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5%+ stakes

Transportation and Utilities, latest filing in August 2026

38 companies with 5%+ holders, every filing linked: Adeia Inc, American Water Works Company, Inc., Ardmore Shipping Corporation, Black Hills Corp, Brinks Co, CDT Environmental Technology Investment Holdings Ltd and more. Each section is the company's full record from its filings, newest filings first within each section.

38 companies with 5%+ holders on this page (Transportation and Utilities, latest filing in August 2026), each linked to its filing, starting with Adeia Inc, American Water Works Company, Inc., Ardmore Shipping Corporation. Free check on any of them: https://mentionfox.com/check

On this page

Adeia Inc

At 5% or more5
Filings7
Latest filing2026-11-05

Adeia Inc has 7 Schedule 13D or 13G filings on record since 2025-07-18. 5 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.15.2%16,491,183SCHEDULE 13G/A, 2025-07-182025-06-30
Ameriprise Financial, Inc.12.4%13,713,908SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management7.71%8,544,805SCHEDULE 13G, 2026-04-282026-03-31
Fmr LLC7.5%8,252,676SCHEDULE 13G/A, 2026-11-052026-09-30
Vanguard Capital Management5%5,536,994SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Ameriprise Financial, Inc.012,390,859013,713,908SCHEDULE 13G/A, 2026-08-14
Columbia Management Investment Advisers, LLC012,390,859012,866,172SCHEDULE 13G/A, 2026-08-14
Columbia Seligman Technology and Information Fund8,147,793008,147,793SCHEDULE 13G/A, 2026-08-14
Vanguard Portfolio Management87,99108,544,8050SCHEDULE 13G, 2026-04-28
Fmr LLC8,248,62808,252,6760SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson008,252,6760SCHEDULE 13G/A, 2026-11-05
Vanguard Capital Management831,66305,536,9940SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Adeia Inc by CUSIP 00676P107 and gives its principal executive office as 3025 ORCHARD PARKWAY, SAN JOSE, CA 95134 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.15.2%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management7.71%SCHEDULE 13G
2026-04-29Vanguard Capital Management5%SCHEDULE 13G
2026-08-06Fmr LLC5.4%SCHEDULE 13G
2026-08-14Ameriprise Financial, Inc.12.4%SCHEDULE 13G/A
2026-11-05Fmr LLC7.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 28, 2026Leadership change: Paul E. Davis departs, Director, and 1 more—Leadership changesSource
May 4, 2026Leadership change: Paul E. Davis departs, Director—Leadership changesSource

American Water Works Company, Inc.

At 5% or more3
Filings5
Latest filing2026-08-13

American Water Works Company, Inc. has 5 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
Wellington Management Group LLP7.6%14,911,972SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management7.57%14,783,797SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.79%11,325,165SCHEDULE 13G, 2026-04-282026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP014,761,889014,911,963SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP014,761,889014,911,963SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP014,761,889014,911,963SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP014,544,702014,605,035SCHEDULE 13G/A, 2026-08-13
Vanguard Capital Management2,084,026014,783,7970SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management23,611011,325,1650SCHEDULE 13G, 2026-04-28

The latest filing identifies American Water Works Company, Inc. by CUSIP 030420103 and gives its principal executive office as 1 Water Street, Camden (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.79%SCHEDULE 13G
2026-04-29Vanguard Capital Management7.57%SCHEDULE 13G
2026-05-15Wellington Management Group LLP5.8%SCHEDULE 13G
2026-08-13Wellington Management Group LLP7.6%SCHEDULE 13G/A

Ardmore Shipping Corporation

At 5% or more1
Filings4
Latest filing2026-08-07

Ardmore Shipping Corporation has 4 Schedule 13D or 13G filings on record since 2025-07-16. 1 holder's 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
BlackRock, Inc.5.4%2,193,072SCHEDULE 13G, 2026-07-272026-06-30
Teekay Tankers Ltd.3.81%1,550,305SCHEDULE 13G/A, 2025-10-312025-09-23
Scorpio Holdings Limited3.7%1,529,897SCHEDULE 13G/A, 2026-08-072023-12-20
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,148,48702,193,0720SCHEDULE 13G, 2026-07-27
Teekay Tankers Ltd.1,550,30501,550,3050SCHEDULE 13G/A, 2025-10-31
Scorpio Holdings Limited01,529,89701,529,897SCHEDULE 13G/A, 2026-08-07
Annalisa Lolli-Ghetti01,529,89701,529,897SCHEDULE 13G/A, 2026-08-07

The latest filing identifies Ardmore Shipping Corporation by CUSIP YO207T100 and gives its principal executive office as Dorchester House, 7 Church Street, Hamilton (SCHEDULE 13G/A, 2026-08-07).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.4.99%SCHEDULE 13G/A
2025-10-31Teekay Tankers Ltd.3.81%SCHEDULE 13G/A
2026-07-27BlackRock, Inc.5.4%SCHEDULE 13G
2026-08-07Scorpio Holdings Limited3.7%SCHEDULE 13G/A

Black Hills Corp

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

Black Hills Corp has 5 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
Vanguard Portfolio Management6.66%5,069,144SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.22%3,974,392SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5%3,821,310SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management29,27405,069,1440SCHEDULE 13G, 2026-04-29
Vanguard Capital Management604,80403,974,3920SCHEDULE 13G, 2026-04-29
State Street Corporation03,632,27903,819,510SCHEDULE 13G, 2026-08-07

The latest filing identifies Black Hills Corp by CUSIP 092113109 and gives its principal executive office as 625 9TH STREET PO BOX 1400, RAPID CITY, SD 57701 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.22%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.66%SCHEDULE 13G
2026-05-12State Street Corporation4.8%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G

Brinks Co

At 5% or more2
Filings6
Latest filing2026-08-06

Brinks Co has 6 Schedule 13D or 13G filings on record since 2025-07-30. 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
Fmr LLC15%6,162,625SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management5.28%2,173,257SCHEDULE 13G, 2026-04-292026-03-31
William Blair Investment Management, LLC4.7%1,962,981SCHEDULE 13G/A, 2025-07-302025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC6,143,12206,162,6250SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson006,162,6250SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management318,38602,173,2570SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Brinks Co by CUSIP 109696104 and gives its principal executive office as 1801 Bayberry Court, PO Box 18100, Richmond, VA 23226-1800 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-07-30William Blair Investment Management, LLC4.7%SCHEDULE 13G/A
2025-08-06Fmr LLC12.3%SCHEDULE 13G/A
2026-02-05Fmr LLC10.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.28%SCHEDULE 13G
2026-08-06Fmr LLC15%SCHEDULE 13G/A

