Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$399,713
+$149,983 QoQ
Shares Held
4,925
+59.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#757
of 1,302 holders
Holding Since
Mar 2022
6 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, 2026ASPIRIANT, LLC holds $3,592,945 across 9 Utilities - Regulated Electric names. PEG ranks #6 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,504 | $570,116 | |
| 2 | EIX |
Edison International
|
7,450 | $554,652 | |
| 3 | SO |
Southern Co
|
5,119 | $489,939 | |
| 4 | PCG |
PG&E Corp
|
27,631 | $464,753 | |
| 5 | NEE |
Nextera Energy Inc
|
4,794 | $420,769 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
4,925 | $399,713 | |
| 7 | ES |
Eversource Energy
|
3,889 | $281,058 | |
| 8 | ED |
Consolidated Edison Inc
|
1,915 | $211,856 |
All Filings in PEG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,713 | 4,925 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $249,730 | 3,085 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $227,128 | 2,546 | Shares | Sole | 2024-10-17 | |
| 2022-12-31 | $209,175 | 3,414 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $217,303 | 3,434 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $243,670 | 3,481 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||