Position in PEG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$136,754
+$354 QoQ
Shares Held
1,685
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,039
of 1,300 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. PEG ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
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|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
|
1,579 | $107,829 |
All Filings in PEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,754 | 1,685 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $136,400 | 1,685 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $135,305 | 1,685 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $251,298 | 3,011 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $267,944 | 3,183 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $258,504 | 3,141 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $131,973 | 1,562 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $134,082 | 1,503 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $220,805 | 2,996 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $200,072 | 2,996 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $12,690 | 223 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $20,285 | 324 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $34,472 | 552 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $46,503 | 759 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $236,600 | 3,380 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $228,416 | 3,423 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $210,165 | 3,451 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $202,578 | 3,391 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||