CDT Environmental Technology Investment Holdings Ltd

At 5% or more0
Filings2
Latest filing2026-11-06

CDT Environmental Technology Investment Holdings Ltd has 2 Schedule 13D or 13G filings on record since 2026-08-21. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Jane Street Group, LLC4.5%136,449SCHEDULE 13G/A, 2026-11-062026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jane Street Group, LLC0136,4490136,449SCHEDULE 13G/A, 2026-11-06
Jane Street Capital, LLC048,616048,616SCHEDULE 13G/A, 2026-11-06
Jane Street Global Trading, LLC087,833087,833SCHEDULE 13G/A, 2026-11-06

The latest filing identifies CDT Environmental Technology Investment Holdings Ltd by CUSIP G2030P115 and gives its principal executive office as C1, 4TH FLOOR, BUILDING 1, NANSHAN DISTRICT (SCHEDULE 13G/A, 2026-11-06).

FiledHolderPercentFiling
2026-08-21Jane Street Group, LLC5.1%SCHEDULE 13G
2026-11-06Jane Street Group, LLC4.5%SCHEDULE 13G/A

CenterPoint Energy, Inc.

At 5% or more6
Filings10
Latest filing2026-08-12

CenterPoint Energy, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-11. 6 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
T. Rowe Price Investment Management, Inc.10.2%66,499,435SCHEDULE 13G/A, 2026-07-082026-06-30
Capital Research Global Investors10.1%66,250,536SCHEDULE 13G, 2026-02-052026-01-30
Vanguard Capital Management7.56%49,404,747SCHEDULE 13G, 2026-04-292026-03-31
Capital International Investors6.9%45,254,971SCHEDULE 13G/A, 2026-08-122026-06-30
Vanguard Portfolio Management5.18%33,853,953SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%33,091,954SCHEDULE 13G, 2025-08-112025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Investment Management, Inc.62,154,114066,499,4350SCHEDULE 13G/A, 2026-07-08
Vanguard Capital Management6,893,787049,404,7470SCHEDULE 13G, 2026-04-29
Capital International Investors44,718,281045,254,9710SCHEDULE 13G/A, 2026-08-12
Vanguard Portfolio Management78,971033,853,9530SCHEDULE 13G, 2026-04-29

The latest filing identifies CenterPoint Energy, Inc. by CUSIP 15189T107 and gives its principal executive office as 1111 LOUISIANA ST., HOUSTON (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-08-11State Street Corporation5.1%SCHEDULE 13G
2025-08-13Capital Research Global Investors3.3%SCHEDULE 13G/A
2026-02-05Capital Research Global Investors10.1%SCHEDULE 13G
2026-02-05Capital International Investors5.2%SCHEDULE 13G/A
2026-02-17T. Rowe Price Investment Management, Inc.8.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.56%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.18%SCHEDULE 13G
2026-07-08T. Rowe Price Investment Management, Inc.10.2%SCHEDULE 13G/A
2026-08-12Capital International Investors6.9%SCHEDULE 13G/A

Central Puerto S.A.

At 5% or more1
Filings2
Latest filing2026-08-07

Central Puerto S.A. has 2 Schedule 13D or 13G filings on record since 2026-06-17. 1 holder's latest filing reports 5% or more of common shares, nominal value ps.1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Cantomi Uruguay S.A.5.4%82,481,755SCHEDULE 13G, 2026-06-172026-06-10
Plusener S.A.0.2%2,272,854SCHEDULE 13G/A, 2026-08-072026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Cantomi Uruguay S.A.82,481,755082,481,7550SCHEDULE 13G, 2026-06-17
Plusener S.A.2,272,85402,272,8540SCHEDULE 13G/A, 2026-08-07

The latest filing identifies Central Puerto S.A. by CUSIP 155038201 and gives its principal executive office as Avenida Thomas Edison 2701, Buenos Aires (SCHEDULE 13G/A, 2026-08-07).

FiledHolderPercentFiling
2026-06-17Cantomi Uruguay S.A.5.4%SCHEDULE 13G
2026-08-07Plusener S.A.0.2%SCHEDULE 13G/A

Clean Harbors Inc

At 5% or more2
Filings6
Latest filing2026-08-06

Clean Harbors Inc has 6 Schedule 13D or 13G filings on record since 2026-02-10. 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
Wellington Management Group LLP6.8%3,576,062SCHEDULE 13G/A, 2026-05-152026-03-31
Fmr LLC5.7%3,002,654SCHEDULE 13G, 2026-08-062026-06-30
D1 Capital Partners L.P.2.5%1,338,281SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP03,017,64303,576,062SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP03,017,64303,576,062SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP03,017,64303,576,062SCHEDULE 13G/A, 2026-05-15
Wellington Management Company LLP02,825,87602,892,662SCHEDULE 13G/A, 2026-05-15
Fmr LLC2,996,00403,002,6540SCHEDULE 13G, 2026-08-06
Abigail P. Johnson003,002,6540SCHEDULE 13G, 2026-08-06
D1 Capital Partners L.P.01,338,28101,338,281SCHEDULE 13G/A, 2026-05-15
Daniel Sundheim01,338,28101,338,281SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Clean Harbors Inc by CUSIP 184496107 and gives its principal executive office as 42 Longwater Drive, PO Box 9149, Norwell, MA 02061-9149 (SCHEDULE 13G, 2026-08-06).

FiledHolderPercentFiling
2026-02-10Wellington Management Group LLP9.7%SCHEDULE 13G/A
2026-02-17D1 Capital Partners L.P.5.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP6.8%SCHEDULE 13G/A
2026-05-15D1 Capital Partners L.P.2.5%SCHEDULE 13G/A
2026-08-06Fmr LLC5.7%SCHEDULE 13G

Comcast Corp.

