Avior Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1599868
OMAHA, NE
Position in PEG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$200,627
-$70,555 QoQ
Shares Held
2,472
-26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,023
of 1,302 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. PEG ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
2,472 | $200,627 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,627 | 2,472 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $271,182 | 3,350 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $316,060 | 3,936 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $349,613 | 4,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $351,619 | 4,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $342,779 | 4,165 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $352,745 | 4,175 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $370,935 | 4,158 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $306,444 | 4,158 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $162,943 | 2,440 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $112,760 | 1,844 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $104,942 | 1,844 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $115,891 | 1,851 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $115,407 | 1,848 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $79,651 | 1,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $73,099 | 1,300 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $82,264 | 1,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $91,000 | 1,300 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $86,949 | 1,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $79,352 | 1,303 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $77,841 | 1,303 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $78,273 | 1,300 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $79,754 | 1,368 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $71,383 | 1,300 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $63,908 | 1,300 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $58,383 | 1,300 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||