Strategic Investment Advisors / MI
Position in PEG — Public Service Enterprise Group Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,286,061
-$55,361 QoQ
Shares Held
15,846
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#478
of 1,302 holders
Holding Since
Jun 2021
15 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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. PEG ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
|
7,712 | $976,184 |
All Filings in PEG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,061 | 15,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,341,422 | 16,571 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,259,264 | 15,682 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,331,520 | 15,954 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $1,332,316 | 15,827 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,390,376 | 16,894 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,486,686 | 17,596 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,587,135 | 17,791 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,267,566 | 17,199 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,178,934 | 17,654 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,070,797 | 17,511 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $986,364 | 17,332 | Shares | Sole | 2023-10-25 | |
| 2021-12-31 | $772,266 | 11,573 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $783,722 | 12,869 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $714,550 | 11,961 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||