Steward Partners Investment Advisory, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1723397
STAMFORD, CT
Position in PEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,261,333
-$165,442 QoQ
Shares Held
40,184
-5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 1,302 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. PEG ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
40,184 | $3,261,333 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,261,333 | 40,184 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,426,775 | 42,332 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,480,121 | 43,339 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,121,259 | 109,289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,494,215 | 124,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,626,713 | 116,971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,067,889 | 107,325 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,733,123 | 97,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,114,155 | 55,823 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,808,602 | 27,083 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,685,294 | 27,560 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,600,081 | 28,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,438,033 | 38,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,440,358 | 39,077 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,307,734 | 37,665 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,202,529 | 39,170 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,478,234 | 39,163 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,726,780 | 38,954 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,651,049 | 39,728 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,385,026 | 39,163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,419,290 | 40,497 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,871,896 | 47,698 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,100,082 | 36,022 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,668,330 | 30,383 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,357,209 | 27,608 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,203,408 | 26,796 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||