Pinion Investment Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1738738 WICHITA, KS

Position in PEG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$208,662

+$1,673 QoQ

Shares Held

2,571

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,004

of 1,302 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. PEG ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,647	$1,461,107
2	SO	Southern Co	9,082	$869,238
3	DTE	Dte Energy Co	5,085	$774,801
4	OGE	Oge Energy Corp.	9,628	$468,498
5	AEP	American Electric Power Co Inc	2,701	$369,523
6	EVRG	Evergy, Inc.	3,432	$296,627
7	ETR	Entergy Corp /De/	2,411	$276,927
8	PEG	Public Service Enterprise Group Inc This page	2,571	$208,662

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,662	2,571	+0.5%	Shares	Sole	2026-08-06
2026-03-31	$206,989	2,557	-5.9%	Shares	Sole	2026-04-24
2025-12-31	$218,094	2,716	-3.5%	Shares	Sole	2026-01-29
2025-09-30	$234,939	2,815	-2.4%	Shares	Sole	2025-10-27
2025-06-30	$242,690	2,883	+0.2%	Shares	Sole	2025-07-24
2025-03-31	$236,859	2,878	+0.4%	Shares	Sole	2025-04-17
2024-12-31	$242,232	2,867	+12.2%	Shares	Sole	2025-02-06
2024-09-30	$227,931	2,555	-22.6%	Shares	Sole	2024-11-12
2024-03-31	$220,507	3,302	-5.1%	Shares	Sole	2024-05-09
2023-12-31	$212,679	3,478	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.