MentionFox
Home › 5%+ stakes › Transportation and Utilities, latest filing in July 2026
5%+ stakes

Transportation and Utilities, latest filing in July 2026

19 companies with 5%+ holders, every filing linked: Calix, Inc, Ch Robinson Worldwide Inc, Chesapeake Utilities Corp, Costamare Inc., DHT Holdings Inc, Evergy Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

19 companies with 5%+ holders on this page (Transportation and Utilities, latest filing in July 2026), each linked to its filing, starting with Calix, Inc, Ch Robinson Worldwide Inc, Chesapeake Utilities Corp. Free check on any of them: https://mentionfox.com/check

On this page

Calix, Inc

At 5% or more3
Filings6
Latest filing2026-07-30

Calix, Inc has 6 Schedule 13D or 13G filings on record since 2025-07-18. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.16.2%10,323,597SCHEDULE 13G/A, 2026-07-302026-06-30
Vanguard Portfolio Management8.64%5,586,179SCHEDULE 13G, 2026-04-292026-03-31
AllianceBernstein L.P.5%3,251,128SCHEDULE 13G, 2026-05-182026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.10,195,652010,323,5970SCHEDULE 13G/A, 2026-07-30
Vanguard Portfolio Management52,42505,586,1790SCHEDULE 13G, 2026-04-29
AllianceBernstein L.P.2,856,34003,248,6922,436SCHEDULE 13G, 2026-05-18
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Calix, Inc by CUSIP 13100M509 and gives its principal executive office as 3155 OLSEN DRIVE, SUITE 450, SAN JOSE, CA 95117 (SCHEDULE 13G/A, 2026-07-30).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.14.9%SCHEDULE 13G/A
2025-07-29The Vanguard Group13.29%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.64%SCHEDULE 13G
2026-05-18AllianceBernstein L.P.5%SCHEDULE 13G
2026-07-30BlackRock, Inc.16.2%SCHEDULE 13G/A

Ch Robinson Worldwide Inc

At 5% or more3
Filings9
Latest filing2026-07-27

Ch Robinson Worldwide Inc has 9 Schedule 13D or 13G filings on record since 2025-10-17. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.9%10,488,915SCHEDULE 13G/A, 2026-07-272026-06-30
Vanguard Capital Management7.4%8,722,260SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.09%6,003,363SCHEDULE 13G, 2026-04-292026-03-31
First Eagle Investment Management, LLC4.9%5,818,147SCHEDULE 13G/A, 2026-05-132026-03-31
Wellington Management Group LLP4.6%5,453,538SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.9,792,373010,488,9150SCHEDULE 13G/A, 2026-07-27
Vanguard Capital Management1,016,62808,722,2600SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management16,89306,003,3630SCHEDULE 13G, 2026-04-29
First Eagle Investment Management, LLC5,334,69905,818,1470SCHEDULE 13G/A, 2026-05-13

The latest filing identifies Ch Robinson Worldwide Inc by CUSIP 12541W209 and gives its principal executive office as 14701 CHARLSON ROAD, EDEN PRAIRIE, MN 55347 (SCHEDULE 13G/A, 2026-07-27).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.7.8%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP6%SCHEDULE 13G
2026-02-04First Eagle Investment Management, LLC7.8%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP4.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.4%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.09%SCHEDULE 13G
2026-05-13First Eagle Investment Management, LLC4.9%SCHEDULE 13G/A
2026-07-27BlackRock, Inc.8.9%SCHEDULE 13G/A

Chesapeake Utilities Corp

At 5% or more3
Filings5
Latest filing2026-07-08

Chesapeake Utilities Corp has 5 Schedule 13D or 13G filings on record since 2026-02-17. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.7%3,536,077SCHEDULE 13G/A, 2026-04-242026-03-31
T. Rowe Price Investment Management, Inc.10.4%2,493,254SCHEDULE 13G/A, 2026-07-082026-06-30
Vanguard Capital Management5.21%1,249,864SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,499,50603,536,0770SCHEDULE 13G/A, 2026-04-24
T. Rowe Price Investment Management, Inc.2,485,70102,493,2540SCHEDULE 13G/A, 2026-07-08
Vanguard Capital Management189,06901,249,8640SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Chesapeake Utilities Corp by CUSIP 165303108 and gives its principal executive office as 500 ENERGY LANE, DOVER, DE 19901 (SCHEDULE 13G/A, 2026-07-08).

