OXFORD FINANCIAL GROUP, LTD. LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1245862
INDIANAPOLIS, IN
Position in PEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$439,319
+$1,137 QoQ
Shares Held
5,413
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#721
of 1,300 holders
Holding Since
Mar 2020
26 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. PEG ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,496 | $1,447,853 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,833 | $1,208,442 | |
| 3 | AEE |
Ameren Corp
|
6,769 | $765,167 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
5,413 | $439,319 | |
| 5 | DUK |
Duke Energy CORP
|
2,835 | $358,854 | |
| 6 | D |
Dominion Energy, Inc
|
3,380 | $230,820 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,319 | 5,413 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $438,182 | 5,413 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $436,350 | 5,434 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $464,454 | 5,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $454,992 | 5,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $452,979 | 5,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $467,567 | 5,534 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $490,744 | 5,501 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $452,886 | 6,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $364,017 | 5,451 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,515 | 5,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $307,598 | 5,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $342,977 | 5,478 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $343,412 | 5,499 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $340,722 | 5,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $303,923 | 5,405 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $345,572 | 5,461 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $384,790 | 5,497 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $366,814 | 5,497 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $329,164 | 5,405 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,972 | 5,105 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $299,604 | 4,976 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $295,464 | 5,068 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $273,232 | 4,976 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $244,620 | 4,976 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $223,472 | 4,976 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||