L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
37,350,289
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,562,473.

Managers listing PEG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Capital Research Global Investors10,570,550$856m0.13%Added+2,946,00513 May 2026 (the filing on sec.gov)
Invesco Ltd7,288,782$590m0.06%Added+1,048,89812 May 2026 (the filing on sec.gov)
Capital World Investors5,286,331$428m0.06%Added+12,33713 May 2026 (the filing on sec.gov)
MFS Investment Management4,429,692$359m0.12%Trimmed-83,65014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,007,401$82munder 0.1%Trimmed-732,22215 May 2026 (the filing on sec.gov)
Millennium Management LLC804,813$65munder 0.1%Added+620,31915 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)732,737$59munder 0.1%Added+12,91415 May 2026 (the filing on sec.gov)
Jane Street Group LLC720,815$58munder 0.1%Added+124,67612 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc709,909$57munder 0.1%Trimmed-19,68615 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.706,045$57munder 0.1%Trimmed-248,70215 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP636,413$52munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
AllianceBernstein LP641,381$52munder 0.1%Trimmed-32,22715 May 2026 (the filing on sec.gov)
Man Group PLC548,617$44m0.08%Trimmed-268,03115 May 2026 (the filing on sec.gov)
Marshall Wace LLP545,006$44munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC544,318$44munder 0.1%Added+284,05615 May 2026 (the filing on sec.gov)
Tudor Investment Corp476,502$39m0.07%Added+435,97215 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC317,996$26m0.10%Added+166,41015 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP277,954$23m0.18%Newnew14 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC222,537$18munder 0.1%Added+31,86113 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP192,655$16m0.05%Added+132,65513 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC135,591$11munder 0.1%Trimmed-6,17827 Oct 2026 (the filing on sec.gov)
Holocene Advisors LP132,835$11munder 0.1%Added+88,44415 May 2026 (the filing on sec.gov)
Woodline Partners LP97,768$7.9munder 0.1%Added+12,60515 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd92,133$7.5munder 0.1%Added+22,44718 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP66,048$5.3munder 0.1%Trimmed-33,56515 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PEG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$949mn.a.n.a.
Q3 20137$941mn.a.n.a.
Q4 20138$575mn.a.n.a.
Q1 20148$631mn.a.n.a.
Q2 20149$520mn.a.n.a.
Q3 20148$386mn.a.n.a.
Q4 201414$618mn.a.n.a.
Q1 20159$639mn.a.n.a.
Q2 20157$594mn.a.n.a.
Q3 20157$727mn.a.n.a.
Q4 20159$662mn.a.n.a.
Q1 20168$776mn.a.n.a.
Q2 201610$833mn.a.n.a.
Q3 20168$771mn.a.n.a.
Q4 201610$947mn.a.n.a.
Q1 201714$825mn.a.n.a.
Q2 201713$1.1bnn.a.n.a.
Q3 201714$1.4bnn.a.n.a.
Q4 201711$2.4bnn.a.n.a.
Q1 201812$2.2bnn.a.n.a.
Q2 201814$2.6bnn.a.n.a.
Q3 201813$2.5bnn.a.n.a.
Q4 201821$3.4bnn.a.n.a.
Q1 201919$4.3bnn.a.n.a.
Q2 201920$4.3bnn.a.n.a.
Q3 201918$5.1bnn.a.n.a.
Q4 201922$4.1bnn.a.n.a.
Q1 202021$2.5bnn.a.n.a.
Q2 202015$2.4bnn.a.n.a.
Q3 202011$2.8bnn.a.n.a.
Q4 202012$3.2bnn.a.n.a.
Q1 202111$3.7bnn.a.n.a.
Q2 202113$3.3bnn.a.n.a.
Q3 202112$3.6bnn.a.n.a.
Q4 202114$4.4bnn.a.n.a.
Q1 202217$4.3bnn.a.n.a.
Q2 202214$3.6bnn.a.n.a.
Q3 202220$3.4bnn.a.n.a.
Q4 202215$2.4bnn.a.n.a.
Q1 202313$2.4bnn.a.n.a.
Q2 202310$2.0bnn.a.n.a.
Q3 20236$1.6bnn.a.n.a.
Q4 20239$1.6bn73
Q1 202410$2.1bn73
Q2 202412$2.0bn75
Q3 202414$2.7bn86
Q4 202410$2.0bn75
Q1 202510$2.0bn84
Q2 20258$2.5bn71
Q3 20259$2.4bn63
Q4 202512$2.1bn248
Q1 202615$2.5bn2115
Q2 202616$2.8bn2216

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PEG and SO →PEG and D →PEG and NEE →Choose a stock to compare with PEG →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PEG, latest filings →Back to the 13F Explorer →