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Chevy Chase Trust Holdings, LLC: PEG position timeline

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

Chevy Chase Trust Holdings, LLC held 240,726 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 240,726 shares
    Change vs previous 13F -5,390 shares

    0.05% of the 13F portfolio, value $19,537,322.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 246,116 shares
    Change vs previous 13F -7,064 shares

    0.06% of the 13F portfolio, value $19,923,090.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 253,180 shares
    Change vs previous 13F -1,898 shares

    0.05% of the 13F portfolio, value $20,330,354.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 255,078 shares
    Change vs previous 13F -8,863 shares

    0.06% of the 13F portfolio, value $21,288,810.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 263,941 shares
    Change vs previous 13F +2,271 shares

    0.06% of the 13F portfolio, value $22,218,553.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 261,670 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $21,535,441.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 261,718 shares
    Change vs previous 13F -5,434 shares

    0.07% of the 13F portfolio, value $22,112,553.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 267,152 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,832,629.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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