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PEG · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PEGD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PEG
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterPEGD
Q3 202011 holders, $2.8bn20 holders, $8.7bn
Q4 202012 holders, $3.2bn28 holders, $7.2bn
Q1 202111 holders, $3.7bn26 holders, $7.4bn
Q2 202113 holders, $3.3bn21 holders, $7.5bn
Q3 202112 holders, $3.6bn16 holders, $7.2bn
Q4 202114 holders, $4.4bn18 holders, $8.2bn
Q1 202217 holders, $4.3bn19 holders, $9.3bn
Q2 202214 holders, $3.6bn20 holders, $9.3bn
Q3 202220 holders, $3.4bn17 holders, $7.5bn
Q4 202215 holders, $2.4bn24 holders, $6.3bn
Q1 202313 holders, $2.4bn19 holders, $6.1bn
Q2 202310 holders, $2.0bn12 holders, $5.7bn
Q3 20236 holders, $1.6bn12 holders, $5.4bn
Q4 20239 holders, $1.6bn15 holders, $6.4bn
Q1 202410 holders, $2.1bn10 holders, $6.5bn
Q2 202412 holders, $2.0bn9 holders, $6.2bn
Q3 202414 holders, $2.7bn14 holders, $7.4bn
Q4 202410 holders, $2.0bn13 holders, $6.5bn
Q1 202510 holders, $2.0bn16 holders, $7.0bn
Q2 20258 holders, $2.5bn10 holders, $8.8bn
Q3 20259 holders, $2.4bn8 holders, $9.8bn
Q4 202512 holders, $2.1bn12 holders, $10.5bn
Q1 202615 holders, $2.5bn11 holders, $10.4bn
Q2 202616 holders, $2.8bn13 holders, $12.4bn
PEG

Public SVC Enterprise Group

Holders
9
Reported value
$1.6bn
Buyers
7
Sellers
3

Breadth +4 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
15
Reported value
$6.4bn
Buyers
10
Sellers
6

Breadth +4 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2023

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PEG (4)

Bridgewater Associates LP, Capital World Investors, Hudson Bay Capital Management LP, Winton Group Ltd

Only D (10)

Balyasny Asset Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Maverick Capital Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →