Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,547,386
-$290,108 QoQ
Shares Held
74,619
-1.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#225
of 923 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in FE 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. FE ranks #7 (3.6% 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
This page
|
74,619 | $3,547,386 | |
| 8 | ED |
Consolidated Edison Inc
|
31,357 | $3,469,024 |
All Filings in FE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,547,386 | 74,619 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,837,494 | 75,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,434,261 | 76,709 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,526,489 | 76,964 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,090,236 | 76,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,316,824 | 82,059 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,462,132 | 87,032 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,926,792 | 88,541 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $3,486,549 | 91,104 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,551,070 | 91,949 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,476,760 | 94,838 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,295,019 | 96,402 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,794,609 | 97,598 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,029,274 | 100,581 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,238,707 | 101,066 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,834,793 | 49,589 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,857,768 | 48,392 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,269,015 | 49,477 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,119,467 | 50,961 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,917,709 | 53,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,979,795 | 53,206 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,906,215 | 54,950 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||