Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$155,892,687
+$82,962,584 QoQ
Shares Held
1,456,941
+101.3% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#16
of 730 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. PNW ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in PNW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,892,687 | 1,456,941 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||