NorthWestern Energy Group, Inc. Common Stock (NWE)
Common Stock · Currency in USD · XNAS
NorthWestern Energy Group Inc provides electricity and natural gas services in the Upper Midwest and Northwest of the U.S. in the states of Montana, South Dakota, Nebraska, and Yellowstone National Park. The company's primary segments include Electric, which includes the generation, purchase, transmission, and distribution of electricity, and Natural Gas, which includes the production, purchase, transmission, storage, and distribution of natural gas. It uses thermal, wind, hydro, or renewable energy in varying quantities, depending on the location of the facilities, to generate power. The company derives the majority of its revenue from the Electric segment.
The chart shows the growth of an initial investment of $10,000 in NorthWestern Energy Group, Inc. Common Stock, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
NorthWestern Energy Group, Inc. Common Stock (NWE) has returned 4.69% so far this year and 22.94% over the past 12 months. Looking at the last ten years, NWE has achieved an annualized return of 0.83%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
NWE
1M-2.76%
6M17.79%
YTD4.69%
1Y22.94%
5Y0.12%
10Y0.83%
Benchmark (SPY)
1M-2.61%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of NorthWestern Energy Group, Inc. Common Stock (NWE) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
5.11%
2.21%
-4.78%
1.09%
2025
0.39%
5.23%
4.31%
0.67%
-5.06%
-6.22%
4.92%
6.58%
2.82%
1.93%
16.20%
-6.22%
2024
-5.46%
-0.33%
6.37%
-1.06%
2.87%
-4.15%
7.56%
0.82%
5.85%
-6.57%
3.02%
-2.75%
2023
-3.55%
2.16%
0.99%
1.74%
-3.46%
0.23%
-0.55%
-10.72%
-5.19%
0.06%
4.83%
1.09%
2022
1.38%
4.35%
0.02%
-6.36%
7.66%
-3.99%
-5.86%
-3.83%
-6.67%
6.32%
9.65%
1.61%
2021
-6.60%
6.93%
10.00%
3.96%
-9.01%
-5.28%
2.34%
2.17%
-10.19%
-1.58%
-4.03%
2.28%
2020
7.13%
-8.71%
-15.33%
0.72%
5.79%
-9.19%
3.10%
-8.21%
-5.19%
7.75%
9.70%
-1.07%
2019
7.83%
7.56%
2.55%
-0.80%
1.76%
1.06%
-2.90%
3.75%
3.60%
-3.23%
-1.68%
0.65%
2018
-9.05%
-5.93%
5.30%
2.48%
-0.60%
4.82%
3.87%
1.46%
-2.36%
0.10%
8.89%
-6.64%
2017
0.58%
3.21%
1.19%
1.91%
3.34%
-1.25%
-5.68%
4.02%
-5.78%
3.95%
8.29%
-7.08%
2016
-7.73%
2.10%
8.74%
-4.14%
-4.46%
-0.33%
-0.09%
-2.08%
2.19%
Performance Indicators
The charts below present risk-adjusted performance metrics for NorthWestern Energy Group, Inc. Common Stock (NWE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of NWE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current NorthWestern Energy Group, Inc. Common Stock volatility is 1.43%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
8.46B
8.00B
7.60B
7.32B
6.78B
6.39B
5.91B
5.64B
5.42B
5.50B
5.28B
4.97B
3.72B
3.49B
3.21B
Equity Attributable To Parent (USD)
2.89B
2.86B
2.79B
2.67B
2.34B
2.08B
2.04B
1.94B
1.80B
1.68B
1.60B
1.48B
1.03B
934.03M
859.11M
Equity Attributable To Noncontrolling Interest (USD)
Black Hills Corp. (NYSE:BKH) and NorthWestern Energy (NASDAQ:NWE) shareholders have approved an all-stock merger that will create Bright Horizon Energy Corporation, a regional regulated energy company serving customers across eight states. The merger, announced in August 2025, is expected to close in the second half of 2026, pending federal and state regulatory approvals.
