Pinnacle Wealth Planning Services, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1726752
MANSFIELD, OH
Position in PEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$460,096
+$2,162 QoQ
Shares Held
5,669
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#709
of 1,300 holders
Holding Since
Dec 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. PEG ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,772 | $648,148 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,541 | $621,254 | |
| 3 | NGG |
National Grid PLC
|
6,372 | $528,047 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
5,669 | $460,096 | |
| 5 | NEE |
Nextera Energy Inc
|
4,784 | $419,891 | |
| 6 | KEP |
Korea Electric Power Corp
|
30,442 | $368,348 | |
| 7 | ETR |
Entergy Corp /De/
|
3,078 | $353,539 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,096 | 5,669 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $457,934 | 5,657 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $451,687 | 5,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $460,532 | 5,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $388,659 | 4,617 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,707 | 3,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $311,683 | 3,689 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $566,037 | 6,345 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $475,070 | 6,446 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $431,265 | 6,458 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $386,957 | 6,328 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $365,419 | 6,421 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $402,143 | 6,423 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $411,857 | 6,595 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $394,639 | 6,441 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $224,413 | 3,991 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $244,577 | 3,865 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $267,050 | 3,815 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $254,507 | 3,814 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $231,480 | 3,801 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $214,765 | 3,595 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $215,491 | 3,579 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $152,629 | 2,618 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||