Carolina Wealth Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1786411
MYRTLE BEACH, SC
Position in PEG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$73,044
+$189 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,089
of 1,302 holders
Holding Since
Sep 2020
24 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, 2026Carolina Wealth Advisors, LLC holds $149,608 across 8 Utilities - Regulated Electric names. PEG ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
900 | $73,044 | |
| 2 | EVRG |
Evergy, Inc.
|
478 | $41,313 | |
| 3 | SO |
Southern Co
|
81 | $7,752 | |
| 4 | EXC |
Exelon Corp
|
150 | $6,993 | |
| 5 | EIX |
Edison International
|
89 | $6,626 | |
| 6 | DUK |
Duke Energy CORP
|
40 | $5,063 | |
| 7 | D |
Dominion Energy, Inc
|
70 | $4,780 | |
| 8 | NEE |
Nextera Energy Inc
|
46 | $4,037 |
All Filings in PEG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,044 | 900 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $72,855 | 900 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $72,270 | 900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $75,114 | 900 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $75,762 | 900 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $74,070 | 900 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $76,041 | 900 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $80,289 | 900 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $66,330 | 900 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $60,102 | 900 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $55,035 | 900 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $51,219 | 900 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $56,349 | 900 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $56,205 | 900 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $55,143 | 900 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $50,607 | 900 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $56,952 | 900 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $63,000 | 900 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $60,057 | 900 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $54,810 | 900 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $53,766 | 900 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $54,189 | 900 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $52,470 | 900 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $49,419 | 900 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||