MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in PEG — Public Service Enterprise Group Inc
CIK 912938
Boston, MA
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$360,524,324
+$1,940,759 QoQ
Shares Held
4,442,143
+0.3% QoQ
Ownership
0.891%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#15
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. PEG ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
|
7,242,159 | $554,025,162 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,524,324 | 4,442,143 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $358,583,565 | 4,429,692 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $362,421,361 | 4,513,342 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $387,090,733 | 4,638,039 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $347,301,256 | 4,125,698 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,228,533 | 3,660,128 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $308,903,887 | 3,656,100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $327,582,775 | 3,672,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $273,556,931 | 3,711,763 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $250,408,037 | 3,749,746 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $230,734,237 | 3,773,250 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $224,235,584 | 3,940,179 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $253,024,538 | 4,041,280 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $249,087,319 | 3,988,588 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $244,886,997 | 3,996,850 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $247,951,975 | 4,409,603 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $265,552,303 | 4,196,465 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $288,377,810 | 4,119,683 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $271,576,218 | 4,069,777 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $246,166,995 | 4,042,151 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $238,774,327 | 3,996,892 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $237,023,528 | 3,936,614 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $222,841,664 | 3,822,327 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $278,776,861 | 5,076,978 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $247,804,351 | 5,040,772 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $215,762,998 | 4,804,342 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||