BANK OF AMERICA CORP /DE/

Bank

Position in PEG — Public Service Enterprise Group Inc

CIK 70858 CHARLOTTE, NC

Back to PEG Full portfolio

Position in PEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,207,399,706

+$53,933,932 QoQ

Shares Held

14,876,783

+4.4% QoQ

Ownership

2.98%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

of 1,302 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Common Shares in PEG Over Time

Shares Held

Position Value (USD)

Derivatives in PEG

reported options exposure · as of Mar 31, 2025

CallValue

$18,007,240

CallShares

218,800

PutValue

$56,457,800

PutShares

686,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $18,305,113,791 across 40 Utilities - Regulated Electric names. PEG ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,669,707	$2,604,110,180
2	XEL	Xcel Energy Inc	29,933,748	$2,403,679,962
3	ETR	Entergy Corp /De/	17,339,974	$1,991,669,411
4	AEP	American Electric Power Co Inc	12,269,851	$1,678,638,313
5	PEG	Public Service Enterprise Group Inc This page	14,876,783	$1,207,399,706
6	DUK	Duke Energy CORP	8,867,628	$1,122,464,349
7	WEC	Wec Energy Group, Inc.	8,605,748	$1,004,893,191
8	D	Dominion Energy, Inc	14,599,270	$996,984,145

All Filings in PEG

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,207,399,706	14,876,783	+4.4%	Shares	Defined	2026-08-14
2026-03-31	$1,153,465,774	14,249,114	-16.8%	Shares	Defined	2026-05-18
2025-12-31	$1,375,676,631	17,131,714	-3.6%	Shares	Defined	2026-02-17
2025-09-30	$1,483,366,123	17,773,378	+1.4%	Shares	Defined	2026-02-03
2025-06-30	$1,476,229,638	17,536,584	+20.7%	Shares	Defined	2025-08-14
2025-03-31	$1,196,139,801	14,533,898	+6.9%	Shares	Defined	2025-05-15
2025-03-31	$18,007,240	218,800	-36.0%	Call	Defined	2025-05-15
2025-03-31	$56,457,800	686,000	+471.7%	Put	Defined	2025-05-15
2024-12-31	$10,138,800	120,000	—	Put	Defined	2025-02-14
2024-12-31	$1,149,077,007	13,600,154	-7.3%	Shares	Defined	2025-02-14
2024-09-30	$1,309,449,444	14,678,281	+102.9%	Shares	Defined	2024-11-14
2024-06-30	$533,101,135	7,233,394	+78.6%	Shares	Defined	2024-08-14
2024-03-31	$270,489,714	4,050,460	+13.4%	Shares	Defined	2024-05-15
2023-12-31	$218,372,088	3,571,089	+3.4%	Shares	Defined	2024-02-14
2023-09-30	$196,531,681	3,453,377	+14.8%	Shares	Defined	2023-11-14
2023-06-30	$188,322,736	3,007,870	-12.2%	Shares	Defined	2023-08-14
2023-03-31	$213,961,814	3,426,130	+20.2%	Shares	Defined	2023-05-12
2022-12-31	$174,708,277	2,851,449	-15.9%	Shares	Defined	2023-02-10
2022-09-30	$190,560,655	3,388,950	-5.7%	Shares	Defined	2022-11-14
2022-06-30	$227,315,742	3,592,221	-3.8%	Shares	Defined	2022-08-12
2022-03-31	$261,321,760	3,733,168	-8.7%	Shares	Defined	2022-05-16
2021-12-31	$272,984,886	4,090,887	-0.3%	Shares	Defined	2022-02-08
2021-09-30	$250,002,840	4,105,137	-1.9%	Shares	Defined	2021-11-15
2021-06-30	$249,891,161	4,182,979	+3.2%	Shares	Defined	2021-09-13
2021-03-31	$244,098,562	4,054,120	+9.3%	Shares	Defined	2021-05-14
2020-12-31	$19,938,600	342,000	+66.0%	Call	Defined	2021-02-10
2020-12-31	$216,217,789	3,708,710	-5.4%	Shares	Defined	2021-02-10
2020-09-30	$215,238,685	3,919,845	-3.1%	Shares	Defined	2020-11-13
2020-06-30	$10,126,960	206,000	—	Call	Defined	2020-08-14
2020-06-30	$198,933,161	4,046,647	+47.4%	Shares	Defined	2020-08-14
2020-03-31	$123,301,793	2,745,531	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.