BRANDYWINE OAK PRIVATE WEALTH LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1764694
Kennett Square, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$378,692
-$1,773 QoQ
Shares Held
4,666
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#776
of 1,302 holders
Holding Since
Mar 2020
26 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. PEG ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,785 | $1,749,115 | |
| 2 | NEE |
Nextera Energy Inc
|
8,225 | $721,908 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,791 | $442,675 | |
| 4 | DUK |
Duke Energy CORP
|
3,411 | $431,764 | |
| 5 | SO |
Southern Co
|
4,088 | $391,262 | |
| 6 | PEG |
Public Service Enterprise Group Inc
This page
|
4,666 | $378,692 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,692 | 4,666 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $380,465 | 4,700 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $457,710 | 5,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $500,760 | 6,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $505,080 | 6,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $526,720 | 6,400 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $910,886 | 10,781 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $961,773 | 10,781 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $794,559 | 10,781 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $719,955 | 10,781 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $659,258 | 10,781 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $664,424 | 11,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $806,103 | 12,875 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $804,043 | 12,875 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $788,851 | 12,875 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $723,961 | 12,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $814,730 | 12,875 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $901,250 | 12,875 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $859,148 | 12,875 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $784,087 | 12,875 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $327,076 | 5,475 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $317,607 | 5,275 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $307,532 | 5,275 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $289,650 | 5,275 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $259,319 | 5,275 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $279,340 | 6,220 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||