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CAPTRUST FINANCIAL ADVISORS: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PEG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 131,020 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,020 shares
    Change vs previous 13F +19,074 shares

    0.02% of the 13F portfolio, value $10,633,620.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 111,946 shares
    Change vs previous 13F +38,638 shares

    0.02% of the 13F portfolio, value $9,062,150.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,308 shares
    Change vs previous 13F -5,165 shares

    0.01% of the 13F portfolio, value $5,886,636.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 78,473 shares
    Change vs previous 13F -2,656 shares

    0.01% of the 13F portfolio, value $6,549,376.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,129 shares
    Change vs previous 13F -44,576 shares

    0.02% of the 13F portfolio, value $6,829,408.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 125,705 shares
    Change vs previous 13F +12,548 shares

    0.03% of the 13F portfolio, value $10,345,484.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 113,157 shares
    Change vs previous 13F +3,652 shares

    0.03% of the 13F portfolio, value $9,560,655.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 109,505 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,768,903.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).