At 5% or more2
Filings5
Latest filing2026-08-12

Comcast Corp. has 5 Schedule 13D or 13G filings on record since 2026-02-09. 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 Management7.52%269,853,517SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%186,826,370SCHEDULE 13G, 2026-02-092025-12-31
Capital World Investors3%106,085,214SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management36,698,7450269,853,5170SCHEDULE 13G, 2026-04-29
Capital World Investors103,914,5060106,085,2140SCHEDULE 13G/A, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Comcast Corp. by CUSIP 20030N101 and gives its principal executive office as One Comcast Center, Philadelphia (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2026-02-09State Street Corporation5.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.52%SCHEDULE 13G
2026-05-14Capital World Investors5.1%SCHEDULE 13G
2026-08-12Capital World Investors3%SCHEDULE 13G/A

Copa Holdings

At 5% or more2
Filings7
Latest filing2026-08-07

Copa Holdings has 7 Schedule 13D or 13G filings on record since 2025-08-06. 2 holders' latest filing reports 5% or more of class a. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Baillie Gifford & Co8.6%2,581,625SCHEDULE 13G/A, 2026-05-072026-03-31
Jpmorgan Chase & Co.5.3%1,602,945SCHEDULE 13G/A, 2025-10-242025-09-30
Sprucegrove Investment Management Ltd4.57%1,451,592SCHEDULE 13G, 2026-08-072026-07-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Baillie Gifford & Co1,418,69102,581,6250SCHEDULE 13G/A, 2026-05-07
Sprucegrove Investment Management Ltd1,088,81601,451,5920SCHEDULE 13G, 2026-08-07

The latest filing identifies Copa Holdings by CUSIP P31076105 and gives its principal executive office as Costa del Este, Complejo Business Park, Panama City (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2025-08-06Sprucegrove Investment Management Ltd8.38%SCHEDULE 13G
2025-10-24Jpmorgan Chase & Co.5.3%SCHEDULE 13G/A
2025-11-14Sprucegrove Investment Management Ltd7.24%SCHEDULE 13G
2026-02-03Sprucegrove Investment Management Ltd6.01%SCHEDULE 13G
2026-05-07Baillie Gifford & Co8.6%SCHEDULE 13G/A
2026-05-13Sprucegrove Investment Management Ltd5.35%SCHEDULE 13G
2026-08-07Sprucegrove Investment Management Ltd4.57%SCHEDULE 13G

Core AI Holdings, Inc.

At 5% or more1
Filings1
Latest filing2026-08-14

Core AI Holdings, Inc. has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of common shares, no par value per common share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Alyeska Investment Group, L.P.9.99%2,584,097SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Alyeska Investment Group, L.P.02,584,09702,584,097SCHEDULE 13G, 2026-08-14
Alyeska Fund GP, LLC02,584,09702,584,097SCHEDULE 13G, 2026-08-14
Anand Parekh02,584,09702,584,097SCHEDULE 13G, 2026-08-14

The latest filing identifies Core AI Holdings, Inc. by CUSIP 83013Q871 and gives its principal executive office as 25 SE 2nd Ave., Ste 550, Miami, FL 33131 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Alyeska Investment Group, L.P.9.99%SCHEDULE 13G

Cumulus Media Inc

At 5% or more2
Filings3
Latest filing2026-08-14

Cumulus Media Inc has 3 Schedule 13D or 13G filings on record since 2025-10-02. 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
Zazove Associates LLC7.9%1,361,896SCHEDULE 13G/A, 2026-08-142026-06-30
Barclays PLC5.23%897,445SCHEDULE 13G, 2025-11-122025-09-30
Seaport Global Asset Management LLC1.8%311,271SCHEDULE 13G/A, 2025-10-022025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Zazove Associates LLC1,361,896—1,361,896—SCHEDULE 13G/A, 2026-08-14
Gene T. Pretti1,361,896—1,361,896—SCHEDULE 13G/A, 2026-08-14
Zazove Associates, Inc.1,361,896—1,361,896—SCHEDULE 13G/A, 2026-08-14
Barclays PLC897,4450897,4450SCHEDULE 13G, 2025-11-12
Seaport Global Asset Management LLC311,2710311,2710SCHEDULE 13G/A, 2025-10-02

The latest filing identifies Cumulus Media Inc by CUSIP 231082801 and gives its principal executive office as 780 JOHNSON FERRY ROAD, SUITE 500, ATLANTA, GA 30342 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-10-02Seaport Global Asset Management LLC1.8%SCHEDULE 13G/A
2025-11-12Barclays PLC5.23%SCHEDULE 13G
2026-08-14Zazove Associates LLC7.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Delta Air Lines, Inc.

At 5% or more3
Filings5
Latest filing2026-08-14

Delta Air Lines, Inc. has 5 Schedule 13D or 13G filings on record since 2026-03-26. 3 holders' latest filing reports 5% or more of common stock, par value $0.0001. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Warren E. Buffett8.7%57,320,000SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Capital Management7.23%47,253,241SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC5.1%33,187,320SCHEDULE 13G, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Warren E. Buffett057,320,000057,320,000SCHEDULE 13G/A, 2026-08-14
Berkshire Hathaway Inc.057,320,000057,320,000SCHEDULE 13G/A, 2026-08-14
National Indemnity Company057,320,000057,320,000SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management5,309,238047,253,2410SCHEDULE 13G, 2026-04-29
Fmr LLC29,607,345033,187,3200SCHEDULE 13G, 2026-08-06
Abigail P. Johnson0033,187,3200SCHEDULE 13G, 2026-08-06

The latest filing identifies Delta Air Lines, Inc. by CUSIP 247361702 and gives its principal executive office as Hartsfield-Jackson Atlanta Intl Airport, 1030 Delta Boulevard, Atlanta (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.23%SCHEDULE 13G
2026-05-15Warren E. Buffett6.1%SCHEDULE 13G
2026-08-06Fmr LLC5.1%SCHEDULE 13G
2026-08-14Warren E. Buffett8.7%SCHEDULE 13G/A

Dominion Energy, Inc.

