Position in PEG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,898,889
+$1,421,538 QoQ
Shares Held
122,284
+15.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. PEG ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in PEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,898,889 | 122,284 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,477,351 | 105,571 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,547,264 | 18,539 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,479,716 | 17,578 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,257,873 | 15,284 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,387,410 | 16,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,086,219 | 34,595 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,192,206 | 29,745 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,310,254 | 34,595 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,484,449 | 56,982 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,314,722 | 58,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,280,638 | 52,398 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,309,986 | 69,015 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $363,392 | 5,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $444,835 | 7,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $447,895 | 7,078 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $302,820 | 4,326 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||