secwatch / observer

NorthWestern Energy Group, Inc. — fact timeline

Source-grounded facts extracted from NorthWestern Energy Group, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

NWE NorthWestern Energy Group, Inc. JSON
Debt Financings

NorthWestern Energy Group, Inc. incurred senior notes of $150 million with The Bank of New York Mellon at 5.51% maturing June 15, 2036.

“The SD Bonds were drawn and issued in one series as follows: Issue Date Maturity Date Principal Amount Interest Rate June 15, 2026 June 15, 2036 $150 million 5.51%”
Material Agreements

NorthWestern Energy Group, Inc. entered into Twenty-third Supplemental Indenture with The Bank of New York Mellon valued at $150 million (effective 2026-06-01).

“The SD Bonds were drawn and issued in one series as follows: Issue Date Maturity Date Principal Amount Interest Rate June 15, 2026 June 15, 2036 $150 million 5.51% The terms of the SD Bonds were established in the Twenty-third Supplemental Indenture, dated as of June 1, 2026 (the " SD Supplemental Indenture "), between NWE Public Service and The Bank of New York Mellon, as trustee.”
Debt Financings

NorthWestern Energy Group, Inc. incurred mortgage of $225 million with The Bank of New York Mellon and Dimple Gandhi, as trustees at variable rates equal to the interest rate applicable to the Term Loan.

“NW Corp's obligations under the Term Loan are secured by a $225 million first mortgage bond”
Debt Financings

NorthWestern Energy Group, Inc. incurred term loan of $225 million with Bank of America, N.A., as administrative agent at SOFR plus an applicable margin maturing November 26, 2027.

“ay 27, 2026, NorthWestern Corporation (" NW Corp "), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), entered into a $225 million secured term loan credit agreement (the “ Term Loan ”) with Bank of America, N.A., as administrative agent (the " Administrative Agent "), and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S.”
Material Agreements

NorthWestern Energy Group, Inc. entered into Term Loan with Bank of America, N.A., as administrative agent, and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S. Bank National Association, as joint lead arrangers and bookrunners valued at $225 million (effective 2026-05-27).

“On May 27, 2026, NorthWestern Corporation (" NW Corp "), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), entered into a $225 million secured term loan credit agreement (the “ Term Loan ”) with Bank of America, N.A., as administrative agent (the " Administrative Agent "), and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S. Bank National Association, as joint lead arrangers and bookrunners.”
Shareholder Votes

NorthWestern Energy Group, Inc. shareholders approved Advisory Vote on Executive Compensation at the 2026-04-30 meeting.

“3. Advisory Vote on Executive Compensation. The votes cast with respect to the advisory vote to approve named executive officer compensation were as follows: For Against Abstain Broker Non-Votes 50,209,283 944,608 59,331 4,758,892”
Shareholder Votes

NorthWestern Energy Group, Inc. shareholders approved Ratification of Independent Registered Public Accounting Firm at the 2026-04-30 meeting.

“2. Ratification of Independent Registered Public Accounting Firm. The votes cast with respect to the ratification of Deloitte & Touche LLP as our independent registered accounting firm for 2026 were as follows: For Against Abstain 54,542,567 1,405,988 23,559”
Shareholder Votes

NorthWestern Energy Group, Inc. shareholders approved Election of Directors at the 2026-04-30 meeting.

“1. Election of Directors. The Board of Directors of the Company nominated nine persons for election as directors of the Company, each to hold office for a one-year term expiring at the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualified. Each nominee was an incumbent director, and no other person was nominated. The votes cast for or withheld with respect to each nominee were as follows: Name of Director For Withheld Broker Non-Votes Brian Bird 51,101,454 111,768 4,758,892 Sherina Maye Edwards 50,951,533 261,689 4,758,892 Dave Goodin 51,102,859 110,363 4,758,892 Jan Horsfall 50,509,775 703,447 4,758,892 Britt Ide 50,000,831 1,212,391 4,758,892 Kent Larson 51,104,441 108,781 4,758,892 Linda Sullivan 51,055,568 157,654 4,758,892 Mahvash Yazdi 50,573,556 639,666 4,758,892 Jeffrey Yingling 50,906,318 306,904 4,758,892”
Earnings Releases

NorthWestern Energy Group, Inc. updated its the quarter ended March 31, 2026 guidance (reaffirmed).

“NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”), issued a press release (the “ Press Release ”) discussing financial results for the quarter ended March 31, 2026, and affirming earnings guidance for 2026 in the range of $3.68 to $3.83 per diluted share.”
Debt Financings

NorthWestern Energy Group, Inc. incurred senior notes of $100 million with The Bank of New York Mellon and Dimple Gandhi, as trustees at 5.073% per year maturing March 21, 2030.

“On November 7, 2025, NorthWestern Corporation (" NW Corp "), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), reopened its March 2025 issuance of NW Corp's Montana First Mortgage Bonds (“ 2030 Notes ”) and issued and sold an additional $100 million principal amount of such bonds (the " Additional MT Bonds ").”
Debt Financings

NorthWestern Energy Group, Inc. incurred term loan of $150 million with U.S. Bank National Association at Secured Overnight Financing Rate (SOFR) plus an applicable margin maturing April 10, 2026.

“the Company entered into Amendment No. 3 to Term Loan Credit Agreement and Lender Joinder Agreement, pursuant to which the total commitment under the Term Loan increased to $150 million, Mizuho Bank, Ltd. was added as a lender, and U.S. Bank was appointed the administrative agent (in addition to its lender role). The Company has borrowed $150 million under the Term Loan”
Governance Changes

NorthWestern Energy Group, Inc.: Added new exclusive forum provision (Section 7.7) designating Delaware courts for certain legal actions (effective 2025-08-18).

“adds a new Section 7.7, which designates the Court of Chancery of the State of Delaware (or, if the Court of Chancery of the State of Delaware does not have jurisdiction, the Superior Court of the State of Delaware or, if such court does not have jurisdiction, the federal district court for the District of Delaware) as the sole and exclusive forum for certain specified legal actions involving NorthWestern”
Debt Financings

NorthWestern Energy Group, Inc. incurred senior notes of $100 million with The Bank of New York Mellon at 5.49% maturing May 1, 2035.

“issued and sold $100 million principal amount of NWE Public Service's South Dakota First Mortgage Bonds”
Debt Financings

NorthWestern Energy Group, Inc. incurred senior notes of $400 million at 5.073% maturing March 21, 2030.

“On March 21, 2025, NorthWestern Corporation (" NW Corp "), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), issued and sold $400 million principal amount of NW Corp's Montana First Mortgage Bonds (the " MT Bonds ").”

David L. Goodin was elected as Director at NorthWestern Energy Group, Inc..

“On November 20, 2024, the Board of Directors of NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) ( NorthWestern ), elected David L. Goodin to the Board, with a term commencing December 1, 2024, and expiring at the Company's next Annual Meeting of Stockholders scheduled for April 30, 2024, at which time Mr. Goodin is expected to be nominated for approval by the Company's stockholders.”

Anthony Clark resigned as Director at NorthWestern Energy Group, Inc..

“On August 7, 2024, Anthony Clark notified NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”) of his intent to resign as a member of the Company's Board of Directors (the “ Board ”) effective December 31, 2024.”
Earnings Releases

NorthWestern Energy Group, Inc. reported the three months ended March 31, 2024 results: net income $65.1 million, EPS $1.06 per diluted share. Guidance reaffirmed.

“NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) reported financial results for the three months ended March 31, 2024. Net income for the period was $65.1 million, or $1.06 per diluted share, as compared with net income of $62.5 million, or $1.05 per diluted share, for the same period in 2023.”
Debt Financings

NorthWestern Energy Group, Inc. incurred term loan of $100 million with U.S. Bank National Association at Secured Overnight Financing Rate (SOFR) plus an applicable margin maturing April 11, 2025.

“On April 12, 2024, NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”) entered into a $100 million Term Loan Credit Agreement (the “ Term Loan ”) with U.S. Bank National Association, as lender. The Company has borrowed $100 million under the Term Loan.”
Debt Financings

NorthWestern Energy Group, Inc. incurred mortgage of $7 million with the noteholders at 5.75% maturing March 28, 2034.

“Issue Date Maturity Date Principal Amount Interest Rate March 28, 2024 March 28, 2029 $33 million 5.55% March 28, 2024 March 28, 2034 $7 million 5.75%”
Debt Financings

NorthWestern Energy Group, Inc. incurred mortgage of $33 million with the noteholders at 5.55% maturing March 28, 2029.

