Position in PEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$438,345
+$1,135 QoQ
Shares Held
5,401
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#724
of 1,300 holders
Holding Since
Jun 2022
17 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, 2026Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. PEG ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
90,779 | $8,688,458 | |
| 2 | DUK |
Duke Energy CORP
|
7,767 | $983,146 | |
| 3 | NEE |
Nextera Energy Inc
|
9,074 | $796,424 | |
| 4 | EIX |
Edison International
|
9,774 | $727,674 | |
| 5 | D |
Dominion Energy, Inc
|
6,481 | $442,587 | |
| 6 | PEG |
Public Service Enterprise Group Inc
This page
|
5,401 | $438,345 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,357 | $322,461 |
All Filings in PEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,345 | 5,401 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $437,210 | 5,401 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $460,119 | 5,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $478,225 | 5,730 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $482,351 | 5,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $471,579 | 5,730 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $487,084 | 5,765 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $515,544 | 5,779 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $424,880 | 5,765 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $384,986 | 5,765 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $354,975 | 5,805 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $339,752 | 5,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $373,781 | 5,970 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $372,826 | 5,970 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $365,781 | 5,970 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $335,693 | 5,970 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $375,250 | 5,930 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||