UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1463217
IRVING, TX
Position in PEG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,682,577
+$83,583 QoQ
Shares Held
106,981
+0.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#210
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. PEG ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,682,577 | 106,981 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,598,994 | 106,226 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,374,487 | 104,290 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,133,136 | 13,577 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,119,004 | 13,293 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,086,524 | 13,202 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,116,957 | 13,220 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,151,611 | 12,909 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $939,969 | 12,754 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $862,730 | 12,919 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $790,791 | 12,932 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $414,247 | 7,279 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $808,169 | 12,908 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $864,682 | 13,846 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $918,621 | 14,993 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $826,018 | 14,690 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $817,008 | 12,911 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $892,150 | 12,745 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $976,660 | 14,636 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $859,299 | 14,110 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $931,944 | 15,600 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $982,326 | 16,315 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $964,340 | 16,541 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $890,750 | 16,222 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $857,448 | 17,442 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $438,321 | 9,760 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||