Position in PEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,515,177
-$18,724,325 QoQ
Shares Held
2,655,436
-8.2% QoQ
Ownership
0.533%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. PEG ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,515,177 | 2,655,436 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $234,239,502 | 2,893,632 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $540,078,680 | 6,725,762 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $745,880,926 | 8,936,987 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $826,744,902 | 9,821,156 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,142,873,012 | 13,886,671 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,220,678,897 | 14,447,614 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,559,718,013 | 17,483,668 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,807,715,579 | 24,528,027 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $1,717,955,025 | 25,725,592 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $1,843,125,810 | 30,141,060 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,879,224,931 | 33,020,997 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,021,951,372 | 32,294,384 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,453,648,079 | 23,276,991 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $1,203,425,755 | 19,641,382 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $402,218,695 | 7,153,098 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $454,687,229 | 7,185,323 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $543,789,400 | 7,768,420 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $555,854,220 | 8,329,900 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $468,270,567 | 7,689,172 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $492,214,461 | 8,239,278 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $539,009,427 | 8,952,158 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $503,251,015 | 8,632,093 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $518,222,120 | 9,437,664 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $310,647,588 | 6,319,113 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $275,328,519 | 6,130,673 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||