Position in PEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,205,712
+$128,349 QoQ
Shares Held
14,856
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#490
of 1,300 holders
Holding Since
Mar 2020
17 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, 2026Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. PEG ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,470 | $3,727,591 | |
| 2 | DUK |
Duke Energy CORP
|
23,352 | $2,955,896 | |
| 3 | SO |
Southern Co
|
16,579 | $1,586,776 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
14,856 | $1,205,712 | |
| 5 | DTE |
Dte Energy Co
|
5,702 | $868,813 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,179 | $845,348 | |
| 7 | D |
Dominion Energy, Inc
|
10,754 | $734,390 | |
| 8 | EIX |
Edison International
|
8,624 | $642,056 |
All Filings in PEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,712 | 14,856 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,077,363 | 13,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $929,472 | 11,575 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $842,946 | 10,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $507,689 | 6,031 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $387,550 | 4,709 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $301,291 | 3,566 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $282,171 | 3,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $211,813 | 2,874 | Shares | Sole | 2024-08-21 | |
| 2022-06-30 | $216,291 | 3,418 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $246,680 | 3,524 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $235,156 | 3,524 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $216,743 | 3,559 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $204,191 | 3,418 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $205,797 | 3,418 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $76,874 | 1,400 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $62,874 | 1,400 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||