LVW Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1576053 PITTSFORD, NY

Position in PEG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$541,661

+$40,338 QoQ

Shares Held

6,674

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#662

of 1,302 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. PEG ranks #7 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	12,538	$1,715,323
2	WEC	Wec Energy Group, Inc.	14,446	$1,686,859
3	DUK	Duke Energy CORP	11,871	$1,502,631
4	NEE	Nextera Energy Inc	16,697	$1,465,495
5	SO	Southern Co	9,471	$906,469
6	ETR	Entergy Corp /De/	6,619	$760,258
7	PEG	Public Service Enterprise Group Inc This page	6,674	$541,661
8	XEL	Xcel Energy Inc	3,352	$269,165

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,661	6,674	+7.8%	Shares	Sole	2026-07-15
2026-03-31	$501,323	6,193	-29.8%	Shares	Sole	2026-04-20
2025-12-31	$708,326	8,821	-1.2%	Shares	Sole	2026-01-14
2025-09-30	$744,880	8,925	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$752,821	8,943	+6.0%	Shares	Sole	2025-07-17
2025-03-31	$694,365	8,437	-2.1%	Shares	Sole	2025-04-09
2024-12-31	$728,050	8,617	-6.9%	Shares	Sole	2025-01-16
2024-09-30	$825,370	9,252	+8.2%	Shares	Sole	2024-10-09
2024-06-30	$629,913	8,547	+6.2%	Shares	Sole	2024-07-15
2024-03-31	$537,512	8,049	+27.6%	Shares	Sole	2024-04-18
2023-12-31	$385,856	6,310	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.