Tower View Wealth Management LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1729045
SHOREWOOD, WI
Position in PEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$56,325
+$551 QoQ
Shares Held
694
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,112
of 1,302 holders
Holding Since
Sep 2021
20 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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. PEG ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
|
539 | $43,281 | |
| 6 | SO |
Southern Co
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
|
143 | $6,666 |
All Filings in PEG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,325 | 694 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $55,774 | 689 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $54,844 | 683 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $46,487 | 557 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $56,737 | 674 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $55,058 | 669 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $56,101 | 664 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $58,789 | 659 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $48,273 | 655 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $43,139 | 646 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $39,197 | 641 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,137 | 635 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $39,381 | 629 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,724 | 508 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $31,125 | 508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,339 | 504 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $31,640 | 500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $35,000 | 500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,365 | 500 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $30,450 | 500 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||