Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,391,118
+$6,296,901 QoQ
Shares Held
325,174
+31.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#120
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 12%
None 74%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. PEG ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
325,174 | $26,391,118 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,391,118 | 325,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,094,217 | 248,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,519,748 | 106,099 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,031,373 | 108,212 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $9,179,071 | 109,041 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $8,938,520 | 108,609 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,463,109 | 100,167 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,574,686 | 96,118 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,204,325 | 70,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,678,436 | 85,032 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,336,329 | 70,913 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,316,180 | 40,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,147,342 | 50,269 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,684,089 | 26,967 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,587,689 | 25,913 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,143,324 | 20,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,175,299 | 18,573 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $726,670 | 10,381 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $966,917 | 14,490 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $591,948 | 9,720 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $661,023 | 11,065 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $695,967 | 11,559 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $701,407 | 12,031 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $702,683 | 12,797 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $510,280 | 10,380 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $491,495 | 10,944 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||