Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 69355J104 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
1607 Capital Partners, LLC
13G/A
Amendment 2
|
4.0% |
8/14/2026
Event 6/30/2026
|
|
| 1607 Capital Partners, LLC | 4.0% | ||
| Asset Management Committee of Dominion Energy, Inc. | 3.2% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 1
|
10.8% |
6/5/2026
Event 5/31/2026
|
|
| First Trust Portfolios L.P. | 10.8% | ||
| First Trust Advisors L.P. | 10.8% | ||
| The Charger Corporation | 10.8% | ||
|
1607 Capital Partners, LLC
13G/A
Amendment 1
|
7.0% |
2/13/2026
Event 12/31/2025
|
|
| 1607 Capital Partners, LLC | 7.0% | ||
| Asset Management Committee of Dominion Energy, Inc. | 6.2% | ||
|
First Trust Portfolios L.P.
13G
|
6.1% |
1/30/2026
Event 12/31/2025
|
|
| First Trust Portfolios L.P. | 6.1% | ||
| First Trust Advisors L.P. | 6.1% | ||
| The Charger Corporation | 6.1% | ||
| 1607 Capital Partners, LLC 13G | 7.9% |
2/13/2025
Event 12/31/2024
|
|
|
Morgan Stanley
13G/A
Amendment 5
|
4.7% |
2/3/2025
Event 12/31/2024
|
|
| Morgan Stanley | 4.7% | ||
| Morgan Stanley Smith Barney LLC | 4.7% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 2 | 29.0 k | $442 k |
| 2026 Q2 | 59 | 12.5 M | $204 M |
| 2026 Q1 | 60 | 11.0 M | $177 M |
| 2025 Q4 | 60 | 12.6 M | $208 M |
| 2025 Q3 | 52 | 12.7 M | $212 M |
| 2025 Q2 | 55 | 13.0 M | $219 M |
| 2025 Q1 | 59 | 13.0 M | $214 M |
| 2024 Q4 | 58 | 13.4 M | $216 M |
| 2024 Q3 | 63 | 11.9 M | $199 M |
| 2024 Q2 | 66 | 13.7 M | $210 M |
| 2024 Q1 | 66 | 15.7 M | $241 M |
| 2023 Q4 | 66 | 14.0 M | $211 M |
| 2023 Q3 | 54 | 11.7 M | $169 M |
| 2023 Q2 | 49 | 11.2 M | $167 M |
| 2023 Q1 | 45 | 11.0 M | $162 M |
| 2022 Q4 | 48 | 10.5 M | $155 M |
| 2022 Q3 | 53 | 10.4 M | $149 M |
| 2022 Q2 | 47 | 9.97 M | $149 M |
| 2022 Q1 | 41 | 9.10 M | $151 M |
| 2021 Q4 | 39 | 8.28 M | $153 M |
| 2021 Q3 | 28 | 4.83 M | $90.6 M |
| 2021 Q2 | 20 | 4.12 M | $82.2 M |
| 2021 Q1 | 14 | 3.38 M | $64.7 M |
| 2020 Q4 | 8 | 617 k | $12.6 M |