MISSION WEALTH MANAGEMENT, LP
Position in PEG — Public Service Enterprise Group Inc
CIK 1645382
Santa Barbara, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,564,818
+$1,034,621 QoQ
Shares Held
31,602
+67.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#365
of 1,300 holders
Holding Since
Dec 2020
23 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, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. PEG ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in PEG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,564,818 | 31,602 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,530,197 | 18,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,662,611 | 20,705 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,747,568 | 20,939 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,773,251 | 21,065 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,755,459 | 21,330 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,786,118 | 21,140 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,004,727 | 22,472 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,502,006 | 20,380 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,005,372 | 15,055 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $881,416 | 14,414 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $594,197 | 10,441 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $654,900 | 10,460 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $652,602 | 10,450 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $627,588 | 10,243 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $587,940 | 10,456 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $657,099 | 10,384 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $697,340 | 9,962 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $665,431 | 9,972 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $600,230 | 9,856 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $588,797 | 9,856 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $669,655 | 11,122 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $545,746 | 9,361 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||