BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PEG — Public Service Enterprise Group Inc
CIK 1654599
MORRISTOWN, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,283,598
-$7,853 QoQ
Shares Held
28,137
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#386
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. PEG ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
This page
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283,598 | 28,137 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,291,451 | 28,307 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,274,979 | 28,331 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,368,594 | 28,380 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,254,845 | 26,786 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,205,969 | 26,804 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,288,665 | 27,088 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,436,592 | 27,313 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,012,968 | 27,313 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,177,064 | 17,626 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,118,616 | 18,293 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,069,509 | 18,793 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,189,151 | 18,993 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,198,602 | 19,193 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,206,590 | 19,693 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,107,337 | 19,693 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,290,469 | 20,393 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,020,250 | 14,575 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $972,589 | 14,575 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $887,617 | 14,575 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $870,710 | 14,575 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $971,127 | 16,129 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $940,320 | 16,129 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,025,389 | 18,674 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $849,435 | 17,279 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $775,999 | 17,279 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||