TOMPKINS FINANCIAL CORP
Position in PEG — Public Service Enterprise Group Inc
CIK 1005817
Ithaca, NY
Position in PEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,503,673
-$71,254 QoQ
Shares Held
117,098
-1.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#201
of 1,302 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $22,003,541 across 18 Utilities - Regulated Electric names. PEG ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,865 | $10,235,891 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
117,098 | $9,503,673 | |
| 3 | NEE |
Nextera Energy Inc
|
5,363 | $470,710 | |
| 4 | ES |
Eversource Energy
|
3,875 | $280,046 | |
| 5 | ETR |
Entergy Corp /De/
|
2,400 | $275,664 | |
| 6 | D |
Dominion Energy, Inc
|
3,970 | $271,111 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,064 | $241,013 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,261 | $172,517 |
All Filings in PEG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,503,673 | 117,098 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $9,574,927 | 118,282 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $9,625,801 | 119,873 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $9,983,401 | 119,619 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $10,235,193 | 121,587 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $10,301,326 | 125,168 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $10,621,237 | 125,710 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $11,359,287 | 127,332 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $9,469,417 | 128,486 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $8,926,548 | 133,671 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $7,884,252 | 128,933 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $6,553,470 | 115,155 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $6,297,125 | 100,577 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $6,505,228 | 104,167 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $6,348,245 | 103,611 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $5,885,087 | 104,661 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $6,701,161 | 105,897 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $7,228,480 | 103,264 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,656,517 | 99,753 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,035,676 | 99,108 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $6,009,860 | 99,815 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $5,638,950 | 96,723 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,847,893 | 88,288 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,205,637 | 85,550 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,629,535 | 80,818 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||