Prestige Wealth Management Group LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1772715
FLEMINGTON, NJ
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,371,360
+$4,034 QoQ
Shares Held
16,897
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#465
of 1,302 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $4,149,000 across 24 Utilities - Regulated Electric names. PEG ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,028 | $1,406,776 | |
| 2 | PEG |
Public Service Enterprise Group Inc
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|
16,897 | $1,371,360 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,818 | |
| 4 | ETR |
Entergy Corp /De/
|
1,533 | $176,080 | |
| 5 | PPL |
PPL Corp
|
3,946 | $143,437 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
976 | $113,966 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,025 | $109,675 | |
| 8 | EXC |
Exelon Corp
|
1,568 | $73,099 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,360 | 16,897 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,367,326 | 16,891 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,357,953 | 16,911 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,407,134 | 16,860 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,418,853 | 16,855 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,386,672 | 16,849 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,423,064 | 16,843 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,435,031 | 16,086 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,185,537 | 16,086 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,074,222 | 16,086 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $981,028 | 16,043 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $913,006 | 16,043 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,004,451 | 16,043 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $963,665 | 15,431 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $945,456 | 15,431 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $866,503 | 15,410 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $975,144 | 15,410 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,078,700 | 15,410 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,028,308 | 15,410 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $938,468 | 15,410 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,763 | 63 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $927,835 | 15,410 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $898,402 | 15,410 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $850,500 | 15,489 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $761,439 | 15,489 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $695,790 | 15,493 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||