Pinnacle Wealth Management Advisory Group, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1631864
RED BANK, NJ
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$608,050
+$143,397 QoQ
Shares Held
7,492
+30.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#634
of 1,302 holders
Holding Since
Jun 2020
25 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. PEG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in PEG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,050 | 7,492 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $464,653 | 5,740 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $473,850 | 5,901 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $471,382 | 5,648 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $477,048 | 5,667 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $476,270 | 5,787 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $457,344 | 5,413 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $496,542 | 5,566 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $399,454 | 5,420 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $360,278 | 5,395 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $336,875 | 5,509 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $341,744 | 6,005 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $397,636 | 6,351 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $372,202 | 5,960 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $404,443 | 6,601 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $374,098 | 6,653 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $408,788 | 6,460 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $490,350 | 7,005 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $468,778 | 7,025 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $391,587 | 6,430 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $402,169 | 6,732 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $317,065 | 5,266 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $309,922 | 5,316 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $295,745 | 5,386 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $264,529 | 5,381 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||