Strategic Wealth Partners, Ltd.

Position in PEG — Public Service Enterprise Group Inc

CIK 1720777 INDEPENDENCE, OH

Position in PEG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$387,863

+$1,003 QoQ

Shares Held

4,779

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#767

of 1,302 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. PEG ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	158,209	$13,886,003
2	ETR	Entergy Corp /De/	8,321	$955,750
3	DUK	Duke Energy CORP	4,187	$529,990
4	AEP	American Electric Power Co Inc	3,346	$457,766
5	SO	Southern Co	4,109	$393,272
6	PEG	Public Service Enterprise Group Inc This page	4,779	$387,863
7	FE	Firstenergy Corp	1,789	$85,049
8	EVRG	Evergy, Inc.	877	$75,799

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,863	4,779	0.0%	Shares	Sole	2026-08-12
2026-03-31	$386,860	4,779	0.0%	Shares	Sole	2026-05-12
2025-12-31	$383,753	4,779	+19.5%	Shares	Sole	2026-05-12
2023-12-31	$244,477	3,998	-85.7%	Shares	Sole	2024-05-20
2023-09-30	$1,593,423	27,999	-14.1%	Shares	Sole	2024-05-20
2023-06-30	$2,041,837	32,612	-1.9%	Shares	Sole	2024-05-20
2023-03-31	$2,075,213	33,230	-7.3%	Shares	Sole	2023-04-24
2022-12-31	$2,195,794	35,838	-5.3%	Shares	Sole	2023-04-24
2022-09-30	$2,127,686	37,839	-0.1%	Shares	Sole	2023-04-24
2022-06-30	$2,396,287	37,868	—	Shares	Sole	2022-08-22
No filing history on record for this holder in this stock.