ALBION FINANCIAL GROUP /UT
Position in PEG — Public Service Enterprise Group Inc
CIK 1054677
SALT LAKE CITY, UT
Position in PEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$61,843
+$160 QoQ
Shares Held
762
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,102
of 1,300 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. PEG ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
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|
762 | $61,843 |
All Filings in PEG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,843 | 762 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $61,683 | 762 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $61,188 | 762 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $64,764 | 776 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $20,708 | 246 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $20,245 | 246 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $20,784 | 246 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $99,023 | 1,110 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $81,807 | 1,110 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $74,125 | 1,110 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $67,876 | 1,110 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $63,170 | 1,110 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $69,497 | 1,110 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $69,319 | 1,110 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $1,202 | 19 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,330 | 19 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,535 | 38 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,278 | 21 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,254 | 21 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,224 | 21 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||