Williams Jones Wealth Management, LLC.
Position in PEG — Public Service Enterprise Group Inc
CIK 1788587
New York, NY
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$283,573
+$4,782 QoQ
Shares Held
3,494
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#869
of 1,300 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, 2026Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. PEG ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,871 | $3,060,627 | |
| 2 | DUK |
Duke Energy CORP
|
13,119 | $1,660,603 | |
| 3 | PPL |
PPL Corp
|
36,015 | $1,309,145 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,533 | $1,167,399 | |
| 5 | DTE |
Dte Energy Co
|
4,873 | $742,499 | |
| 6 | XEL |
Xcel Energy Inc
|
3,951 | $317,265 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
3,494 | $283,573 | |
| 8 | SO |
Southern Co
|
2,596 | $248,463 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,573 | 3,494 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $278,791 | 3,444 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $273,341 | 3,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $275,000 | 3,295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,373 | 3,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,059 | 3,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $336,270 | 3,980 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426,780 | 4,784 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $352,507 | 4,783 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $345,185 | 5,169 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $375,094 | 6,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $364,451 | 6,404 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $400,954 | 6,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $401,178 | 6,424 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $462,159 | 7,543 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $497,691 | 8,851 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $480,548 | 7,594 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $526,260 | 7,518 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,676 | 7,518 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $455,836 | 7,485 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $447,153 | 7,485 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $451,334 | 7,496 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $441,505 | 7,573 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $363,614 | 6,622 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $254,992 | 5,187 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $232,948 | 5,187 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||