FiledHolderPercentFiling
2026-02-17T. Rowe Price Investment Management, Inc.9.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.14.7%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.21%SCHEDULE 13G
2026-07-08T. Rowe Price Investment Management, Inc.10.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 29, 2026Leadership change: Jeffrey S. Sylvester appointed, Principal Financial Officer, and 1 more—Leadership changesSource

Costamare Inc.

At 5% or more1
Filings1
Latest filing2026-07-06

Costamare Inc. has 1 Schedule 13D or 13G filing on record since 2026-07-06. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Christos Konstantakopoulos14.7%17,801,588SCHEDULE 13G/A, 2026-07-062026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Christos Konstantakopoulos17,801,588017,801,5880SCHEDULE 13G/A, 2026-07-06

The latest filing identifies Costamare Inc. by CUSIP Y1771G102 and gives its principal executive office as 7 Rue du Gabian, Monaco (SCHEDULE 13G/A, 2026-07-06).

FiledHolderPercentFiling
2026-07-06Christos Konstantakopoulos14.7%SCHEDULE 13G/A

DHT Holdings Inc

At 5% or more1
Filings9
Latest filing2026-07-14

DHT Holdings Inc has 9 Schedule 13D or 13G filings on record since 2025-09-10. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP6.2%10,033,962SCHEDULE 13G/A, 2026-07-142026-06-30
BW Group Limited4.8%7,764,504SCHEDULE 13D/A, 2026-03-162026-03-12
Scorpio Tankers Inc.3.83%6,157,480SCHEDULE 13D/A, 2025-09-102025-09-08
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP9,897,582010,033,9620SCHEDULE 13G/A, 2026-07-14
BW Group Limited7,764,50407,764,5040SCHEDULE 13D/A, 2026-03-16

The latest filing identifies DHT Holdings Inc by CUSIP Y2065G121 and gives its principal executive office as Clarendon House, 2 Church Street, Hamilton (SCHEDULE 13G/A, 2026-07-14).

FiledHolderPercentFiling
2025-09-10Scorpio Tankers Inc.3.83%SCHEDULE 13D/A
2025-09-10BW Group Limited11.6%SCHEDULE 13D/A
2025-11-17BW Group Limited10.57%SCHEDULE 13D/A
2026-01-30BW Group Limited9.49%SCHEDULE 13D/A
2026-02-23BW Group Limited8.37%SCHEDULE 13D/A
2026-03-05BW Group Limited7.25%SCHEDULE 13D/A
2026-03-12BW Group Ltd5.76%SCHEDULE 13D/A
2026-03-16BW Group Limited4.8%SCHEDULE 13D/A
2026-07-14Dimensional Fund Advisors LP6.2%SCHEDULE 13G/A

Evergy Inc

At 5% or more1
Filings4
Latest filing2026-07-31

Evergy Inc has 4 Schedule 13D or 13G filings on record since 2026-03-26. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.38%16,956,757SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management4.94%11,355,179SCHEDULE 13G/A, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,412,357016,956,7570SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management26,080011,355,1790SCHEDULE 13G/A, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Evergy Inc by CUSIP 30034W106 and gives its principal executive office as 1200 Main Street, Kansas City, MO 64105 (SCHEDULE 13G/A, 2026-07-31).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.38%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.35%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management4.94%SCHEDULE 13G/A

Exelon Corporation

At 5% or more3
Filings4
Latest filing2026-07-08

Exelon Corporation has 4 Schedule 13D or 13G filings on record since 2026-03-26. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.10.1%103,668,925SCHEDULE 13G/A, 2026-07-082026-06-30
Vanguard Capital Management7.51%76,934,260SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.36%54,847,064SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.95,799,0950103,668,9250SCHEDULE 13G/A, 2026-07-08
Vanguard Capital Management10,918,572076,934,2600SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management181,630054,847,0640SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Exelon Corporation by CUSIP 30161N101 and gives its principal executive office as 10 S. DEARBORN STREETPO BOX 805379, CHICAGO, IL 60680-5379 (SCHEDULE 13G/A, 2026-07-08).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.51%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.36%SCHEDULE 13G
2026-07-08BlackRock, Inc.10.1%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 25, 2026Leadership change: Jeanne Jones appointed, Chief Finance Officer, and 1 more—Leadership changesSource

Frontier Group Holdings, Inc.

