statement incorporated by reference contains executive compensation, ownership, and related transactions info
- • No new products, services, or segments highlighted within this filing's business section
- • Notable absence of direct business description; emphasis on corporate governance and financial disclosures
- • Filing relies heavily on referenced proxy materials, indicating a streamlined 10-K format this year
Risk Factors
- • Regulatory disallowance of $30.9M capital costs by MPSC in 2025 for YCGS construction deemed imprudent
- • Montana District Court vacated YCGS air quality permit in 2023 causing a 3-month construction delay and increased costs
- • Montana electric and natural gas transmission constraints limit on-system deliverability and access to lower-cost supply
- • Coal-fired Colstrip Units 3 & 4 co-ownership exposes company to environmental and regulatory risks through 2042
- • Reliance on market purchases exposes to price volatility and counterparty risks impacting liquidity and operations
Management Discussion & Analysis
- • Revenue: Electric base rates increase $105.5M, natural gas base rates $18.0M; net income down $43.0M to $181.1M from $224.1M in 2024
- • Profitability: Income before taxes decreased to $187.6M from $214.7M; Income tax expense $-6.5M vs $9.4M benefit prior year
- • Best segment: Electric base rates increase $105.5M; worst: Non-cash regulatory disallowance of YCGS capital costs $30.9M charge
- • Cash flows: Merger-related costs $9.3M; capital expenditures planned $300M for new 131 MW gas plant; no specific buybacks or dividends noted
- • Outlook: Pending merger with Black Hills; Montana rate review with approved ROEs ~9.6%; data center load additions and new transmission projects targeted for growth
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Annual Reports Archive10-K
AI-powered analysis of NorthWestern Energy Group, Inc. (NWE) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of NorthWestern Energy Group, Inc. (NWE) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.6B |
| Operating Income | - | $323.3M | $325.8M |
| Net Income | $194.1M | $224.1M | $181.1M |
| Op. Margin | - | 21.4% | 20.2% |
| Net Margin | - | 14.8% | 11.2% |
| Balance Sheet | |||
| Total Assets | - | $8.0B | $8.5B |
| Equity | $2.8B | $2.9B | $2.9B |
| ROE | 7.0% | 7.8% | 6.3% |
| Per Share | |||
| EPS | $3.22 | $3.65 | $2.94 |
| Cash Flow | |||
| Operating CF | - | $406.7M | $394.5M |
| CapEx | $566.9M | $549.2M | $524.5M |
Source: XBRL financial data from NorthWestern Energy Group, Inc. (NWE) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 30, 2026 | - | - | - |
8-K | Jun 22, 2026 | - | - | - |
8-K | Jun 2, 2026 | - | - | |
8-K | Jun 2, 2026 | - | - | |
8-K | May 27, 2026 | - | - | |
8-K | May 18, 2026 | - | - | |
8-K | May 5, 2026 | - | - | - |
10-Q | Apr 30, 2026 | Mar 31, 2026 | - | |
8-K | Apr 30, 2026 | - | - | - |
8-K | Apr 3, 2026 | - | - | - |
8-K | Feb 17, 2026 | - | - | |
10-K | Feb 12, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 12, 2026 | - | - | |
8-K | Dec 9, 2025 | - | - | |
10-Q | Oct 30, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Jul 31, 2025 | Jun 30, 2025 | - | |
10-Q | Apr 30, 2025 | Mar 31, 2025 | - | |
10-K | Feb 13, 2025 | Dec 31, 2024 | - | |
10-Q | Oct 29, 2024 | Sep 30, 2024 | - | |
10-Q | Jul 31, 2024 | Jun 30, 2024 | - | |
10-Q | Apr 26, 2024 | Mar 31, 2024 | - | |
10-K | Feb 15, 2024 | Dec 31, 2023 | - | |
10-Q | Oct 27, 2023 | Sep 30, 2023 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate NWE share value held by 13F filers tracked by SignalX, by quarter.
- Goldman Sachs Group+693.7K (+106%)
- Millennium Management+393.9K (+43%)
- Citigroup+256.0K (+53%)
- D.E. Shaw & Co+161.8K (+1097%)
- Principal Financial Group+92.1K (+69%)
- WESTWOOD HOLDINGS GROUP INC435.3K (-55%)
- FMR LLC (Fidelity)356.3K (-32%)
- BlackRock332.1K (-4%)
- State Street Corp302.6K (-11%)
- Citadel Advisors LLC238.5K (-83%)
- Franklin Resources+1.62M
- Coatue Management+26.6K
- Vanguard Group Inc−6.67M
- Invesco Ltd−584.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest NWE SEC filings in 2026?
NorthWestern Energy Group, Inc. (NWE) has filed a 10-K annual report on February 12, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did NWE file its most recent 10-K annual report?
NorthWestern Energy Group, Inc. (NWE) filed its most recent 10-K annual report on February 12, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view NWE 10-Q quarterly reports?
NorthWestern Energy Group, Inc. (NWE)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every NWE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has NWE filed recently?
NorthWestern Energy Group, Inc. (NWE)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find NWE insider trading activity (Form 4)?
SignalX aggregates every NWE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does NWE file with the SEC?
NorthWestern Energy Group, Inc. (NWE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new NWE filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for NorthWestern Energy Group, Inc. (NWE).
What is NWE's SEC CIK number?
NorthWestern Energy Group, Inc. (NWE)'s SEC CIK (Central Index Key) number is 1993004. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1993004 to look up all NWE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find NWE return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from NorthWestern Energy Group, Inc. (NWE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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