Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,697
-$759,721 QoQ
Shares Held
2,670
-77.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#985
of 1,302 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $74,360,613 across 8 Utilities - Regulated Electric names. PEG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
216,822 | $27,445,328 | |
| 2 | NEE |
Nextera Energy Inc
|
308,846 | $27,107,413 | |
| 3 | EIX |
Edison International
|
225,416 | $16,782,221 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
17,122 | $1,226,277 | |
| 5 | POR |
Portland General Electric Co /Or/
|
20,483 | $1,061,633 | |
| 6 | MGEE |
Mge Energy Inc
|
3,960 | $322,898 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
2,670 | $216,697 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
14,645 | $198,146 |
All Filings in PEG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,697 | 2,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $976,418 | 12,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,014,510 | 12,634 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,489,945 | 29,834 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,459,105 | 88,609 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,176,477 | 87,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,517,835 | 88,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,972,162 | 89,364 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,296,226 | 98,999 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,644,543 | 99,499 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,598,221 | 91,549 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,368,206 | 94,328 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,065,531 | 96,878 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,177,741 | 98,923 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,485,074 | 89,523 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,983,271 | 88,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,377,548 | 100,783 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,042,210 | 100,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,407,230 | 111,003 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,710,753 | 110,193 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,593,085 | 110,363 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,207,919 | 119,713 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||