At 5% or more3
Filings11
Latest filing2026-11-06

Dominion Energy, Inc. has 11 Schedule 13D or 13G filings on record since 2025-07-29. 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
Capital Research Global Investors10%88,343,272SCHEDULE 13G/A, 2026-11-062026-10-30
Vanguard Capital Management7.42%65,271,427SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.06%44,526,935SCHEDULE 13G, 2026-04-292026-03-31
Wellington Management Group LLP4.6%40,867,881SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital Research Global Investors88,315,190088,343,2720SCHEDULE 13G/A, 2026-11-06
Vanguard Capital Management9,024,160065,271,4270SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management103,360044,526,9350SCHEDULE 13G, 2026-04-29
Wellington Management Group LLP040,575,209040,867,860SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP040,575,209040,867,860SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP040,575,209040,867,860SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Dominion Energy, Inc. by CUSIP 25746U109 and gives its principal executive office as 600 EAST CANAL STREET, RICHMOND (SCHEDULE 13G/A, 2026-11-06).

FiledHolderPercentFiling
2025-07-29The Vanguard Group12.4%SCHEDULE 13G/A
2025-08-13Capital Research Global Investors5.3%SCHEDULE 13G
2025-11-13Capital Research Global Investors6.4%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP5.3%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.42%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.06%SCHEDULE 13G
2026-08-12Capital Research Global Investors8.4%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP4.6%SCHEDULE 13G/A
2026-11-05Capital Research Global Investors9.9%SCHEDULE 13G/A
2026-11-06Capital Research Global Investors10%SCHEDULE 13G/A

DTE Energy Co.

At 5% or more4
Filings7
Latest filing2026-08-12

DTE Energy Co. has 7 Schedule 13D or 13G filings on record since 2025-08-11. 4 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 Management6.99%14,543,250SCHEDULE 13G, 2026-04-292026-03-31
Capital Research Global Investors6.8%14,134,278SCHEDULE 13G/A, 2025-08-132025-06-30
Vanguard Portfolio Management5.71%11,891,999SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%10,559,233SCHEDULE 13G, 2025-08-112025-06-30
Capital World Investors4.9%10,141,745SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,055,310014,543,2500SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management28,810011,891,9990SCHEDULE 13G, 2026-04-29
Capital World Investors10,000,907010,141,7450SCHEDULE 13G/A, 2026-08-12

The latest filing identifies DTE Energy Co. by CUSIP 233331107 and gives its principal executive office as 1 Energy Plaza, Detroit (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-08-11State Street Corporation5.1%SCHEDULE 13G
2025-08-13Capital Research Global Investors6.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management6.99%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.71%SCHEDULE 13G
2026-05-14Capital World Investors5.3%SCHEDULE 13G
2026-08-12Capital World Investors4.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 4, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Dynagas LNG Partners LP

At 5% or more1
Filings1
Latest filing2026-08-13

Dynagas LNG Partners LP has 1 Schedule 13D or 13G filing on record since 2026-08-13. 1 holder's latest filing reports 5% or more of common units representing limited partnership interests. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Thomas Herfort5.17%1,901,981SCHEDULE 13G, 2026-08-132026-08-04
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Thomas Herfort1,901,98101,901,9810SCHEDULE 13G, 2026-08-13

The latest filing identifies Dynagas LNG Partners LP by CUSIP Y2188B108 and gives its principal executive office as Poseidonos Avenue and Foivis 2 Street, 166-74 Glyfada, Athens (SCHEDULE 13G, 2026-08-13).

FiledHolderPercentFiling
2026-08-13Thomas Herfort5.17%SCHEDULE 13G

Edison International

At 5% or more2
Filings6
Latest filing2026-08-12

Edison International has 6 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock, no par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.53%29,018,096SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management6.03%23,243,693SCHEDULE 13G, 2026-04-292026-03-31
AQR Capital Management, LLC4.86%18,694,105SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management4,041,194029,018,0960SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management144,113023,243,6930SCHEDULE 13G, 2026-04-29
AQR Capital Management, LLC017,133,227018,694,105SCHEDULE 13G/A, 2026-08-12
AQR Capital Management Holdings, LLC017,133,227018,694,105SCHEDULE 13G/A, 2026-08-12

The latest filing identifies Edison International by CUSIP 281020107 and gives its principal executive office as 2244 WALNUT GROVE AVE, P O BOX 800, ROSEMEAD, CA 91770 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-07-29The Vanguard Group13.37%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.53%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.03%SCHEDULE 13G
2026-05-15AQR Capital Management, LLC5.41%SCHEDULE 13G
2026-08-12AQR Capital Management, LLC4.86%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 23, 2026Leadership change: M. Susan Hardwick appointed, Director, and 2 more—Leadership changesSource

Enviri Corp

At 5% or more3
Filings5
Latest filing2026-11-06

Enviri Corp has 5 Schedule 13D or 13G filings on record since 2026-06-03. 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.7.3%2,038,510SCHEDULE 13G, 2026-07-142026-06-30
D. E. Shaw & Co., L.P.6%1,660,335SCHEDULE 13G, 2026-06-032026-06-01
Barclays PLC5.55%1,565,991SCHEDULE 13G, 2026-11-062026-09-30
Mason Capital Management LLC3.7%1,031,750SCHEDULE 13G, 2026-07-142026-06-01
Newtyn Management, LLC1.3%374,194SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,979,32702,038,5100SCHEDULE 13G, 2026-07-14
D. E. Shaw & Co., L.P.01,659,53601,660,335SCHEDULE 13G, 2026-06-03
D. E. Shaw & Co., L.L.C.01,607,91401,607,914SCHEDULE 13G, 2026-06-03
David E. Shaw01,659,53601,660,335SCHEDULE 13G, 2026-06-03
Barclays PLC1,555,13310,8581,555,13310,858SCHEDULE 13G, 2026-11-06
Mason Capital Management LLC01,031,75001,031,750SCHEDULE 13G, 2026-07-14
Kenneth M. Garschina01,031,75001,031,750SCHEDULE 13G, 2026-07-14
Michael E. Martino01,031,75001,031,750SCHEDULE 13G, 2026-07-14
Newtyn Management, LLC374,1940374,1940SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Enviri Corp by CUSIP 29390K102 and gives its principal executive office as Two Logan Square 100-120 North 18th St, Philadelphia, PA 19103 (SCHEDULE 13G, 2026-11-06).

