Summit Global Investments
Position in PEG — Public Service Enterprise Group Inc
CIK 1697953
BOUNTIFUL, UT
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,575,450
+$2,098,898 QoQ
Shares Held
31,733
+439.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#364
of 1,302 holders
Holding Since
Dec 2021
8 quarters on record
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. PEG ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
62,992 | $5,444,398 | |
| 2 | ED |
Consolidated Edison Inc
|
41,488 | $4,589,817 | |
| 3 | DTE |
Dte Energy Co
|
29,060 | $4,427,872 | |
| 4 | DUK |
Duke Energy CORP
|
23,397 | $2,961,592 | |
| 5 | CMS |
Cms Energy Corp
|
34,813 | $2,663,194 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
31,733 | $2,575,450 | |
| 7 | PPL |
PPL Corp
|
57,691 | $2,097,067 | |
| 8 | AEE |
Ameren Corp
|
18,370 | $2,076,544 |
All Filings in PEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,575,450 | 31,733 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $476,552 | 5,887 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $471,441 | 5,871 | Shares | Sole | 2026-02-18 | |
| 2022-12-31 | $1,566,183 | 25,562 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,445,054 | 25,699 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,638,952 | 25,900 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,776,740 | 25,382 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $300,551 | 4,504 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||