DIMENSIONAL FUND ADVISORS LP
Position in PEG — Public Service Enterprise Group Inc
CIK 354204
AUSTIN, TX
Position in PEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$164,911,923
+$14,396,572 QoQ
Shares Held
2,031,936
+9.3% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#30
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 18%
None 10%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. PEG ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,911,923 | 2,031,936 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $150,515,351 | 1,859,362 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $147,229,887 | 1,833,498 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $151,764,663 | 1,818,412 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $149,898,482 | 1,780,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $147,018,414 | 1,786,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $151,747,670 | 1,796,043 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $157,744,866 | 1,768,242 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $127,814,738 | 1,734,257 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $104,906,302 | 1,570,924 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $91,727,200 | 1,500,036 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $83,636,185 | 1,469,622 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $89,623,332 | 1,431,454 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $86,207,976 | 1,380,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $84,007,846 | 1,371,109 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $77,361,119 | 1,375,798 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $86,657,275 | 1,369,426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $92,310,470 | 1,318,721 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $82,448,051 | 1,235,547 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $74,666,445 | 1,226,050 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $73,946,948 | 1,237,813 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $74,681,714 | 1,240,354 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $74,190,014 | 1,272,556 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $68,979,150 | 1,256,222 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $61,674,907 | 1,254,575 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $59,240,421 | 1,319,092 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||