Arkadios Wealth Advisors
Position in PEG — Public Service Enterprise Group Inc
CIK 1800798
ATLANTA, GA
Position in PEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,138,808
-$239,664 QoQ
Shares Held
26,353
-10.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#402
of 1,302 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. PEG ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,808 | 26,353 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,378,472 | 29,382 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,350,139 | 29,267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,260,012 | 27,079 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,897,416 | 22,540 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,854,218 | 22,530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $471,792 | 5,584 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $481,020 | 5,392 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $408,076 | 5,537 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $261,510 | 3,916 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $242,398 | 3,964 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $328,313 | 5,769 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $280,993 | 4,488 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $279,213 | 4,471 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $289,745 | 4,729 | Shares | Sole | 2023-01-11 | |
| 2021-12-31 | $202,258 | 3,031 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $182,639 | 2,999 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $264,707 | 4,431 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $243,368 | 4,042 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $157,584 | 2,703 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $131,564 | 2,396 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $101,957 | 2,074 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $83,173 | 1,852 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||