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Funds Holding PEGY

On this page, we present all of the funds holding PEGY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PEGY, with a link to that fund's top holdings. The next columns indicate the amount of PEGY stock held by each of the funds holding PEGY, followed by the PEGY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 18 funds holding PEGY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Coldstream Capital Management Inc.. For more details on the positions held by Coldstream Capital Management Inc. (or by any of the other funds holding PEGY), click the fund name in the "Holder" column of the funds-holding-PEGY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Coldstream Capital Management Inc.280,812$166 12/31/2023
     PEGY280,812$166 12/31/2023
Vanguard Group Inc.148,596$88 12/31/2023
     PEGY148,596$88 12/31/2023
Geode Capital Management LLC45,662$27 12/31/2023
     PEGY45,662$27 12/31/2023
BlackRock Inc.28,107$17 12/31/2023
     PEGY28,107$17 12/31/2023
Renaissance Technologies LLC26,384$16 12/31/2023
     PEGY26,384$16 12/31/2023
Aptus Capital Advisors LLC23,773$14 12/31/2023
     PEGY23,773$14 12/31/2023
Guardian Wealth Advisors LLC NC23,773$14 12/31/2023
     PEGY23,773$14 12/31/2023
Gamco Investors INC. ET AL15,902$9 12/31/2023
     PEGY15,902$9 12/31/2023
HRT Financial LP15,046$9 12/31/2023
     PEGY15,046$9 12/31/2023
State Street Corp13,477$8 12/31/2023
     PEGY13,477$8 12/31/2023
Northern Trust Corp10,089$6 12/31/2023
     PEGY10,089$6 12/31/2023
Altfest L J & Co. Inc.34,604$2 03/31/2024
     PEGY34,604$2 03/31/2024
Tower Research Capital LLC TRC 3,992$2 12/31/2023
     PEGY3,992$2 12/31/2023
UBS Group AG2,672$2 12/31/2023
     PEGY2,672$2 12/31/2023
GWM Advisors LLC3,005$2 12/31/2023
     PEGY3,005$2 12/31/2023
Morgan Stanley2,445$1 12/31/2023
     PEGY2,445$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     PEGY0$0 03/31/2024
Bank of America Corp DE95$0 12/31/2023
     PEGY95$0 12/31/2023
Wells Fargo & Company MN58$0 12/31/2023
     PEGY58$0 12/31/2023

See Summary: Institutional Holders of PEGY
See Details: Top 10 Hedge Funds Holding PEGY
Also See: PEGY Insider Buying

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