ENVESTNET ASSET MANAGEMENT INC
Position in PEG — Public Service Enterprise Group Inc
CIK 1407543
Berwyn, PA
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$54,400,979
+$531,345 QoQ
Shares Held
670,293
+0.7% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#77
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. PEG ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,400,979 | 670,293 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $53,869,634 | 665,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $55,268,964 | 688,281 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $65,325,894 | 782,721 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $85,331,245 | 1,013,676 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $81,708,427 | 992,812 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $81,561,576 | 965,340 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,338,685 | 990,233 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,203,409 | 993,262 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,886,622 | 956,673 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,657,492 | 926,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $47,635,604 | 837,034 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,843,654 | 556,519 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $34,301,536 | 549,264 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,286,667 | 510,636 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $27,882,095 | 495,858 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,132,199 | 444,567 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $43,723,190 | 624,617 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $40,418,427 | 605,701 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $37,021,110 | 607,900 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $34,627,633 | 579,639 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $31,975,243 | 531,062 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $26,282,048 | 450,807 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $24,475,253 | 445,734 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $20,709,731 | 421,272 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,411,329 | 98,226 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||