Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,993,881
+$310,004 QoQ
Shares Held
41,729
+9.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#528
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $99,225,151 across 15 Utilities - Regulated Electric names. SO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
620,057 | $54,422,402 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
170,781 | $13,860,585 | |
| 3 | AEP |
American Electric Power Co Inc
|
35,083 | $4,799,704 | |
| 4 | DUK |
Duke Energy CORP
|
36,819 | $4,660,547 | |
| 5 | SO |
Southern Co
This page
|
41,729 | $3,993,881 | |
| 6 | D |
Dominion Energy, Inc
|
54,571 | $3,726,652 | |
| 7 | FE |
Firstenergy Corp
|
74,619 | $3,547,386 | |
| 8 | ED |
Consolidated Edison Inc
|
31,357 | $3,469,024 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,993,881 | 41,729 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,683,877 | 38,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,494,103 | 40,070 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,668,924 | 38,714 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,606,897 | 39,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,614,461 | 39,309 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,216,405 | 39,072 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,524,865 | 39,087 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $2,910,347 | 37,519 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,469,576 | 34,424 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,481,475 | 35,389 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,293,611 | 35,439 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,524,433 | 35,935 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,540,921 | 36,518 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,579,399 | 36,121 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,520,148 | 37,061 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,026,629 | 28,420 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,096,843 | 28,918 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,018,925 | 29,439 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $1,929,063 | 31,129 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,746,317 | 28,860 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,813,828 | 29,180 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,360,428 | 22,146 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,238,330 | 22,839 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,254,873 | 24,202 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,361,945 | 25,156 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||