Point Windward Advisors Inc.

Position in PEG — Public Service Enterprise Group Inc

CIK 1356202 NEW YORK, NY

Position in PEG

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

Position Value

$763,877

-$282,663 QoQ

Shares Held

9,412

-33.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#582

of 1,302 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Point Windward Advisors Inc. holds $9,951,397 across 5 Utilities - Regulated Electric names. PEG ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,864	$3,762,173
2	D	Dominion Energy, Inc	40,357	$2,755,979
3	DUK	Duke Energy CORP	12,013	$1,520,605
4	EXC	Exelon Corp	24,641	$1,148,763
5	PEG	Public Service Enterprise Group Inc This page	9,412	$763,877

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,877	9,412	-33.7%	Shares	Sole	2026-07-30
2024-06-30	$1,046,540	14,200	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$951,615	14,250	+3.2%	Shares	Sole	2024-04-12
2023-12-31	$844,175	13,805	-6.0%	Shares	Sole	2024-01-10
2023-09-30	$835,438	14,680	+6.0%	Shares	Sole	2023-10-11
2023-06-30	$867,461	13,855	-0.2%	Shares	Sole	2023-07-11
2023-03-31	$867,118	13,885	+1.3%	Shares	Sole	2023-04-14
2022-12-31	$839,705	13,705	+2.8%	Shares	Sole	2023-01-18
2022-09-30	$749,545	13,330	0.0%	Shares	Sole	2022-10-12
2022-06-30	$843,522	13,330	0.0%	Shares	Sole	2022-07-11
2022-03-31	$933,100	13,330	-5.2%	Shares	Sole	2022-04-19
2021-12-31	$937,890	14,055	-0.7%	Shares	Sole	2022-01-19
2021-09-30	$862,039	14,155	0.0%	Shares	Sole	2021-10-14
2021-06-30	$845,619	14,155	-68.0%	Shares	Sole	2021-07-15
2021-03-31	$2,663,088	44,230	-1.6%	Shares	Sole	2021-04-19
2020-12-31	$2,621,751	44,970	-3.1%	Shares	Sole	2021-01-22
2020-09-30	$2,547,549	46,395	+1.5%	Shares	Sole	2020-10-19
2020-06-30	$2,246,366	45,695	+5.1%	Shares	Sole	2020-07-17
2020-03-31	$1,952,237	43,470	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.