At 5% or more1
Filings1
Latest filing2026-07-13

Frontier Group Holdings, Inc. has 1 Schedule 13D or 13G filing on record since 2026-07-13. 1 holder's latest filing reports 5% or more of common stock, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 2 filings or notices, latest 2026-08-31 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Group Holdings - Frontier LLC9.9%22,706,526SCHEDULE 13G/A, 2026-07-132026-07-09
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Group Holdings - Frontier LLC22,706,526022,706,5260SCHEDULE 13G/A, 2026-07-13

The latest filing identifies Frontier Group Holdings, Inc. by CUSIP 35909R108 and gives its principal executive office as 4545 Airport Way, Denver, CO 80239 (SCHEDULE 13G/A, 2026-07-13).

FiledHolderPercentFiling
2026-07-13Group Holdings - Frontier LLC9.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
November 2, 2026Leadership change: Michael Delehant appointed, Chief Operating Officer—Leadership changesSource
July 17, 2026Leadership change: Nancy Lipson departs—Leadership changesSource
June 12, 2026Leadership change: Andrew Broderick departs, and 1 more—Leadership changesSource

General Fusion Inc.

At 5% or more1
Filings1
Latest filing2026-07-17

General Fusion Inc. has 1 Schedule 13D or 13G filing on record since 2026-07-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Segra Capital Management, LLC9.9%6,302,213SCHEDULE 13G, 2026-07-172026-07-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Segra Capital Management, LLC06,302,21306,302,213SCHEDULE 13G, 2026-07-17
Segra Global Management, LLC06,302,21306,302,213SCHEDULE 13G, 2026-07-17
Adam Rodman06,302,21306,302,213SCHEDULE 13G, 2026-07-17
Segra New Energy Opportunities I, LP06,302,21306,302,213SCHEDULE 13G, 2026-07-17

The latest filing identifies General Fusion Inc. by CUSIP 91688R108 and gives its principal executive office as 6020 RUSS BAKER WAY, RICHMOND (SCHEDULE 13G, 2026-07-17).

FiledHolderPercentFiling
2026-07-17Segra Capital Management, LLC9.9%SCHEDULE 13G
DateRecordFigureOur pageSource
July 27, 2026Form D, private offering$107.67M soldForm D pageSource
February 20, 2026Form D, private offering$350K soldForm D pageSource
December 10, 2025Form D, private offering$38.19M soldForm D pageSource

Gogo Inc

At 5% or more1
Filings6
Latest filing2026-07-28

Gogo Inc has 6 Schedule 13D or 13G filings on record since 2025-08-06. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Nantahala Capital Management, LLC6.59%8,882,036SCHEDULE 13G/A, 2026-05-152026-03-31
BlackRock, Inc.4.3%5,820,204SCHEDULE 13G/A, 2026-07-282026-06-30
Fmr LLC1.6%2,112,366SCHEDULE 13G/A, 2026-01-082025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Nantahala Capital Management, LLC08,882,03608,882,036SCHEDULE 13G/A, 2026-05-15
Wilmot B. Harkey08,882,03608,882,036SCHEDULE 13G/A, 2026-05-15
Daniel Mack08,882,03608,882,036SCHEDULE 13G/A, 2026-05-15
BlackRock, Inc.5,711,87305,820,2040SCHEDULE 13G/A, 2026-07-28
Fmr LLC2,109,27202,112,3660SCHEDULE 13G/A, 2026-01-08
Abigail P. Johnson002,112,3660SCHEDULE 13G/A, 2026-01-08

The latest filing identifies Gogo Inc by CUSIP 38046C109 and gives its principal executive office as 105 EDGEVIEW DR., SUITE 300, BROOMFIELD, CO 80021 (SCHEDULE 13G/A, 2026-07-28).

FiledHolderPercentFiling
2025-08-06Fmr LLC11.6%SCHEDULE 13G/A
2025-11-05Fmr LLC9%SCHEDULE 13G/A
2026-01-08Fmr LLC1.6%SCHEDULE 13G/A
2026-02-13Nantahala Capital Management, LLC5.07%SCHEDULE 13G
2026-05-15Nantahala Capital Management, LLC6.59%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.4.3%SCHEDULE 13G/A

GXO Logistics, Inc.

