Checchi Capital Advisers, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1598186
BEVERLY HILLS, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$640,271
+$41,241 QoQ
Shares Held
7,889
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#624
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. PEG ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,271 | 7,889 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $599,030 | 7,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $534,476 | 6,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $583,051 | 6,986 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $661,318 | 7,856 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $627,866 | 7,629 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $623,367 | 7,378 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $634,907 | 7,117 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $541,768 | 7,351 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $503,988 | 7,547 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $476,664 | 7,795 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $408,727 | 7,182 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $460,934 | 7,362 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $462,754 | 7,410 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $432,750 | 7,063 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $458,724 | 8,158 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $511,239 | 8,079 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $461,230 | 6,589 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $411,590 | 6,168 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $366,496 | 6,018 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $369,790 | 6,190 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $385,223 | 6,398 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $373,761 | 6,411 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $351,039 | 6,393 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $323,227 | 6,575 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $281,675 | 6,272 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||