Crestwood Advisors Group, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1426853 BOSTON, MA

Position in PEG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,007,601

-$112,342 QoQ

Shares Held

12,415

-10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#517

of 1,302 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. PEG ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	183,905	$16,141,341
2	DUK	Duke Energy CORP	11,357	$1,437,569
3	AEP	American Electric Power Co Inc	9,897	$1,354,008
4	PEG	Public Service Enterprise Group Inc This page	12,415	$1,007,601
5	ED	Consolidated Edison Inc	8,840	$977,969
6	ETR	Entergy Corp /De/	8,214	$943,460
7	SO	Southern Co	8,326	$796,881
8	EXC	Exelon Corp	16,158	$753,285

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,007,601	12,415	-10.3%	Shares	Sole	2026-08-03
2026-03-31	$1,119,943	13,835	+137.0%	Shares	Sole	2026-05-05
2025-12-31	$468,791	5,838	+13.6%	Shares	Sole	2026-02-03
2025-09-30	$428,734	5,137	+5.3%	Shares	Sole	2025-11-07
2025-06-30	$410,545	4,877	+11.6%	Shares	Sole	2025-08-05
2025-03-31	$359,815	4,372	+7.9%	Shares	Sole	2025-05-05
2024-12-31	$342,268	4,051	+1.4%	Shares	Sole	2025-02-04
2024-09-30	$356,393	3,995	+3.7%	Shares	Sole	2024-10-30
2024-06-30	$283,966	3,853	+4.1%	Shares	Sole	2024-08-01
2024-03-31	$247,086	3,700	+3.8%	Shares	Sole	2024-05-08
2023-12-31	$218,060	3,566	-4.0%	Shares	Sole	2024-02-13
2023-09-30	$211,306	3,713	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.