At 5% or more3
Filings6
Latest filing2026-07-21

GXO Logistics, Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Orbis Investment Management Limited11.3%12,961,835SCHEDULE 13G/A, 2026-02-172025-12-31
Vanguard Capital Management5.24%6,015,699SCHEDULE 13G, 2026-04-302026-03-31
Spruce House Investment Management LLC5.2%6,003,988SCHEDULE 13G, 2026-07-212026-07-14
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Orbis Investment Management Limited12,961,835012,961,8350SCHEDULE 13G/A, 2026-02-17
Allan Gray Australia Pty Ltd8,77608,7760SCHEDULE 13G/A, 2026-02-17
Orbis Investment Management (U.S.), L.P.454,2330454,2330SCHEDULE 13G/A, 2026-02-17
Vanguard Capital Management871,84406,015,6990SCHEDULE 13G, 2026-04-30
Spruce House Investment Management LLC06,003,98806,003,988SCHEDULE 13G, 2026-07-21
Spruce House Capital LLC06,003,98806,003,988SCHEDULE 13G, 2026-07-21
The Spruce House Partnership LLC06,003,98806,003,988SCHEDULE 13G, 2026-07-21
Zachary Sternberg06,003,98806,003,988SCHEDULE 13G, 2026-07-21
Benjamin Stein06,003,98806,003,988SCHEDULE 13G, 2026-07-21
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies GXO Logistics, Inc. by CUSIP 36262G101 and gives its principal executive office as Two American Lane, Greenwich, CT 06831 (SCHEDULE 13G, 2026-07-21).

FiledHolderPercentFiling
2025-08-14Orbis Investment Management Limited11.3%SCHEDULE 13G/A
2025-11-14Orbis Investment Management Limited11.5%SCHEDULE 13G/A
2026-02-17Orbis Investment Management Limited11.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.24%SCHEDULE 13G
2026-07-21Spruce House Investment Management LLC5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
August 20, 2026Leadership change: Christina Carvalho appointed—Leadership changesSource

Marten Transport Ltd

At 5% or more1
Filings5
Latest filing2026-07-06

Marten Transport Ltd has 5 Schedule 13D or 13G filings on record since 2025-08-08. 1 holder's latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP6%4,855,737SCHEDULE 13G/A, 2026-01-212025-12-31
The Vanguard Group4.92%4,013,753SCHEDULE 13G/A, 2026-01-302025-12-31
Nuance Investments LLC4.9%0SCHEDULE 13G/A, 2026-07-062026-04-10
Victory Capital Management, Inc.3.91%3,184,814SCHEDULE 13G/A, 2025-08-082025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP4,737,68104,855,7370SCHEDULE 13G/A, 2026-01-21
The Vanguard Group0446,08304,013,753SCHEDULE 13G/A, 2026-01-30
Nuance Investments LLC3,968,604000SCHEDULE 13G/A, 2026-07-06

The latest filing identifies Marten Transport Ltd by CUSIP 573075108 and gives its principal executive office as 129 Marten Street, Mondovi, WI 54755 (SCHEDULE 13G/A, 2026-07-06).

FiledHolderPercentFiling
2025-08-08Victory Capital Management, Inc.3.91%SCHEDULE 13G/A
2026-01-21Dimensional Fund Advisors LP6%SCHEDULE 13G/A
2026-01-22Nuance Investments LLC7.69%SCHEDULE 13G/A
2026-01-30The Vanguard Group4.92%SCHEDULE 13G/A
2026-07-06Nuance Investments LLC4.9%SCHEDULE 13G/A

Oklo Inc

At 5% or more1
Filings9
Latest filing2026-07-29

Oklo Inc has 9 Schedule 13D or 13G filings on record since 2025-07-02. 1 holder's latest filing reports 5% or more of class a stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Jacob DeWitte11.1%20,559,091SCHEDULE 13D/A, 2026-07-062026-07-01
BlackRock, Inc.3.6%6,225,585SCHEDULE 13G/A, 2026-07-292026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jacob DeWitte020,559,091020,559,091SCHEDULE 13D/A, 2026-07-06
Caroline Cochran020,559,091020,559,091SCHEDULE 13D/A, 2026-07-06
BlackRock, Inc.5,955,47406,225,5850SCHEDULE 13G/A, 2026-07-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Oklo Inc by CUSIP 02156V109 and gives its principal executive office as 3190 CORONADO DR., SANTA CLARA, CA 95054 (SCHEDULE 13G/A, 2026-07-29).

