Position in PEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$621,170,631
+$65,634,672 QoQ
Shares Held
7,653,655
+11.5% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#8
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. PEG ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,170,631 | 7,653,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $555,535,959 | 6,862,705 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $563,278,556 | 7,014,677 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $608,686,708 | 7,293,155 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $607,998,207 | 7,222,597 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $557,923,543 | 6,779,144 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $546,190,330 | 6,464,556 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $567,186,287 | 6,357,878 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $442,367,732 | 6,002,276 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $398,372,005 | 5,965,439 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $350,985,889 | 5,739,753 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $319,406,794 | 5,612,490 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $337,556,735 | 5,391,419 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $340,213,541 | 5,447,775 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $310,710,822 | 5,071,174 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $270,280,903 | 4,806,703 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $293,417,141 | 4,636,807 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $161,362,040 | 2,305,172 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $153,217,411 | 2,296,080 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $140,776,008 | 2,311,593 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $139,565,239 | 2,336,211 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $115,592,658 | 1,919,825 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $126,492,629 | 2,169,685 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $95,375,316 | 1,736,939 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $74,415,849 | 1,513,748 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $69,573,982 | 1,549,187 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||