Position in PEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$344,929
-$37,720 QoQ
Shares Held
4,250
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#809
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. PEG ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
|
4,144 | $193,193 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,929 | 4,250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $382,649 | 4,727 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $304,497 | 3,792 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $316,730 | 3,795 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $392,783 | 4,666 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $384,011 | 4,666 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $394,229 | 4,666 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $428,296 | 4,801 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,828 | 4,516 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $335,636 | 5,026 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $307,339 | 5,026 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $231,737 | 4,072 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $254,947 | 4,072 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $254,295 | 4,072 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $249,490 | 4,072 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $228,968 | 4,072 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $257,676 | 4,072 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $285,040 | 4,072 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $271,724 | 4,072 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $275,389 | 4,522 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $270,144 | 4,522 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $308,395 | 5,122 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $298,612 | 5,122 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $281,248 | 5,122 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $265,758 | 5,406 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $237,618 | 5,291 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||