FLAGSHIP HARBOR ADVISORS, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1691766 BOSTON, MA

Position in PEG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$351,422

+$3,742 QoQ

Shares Held

4,330

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#802

of 1,302 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. PEG ranks #8 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,375	$2,402,703
2	ETR	Entergy Corp /De/	8,004	$919,339
3	AEP	American Electric Power Co Inc	6,599	$902,809
4	ES	Eversource Energy	9,661	$698,200
5	SO	Southern Co	6,493	$621,445
6	XEL	Xcel Energy Inc	7,714	$619,434
7	DUK	Duke Energy CORP	4,229	$535,306
8	PEG	Public Service Enterprise Group Inc This page	4,330	$351,422

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,422	4,330	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$347,680	4,295	+7.2%	Shares	Sole	2026-04-28
2025-12-31	$321,842	4,008	-11.6%	Shares	Sole	2026-01-21
2025-09-30	$378,491	4,535	+0.7%	Shares	Sole	2025-11-05
2025-06-30	$378,978	4,502	+0.8%	Shares	Sole	2025-08-04
2025-03-31	$367,716	4,468	+0.8%	Shares	Sole	2025-04-22
2024-12-31	$374,628	4,434	+239.0%	Shares	Sole	2025-01-21
2020-09-30	$71,822	1,308	-60.0%	Shares	Sole	2020-10-13
2020-06-30	$160,753	3,270	+116.7%	Shares	Sole	2020-07-31
2020-03-31	$67,769	1,509	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.