FiledHolderPercentFiling
2025-07-02Jacob DeWitte16.2%SCHEDULE 13D/A
2025-07-29The Vanguard Group5.93%SCHEDULE 13G
2025-10-17BlackRock, Inc.5.5%SCHEDULE 13G
2025-10-31The Vanguard Group7.85%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.9.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-21Jacob DeWitte12.2%SCHEDULE 13D/A
2026-07-06Jacob DeWitte11.1%SCHEDULE 13D/A
2026-07-29BlackRock, Inc.3.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 28, 2026Leadership change: Michael Dixon appointed, Principal Accounting Officer—Leadership changesSource
April 14, 2026Leadership change: David Christian appointed, Director—Leadership changesSource

Portland General Electric Co

At 5% or more2
Filings4
Latest filing2026-07-31

Portland General Electric Co has 4 Schedule 13D or 13G filings on record since 2026-03-27. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.83%7,379,214SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.34%6,187,990SCHEDULE 13G, 2026-07-312026-06-30
ClearBridge Investments Ltd4.8%5,512,975SCHEDULE 13G, 2026-07-292026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management43,55707,379,2140SCHEDULE 13G, 2026-04-29
Vanguard Capital Management950,97406,187,9900SCHEDULE 13G, 2026-07-31
Clearbridge Investments, LLC196,6910196,9020SCHEDULE 13G, 2026-07-29
ClearBridge Investments Ltd5,440,81505,512,9750SCHEDULE 13G, 2026-07-29
ClearBridge Investments (North America) Pty Ltd653,2690653,2690SCHEDULE 13G, 2026-07-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Portland General Electric Co by CUSIP 736508847 and gives its principal executive office as 121 Southwest Salmon Street, Portland, OR 97204 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.83%SCHEDULE 13G
2026-07-29ClearBridge Investments Ltd4.8%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.34%SCHEDULE 13G

PPL Corp

At 5% or more3
Filings8
Latest filing2026-07-31

PPL Corp has 8 Schedule 13D or 13G filings on record since 2025-08-11. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.31%54,981,572SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5.1%37,376,575SCHEDULE 13G, 2025-08-112025-06-30
Vanguard Portfolio Management5.02%37,769,687SCHEDULE 13G, 2026-07-312026-06-30
T. Rowe Price Investment Management, Inc.2.8%20,715,906SCHEDULE 13G/A, 2026-05-152026-03-31
Franklin Resources, Inc.2.8%21,288,443SCHEDULE 13G/A, 2026-07-282026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management7,782,934054,981,5720SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management85,261037,769,6870SCHEDULE 13G, 2026-07-31
T. Rowe Price Investment Management, Inc.19,500,688020,715,9060SCHEDULE 13G/A, 2026-05-15
Franklin Resources, Inc.21,272,349021,287,996447SCHEDULE 13G/A, 2026-07-28
Charles B. Johnson0000SCHEDULE 13G/A, 2026-07-28
Rupert H. Johnson, Jr.0000SCHEDULE 13G/A, 2026-07-28

The latest filing identifies PPL Corp by CUSIP 69351T106 and gives its principal executive office as 645 Hamilton Street, Allentown, PA 18101 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2025-08-11State Street Corporation5.1%SCHEDULE 13G
2026-02-17T. Rowe Price Investment Management, Inc.5.5%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Franklin Resources, Inc.5.8%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.31%SCHEDULE 13G
2026-05-15T. Rowe Price Investment Management, Inc.2.8%SCHEDULE 13G/A
2026-07-28Franklin Resources, Inc.2.8%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.02%SCHEDULE 13G
DateRecordFigureOur pageSource
June 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Roku, Inc

At 5% or more2
Filings9
Latest filing2026-07-29

Roku, Inc has 9 Schedule 13D or 13G filings on record since 2025-09-08. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.9.7%12,779,161SCHEDULE 13G, 2026-07-292026-06-30
Vanguard Capital Management5.26%6,876,921SCHEDULE 13G, 2026-04-302026-03-31
ARK Investment Management LLC4.5%5,881,738SCHEDULE 13G/A, 2026-01-082025-12-31
Fmr LLC4%5,310,615SCHEDULE 13G/A, 2026-07-082026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.12,396,102012,779,1610SCHEDULE 13G, 2026-07-29
Vanguard Capital Management1,000,87506,876,9210SCHEDULE 13G, 2026-04-30
Fmr LLC4,686,00505,310,6150SCHEDULE 13G/A, 2026-07-08
Abigail P. Johnson005,310,6150SCHEDULE 13G/A, 2026-07-08

The latest filing identifies Roku, Inc by CUSIP 77543R102 and gives its principal executive office as 1173 COLEMAN AVENUE, SAN JOSE, CA 95110 (SCHEDULE 13G, 2026-07-29).