FiledHolderPercentFiling
2026-06-03D. E. Shaw & Co., L.P.6%SCHEDULE 13G
2026-07-14Mason Capital Management LLC3.7%SCHEDULE 13G
2026-07-14BlackRock, Inc.7.3%SCHEDULE 13G
2026-08-14Newtyn Management, LLC1.3%SCHEDULE 13G/A
2026-11-06Barclays PLC5.55%SCHEDULE 13G

Hallador Energy Co

At 5% or more1
Filings11
Latest filing2026-08-11

Hallador Energy Co has 11 Schedule 13D or 13G filings on record since 2025-07-17. 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
BlackRock, Inc.5.9%2,803,323SCHEDULE 13G, 2026-07-282026-06-30
Aegis Financial Corporation4.7%2,010,994SCHEDULE 13G/A, 2025-11-122025-09-30
Hallador Alternative Assets Fund LLC3.67%1,584,929SCHEDULE 13D/A, 2026-02-272026-01-01
Mark D. Becker3%1,437,573SCHEDULE 13G/A, 2026-08-112026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,757,34302,803,3230SCHEDULE 13G, 2026-07-28
Mark D. Becker1,437,57301,437,5730SCHEDULE 13G/A, 2026-08-11
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Hallador Energy Co by CUSIP 40609P105 and gives its principal executive office as 1183 East Canvasback Drive, Terra Haute, IN 47802 (SCHEDULE 13G/A, 2026-08-11).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.5.1%SCHEDULE 13G
2025-07-29The Vanguard Group5.2%SCHEDULE 13G
2025-10-17BlackRock, Inc.4.9%SCHEDULE 13G/A
2025-11-06Mark D. Becker5.3%SCHEDULE 13G
2025-11-12Aegis Financial Corporation4.7%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.5.2%SCHEDULE 13G
2026-02-27Hallador Alternative Assets Fund LLC3.67%SCHEDULE 13D/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.4.98%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.5.9%SCHEDULE 13G
2026-08-11Mark D. Becker3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 11, 2026Leadership change: Matthew Bradford White appointed, Chief Legal Officer—Leadership changesSource
May 6, 2026Leadership change: Daniel Hudson appointed—Leadership changesSource
April 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

IDACORP, Inc.

At 5% or more2
Filings5
Latest filing2026-08-13

IDACORP, Inc. has 5 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 Management5.94%3,261,212SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.23%2,876,053SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP4.4%2,452,290SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management9,01603,261,2120SCHEDULE 13G, 2026-04-29
Vanguard Capital Management432,52902,876,0530SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP01,775,14302,452,290SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP01,775,14302,452,290SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP01,775,14302,452,290SCHEDULE 13G/A, 2026-08-13

The latest filing identifies IDACORP, Inc. by CUSIP 451107106 and gives its principal executive office as 1221 West Idaho Street, Boise (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.94%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.23%SCHEDULE 13G
2026-05-15Wellington Management Group LLP5.2%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP4.4%SCHEDULE 13G/A

IHS Holding Ltd

At 5% or more1
Filings3
Latest filing2026-11-03

IHS Holding Ltd has 3 Schedule 13D or 13G filings on record since 2026-02-17. 1 holder's latest filing reports 5% or more of ordinary shares, par value usd 0.30 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
International Finance Corporation5.7%19,158,270SCHEDULE 13G, 2026-02-172021-12-31
UBS Group AG0%0SCHEDULE 13G/A, 2026-11-032026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
International Finance Corporation11,661,98319,158,27011,661,98319,158,270SCHEDULE 13G, 2026-02-17
UBS Group AG0000SCHEDULE 13G/A, 2026-11-03

The latest filing identifies IHS Holding Ltd by CUSIP G4701H109 and gives its principal executive office as 1 CATHEDRAL PIAZZA, LONDON (SCHEDULE 13G/A, 2026-11-03).

FiledHolderPercentFiling
2026-02-17International Finance Corporation5.7%SCHEDULE 13G
2026-08-05UBS Group AG5.8%SCHEDULE 13G
2026-11-03UBS Group AG0%SCHEDULE 13G/A

Kirby Corporation

At 5% or more3
Filings7
Latest filing2026-08-14

Kirby Corporation has 7 Schedule 13D or 13G filings on record since 2026-02-12. 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
Dimensional Fund Advisors LP5.2%2,759,885SCHEDULE 13G, 2026-07-142026-06-30
Vanguard Capital Management5.17%2,777,491SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.03%2,695,550SCHEDULE 13G, 2026-07-312026-06-30
Morgan Stanley4.7%2,537,671SCHEDULE 13G/A, 2026-02-122025-12-31
Goldman Sachs Asset Management, L.P.4.4%2,377,382SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP2,712,88202,759,8850SCHEDULE 13G, 2026-07-14
Vanguard Portfolio Management5,99902,695,5500SCHEDULE 13G, 2026-07-31
Goldman Sachs Asset Management, L.P.02,237,35502,377,382SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Kirby Corporation by CUSIP 497266106 and gives its principal executive office as 55 WAUGH DRIVE, SUITE 1000, HOUSTON (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-12Morgan Stanley4.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.17%SCHEDULE 13G
2026-05-11Goldman Sachs Asset Management, L.P.5.1%SCHEDULE 13G
2026-07-14Dimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management5.03%SCHEDULE 13G
2026-08-14Goldman Sachs Asset Management, L.P.4.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 8, 2026Leadership change: Ronald A. Dragg departs, Vice President, Controller and Assistant Secretary—Leadership changesSource

KT Corporation

At 5% or more1
Filings2
Latest filing2026-08-13

KT Corporation has 2 Schedule 13D or 13G filings on record since 2026-02-10. 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
Wellington Management Group LLP8%19,402,304SCHEDULE 13G/A, 2026-08-132026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP015,462,631019,402,245SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP015,462,631019,402,245SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP015,462,631019,402,245SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP014,242,588016,681,078SCHEDULE 13G/A, 2026-08-13

The latest filing identifies KT Corporation by CUSIP Y49915104 and gives its principal executive office as 206 Jungja Dong, Bundang Gu, Sungnam (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-02-10Wellington Management Group LLP6.5%SCHEDULE 13G
2026-08-13Wellington Management Group LLP8%SCHEDULE 13G/A

