Cypress Wealth Services, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1721527
PALM DESERT, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$218,076
+$1,373 QoQ
Shares Held
2,687
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#982
of 1,302 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Cypress Wealth Services, LLC holds $2,163,742 across 6 Utilities - Regulated Electric names. PEG ranks #6 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,209 | $659,355 | |
| 2 | ETR |
Entergy Corp /De/
|
3,339 | $383,517 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,125 | $364,906 | |
| 4 | EIX |
Edison International
|
4,070 | $303,011 | |
| 5 | ES |
Eversource Energy
|
3,250 | $234,877 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
2,687 | $218,076 |
All Filings in PEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,076 | 2,687 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $216,703 | 2,677 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $214,160 | 2,667 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $216,745 | 2,597 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $218,110 | 2,591 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $211,428 | 2,569 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $218,660 | 2,588 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $227,663 | 2,552 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||