Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,071,514
-$55,063 QoQ
Shares Held
22,984
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#508
of 1,279 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $99,225,151 across 15 Utilities - Regulated Electric names. EXC ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
620,057 | $54,422,402 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
170,781 | $13,860,585 | |
| 3 | AEP |
American Electric Power Co Inc
|
35,083 | $4,799,704 | |
| 4 | DUK |
Duke Energy CORP
|
36,819 | $4,660,547 | |
| 5 | SO |
Southern Co
|
41,729 | $3,993,881 | |
| 6 | D |
Dominion Energy, Inc
|
54,571 | $3,726,652 | |
| 7 | FE |
Firstenergy Corp
|
74,619 | $3,547,386 | |
| 8 | ED |
Consolidated Edison Inc
|
31,357 | $3,469,024 |
All Filings in EXC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,514 | 22,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,126,577 | 22,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,034,347 | 23,729 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,074,343 | 23,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,053,846 | 24,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,152,046 | 25,001 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,114,595 | 29,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,219,825 | 30,082 | Shares | Sole | 2024-11-26 | |
| 2024-06-30 | $1,084,400 | 31,332 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,184,206 | 31,520 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,152,210 | 32,095 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,184,111 | 31,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,277,565 | 31,359 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,340,312 | 31,996 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,384,224 | 32,020 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,227,714 | 32,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,488,172 | 32,837 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,564,026 | 32,837 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,966,844 | 34,052 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,644,816 | 34,026 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,539,420 | 34,742 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,565,630 | 35,794 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||