Landstar System Inc

At 5% or more4
Filings7
Latest filing2026-08-13

Landstar System Inc has 7 Schedule 13D or 13G filings on record since 2025-11-07. 4 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
Kayne Anderson Rudnick Investment Management, LLC9.1%3,087,534SCHEDULE 13G/A, 2026-08-132026-06-30
AQR Capital Management, LLC5.4%1,835,604SCHEDULE 13G, 2026-05-142026-03-31
Vanguard Capital Management5.27%1,791,653SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.17%1,756,831SCHEDULE 13G, 2026-04-292026-03-31
Morgan Stanley4.4%1,508,015SCHEDULE 13G/A, 2026-02-122025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kayne Anderson Rudnick Investment Management, LLC2,063,354592,0592,495,475592,059SCHEDULE 13G/A, 2026-08-13
AQR Capital Management, LLC01,822,91601,835,604SCHEDULE 13G, 2026-05-14
AQR Capital Management Holdings, LLC01,822,91601,835,604SCHEDULE 13G, 2026-05-14
Vanguard Capital Management259,75301,791,6530SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management4,12001,756,8310SCHEDULE 13G, 2026-04-29

The latest filing identifies Landstar System Inc by CUSIP 515098101 and gives its principal executive office as 13410 SUTTON PARK DRIVE SOUTH, JACKSONVILLE, FL 32224 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-11-07Morgan Stanley5.7%SCHEDULE 13G/A
2026-02-12Morgan Stanley4.4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.17%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.27%SCHEDULE 13G
2026-05-14AQR Capital Management, LLC5.4%SCHEDULE 13G
2026-08-13Kayne Anderson Rudnick Investment Management, LLC9.1%SCHEDULE 13G/A

Matson, Inc.

At 5% or more2
Filings5
Latest filing2026-08-14

Matson, Inc. has 5 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 Management6.69%2,037,729SCHEDULE 13G, 2026-04-292026-03-31
American Century Investment Management, Inc.5.8%1,760,017SCHEDULE 13G, 2026-08-142026-06-30
Vanguard Capital Management4.95%1,500,519SCHEDULE 13G/A, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management12,19202,037,7290SCHEDULE 13G, 2026-04-29
American Century ETF Trust1,676,88901,676,8890SCHEDULE 13G, 2026-08-14
American Century Investment Management, Inc.1,760,01701,760,0170SCHEDULE 13G, 2026-08-14
American Century Companies, Inc.1,760,01701,760,0170SCHEDULE 13G, 2026-08-14
Stowers Institute for Medical Research1,760,01701,760,0170SCHEDULE 13G, 2026-08-14
Vanguard Capital Management206,41301,500,5190SCHEDULE 13G/A, 2026-07-31

The latest filing identifies Matson, Inc. by CUSIP 57686G105 and gives its principal executive office as 1411 Sand Island Parkway, Honolulu, HI 96819 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.69%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.05%SCHEDULE 13G
2026-07-31Vanguard Capital Management4.95%SCHEDULE 13G/A
2026-08-14American Century Investment Management, Inc.5.8%SCHEDULE 13G

Nisource Inc

At 5% or more3
Filings6
Latest filing2026-08-14

Nisource 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. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.55%36,215,860SCHEDULE 13G, 2026-04-302026-03-31
T. Rowe Price Investment Management, Inc.6.2%29,893,604SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management5.64%27,038,810SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management5,073,065036,215,8600SCHEDULE 13G, 2026-04-30
T. Rowe Price Investment Management, Inc.27,978,901029,893,6040SCHEDULE 13G/A, 2026-08-14
Vanguard Portfolio Management57,855027,038,8100SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Nisource Inc by CUSIP 65473P105 and gives its principal executive office as 801 EAST 86TH AVE, MERRILLVILLE, IN 46410-6272 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-14T. Rowe Price Investment Management, Inc.8.7%SCHEDULE 13G/A
2025-12-05T. Rowe Price Investment Management, Inc.10.5%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.64%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.55%SCHEDULE 13G
2026-08-14T. Rowe Price Investment Management, Inc.6.2%SCHEDULE 13G/A

Norwegian Cruise Line Holdings Ltd.

At 5% or more1
Filings5
Latest filing2026-08-12

Norwegian Cruise Line Holdings Ltd. has 5 Schedule 13D or 13G filings on record since 2025-11-13. 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 Management7.37%33,612,105SCHEDULE 13G, 2026-04-292026-03-31
Capital International Investors3.1%14,139,297SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management3,995,090033,612,1050SCHEDULE 13G, 2026-04-29
Capital International Investors14,137,983014,139,2970SCHEDULE 13G/A, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Norwegian Cruise Line Holdings Ltd. by CUSIP G66721104 and gives its principal executive office as 7665 CORPORATE DRIVE, MIAMI (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-11-13Capital International Investors11.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.37%SCHEDULE 13G
2026-05-14Capital International Investors6.6%SCHEDULE 13G/A
2026-08-12Capital International Investors3.1%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Old Dominion Freight Line

At 5% or more3
Filings8
Latest filing2026-08-14

Old Dominion Freight Line has 8 Schedule 13D or 13G filings on record since 2025-07-17. 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.6.7%14,185,482SCHEDULE 13G/A, 2025-07-172025-06-30
Vanguard Capital Management6.67%13,915,038SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC5.6%11,686,858SCHEDULE 13G, 2026-05-062026-03-31
T. Rowe Price Associates, Inc.4.7%9,769,485SCHEDULE 13G/A, 2026-08-142026-06-30
David S. Congdon3.7%7,844,895SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,833,356013,915,0380SCHEDULE 13G, 2026-04-30
Fmr LLC11,367,807011,686,8580SCHEDULE 13G, 2026-05-06
Abigail P. Johnson0011,686,8580SCHEDULE 13G, 2026-05-06
T. Rowe Price Associates, Inc.9,373,04509,769,4850SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Old Dominion Freight Line by CUSIP 679580100 and gives its principal executive office as 500 OLD DOMINION WAY, THOMASVILLE, NC 27360 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.6.7%SCHEDULE 13G/A
2025-08-14T. Rowe Price Associates, Inc.6.3%SCHEDULE 13G/A
2025-10-31The Vanguard Group11.06%SCHEDULE 13G/A
2026-02-13David S. Congdon3.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management6.67%SCHEDULE 13G
2026-05-06Fmr LLC5.6%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.4.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 22, 2026Leadership change: Worthing F. Jackman appointed, Director—Leadership changesSource

OPAL Fuels Inc

At 5% or more2
Filings7
Latest filing2026-08-13

OPAL Fuels Inc has 7 Schedule 13D or 13G filings on record since 2025-08-07. 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
Invesco Ltd.13.4%4,078,082SCHEDULE 13G/A, 2026-08-132026-06-30
Nextera Energy Inc7.4%2,158,547SCHEDULE 13D/A, 2026-03-102026-03-10
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Invesco Ltd.4,077,49304,078,0820SCHEDULE 13G/A, 2026-08-13
Nextera Energy Inc02,158,54702,158,547SCHEDULE 13D/A, 2026-03-10
Mendocino Capital, LLC02,158,54702,158,547SCHEDULE 13D/A, 2026-03-10

The latest filing identifies OPAL Fuels Inc by CUSIP 68347P103 and gives its principal executive office as One N. Lexington Ave, White Plains (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-08-07Invesco Ltd.4.5%SCHEDULE 13G/A
2025-10-07Invesco Ltd.10.1%SCHEDULE 13G
2025-12-03Nextera Energy Inc7.4%SCHEDULE 13D/A
2026-01-08Invesco Ltd.18%SCHEDULE 13G/A
2026-03-10Nextera Energy Inc7.4%SCHEDULE 13D/A
2026-04-07Invesco Ltd.11.1%SCHEDULE 13G/A
2026-08-13Invesco Ltd.13.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 21, 2026Leadership change: Jonathan Maurer departs, Chief Executive Officer—Leadership changesSource

Otter Tail Corp

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

Otter Tail Corp has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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 Portfolio Management7.06%2,963,293SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.19%2,178,374SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5.1%2,148,193SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management16,10902,963,2930SCHEDULE 13G, 2026-04-29
Vanguard Capital Management312,66102,178,3740SCHEDULE 13G, 2026-04-30
State Street Corporation02,023,18101,645,782SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Otter Tail Corp by CUSIP 689648103 and gives its principal executive office as 215 SOUTH CASCADE STREET PO BOX 496, FERGUS FALLS, MN 56538 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.06%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.19%SCHEDULE 13G
2026-08-07State Street Corporation5.1%SCHEDULE 13G
DateRecordFigureOur pageSource
September 1, 2026Leadership change: Thomas J. Webb departs, Director, and 1 more—Leadership changesSource
April 14, 2026Leadership change: Tim Rogelstad appointed, President, and 1 more—Leadership changesSource

Pinnacle West Capital Corp

At 5% or more3
Filings10
Latest filing2026-08-12

Pinnacle West Capital Corp has 10 Schedule 13D or 13G filings on record since 2025-08-12. 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
Capital Research Global Investors13.6%16,441,549SCHEDULE 13G/A, 2026-05-142026-03-31
Vanguard Capital Management7.35%8,892,434SCHEDULE 13G, 2026-04-302026-03-31
Barrow Hanley Mewhinney & Strauss LLC5.4%6,575,662SCHEDULE 13G, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital Research Global Investors16,441,549016,441,5490SCHEDULE 13G/A, 2026-05-14
Vanguard Capital Management1,090,99408,892,4340SCHEDULE 13G, 2026-04-30
Barrow Hanley Mewhinney & Strauss LLC4,188,2242,387,4386,575,6620SCHEDULE 13G, 2026-08-12

The latest filing identifies Pinnacle West Capital Corp by CUSIP 723484101 and gives its principal executive office as 400 NORTH FIFTH STREET, MS 8695, PHOENIX, AZ 85004 (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2025-08-12Barrow Hanley Mewhinney & Strauss LLC5.43%SCHEDULE 13G
2025-08-13Capital Research Global Investors12.6%SCHEDULE 13G/A
2025-11-12Barrow Hanley Mewhinney & Strauss LLC6.05%SCHEDULE 13G
2026-02-11Barrow Hanley Mewhinney & Strauss LLC5.58%SCHEDULE 13G
2026-02-12Capital Research Global Investors11.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.35%SCHEDULE 13G
2026-05-13Barrow Hanley Mewhinney & Strauss LLC5.78%SCHEDULE 13G
2026-05-14Capital Research Global Investors13.6%SCHEDULE 13G/A
2026-08-12Barrow Hanley Mewhinney & Strauss LLC5.4%SCHEDULE 13G
DateRecordFigureOur pageSource
June 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Scorpio Tankers Inc

At 5% or more3
Filings9
Latest filing2026-11-05

Scorpio Tankers Inc has 9 Schedule 13D or 13G filings on record since 2025-07-15. 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
Fmr LLC7.9%4,006,720SCHEDULE 13G/A, 2026-11-052026-09-30
Dimensional Fund Advisors LP5.9%2,937,007SCHEDULE 13G/A, 2025-07-152025-06-30
BlackRock, Inc.5.01%2,557,393SCHEDULE 13G, 2025-10-172025-09-30
The Vanguard Group4.17%2,130,933SCHEDULE 13G/A, 2025-10-302025-09-30
Cooper Creek Partners Management LLC3.2%1,612,171SCHEDULE 13G/A, 2025-08-132025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC3,881,02104,006,7200SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson004,006,7200SCHEDULE 13G/A, 2026-11-05
BlackRock, Inc.2,475,38102,557,3930SCHEDULE 13G, 2025-10-17
The Vanguard Group044,2462,084,06846,865SCHEDULE 13G/A, 2025-10-30

The latest filing identifies Scorpio Tankers Inc by CUSIP Y7542C130 and gives its principal executive office as L'EXOTIQUE 99 BOULEVARD, JARDIN EXOTIQUE, MONACO (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP5.9%SCHEDULE 13G/A
2025-07-17BlackRock, Inc.4.9%SCHEDULE 13G/A
2025-08-06Fmr LLC5.3%SCHEDULE 13G/A
2025-08-13Cooper Creek Partners Management LLC3.2%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.5.01%SCHEDULE 13G
2025-10-30The Vanguard Group4.17%SCHEDULE 13G/A
2026-02-05Fmr LLC1%SCHEDULE 13G/A
2026-08-06Fmr LLC5.1%SCHEDULE 13G
2026-11-05Fmr LLC7.9%SCHEDULE 13G/A

