L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
32,787,816
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 92 comparable managers: 24 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +52,430.

Managers listing PEG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Capital Research Global Investors7,624,545$612m0.11%Trimmed-508,39111 Feb 2026 (the filing on sec.gov)
Invesco Ltd6,239,884$501munder 0.1%Added+131,64119 Feb 2026 (the filing on sec.gov)
Capital World Investors5,273,994$424m0.06%Added+8,14811 Feb 2026 (the filing on sec.gov)
MFS Investment Management4,513,342$362m0.12%Trimmed-124,69722 Jan 2026 (the filing on sec.gov)
Citadel Advisors LLC1,739,623$140munder 0.1%Added+1,600,34217 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.954,747$77munder 0.1%Added+492,00217 Feb 2026 (the filing on sec.gov)
Man Group PLC816,648$66m0.11%Added+564,71817 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc729,595$59munder 0.1%Added+2,45717 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)719,823$58munder 0.1%Added+55,47717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP673,608$54munder 0.1%Added+133,37817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC596,139$48munder 0.1%Added+93,20512 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC574,328$46munder 0.1%Added+339,02613 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC374,489$30m0.12%Added+303,52613 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC353,536$28munder 0.1%Added+345,98617 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC260,262$21munder 0.1%Added+6,54117 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC190,676$15munder 0.1%Added+185,60410 Feb 2026 (the filing on sec.gov)
Millennium Management LLC184,494$15munder 0.1%Trimmed-2,633,92117 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC151,586$12munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC141,769$11munder 0.1%Trimmed-861,57027 Oct 2026 (the filing on sec.gov)
Bridgewater Associates LP122,562$9.8munder 0.1%Added+47,80513 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP99,613$8.0munder 0.1%Added+8,28817 Feb 2026 (the filing on sec.gov)
Woodline Partners LP85,163$6.8munder 0.1%Added+19,20317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd69,686$5.6munder 0.1%Added+99117 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP60,000$4.8munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC49,900$4.0munder 0.1%Trimmed-227,10012 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 →