PINNACLE ASSOCIATES LTD
Position in PEG — Public Service Enterprise Group Inc
CIK 743127
NEW YORK, NY
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,161,912
+$214,847 QoQ
Shares Held
38,959
+7.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#335
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. PEG ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
38,959 | $3,161,912 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,161,912 | 38,959 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,947,065 | 36,406 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,979,772 | 37,108 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,097,033 | 37,108 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,199,597 | 38,009 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,169,290 | 38,509 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,249,231 | 38,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,030,864 | 45,184 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,841,503 | 38,555 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,818,383 | 42,204 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,763,001 | 45,184 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,751,029 | 48,340 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,114,972 | 49,752 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,159,907 | 50,599 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,321,936 | 54,218 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,103,839 | 55,199 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,552,602 | 56,141 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,802,400 | 54,320 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,417,777 | 51,218 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,108,457 | 51,042 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,030,908 | 50,735 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,146,996 | 52,267 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,885,850 | 49,500 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,754,999 | 50,173 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,580,555 | 52,493 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,895,336 | 42,203 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||