Position in NWE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,479,172
+$4,441,868 QoQ
Shares Held
67,928
+11652.2% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 41.99446472735838.ToString("F0")%
Shared 0.ToString("F0")%
None 58.005535272641616.ToString("F0")%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FIFTH THIRD BANCORP holds $628,688,440 across 32 Utilities - Regulated Electric names. NWE ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,365,160 | $219,676,060 | |
| 2 | DUK |
Duke Energy CORP
|
725,882 | $95,046,989 | |
| 3 | AEP |
American Electric Power Co Inc
|
412,400 | $54,057,392 | |
| 4 | SO |
Southern Co
|
331,950 | $32,039,814 | |
| 5 | FE |
Firstenergy Corp
|
440,485 | $22,314,970 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
173,765 | $20,116,774 | |
| 7 | D |
Dominion Energy, Inc
|
257,244 | $15,902,824 | |
| 8 | EXC |
Exelon Corp
|
309,020 | $15,148,160 |
All Filings in NWE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,479,172 | 67,928 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $37,304 | 578 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $32,997 | 563 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $27,240 | 531 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $29,050 | 502 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $23,148 | 433 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $24,776 | 433 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $22,886 | 457 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $25,668 | 504 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $18,676 | 367 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $18,839 | 392 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $16,800 | 296 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $15,217 | 263 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $12,105 | 204 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $5,765 | 117 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $17,679 | 300 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $14,517 | 240 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $11,889 | 208 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $10,944 | 191 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $7,647 | 127 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $11,084 | 170 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $9,912 | 170 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,702 | 35 | Shares | Defined | 2020-11-09 | |
| 2020-03-31 | $6,641 | 111 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||