Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,248 institutional managers reported holding PEG for the quarter ended Mar 31, 2026. Together they hold about 74% of shares outstanding; the top 10 hold 43%. 120 opened new positions; 127 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 68.15M | 13.63% | $5.52B | added +0.9% | ≤2013 |
| BlackRock | 51.90M | 10.38% | $4.20B | added +4.7% | ≤2013 |
| State Street | 29.08M | 5.82% | $2.35B | added +2.5% | ≤2013 |
| Bank OF America CORP /DE/ | 14.25M | 2.85% | $1.15B | trimmed -16.8% | ≤2013 |
| Geode Capital | 13.07M | 2.61% | $1.06B | added +2.4% | ≤2013 |
| Capital Research Global Investors | 10.57M | 2.11% | $855.7M | added +38.6% | 2019 Q1 |
| Invesco | 7.29M | 1.46% | $590.1M | added +16.8% | ≤2013 |
| UBS | 6.89M | 1.38% | $557.8M | added +10.2% | ≤2013 |
| Morgan Stanley | 6.86M | 1.37% | $555.6M | trimmed -2.2% | ≤2013 |
| Legal & General Group PLC | 6.70M | 1.34% | $542.7M | trimmed -3.5% | ≤2013 |
| Capital Group (American Funds) | 5.29M | 1.06% | $428.0M | unchanged | 2017 Q4 |
| Northern Trust | 5.03M | 1.01% | $407.4M | added +1.7% | ≤2013 |
| Ameriprise Financial INC | 4.76M | 0.95% | $385.4M | trimmed -3.5% | ≤2013 |
| MFS Investment Management | 4.43M | 0.89% | $358.6M | trimmed -1.9% | ≤2013 |
| Goldman Sachs | 4.34M | 0.87% | $351.6M | trimmed -13% | ≤2013 |
| Atlas Infrastructure Partners (UK) LTD. (focused) | 4.04M | 0.81% | $327.3M | added +38.7% | 2025 Q2 |
| VAN ECK Associates CORP | 3.69M | 0.74% | $299.0M | added +36.4% | 2014 Q1 |
| Pictet Asset Management Holding SA | 3.60M | 0.72% | $291.3M | added +28% | ≤2013 |
| Charles Schwab Investment Management | 3.31M | 0.66% | $267.8M | added +2.7% | ≤2013 |
| Franklin Resources | 3.05M | 0.61% | $246.9M | added +26.7% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 3.03M | 0.60% | $245.1M | added +14.6% | ≤2013 |
| BNY Mellon | 2.84M | 0.57% | $229.5M | trimmed -0.5% | ≤2013 |
| Clearbridge Investments, LLC | 2.44M | 0.49% | $197.4M | added +3.9% | ≤2013 |
| Amundi | 2.31M | 0.46% | $186.9M | trimmed -4.2% | 2014 Q2 |
| Hamlin Capital Management, LLC (focused) | 2.27M | 0.45% | $183.8M | trimmed -0.7% | 2020 Q2 |
| Cbre Investment Management Listed Real Assets LLC | 2.20M | 0.44% | $178.2M | added +13.1% | 2025 Q1 |
| Royal Bank OF Canada | 2.12M | 0.42% | $171.7M | trimmed -13.3% | ≤2013 |
| Barclays PLC | 1.86M | 0.37% | $150.8M | added +29.4% | ≤2013 |
| Dimensional Fund Advisors | 1.86M | 0.37% | $150.5M | added +1.4% | ≤2013 |
| BNP Paribas Financial Markets | 1.85M | 0.37% | $150.0M | added +60.6% | ≤2013 |
| Aviva PLC | 1.81M | 0.36% | $146.5M | added +51.9% | ≤2013 |
| Nordea Investment Management AB | 1.74M | 0.35% | $140.9M | trimmed -23.2% | ≤2013 |
| Railway Pension Investments LTD | 1.72M | 0.34% | $139.4M | trimmed -22.6% | 2025 Q1 |
| Jennison Associates LLC | 1.50M | 0.30% | $121.6M | trimmed -2.1% | 2017 Q4 |
| Swiss National Bank | 1.46M | 0.29% | $118.6M | added +7.1% | ≤2013 |
| Energy Income Partners, LLC | 1.42M | 0.28% | $114.8M | added +100.7% | 2014 Q1 |
| Raymond James Financial INC | 1.41M | 0.28% | $113.8M | trimmed -9.4% | ≤2013 |
| Hsbc Holdings PLC | 1.32M | 0.26% | $107.0M | trimmed -10.2% | ≤2013 |
| Deutsche Bank AG\ | 1.28M | 0.26% | $103.7M | trimmed -8.3% | 2013 Q3 |
| CalPERS | 1.27M | 0.25% | $102.7M | trimmed -9% | ≤2013 |
| 1832 Asset Management L.p. | 1.24M | 0.25% | $100.4M | added +11.8% | 2025 Q4 |
| Duff & Phelps Investment Management CO | 1.18M | 0.24% | $95.5M | unchanged | ≤2013 |
| LPL Financial LLC | 1.18M | 0.23% | $95.3M | added +0.8% | ≤2013 |
| Aberdeen Group plc | 1.10M | 0.22% | $89.1M | trimmed -4.2% | 2017 Q3 |
| Sumitomo Mitsui Trust Group, INC. | 1.05M | 0.21% | $85.1M | trimmed -6.5% | ≤2013 |
| Russell Investments Group, LTD. | 1.05M | 0.21% | $84.8M | added +6.3% | 2016 Q4 |
| Nuveen | 1.03M | 0.21% | $83.7M | unchanged | 2017 Q4 |
| Citadel Advisors | 1.01M | 0.20% | $81.6M | trimmed -42.1% | 2016 Q3 |
| Sound Shore Management INC /CT/ (focused) | 984.7k | 0.20% | $79.7M | trimmed -27.7% | 2024 Q2 |
| Commonwealth OF Pennsylvania Public School Empls Retrmt SYS | 941.1k | 0.19% | $76.2M | trimmed -4.4% | ≤2013 |
Largest 50 of 1,248 shown; the full ranked, searchable register is at boothcheck.com/holders/PEG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.