Skywest, Inc

At 5% or more3
Filings4
Latest filing2026-08-14

Skywest, Inc has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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 Portfolio Management7.54%3,031,982SCHEDULE 13G, 2026-04-292026-03-31
American Century Investment Management, Inc.5.7%2,252,482SCHEDULE 13G, 2026-08-142026-06-30
Vanguard Capital Management5.08%2,042,796SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management39,32603,031,9820SCHEDULE 13G, 2026-04-29
American Century ETF Trust2,158,04602,158,0460SCHEDULE 13G, 2026-08-14
American Century Investment Management, Inc.2,252,48202,252,4820SCHEDULE 13G, 2026-08-14
American Century Companies, Inc.2,252,48202,252,4820SCHEDULE 13G, 2026-08-14
Stowers Institute for Medical Research2,252,48202,252,4820SCHEDULE 13G, 2026-08-14
Vanguard Capital Management270,34502,042,7960SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Skywest, Inc by CUSIP 830879102 and gives its principal executive office as 444 S River Rd, St. George, UT 84790 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.54%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.08%SCHEDULE 13G
2026-08-14American Century Investment Management, Inc.5.7%SCHEDULE 13G

Tencent Music Entertainment Group

At 5% or more1
Filings1
Latest filing2026-08-14

Tencent Music Entertainment Group has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of class a ordinary shares, par value us$0.000083 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Tencent Holdings Limited55.5%1,817,399,419SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Min River Investment Limited1,659,038,41201,640,456,8820SCHEDULE 13G/A, 2026-08-14
Tencent Holdings Limited1,817,399,41901,657,402,5400SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Tencent Music Entertainment Group by CUSIP 88034P109 and gives its principal executive office as 17 /F, Matsunichi Building, Kejizhongyi, Midwest District of Hi-tech Park, Nansha, Shenzhen (SCHEDULE 13G/A, 2026-08-14).

See row 11 of the cover page of each reporting person.Tencent Holdings Limited, SCHEDULE 13G/A, 2026-08-14
FiledHolderPercentFiling
2026-08-14Tencent Holdings Limited55.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 1, 2026Form D, private offering$20.20M soldForm D pageSource

The York Water Company

At 5% or more3
Filings6
Latest filing2026-08-14

The York Water Company has 6 Schedule 13D or 13G filings on record since 2025-07-17. 3 holders' latest filing reports 5% or more of common stock, no par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Zimmer Partners, LP8.8%1,419,877SCHEDULE 13G/A, 2026-08-142026-06-30
BlackRock, Inc.7%1,009,326SCHEDULE 13G/A, 2026-04-242026-03-31
Vanguard Capital Management5.18%748,650SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Zimmer Partners, LP01,419,87701,419,877SCHEDULE 13G/A, 2026-08-14
Zimmer Financial Services Group LLC01,419,87701,419,877SCHEDULE 13G/A, 2026-08-14
Zimmer Partners GP, LLC01,419,87701,419,877SCHEDULE 13G/A, 2026-08-14
Stuart J. Zimmer01,419,87701,419,877SCHEDULE 13G/A, 2026-08-14
BlackRock, Inc.993,10601,009,3260SCHEDULE 13G/A, 2026-04-24
Vanguard Capital Management94,6570748,6500SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies The York Water Company by CUSIP 987184108 and gives its principal executive office as 130 E MARKET ST, York, PA 17401-1219 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.11.8%SCHEDULE 13G/A
2025-07-29The Vanguard Group7.57%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.7%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.18%SCHEDULE 13G
2026-08-14Zimmer Partners, LP8.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 15, 2026Leadership change: Jennifer E. Doran appointed, Vice President—Leadership changesSource
August 18, 2026Leadership change: David M. Velazquez appointed, Director—Leadership changesSource
April 14, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Vistra Corp

At 5% or more4
Filings6
Latest filing2026-11-05

Vistra Corp has 6 Schedule 13D or 13G filings on record since 2025-08-05. 4 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 Management7.25%24,565,610SCHEDULE 13G, 2026-04-282026-03-31
Qatar Investment Authority5.5%18,675,188SCHEDULE 13G, 2025-08-052025-06-30
Vanguard Portfolio Management5.01%16,991,032SCHEDULE 13G, 2026-04-282026-03-31
State Street Corporation5%16,867,244SCHEDULE 13G, 2026-08-072026-06-30
Fmr LLC3.6%11,959,778SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management3,171,650024,565,6100SCHEDULE 13G, 2026-04-28
Vanguard Portfolio Management88,814016,991,0320SCHEDULE 13G, 2026-04-28
State Street Corporation011,948,766016,850,452SCHEDULE 13G, 2026-08-07
Fmr LLC11,371,331011,959,7780SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson0011,959,7780SCHEDULE 13G/A, 2026-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Vistra Corp by CUSIP 92840M102 and gives its principal executive office as 6555 SIERRA DRIVE, IRVING, TX 75039 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-08-05Qatar Investment Authority5.5%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management7.25%SCHEDULE 13G
2026-04-28Vanguard Portfolio Management5.01%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G
2026-11-05Fmr LLC3.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 30, 2026Acquired Company or the Target Company$2.20BAcquisitionSource

Wisconsin Electric Power Company

At 5% or more1
Filings3
Latest filing2026-08-13

Wisconsin Electric Power Company has 3 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of 3.6% serial preferred stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Royal Bank of Canada9.19%23,906SCHEDULE 13G/A, 2026-08-132026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Royal Bank of Canada023,906023,906SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Wisconsin Electric Power Company by CUSIP 976656306 and gives its principal executive office as 231 West Michigan Street, Milwaukee, WI 53201 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-11-14Royal Bank of Canada6.28%SCHEDULE 13G
2026-05-15Royal Bank of Canada7.35%SCHEDULE 13G/A
2026-08-13Royal Bank of Canada9.19%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

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