Dynamic Advisor Solutions LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1599747 PHOENIX, AZ

Position in PEG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,485,550

+$93,689 QoQ

Shares Held

55,268

+1.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#283

of 1,302 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. PEG ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	89,321	$8,548,912
2	DUK	Duke Energy CORP	56,612	$7,165,946
3	PEG	Public Service Enterprise Group Inc This page	55,268	$4,485,550
4	NEE	Nextera Energy Inc	44,463	$3,902,517
5	D	Dominion Energy, Inc	51,485	$3,515,910
6	ES	Eversource Energy	31,396	$2,268,988
7	EVRG	Evergy, Inc.	19,146	$1,654,788
8	AEP	American Electric Power Co Inc	6,115	$836,593

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,485,550	55,268	+1.9%	Shares	Sole	2026-07-07
2026-03-31	$4,391,861	54,254	+4.2%	Shares	Sole	2026-04-08
2025-12-31	$4,182,505	52,086	+0.5%	Shares	Sole	2026-01-09
2025-09-30	$4,325,147	51,823	+4.4%	Shares	Sole	2025-10-09
2025-06-30	$4,178,442	49,637	+3.1%	Shares	Sole	2025-07-09
2025-03-31	$3,963,485	48,159	+2.3%	Shares	Sole	2025-04-17
2024-12-31	$3,977,451	47,076	+6.3%	Shares	Sole	2025-01-21
2024-09-30	$3,949,594	44,273	+759.8%	Shares	Sole	2024-10-07
2024-06-30	$379,481	5,149	+18.7%	Shares	Sole	2024-07-15
2024-03-31	$289,624	4,337	-1.2%	Shares	Sole	2024-04-12
2023-12-31	$268,387	4,389	+17.6%	Shares	Sole	2024-01-10
2023-09-30	$212,331	3,731	+20.8%	Shares	Sole	2023-10-11
2022-03-31	$216,160	3,088	—	Shares	Sole	2022-04-11
No filing history on record for this holder in this stock.