Position in PEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$806,243
-$14,347 QoQ
Shares Held
9,934
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Haverford Trust Co holds $176,200,844 across 12 Utilities - Regulated Electric names. PEG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,728,447 | $151,705,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
123,463 | $16,890,973 | |
| 3 | DUK |
Duke Energy CORP
|
10,584 | $1,339,722 | |
| 4 | SO |
Southern Co
|
12,544 | $1,200,586 | |
| 5 | D |
Dominion Energy, Inc
|
15,624 | $1,066,962 | |
| 6 | PPL |
PPL Corp
|
23,613 | $858,332 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
9,934 | $806,243 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,792 | $676,331 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,243 | 9,934 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $820,590 | 10,137 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $797,700 | 9,934 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,186,467 | 14,216 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,086,763 | 12,910 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,046,279 | 12,713 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,068,967 | 12,652 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,339,488 | 15,015 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $842,980 | 11,438 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $787,469 | 11,792 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $976,137 | 15,963 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $908,454 | 15,963 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,402,902 | 22,407 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,394,695 | 22,333 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,425,078 | 23,259 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,307,853 | 23,259 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $560,660 | 8,860 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $620,200 | 8,860 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $591,227 | 8,860 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $598,707 | 9,831 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $550,324 | 9,212 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $596,620 | 9,909 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $576,761 | 9,893 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $543,224 | 9,893 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $521,735 | 10,613 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $364,848 | 8,124 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||