Golden State Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1776033
SANTA ANA, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$557,569
+$1,443 QoQ
Shares Held
6,870
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#654
of 1,302 holders
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $5,478,576 across 21 Utilities - Regulated Electric names. PEG ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
11,834 | $1,619,009 | |
| 2 | SO |
Southern Co
|
9,441 | $903,598 | |
| 3 | DUK |
Duke Energy CORP
|
5,872 | $743,277 | |
| 4 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 5 | PEG |
Public Service Enterprise Group Inc
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|
6,870 | $557,569 | |
| 6 | EIX |
Edison International
|
3,464 | $257,894 | |
| 7 | XEL |
Xcel Energy Inc
|
2,027 | $162,768 | |
| 8 | ED |
Consolidated Edison Inc
|
1,396 | $154,439 |
All Filings in PEG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,569 | 6,870 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $556,126 | 6,870 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $551,661 | 6,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $573,370 | 6,870 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $578,316 | 6,870 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $565,401 | 6,870 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $581,375 | 6,881 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $464,800 | 6,640 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $601,370 | 9,012 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,539 | 6,577 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $392,909 | 6,577 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $396,001 | 6,577 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $528,314 | 9,062 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $361,143 | 6,577 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $604,569 | 12,298 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $458,171 | 10,202 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||