CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PEG — Public Service Enterprise Group Inc
CIK 884546
SAN FRANCISCO, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,005,169
+$3,264,097 QoQ
Shares Held
3,339,147
+1.0% QoQ
Ownership
0.670%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#20
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. PEG ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,005,169 | 3,339,147 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $267,741,072 | 3,307,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $258,546,085 | 3,219,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262,204,612 | 3,141,680 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $261,639,268 | 3,108,093 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $251,979,062 | 3,061,714 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $256,011,712 | 3,030,083 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $263,315,001 | 2,951,631 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $216,086,999 | 2,931,981 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $193,062,849 | 2,891,028 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $172,839,068 | 2,826,477 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $159,120,815 | 2,796,008 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $172,917,362 | 2,761,817 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $172,349,947 | 2,759,807 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $167,967,599 | 2,741,433 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $150,684,647 | 2,679,791 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $165,598,507 | 2,616,917 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $185,319,330 | 2,647,419 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $170,923,089 | 2,561,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $150,944,243 | 2,478,559 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $146,062,985 | 2,444,978 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $143,192,806 | 2,378,223 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $134,117,459 | 2,300,471 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $124,954,129 | 2,275,617 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $116,288,914 | 2,365,519 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $106,709,752 | 2,376,080 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||