KESTRA PRIVATE WEALTH SERVICES, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1649451
AUSTIN, TX
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,299,072
-$186,796 QoQ
Shares Held
40,649
-5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 1,302 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. PEG ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in PEG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,299,072 | 40,649 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,485,868 | 43,062 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,412,348 | 42,495 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,607,892 | 43,229 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,556,015 | 42,243 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,195,297 | 38,825 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,292,321 | 38,967 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,448,501 | 38,656 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,261,593 | 44,255 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,162,700 | 47,360 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,907,132 | 47,541 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,188,815 | 38,461 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,196,671 | 35,085 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,218,786 | 35,529 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,738,413 | 28,373 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,666,657 | 29,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,767,726 | 27,935 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,843,170 | 26,331 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,747,458 | 26,187 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,581,329 | 25,966 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,521,637 | 25,471 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,574,732 | 26,154 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,196,199 | 20,518 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,084,252 | 19,746 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||