Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$287,630
+$22,519 QoQ
Shares Held
3,544
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#867
of 1,302 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AlTi Global, Inc. holds $11,217,881 across 10 Utilities - Regulated Electric names. PEG ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
87,565 | $6,519,214 | |
| 2 | NEE |
Nextera Energy Inc
|
14,973 | $1,314,179 | |
| 3 | ED |
Consolidated Edison Inc
|
9,555 | $1,057,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,934 | $538,209 | |
| 5 | XEL |
Xcel Energy Inc
|
5,893 | $473,207 | |
| 6 | DUK |
Duke Energy CORP
|
2,633 | $333,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
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|
3,544 | $287,630 | |
| 8 | ETR |
Entergy Corp /De/
|
2,370 | $272,217 |
All Filings in PEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,630 | 3,544 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $265,111 | 3,275 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $258,566 | 3,220 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $270,410 | 3,240 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $312,139 | 3,708 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $300,641 | 3,653 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $366,516 | 4,338 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $293,857 | 3,294 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $297,305 | 4,034 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $296,569 | 4,441 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $218,855 | 3,579 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||