Arete Wealth Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1600151 CHICAGO, IL

Position in PEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$880,099

+$142,142 QoQ

Shares Held

10,844

+18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#545

of 1,302 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $2,618,479 across 2 Utilities - Regulated Electric names. PEG ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	18,163	$1,738,380
2	PEG	Public Service Enterprise Group Inc This page	10,844	$880,099

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$880,099	10,844	+18.0%	Shares	Sole	2026-08-13
2025-12-31	$737,957	9,190	+10.3%	Shares	Sole	2026-02-13
2025-09-30	$695,472	8,333	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$682,194	8,104	+6.4%	Shares	Sole	2025-08-14
2025-03-31	$627,043	7,619	+1.3%	Shares	Sole	2025-05-16
2024-12-31	$635,195	7,518	+9.8%	Shares	Sole	2025-02-12
2024-09-30	$610,731	6,846	-3.9%	Shares	Sole	2024-11-18
2024-06-30	$524,817	7,121	-34.0%	Shares	Sole	2024-08-14
2023-12-31	$659,747	10,789	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$621,741	10,925	+6.7%	Shares	Sole	2023-10-30
2023-06-30	$641,126	10,240	+37.2%	Shares	Sole	2023-08-09
2023-03-31	$466,251	7,466	+7.5%	Shares	Sole	2023-05-22
2022-12-31	$425,397	6,943	+23.6%	Shares	Sole	2023-02-06
2022-09-30	$315,900	5,618	+9.9%	Shares	Sole	2022-11-07
2022-06-30	$323,613	5,114	+31.1%	Shares	Sole	2022-08-15
2022-03-31	$273,000	3,900	-0.7%	Shares	Sole	2022-05-06
2021-12-31	$261,981	3,926	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.