Sound View Wealth Advisors Group, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1784777
SAVANNAH, GA
Position in PEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,047,532
-$18,822 QoQ
Shares Held
12,907
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#509
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. PEG ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,532 | 12,907 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,066,354 | 13,173 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,068,391 | 13,305 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,140,981 | 13,671 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,142,827 | 13,576 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,149,319 | 13,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,196,547 | 14,162 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,274,008 | 14,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,059,658 | 14,378 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $954,486 | 14,293 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $867,963 | 14,194 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $822,804 | 14,458 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $878,668 | 14,034 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $892,098 | 14,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $869,666 | 14,194 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $706,586 | 12,566 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $794,353 | 12,553 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $884,450 | 12,635 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $843,000 | 12,633 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $735,489 | 12,077 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $757,264 | 12,676 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $779,839 | 12,952 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $734,696 | 12,602 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $686,375 | 12,500 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $621,480 | 12,642 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $561,195 | 12,496 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||