Fortis Group Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1815183 WESTWOOD, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$788,874

+$2,122 QoQ

Shares Held

9,720

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#570

of 1,300 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $2,114,063 across 17 Utilities - Regulated Electric names. PEG ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	9,720	$788,874
2	WEC	Wec Energy Group, Inc.	3,819	$445,944
3	FE	Firstenergy Corp	7,427	$353,079
4	ES	Eversource Energy	3,891	$281,202
5	DUK	Duke Energy CORP	570	$72,150
6	EXC	Exelon Corp	1,202	$56,037
7	ETR	Entergy Corp /De/	344	$39,511
8	TXNM	Txnm Energy Inc	400	$22,712

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,874	9,720	+0.0%	Shares	Sole	2026-07-24
2026-03-31	$786,752	9,719	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$787,180	9,803	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$821,913	9,848	-0.8%	Shares	Sole	2025-11-07
2025-06-30	$835,822	9,929	-9.7%	Shares	Sole	2025-08-08
2025-03-31	$904,640	10,992	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$930,657	11,015	-1.2%	Shares	Sole	2025-01-31
2024-09-30	$994,244	11,145	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$823,449	11,173	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$771,842	11,558	-25.2%	Shares	Sole	2024-04-30
2023-12-31	$945,251	15,458	+32.3%	Shares	Sole	2024-03-04
2023-09-30	$664,760	11,681	+46.7%	Shares	Sole	2023-12-01
2023-06-30	$498,626	7,964	+0.8%	Shares	Sole	2023-07-18
2023-03-31	$493,604	7,904	-55.3%	Shares	Sole	2023-05-26
2020-09-30	$971,302	17,689	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.