Legacy Financial Advisors, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1730810
COVINGTON, KY
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$422,518
+$126,241 QoQ
Shares Held
5,206
+42.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#739
of 1,302 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. PEG ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
5,206 | $422,518 |
All Filings in PEG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,518 | 5,206 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $296,277 | 3,660 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $288,036 | 3,587 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $343,104 | 4,111 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $356,333 | 4,233 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $332,492 | 4,040 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $323,681 | 3,831 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,947 | 9,662 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,153,405 | 15,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,040,365 | 15,579 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $849,190 | 13,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $767,374 | 13,484 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $761,337 | 12,160 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $650,354 | 10,414 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $637,881 | 10,411 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $550,435 | 9,789 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $592,110 | 9,357 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $610,820 | 8,726 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $594,297 | 8,906 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $506,748 | 8,321 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $477,083 | 7,986 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $404,310 | 6,715 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $316,685 | 5,432 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $269,937 | 4,916 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||