IBEX WEALTH ADVISORS

Position in PEG — Public Service Enterprise Group Inc

CIK 1686242 BEDMINSTER, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$847,716

+$4,298 QoQ

Shares Held

10,445

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#548

of 1,302 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $9,189,759 across 3 Utilities - Regulated Electric names. PEG ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	59,104	$8,086,018
2	PEG	Public Service Enterprise Group Inc This page	10,445	$847,716
3	NEE	Nextera Energy Inc	2,917	$256,025

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,716	10,445	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$843,418	10,419	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$834,557	10,393	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$880,169	10,546	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$885,657	10,521	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$863,903	10,497	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$884,779	10,472	+1898.5%	Shares	Sole	2025-01-23
2024-06-30	$38,618	524	-82.9%	Shares	Sole	2024-08-06
2021-12-31	$204,794	3,069	-96.2%	Shares	Sole	2022-02-22
2020-12-31	$4,709,299	80,777	+1.7%	Shares	Sole	2021-01-22
2020-09-30	$4,361,501	79,430	+0.5%	Shares	Sole	2020-10-23
2020-06-30	$3,884,770	79,023	-3.8%	Shares	Sole	2020-08-14
2020-03-31	$3,689,625	82,156	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.