Position in PNW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,930,103
+$15,550,872 QoQ
Shares Held
723,872
+11.9% QoQ
Ownership
0.597%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PNW 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. PNW ranks #13 (0.7% 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 PNW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,930,103 | 723,872 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,379,231 | 646,891 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $392,594 | 4,388 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $311,658 | 3,272 | Shares | Defined | 2025-05-13 | |
| 2022-09-30 | $109,245,296 | 1,693,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,692,480 | 2,170,302 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $172,902,543 | 2,213,861 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $174,298,494 | 2,469,167 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $477,063,110 | 6,592,912 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $560,205,600 | 6,834,276 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $537,598,625 | 6,608,465 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $307,514,480 | 3,846,335 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $231,892,468 | 3,110,563 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $148,604,926 | 2,027,629 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $88,317,933 | 1,165,298 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||