Fiduciary Planning LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1792851
ENGLEWOOD, FL
Position in PEG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$977,328
+$2,529 QoQ
Shares Held
12,042
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#524
of 1,302 holders
Holding Since
Dec 2020
13 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, 2026Fiduciary Planning LLC holds $1,212,104 across 2 Utilities - Regulated Electric names. PEG ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
12,042 | $977,328 | |
| 2 | SO |
Southern Co
|
2,453 | $234,776 |
All Filings in PEG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,328 | 12,042 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $974,799 | 12,042 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $966,972 | 12,042 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,005,025 | 12,042 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,013,695 | 12,042 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $991,056 | 12,042 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,019,794 | 12,070 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,076,764 | 12,070 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $889,559 | 12,070 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $520,082 | 7,788 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $426,949 | 6,982 | Shares | Sole | 2024-01-25 | |
| 2021-03-31 | $23,481 | 390 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $22,737 | 390 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||