PERSONAL CFO SOLUTIONS, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1677501 CHESTER, NJ

Position in PEG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$673,099

-$112,797 QoQ

Shares Held

8,315

-15.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Mar 31, 2026

PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. PEG ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,834	$1,335,257
2	D	Dominion Energy, Inc	21,031	$1,300,136
3	NEE	Nextera Energy Inc	11,455	$1,063,940
4	DUK	Duke Energy CORP	5,223	$683,899
5	PEG	Public Service Enterprise Group Inc This page	8,315	$673,099
6	AEP	American Electric Power Co Inc	4,326	$567,052
7	XEL	Xcel Energy Inc	7,082	$562,594
8	PPL	PPL Corp	13,395	$511,689

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$673,099	8,315	-15.0%	Shares	Sole	2026-04-30
2025-12-31	$785,896	9,787	-5.3%	Shares	Defined	2026-01-22
2025-09-30	$862,892	10,339	-1.1%	Shares	Defined	2025-11-10
2025-06-30	$879,765	10,451	+1.3%	Shares	Defined	2025-08-12
2025-03-31	$849,006	10,316	+0.3%	Shares	Defined	2025-04-30
2024-12-31	$869,402	10,290	-9.7%	Shares	Defined	2025-02-07
2024-09-30	$1,016,101	11,390	-1.1%	Shares	Defined	2024-11-14
2024-06-30	$848,876	11,518	-0.3%	Shares	Defined	2024-08-09
2024-03-31	$771,776	11,557	-2.8%	Shares	Defined	2024-05-13
2023-12-31	$727,195	11,892	+25.4%	Shares	Defined	2024-02-13
2023-09-30	$539,563	9,481	+1.4%	Shares	Defined	2023-11-13
2023-06-30	$585,340	9,349	+2.1%	Shares	Defined	2023-08-10
2023-03-31	$571,792	9,156	+2.4%	Shares	Defined	2023-05-09
2022-12-31	$547,998	8,944	+2.1%	Shares	Defined	2023-02-14
2022-09-30	$492,349	8,756	+0.4%	Shares	Defined	2022-11-01
2022-06-30	$552,054	8,724	+1.3%	Shares	Defined	2022-08-05
2022-03-31	$603,120	8,616	+1.0%	Shares	Defined	2022-05-02
2021-12-31	$569,473	8,534	+0.8%	Shares	Defined	2022-02-11
2021-09-30	$515,640	8,467	+0.2%	Shares	Defined	2021-11-18
2021-06-30	$504,982	8,453	+7.3%	Shares	Defined	2021-07-22
2021-03-31	$474,394	7,879	+1.4%	Shares	Defined	2021-04-21
2020-12-31	$452,932	7,769	+2.8%	Shares	Defined	2021-02-09
2020-09-30	$414,899	7,556	+1.0%	Shares	Defined	2020-11-02
2020-06-30	$367,716	7,480	-27.8%	Shares	Defined	2020-08-03
2020-03-31	$465,132	10,357	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.