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Jacobi Capital Management LLC: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on PEG, newest first. How the timeline and the estimate are built.

Jacobi Capital Management LLC held 23,920 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,920 shares
    Change vs previous 13F +389 shares

    0.09% of the 13F portfolio, value $1,941,340.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    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 23,531 shares
    Change vs previous 13F +762 shares

    0.11% of the 13F portfolio, value $1,904,786.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    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 22,769 shares
    Change vs previous 13F +197 shares

    0.11% of the 13F portfolio, value $1,828,342.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    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 22,572 shares
    Change vs previous 13F +674 shares

    0.11% of the 13F portfolio, value $1,883,881.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    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 21,898 shares
    Change vs previous 13F +711 shares

    0.12% of the 13F portfolio, value $1,843,394.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    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 21,187 shares
    Change vs previous 13F +977 shares

    0.13% of the 13F portfolio, value $1,743,715.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    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 20,210 shares
    Change vs previous 13F +2,074 shares

    0.13% of the 13F portfolio, value $1,707,528.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    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 18,136 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,617,891.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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