Perigon Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1575239
SAN FRANCISCO, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$994,940
+$5,974 QoQ
Shares Held
12,259
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#521
of 1,302 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. PEG ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
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|
12,259 | $994,940 |
All Filings in PEG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,940 | 12,259 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $988,966 | 12,217 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $940,553 | 11,713 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $655,494 | 7,854 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $646,754 | 7,683 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $614,369 | 7,465 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $644,996 | 7,634 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $687,809 | 7,710 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $563,952 | 7,652 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $522,086 | 7,818 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $459,236 | 7,510 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $424,719 | 7,463 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $480,030 | 7,667 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $521,644 | 8,353 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $680,709 | 11,110 | Shares | Sole | 2023-05-01 | |
| 2020-12-31 | $309,631 | 5,311 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $647,333 | 11,789 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $578,072 | 11,759 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $526,569 | 11,725 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||