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PRINCIPAL FINANCIAL GROUP INC: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on UTES, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 26,955 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,955 shares
    Change vs previous 13F +3,560 shares

    0.03% of the 13F portfolio, value $2,203,302.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,395 shares
    Change vs previous 13F -3,103 shares

    0.03% of the 13F portfolio, value $1,869,261.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,498 shares
    Change vs previous 13F +564 shares

    0.03% of the 13F portfolio, value $2,092,043.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,934 shares
    Change vs previous 13F +14,679 shares

    0.04% of the 13F portfolio, value $2,163,933.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,255 shares
    Change vs previous 13F +1,085 shares

    0.02% of the 13F portfolio, value $850,878.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,170 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $648,338.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,170 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $648,338.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,822 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $628,215.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).