NFJ INVESTMENT GROUP, LLC

Position in HPE — Hewlett Packard Enterprise Co

CIK 1862664 DALLAS, TX

Position in HPE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$31,227,847

+$18,575,023 QoQ

Shares Held

692,260

+30.3% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#145

of 1,428 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 8% Shared 92% None 0%

Technology · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $36,828,917 across 3 Communication Equipment names. HPE ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPE	Hewlett Packard Enterprise Co This page	692,260	$31,227,847
2	ADTN	ADTRAN Holdings, Inc.	208,413	$2,896,940
3	VIAV	Viavi Solutions Inc.	56,631	$2,704,130

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,227,847	692,260	+30.3%	Shares	Other	2026-08-11
2026-03-31	$12,652,824	531,408	-26.4%	Shares	Other	2026-05-13
2022-09-30	$8,655,441	722,491	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$9,728,715	733,689	-6.0%	Shares	Other	2022-08-12
2022-03-31	$13,044,727	780,654	-10.6%	Shares	Other	2022-05-16
2021-12-31	$13,777,759	873,669	+2.6%	Shares	Other	2022-02-15
2021-09-30	$12,139,104	851,867	-3.3%	Shares	Other	2021-11-12
2021-06-30	$12,850,315	881,366	+58.8%	Shares	Other	2021-08-11
2021-03-31	$8,737,242	555,098	—	Shares	Other	2021-05-17
No filing history on record for this holder in this stock.