“Issue Date Maturity Date Principal Amount Interest Rate March 28, 2024 March 28, 2029 $33 million 5.55% March 28, 2024 March 28, 2034 $7 million 5.75%”
Debt Financings

NorthWestern Energy Group, Inc. incurred mortgage of $175 million with the noteholders at 5.56% maturing March 28, 2031.

“The MT Bonds were drawn and issued in one series as follows: Issue Date Maturity Date Principal Amount Interest Rate March 28, 2024 March 28, 2031 $175 million 5.56%”

Linda Sullivan was appointed as non-executive Board chair at NorthWestern Energy Group, Inc..

“The Board has selected (a) Linda Sullivan to succeed Mr. Dykhouse as non-executive Board chair”

Dana Dykhouse retired as non-executive Board chair at NorthWestern Energy Group, Inc..

“Mr. Dykhouse will retire from the Board, effective as of the election of the members of the Board at the Company's annual meeting of stockholders, currently scheduled for April 26, 2024.”
Earnings Releases

NorthWestern Energy Group, Inc. reported the year ended December 31, 2023 results: net income $194.1 million, or $3.22 per diluted share. Guidance reaffirmed.

“NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”), issued a press release (the “ Press Release ”) discussing financial results for the year ended December 31, 2023, and affirming 2024 earnings guidance in the range of $3.42 to $3.62 per diluted share.”
Material Agreements

NorthWestern Energy Group, Inc. entered into 20th Supplemental Indenture valued at approximately $480 million (effective 2024-01-01).

“On January 1, 2024, NWE Public Service entered into the Supplemental Indenture, pursuant to which NWE Public Service assumed the covenants and conditions of NW Corp under the SD Mortgage and any bonds outstanding or to be issued under the SD Mortgage.”
Material Agreements

NorthWestern Energy Group, Inc. entered into Asset and Stock Transfer Agreement with NW Corp, NWE Public Service (effective 2023-12-27).

“On December 27, 2023, NWE Group, NW Corp, and NWE Public Service entered into the Agreement, pursuant to which the parties agreed that NW Corp would contribute the assets and liabilities of its South Dakota and Nebraska regulated utilities to NWE Public Service and then distribute (a) its equity interest in NWE Public Service and certain other subsidiaries to NWE Group, and (b) its unregulated assets to NWE Group.”
Debt Financings

NorthWestern Energy Group, Inc. amended revolving credit of $425 million with Bank of America, N.A. at SOFR plus a credit spread adjustment of 10.0 basis points, plus a margin of 100. maturing November 29, 2028 (from May 18, 2027).

“NW Corp entered into a second amendment and restatement of its existing $425 million revolving credit facility (the " Amended Facility ") to address the Reorganization and extend the maturity date of the Amended Facility to November 29, 2028 (from May 18, 2027).”
Debt Financings

NorthWestern Energy Group, Inc. incurred revolving credit of $200 million base capacity with Bank of America, N.A. at SOFR plus a credit spread adjustment of 10.0 basis points, plus a margin of 100. maturing November 29, 2028.

“the Credit Facility, the Lenders are not required to make any revolving credit loans until the Reorganization occurs. Once the Reorganization occurs, the Credit facility has a $200 million base capacity, with base sublimits for NWE Group ($50 million) and NWE Public Service ($150 million), plus uncommitted features that allow NWE Group and NWE Public Service to”
Material Agreements

NorthWestern Energy Group, Inc. entered into a credit facility valued at $600 million.

“e new unsecured credit facilities for NWE Group, NW Corp, and NWE Public Service (aggregating $600 million) will replace the current unsecured credit facilities of NW Corp (aggregating $550 million).”
Earnings Releases

NorthWestern Energy Group, Inc. reported the quarter ended September 30, 2023 results: net income $29.3 million, EPS $0.48 per diluted share. Guidance initiated.

“On October 26, 2023, NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”) issued a press release (the “ Press Release ”) discussing financial results for the quarter ended September 30, 2023”
Material Agreements

NorthWestern Energy Group, Inc. entered into Agreement and Plan of Merger with NorthWestern Energy Merger Company (effective 2023-10-02).

“On October 2, 2023, Old NWE implemented the Merger pursuant to the Agreement and Plan of Merger (the “Merger Agreement”), dated as of October 2, 2023, by and among Old NWE, New NWE and NorthWestern Energy Merger Company, a Delaware corporation (“Merger Sub”)”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.