Benzinga•Globe Newswire
AI Insight
Shareholders overwhelmingly approved the merger proposal. The transaction is positioned to deliver long-term value to customers, shareholders, and communities. The combination with Black Hills creates a complementary utility with enhanced capabilities.
Halper Sadeh LLC, an investor rights law firm, is investigating Select Medical Holdings Corporation, FONAR Corporation, and NorthWestern Energy Group for potential violations of federal securities laws and breaches of fiduciary duties. The firm is examining whether shareholders are receiving fair consideration in proposed transactions involving company insiders and executives.
GlobeNewswire Inc.•Halper Sadeh Llc
AI Insight
Under investigation for potential securities violations related to its sale to Black Hills Corp., with concerns about whether the exchange ratio of 0.98 shares represents fair value for shareholders.
Monteverde & Associates PC, a class action securities firm, is investigating four proposed mergers: The Brand House Collective's sale to Bed Bath & Beyond, Avidity Biosciences' acquisition by Novartis for $72 per share, NorthWestern Energy Group's sale to Black Hills Corp, and Two Harbors Investment Corp's merger with UWM Holdings Corporation. The firm is seeking shareholders with concerns about these transactions ahead of upcoming shareholder votes.
Benzinga•Prnewswire
AI Insight
Under class action investigation for merger with Black Hills Corp; stock-based consideration (0.98 shares) raises questions about valuation adequacy
Law firm Halper Sadeh LLC is investigating potential securities law violations and fiduciary duty breaches for several companies undergoing merger or acquisition transactions.
GlobeNewswire Inc.•Halper Sadeh Llc
AI Insight
Merging with Black Hills Corp where shareholders will own approximately 44% of combined company, potential investigation suggests possible concerns about transaction structure
Law firm Halper Sadeh LLC is investigating potential securities law violations and fiduciary duty breaches for several companies involving proposed mergers and acquisitions.
GlobeNewswire Inc.•Halper Sadeh Llc
AI Insight
Proposed sale to Black Hills Corp with shareholders retaining 44% of combined company ownership
Class action attorney Juan Monteverde is investigating several corporate mergers involving NorthWestern Energy, Guess?, Mural Oncology, and Thumzup Media, examining potential shareholder implications.
GlobeNewswire Inc.•Juan Monteverde
AI Insight
Proposed sale to Black Hills Corp with shareholders expected to own 44% of combined company, indicating a balanced transaction
Law firm Halper Sadeh LLC is investigating potential securities law violations and fiduciary duty breaches related to merger transactions involving Dayforce and NorthWestern Energy Group.
GlobeNewswire Inc.•Halper Sadeh Llc
AI Insight
Proposed merger with Black Hills Corp. where shareholders will own approximately 44% of the combined company, prompting a routine legal review
Law firm investigating potential securities law violations and fiduciary duty breaches for several companies undergoing mergers and acquisitions.
GlobeNewswire Inc.•Halper Sadeh Llc
AI Insight
Proposed sale to Black Hills Corp with shareholders expected to own 44% of combined company, potential investigation indicates possible valuation concerns
Black Hills and NorthWestern Energy announced an all-stock merger creating a $7.8 billion regulated utility company serving 2.1 million customers across eight states, with plans to enhance infrastructure and investment capabilities.
Benzinga•Akanksha Bakshi
AI Insight
Will gain scale to accelerate infrastructure investments, maintain 44% ownership in merged entity
A new report from Escalent reveals that utilities are finally making it easier for customers to do business with them. The Customer Effort Score, a measure of how easy it is to do business with a utility, has improved by 10 points year-over-year to 723. Forty utilities were recognized as the 'Easiest to Do Business With' among the 140 largest utility companies in the US.
GlobeNewswire Inc.•
AI Insight
NorthWestern Energy was recognized as one of the 'Easiest to Do Business With' utilities, indicating a positive customer experience.