JFS WEALTH ADVISORS, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1568068
HERMITAGE, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$101,531
+$911 QoQ
Shares Held
1,251
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,059
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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. PEG ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,531 | 1,251 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $100,620 | 1,243 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $105,835 | 1,318 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $105,576 | 1,265 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $106,992 | 1,271 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $105,508 | 1,282 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $106,795 | 1,264 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $123,734 | 1,387 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $101,927 | 1,383 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $92,557 | 1,386 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $86,221 | 1,410 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $75,861 | 1,333 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $84,899 | 1,356 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $83,683 | 1,340 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $84,001 | 1,371 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $79,059 | 1,406 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $91,502 | 1,446 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $104,790 | 1,497 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $95,090 | 1,425 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $76,368 | 1,254 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,173 | 254 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,293 | 254 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $14,808 | 254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,947 | 254 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $12,486 | 254 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $11,407 | 254 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||