Retirement Planning Group, LLC
PensionPosition in PEG — Public Service Enterprise Group Inc
CIK 1508195
LEAWOOD, KS
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$361,811
+$31,374 QoQ
Shares Held
4,458
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#794
of 1,302 holders
Holding Since
Sep 2024
8 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, 2026Retirement Planning Group, LLC holds $11,889,618 across 11 Utilities - Regulated Electric names. PEG ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
31,992 | $4,049,547 | |
| 2 | SO |
Southern Co
|
25,513 | $2,441,849 | |
| 3 | EVRG |
Evergy, Inc.
|
23,713 | $2,049,514 | |
| 4 | NEE |
Nextera Energy Inc
|
7,493 | $657,660 | |
| 5 | PPL |
PPL Corp
|
16,603 | $603,519 | |
| 6 | ED |
Consolidated Edison Inc
|
4,354 | $481,683 | |
| 7 | FE |
Firstenergy Corp
|
10,005 | $475,637 | |
| 8 | PEG |
Public Service Enterprise Group Inc
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|
4,458 | $361,811 |
All Filings in PEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,811 | 4,458 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $330,437 | 4,082 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $306,906 | 3,822 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $316,730 | 3,795 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $317,779 | 3,775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $307,637 | 3,738 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $317,175 | 3,754 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $333,466 | 3,738 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||