Meridian Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1697300
LEXINGTON, KY
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,674,222
-$203,712 QoQ
Shares Held
32,950
-7.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#356
of 1,302 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. PEG ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
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|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in PEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,674,222 | 32,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,877,934 | 35,552 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,910,794 | 36,249 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,891,555 | 34,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,029,217 | 35,985 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,915,148 | 35,421 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,872,153 | 33,994 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,964,537 | 33,231 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $285,028 | 4,652 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||