KCM INVESTMENT ADVISORS LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1109228
GREENBRAE, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,316,061
-$24,777 QoQ
Shares Held
65,501
-0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#263
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. PEG ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,316,061 | 65,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,340,838 | 65,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,406,679 | 67,331 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,354,292 | 64,154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,328,425 | 63,298 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,198,808 | 63,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,501,228 | 65,111 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,819,792 | 65,237 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,961,999 | 67,327 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,484,076 | 67,147 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,224,670 | 69,087 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,741,570 | 83,317 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,340,883 | 85,304 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,570,789 | 89,204 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,569,688 | 90,904 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,124,183 | 91,129 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,890,671 | 93,089 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,506,220 | 92,946 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,237,319 | 93,471 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,549,877 | 91,131 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,075,868 | 84,966 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $4,903,261 | 81,436 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,534,982 | 77,787 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $3,408,867 | 62,081 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,749,567 | 55,931 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,356,472 | 52,471 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||