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PEG in the 13F filings

Public SVC Enterprise Group · CUSIP 744573106

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 13 May 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 7 listed it in both
Shares listed
31,101,343
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

Among the 93 comparable managers: 7 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PEG in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Invesco Ltd6,784,770$453m0.10%Trimmed-1,729,43814 May 2024 (the filing on sec.gov)
Capital World Investors5,748,464$384m0.06%Added+1,52114 May 2024 (the filing on sec.gov)
Capital Research Global Investors4,736,500$316m0.07%Added+1,65914 May 2024 (the filing on sec.gov)
Point72 Asset Management LP3,828,000$256m0.62%Added+3,072,07415 May 2024 (the filing on sec.gov)
MFS Investment Management3,749,746$250m0.07%Trimmed-23,50414 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,617,503$175m0.14%Trimmed-279,12414 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,419,537$162m0.28%Newnew13 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP532,575$36m0.20%Added+382,23615 May 2024 (the filing on sec.gov)
Verition Fund Management LLC385,674$26m0.18%Addedn.a.14 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC298,574$20m0.13%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →