Advanced Asset Management Advisors Inc

Position in PEG — Public Service Enterprise Group Inc

CIK 1075444 DUBLIN, OH

Position in PEG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,068,119

+$5,352 QoQ

Shares Held

25,482

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#406

of 1,302 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advanced Asset Management Advisors Inc holds $11,581,584 across 5 Utilities - Regulated Electric names. PEG ranks #4 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	23,225	$3,177,412
2	SO	Southern Co	25,805	$2,469,796
3	DUK	Duke Energy CORP	19,349	$2,449,196
4	PEG	Public Service Enterprise Group Inc This page	25,482	$2,068,119
5	EXC	Exelon Corp	30,396	$1,417,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,068,119	25,482	0.0%	Shares	Sole	2026-07-16
2026-03-31	$2,062,767	25,482	0.0%	Shares	Sole	2026-04-24
2025-12-31	$2,046,204	25,482	0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,126,727	25,482	0.0%	Shares	Sole	2025-10-20
2025-06-30	$2,145,074	25,482	0.0%	Shares	Sole	2025-07-24
2025-03-31	$2,097,168	25,482	0.0%	Shares	Sole	2025-04-17
2024-12-31	$2,152,974	25,482	-1.8%	Shares	Sole	2025-01-31
2024-09-30	$2,314,018	25,939	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,911,704	25,939	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$1,740,019	26,056	0.0%	Shares	Sole	2024-04-26
2023-12-31	$1,593,324	26,056	-1.5%	Shares	Sole	2024-02-02
2023-09-30	$1,505,383	26,452	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$1,656,034	26,450	+0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,651,740	26,449	+0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,620,468	26,448	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,487,114	26,447	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,673,439	26,445	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,851,080	26,444	-3.8%	Shares	Sole	2022-05-04
2021-12-31	$1,834,541	27,492	+0.0%	Shares	Sole	2022-01-24
2021-09-30	$1,674,201	27,491	-0.3%	Shares	Sole	2021-10-28
2021-06-30	$1,647,629	27,580	-0.6%	Shares	Sole	2021-07-28
2021-03-31	$1,670,767	27,749	+0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,617,708	27,748	+0.0%	Shares	Sole	2021-02-08
2020-09-30	$1,523,587	27,747	+0.0%	Shares	Sole	2020-10-23
2020-06-30	$1,363,993	27,746	+0.0%	Shares	Sole	2020-07-31
2020-03-31	$1,245,983	27,744	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.