SeaCrest Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1728121
PURCHASE, NY
Position in PEG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$456,281
-$2,138 QoQ
Shares Held
5,622
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#713
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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. PEG ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,281 | 5,622 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $458,419 | 5,663 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $501,875 | 6,250 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $533,810 | 6,396 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $552,052 | 6,558 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $544,249 | 6,613 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $559,323 | 6,620 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $638,922 | 7,162 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $541,473 | 7,347 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $551,602 | 8,260 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $885,696 | 14,484 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $822,804 | 14,458 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $905,152 | 14,457 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $797,361 | 12,768 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $781,866 | 12,761 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $688,592 | 12,246 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,156,153 | 49,876 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,509,240 | 50,132 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,402,229 | 50,985 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,115,461 | 51,157 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,160,126 | 52,898 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,824,571 | 46,912 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,876,755 | 49,344 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,277,303 | 59,685 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,877,580 | 58,535 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,416,382 | 53,805 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||