FiledHolderPercentFiling
2025-09-08The Vanguard Group10%SCHEDULE 13G/A
2025-11-04ARK Investment Management LLC5.64%SCHEDULE 13G/A
2026-01-08ARK Investment Management LLC4.5%SCHEDULE 13G/A
2026-02-05Fmr LLC10.5%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.26%SCHEDULE 13G
2026-05-06Fmr LLC13%SCHEDULE 13G/A
2026-07-08Fmr LLC4%SCHEDULE 13G/A
2026-07-29BlackRock, Inc.9.7%SCHEDULE 13G
DateRecordFigureOur pageSource
November 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Sempra

At 5% or more2
Filings6
Latest filing2026-07-31

Sempra has 6 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.54%49,287,960SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.72%37,393,428SCHEDULE 13G, 2026-07-312026-06-30
Capital International Investors3%19,488,184SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management6,881,484049,287,9600SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management73,869037,393,4280SCHEDULE 13G, 2026-07-31
Capital International Investors18,753,396019,488,1840SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Sempra by CUSIP 816851109 and gives its principal executive office as 488 8th Avenue, San Diego, CA 92101 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2025-08-13Capital International Investors7.8%SCHEDULE 13G/A
2025-10-30The Vanguard Group11.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.54%SCHEDULE 13G
2026-05-14Capital International Investors3%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.72%SCHEDULE 13G
DateRecordFigureOur pageSource
July 9, 2026Leadership change: Justin C. Bird appointed, Chief Financial Officer, and 1 more—Leadership changesSource

South Bow Corp

At 5% or more1
Filings7
Latest filing2026-07-08

South Bow Corp has 7 Schedule 13D or 13G filings on record since 2025-08-06. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fmr LLC10.5%21,852,471SCHEDULE 13G, 2026-07-082026-06-30
Capital International Investors2.2%4,622,141SCHEDULE 13G/A, 2026-05-142026-03-31
The Goldman Sachs Group, Inc.1.3%2,780,558SCHEDULE 13G/A, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC21,542,412021,852,4710SCHEDULE 13G, 2026-07-08
Abigail P. Johnson0021,852,4710SCHEDULE 13G, 2026-07-08
Capital International Investors4,580,59104,622,1410SCHEDULE 13G/A, 2026-05-14
The Goldman Sachs Group, Inc.02,779,71002,779,710SCHEDULE 13G/A, 2025-11-14
Goldman Sachs & Co. LLC02,779,71002,779,710SCHEDULE 13G/A, 2025-11-14

The latest filing identifies South Bow Corp by CUSIP 83671M105 and gives its principal executive office as 707 5 STREET SW, SUITE 900, CALGARY (SCHEDULE 13G, 2026-07-08).

FiledHolderPercentFiling
2025-08-06Fmr LLC6.4%SCHEDULE 13G
2025-08-13The Goldman Sachs Group, Inc.5.8%SCHEDULE 13G
2025-08-13Capital International Investors7.6%SCHEDULE 13G/A
2025-11-14The Goldman Sachs Group, Inc.1.3%SCHEDULE 13G/A
2026-02-05Fmr LLC4.8%SCHEDULE 13G/A
2026-05-14Capital International Investors2.2%SCHEDULE 13G/A
2026-07-08Fmr LLC10.5%SCHEDULE 13G

Versant Media Group, Inc.

At 5% or more3
Filings7
Latest filing2026-07-30

Versant Media Group, Inc. has 7 Schedule 13D or 13G filings on record since 2026-02-05. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.11.6%16,354,754SCHEDULE 13G/A, 2026-07-302026-06-30
Vanguard Portfolio Management6.17%8,882,756SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.38%7,744,977SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.16,033,164016,354,7540SCHEDULE 13G/A, 2026-07-30
Vanguard Portfolio Management22,58208,882,7560SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,295,35107,744,9770SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Versant Media Group, Inc. by CUSIP 925283103 and gives its principal executive office as 229 West 43rd Street, New York, NY 10036 (SCHEDULE 13G/A, 2026-07-30).

FiledHolderPercentFiling
2026-02-05The Vanguard Group11.83%SCHEDULE 13G
2026-02-06BlackRock, Inc.10.5%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.17%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.38%SCHEDULE 13G
2026-07-30BlackRock, Inc.11.6%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

All 5%+ stakes

RSS