Forvis Mazars Wealth Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1352864
Springfield, MO
Position in PEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,836,676
+$60,683 QoQ
Shares Held
47,273
+1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#311
of 1,302 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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. PEG ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,676 | 47,273 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,775,993 | 46,646 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,715,159 | 46,266 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,758,454 | 45,033 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,865,461 | 45,919 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,833,698 | 46,582 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,710,293 | 43,914 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,009,097 | 44,940 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,354,529 | 45,516 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,030,209 | 45,376 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,700,873 | 44,168 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,579,331 | 45,323 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,849,388 | 61,482 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,888,187 | 46,248 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,772,896 | 45,257 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,391,630 | 42,533 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,636,561 | 41,665 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,795,360 | 25,648 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,627,411 | 24,388 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,412,697 | 23,197 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,318,222 | 22,066 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,246,949 | 20,710 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,098,721 | 18,846 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $962,791 | 17,534 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $721,472 | 14,676 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $402,932 | 8,972 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||