Position in PEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$837,652
+$40,538 QoQ
Shares Held
10,321
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#550
of 1,302 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TECTONIC ADVISORS LLC holds $30,520,084 across 9 Utilities - Regulated Electric names. PEG ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
113,314 | $12,535,927 | |
| 2 | DUK |
Duke Energy CORP
|
95,497 | $12,088,010 | |
| 3 | XEL |
Xcel Energy Inc
|
13,257 | $1,064,537 | |
| 4 | AEE |
Ameren Corp
|
8,569 | $968,639 | |
| 5 | DTE |
Dte Energy Co
|
5,803 | $884,203 | |
| 6 | PEG |
Public Service Enterprise Group Inc
This page
|
10,321 | $837,652 | |
| 7 | OGE |
Oge Energy Corp.
|
15,860 | $771,747 | |
| 8 | NEE |
Nextera Energy Inc
|
7,847 | $688,731 |
All Filings in PEG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,652 | 10,321 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $797,114 | 9,847 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $764,616 | 9,522 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $737,035 | 8,831 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $731,019 | 8,684 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $666,630 | 8,100 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $697,802 | 8,259 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $727,685 | 8,157 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $648,117 | 8,794 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $559,749 | 8,382 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $479,049 | 7,834 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $424,491 | 7,459 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $489,359 | 7,816 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $447,828 | 7,171 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $304,083 | 4,963 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $242,126 | 4,306 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $245,210 | 3,875 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $249,200 | 3,560 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $202,859 | 3,040 | Shares | Defined | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||