Foundations Investment Advisors, LLC
EndowmentPosition in PEG — Public Service Enterprise Group Inc
CIK 1743404
PHOENIX, AZ
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,254,667
+$3,895,507 QoQ
Shares Held
261,886
+22.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#133
of 1,302 holders
Holding Since
Mar 2021
18 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. PEG ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in PEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,254,667 | 261,886 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $17,359,160 | 214,443 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $14,685,424 | 182,882 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,001,148 | 155,777 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,696,389 | 138,945 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $8,749,724 | 106,315 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $7,403,098 | 87,621 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,154,954 | 68,994 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,440,351 | 60,249 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,880,051 | 58,102 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,436,996 | 56,206 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,365,259 | 59,133 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,467,467 | 55,382 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,128,120 | 50,090 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,176,065 | 35,516 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $342,553 | 6,092 | Shares | Sole | 2022-10-19 | |
| 2021-06-30 | $298,580 | 4,998 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $216,635 | 3,598 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||