Capital Analysts, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1624758 FORT WASHINGTON, PA

Position in PEG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$830,996

+$563,053 QoQ

Shares Held

10,239

+209.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#552

of 1,302 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. PEG ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	146,712	$20,071,668
2	NEE	Nextera Energy Inc	46,297	$4,063,487
3	AEE	Ameren Corp	19,745	$2,231,974
4	PEG	Public Service Enterprise Group Inc This page	10,239	$830,996
5	DUK	Duke Energy CORP	4,610	$583,533
6	D	Dominion Energy, Inc	7,289	$497,765
7	SO	Southern Co	3,591	$343,693
8	XEL	Xcel Energy Inc	1,516	$121,734

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$830,996	10,239	+209.3%	Shares	Defined	2026-08-05
2026-03-31	$267,943	3,310	+1606.2%	Shares	Defined	2026-05-14
2025-12-31	$15,578	194	-94.3%	Shares	Defined	2026-05-15
2025-09-30	$282,678	3,387	+899.1%	Shares	Defined	2025-11-14
2025-06-30	$28,537	339	0.0%	Shares	Defined	2025-08-13
2025-03-31	$27,899	339	0.0%	Shares	Defined	2025-05-14
2024-12-31	$28,642	339	0.0%	Shares	Defined	2025-02-14
2024-09-30	$30,242	339	-31.9%	Shares	Defined	2024-11-13
2023-06-30	$31,179	498	0.0%	Shares	Defined	2023-08-11
2023-03-31	$31,100	498	0.0%	Shares	Defined	2023-05-05
2022-12-31	$30,512	498	0.0%	Shares	Defined	2023-02-08
2022-09-30	$28,002	498	0.0%	Shares	Defined	2022-11-14
2022-06-30	$31,513	498	0.0%	Shares	Defined	2022-08-12
2022-03-31	$34,860	498	—	Shares	Defined	2022-05-12
No filing history on record for this holder in this stock.