OneDigital Investment Advisors LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1690370
OVERLAND PARK, KS
Position in PEG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,177,174
-$18,252 QoQ
Shares Held
14,542
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. PEG ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
154,834 | $14,944,577 | |
| 2 | DUK |
Duke Energy CORP
|
39,768 | $5,207,221 | |
| 3 | NEE |
Nextera Energy Inc
|
29,889 | $2,776,090 | |
| 4 | ED |
Consolidated Edison Inc
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
|
24,925 | $1,540,863 | |
| 7 | PEG |
Public Service Enterprise Group Inc
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|
14,542 | $1,177,174 | |
| 8 | ETR |
Entergy Corp /De/
|
10,280 | $1,155,060 |
All Filings in PEG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,177,174 | 14,542 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,195,426 | 14,887 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,235,208 | 14,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,270,865 | 15,097 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,248,079 | 15,165 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,214,712 | 14,377 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,729,068 | 19,382 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,399,710 | 18,992 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $897,389 | 13,438 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $907,955 | 14,848 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $673,871 | 11,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $688,209 | 10,992 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $681,017 | 10,905 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $652,525 | 10,650 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $235,378 | 4,186 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $263,561 | 4,165 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||