Position in PEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$95,189,236
-$84,947 QoQ
Shares Held
1,172,859
-0.3% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#50
of 1,308 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. PEG ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,189,236 | 1,172,859 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $95,274,183 | 1,176,951 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $93,748,242 | 1,167,475 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $100,087,068 | 1,199,222 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,583,576 | 802,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,344,746 | 733,229 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $55,857,352 | 661,112 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $49,574,978 | 555,711 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $37,030,270 | 502,446 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $30,115,643 | 450,968 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,014,461 | 392,714 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,390,090 | 340,715 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,144,635 | 305,776 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,528,903 | 280,687 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,165,660 | 263,843 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,758,406 | 262,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,138,980 | 239,238 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,026,900 | 314,670 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,341,623 | 289,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,822,224 | 276,227 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,467,462 | 258,913 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,957,609 | 248,424 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,268,691 | 244,746 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,954,751 | 235,927 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,352,174 | 230,923 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,459,046 | 143,822 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||