5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Excelerate Energy EE

	Holder			Kind
08/04	Copeland Capital Management08/04	6.2%1,973,585 sh	First report	13G passive
07/08	Wellington Management Group07/08	10.5%3,339,759 sh	+2.3pp	13G passiveAmendment
05/15	Wellington Management Group05/15	8.2%2,634,172 sh	−3.2pp	13G passiveAmendment
03/26	Vanguard Group03/26	0%0 sh	−7.5pp	13G passiveAmendment
25/11/07	Wellington Management Group25/11/07	11.4%3,641,087 sh	+2.4pp	13G passiveAmendment
25/11/07	Wellington Management Group25/11/07	9%2,888,078 sh	+1.3pp	13G passiveAmendment
25/08/12	Wellington Management Group25/08/12	7.7%2,455,024 sh	First report	13G passive