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MAI Capital Management: PEG position timeline

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

MAI Capital Management held 38,528 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,528 shares
    Change vs previous 13F +6,052 shares

    0.01% of the 13F portfolio, value $3,127,030.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 32,476 shares
    Change vs previous 13F -1,209 shares

    0.01% of the 13F portfolio, value $2,628,950.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 33,685 shares
    Change vs previous 13F +24,987 shares

    0.02% of the 13F portfolio, value $2,704,885.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 8,698 shares
    Change vs previous 13F -846 shares

    <0.01% of the 13F portfolio, value $725,937.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 9,544 shares
    Change vs previous 13F +1,047 shares

    0.01% of the 13F portfolio, value $803,387.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 8,497 shares
    Change vs previous 13F -226 shares

    0.01% of the 13F portfolio, value $699,296.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 8,723 shares
    Change vs previous 13F +2,718 shares

    0.01% of the 13F portfolio, value $737,004.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 6,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $535,679.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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