Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$210,391,469
-$579,874 QoQ
Shares Held
11,974,472
-8.8% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 96.75004459486814.ToString("F0")%
None 3.2499554051318507.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,281,905,130 across 17 Utilities - Regulated Electric names. PCG ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
47,595,010 | $2,942,323,514 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,156,392 | $1,724,539,860 | |
| 3 | EXC |
Exelon Corp
|
20,429,165 | $1,001,437,664 | |
| 4 | PPL |
PPL Corp
|
24,509,301 | $936,255,296 | |
| 5 | DUK |
Duke Energy CORP
|
6,617,155 | $866,450,272 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,822,384 | $558,287,393 | |
| 7 | CMS |
Cms Energy Corp
|
6,655,944 | $516,368,131 | |
| 8 | SO |
Southern Co
|
4,515,730 | $435,858,258 |
All Filings in PCG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,391,469 | 11,974,472 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $210,971,343 | 13,128,273 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $229,277,101 | 15,204,052 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $175,132,259 | 12,563,290 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $454,932,239 | 26,480,340 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $672,995,206 | 33,349,614 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $598,142,116 | 30,255,039 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $496,426,277 | 28,432,204 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $381,455,316 | 22,759,864 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $339,271,174 | 18,817,037 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $271,272,399 | 16,817,880 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $359,487,223 | 20,803,659 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $210,785,696 | 13,035,603 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $104,318,546 | 6,415,655 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,736,512 | 218,921 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $762,240 | 79,400 | Shares | Defined | 2021-11-15 | |
| 2020-09-30 | $244,561 | 26,045 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $137,031 | 15,449 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||