SHELTON CAPITAL MANAGEMENT
Position in PEG — Public Service Enterprise Group Inc
CIK 1002784
Denver, CO
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,700,030
-$2,489,512 QoQ
Shares Held
33,268
-48.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#355
of 1,302 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. PEG ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in PEG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,700,030 | 33,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,189,542 | 64,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,147,872 | 64,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,350,453 | 64,108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,396,611 | 64,108 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $231,756 | 2,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,076 | 2,948 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $262,991 | 2,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,267 | 2,948 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,999,927 | 29,948 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,475,253 | 154,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,249,231 | 21,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,186,522 | 18,951 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $1,010,955 | 16,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,109,136 | 19,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,175,376 | 34,377 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,406,390 | 34,377 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,296,379 | 34,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,089,052 | 34,303 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $202,767 | 3,478 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,701,001 | 30,978 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||