Position in PEG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,107,752
+$80,902 QoQ
Shares Held
13,649
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#498
of 1,302 holders
Holding Since
Sep 2020
13 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, 2026TOBAM holds $18,273,018 across 6 Utilities - Regulated Electric names. PEG ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
79,678 | $8,814,777 | |
| 2 | EXC |
Exelon Corp
|
172,217 | $8,028,756 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
13,649 | $1,107,752 | |
| 4 | CMS |
Cms Energy Corp
|
3,520 | $269,280 | |
| 5 | PCG |
PG&E Corp
|
1,888 | $31,756 | |
| 6 | EIX |
Edison International
|
278 | $20,697 |
All Filings in PEG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,752 | 13,649 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,026,850 | 12,685 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $758,032 | 9,440 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $2 | 19 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2 | 19 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2 | 19 | Shares | Sole | 2025-04-16 | |
| 2022-03-31 | $194,110 | 2,773 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $124,785 | 1,870 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $113,883 | 1,870 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $111,713 | 1,870 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $112,592 | 1,870 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $109,021 | 1,870 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $102,681 | 1,870 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||