Segment Wealth Management, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1575581 HOUSTON, TX

Position in PEG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$479,330

+$105,665 QoQ

Shares Held

5,906

+27.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#699

of 1,302 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Segment Wealth Management, LLC holds $8,257,605 across 11 Utilities - Regulated Electric names. PEG ranks #8 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,647	$1,899,957
2	DUK	Duke Energy CORP	11,622	$1,471,112
3	ETR	Entergy Corp /De/	8,134	$934,271
4	WEC	Wec Energy Group, Inc.	5,401	$630,674
5	XEL	Xcel Energy Inc	7,280	$584,584
6	EXC	Exelon Corp	12,505	$582,983
7	CMS	Cms Energy Corp	7,433	$568,624
8	PEG	Public Service Enterprise Group Inc This page	5,906	$479,330

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,330	5,906	+27.9%	Shares	Sole	2026-07-16
2026-03-31	$373,665	4,616	-10.2%	Shares	Sole	2026-04-20
2025-12-31	$412,822	5,141	+3.7%	Shares	Sole	2026-01-29
2025-09-30	$413,878	4,959	+4.5%	Shares	Sole	2025-10-20
2025-06-30	$399,349	4,744	+34.2%	Shares	Sole	2025-07-21
2025-03-31	$291,012	3,536	+22.1%	Shares	Sole	2025-04-22
2024-12-31	$244,767	2,897	+7.0%	Shares	Sole	2025-01-17
2024-09-30	$241,491	2,707	-23.6%	Shares	Sole	2024-10-22
2022-03-31	$248,150	3,545	-2.4%	Shares	Sole	2022-04-25
2021-12-31	$242,430	3,633	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.