Symphony Financial, Ltd. Co.

Position in PEG — Public Service Enterprise Group Inc

CIK 1800687 HOUSTON, TX

Position in PEG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$401,498

+$65,556 QoQ

Shares Held

4,947

+19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#753

of 1,302 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. PEG ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	41,997	$3,686,076
2	DUK	Duke Energy CORP	18,393	$2,328,185
3	ED	Consolidated Edison Inc	15,978	$1,767,646
4	SO	Southern Co	13,946	$1,334,771
5	AEP	American Electric Power Co Inc	3,373	$461,460
6	EIX	Edison International	5,724	$426,151
7	PEG	Public Service Enterprise Group Inc This page	4,947	$401,498
8	PCG	PG&E Corp	17,835	$299,984

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,498	4,947	+19.2%	Shares	Sole	2026-08-04
2026-03-31	$335,942	4,150	-9.0%	Shares	Sole	2026-05-01
2025-12-31	$366,328	4,562	-51.3%	Shares	Sole	2026-02-11
2025-09-30	$781,769	9,367	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$798,363	9,484	+68.7%	Shares	Sole	2025-08-15
2025-03-31	$462,608	5,621	-65.9%	Shares	Sole	2025-04-23
2024-12-31	$1,393,155	16,489	+6.9%	Shares	Sole	2025-01-24
2024-09-30	$1,376,153	15,426	+17.4%	Shares	Sole	2024-10-21
2024-06-30	$968,565	13,142	+23.7%	Shares	Sole	2024-07-18
2023-12-31	$649,413	10,620	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.