Sara-Bay Financial

Position in PEG — Public Service Enterprise Group Inc

CIK 1816444 SARASOTA, FL

Position in PEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,006,789

-$161,967 QoQ

Shares Held

12,405

-14.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#519

of 1,302 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sara-Bay Financial holds $2,008,804 across 3 Utilities - Regulated Electric names. PEG ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	12,405	$1,006,789
2	NEE	Nextera Energy Inc	6,349	$557,251
3	SO	Southern Co	4,647	$444,764

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,006,789	12,405	-14.1%	Shares	Sole	2026-07-17
2026-03-31	$1,168,756	14,438	-0.9%	Shares	Sole	2026-04-17
2025-12-31	$1,169,810	14,568	0.0%	Shares	Sole	2026-01-20
2025-09-30	$1,215,845	14,568	-0.2%	Shares	Sole	2025-10-10
2025-06-30	$1,229,112	14,601	-5.6%	Shares	Sole	2025-07-15
2025-03-31	$1,273,510	15,474	-1.3%	Shares	Sole	2025-04-11
2024-12-31	$1,324,296	15,674	-0.4%	Shares	Sole	2025-01-15
2024-09-30	$1,404,433	15,743	-8.8%	Shares	Sole	2024-10-07
2024-06-30	$1,272,356	17,264	+9.3%	Shares	Sole	2024-07-19
2024-03-31	$1,054,522	15,791	+3.9%	Shares	Sole	2024-04-16
2023-12-31	$929,235	15,196	+10.9%	Shares	Sole	2024-01-12
2023-09-30	$780,065	13,707	-1.9%	Shares	Sole	2023-10-13
2023-06-30	$875,225	13,979	+2.1%	Shares	Sole	2023-07-14
2023-03-31	$855,065	13,692	-7.3%	Shares	Sole	2023-04-14
2022-12-31	$904,590	14,764	0.0%	Shares	Sole	2023-01-11
2022-09-30	$830,179	14,764	+6.6%	Shares	Sole	2022-10-18
2022-06-30	$876,428	13,850	+3.8%	Shares	Sole	2022-08-26
2021-12-31	$890,445	13,344	+2.0%	Shares	Sole	2022-01-14
2021-06-30	$781,339	13,079	+3.8%	Shares	Sole	2021-07-16
2021-03-31	$759,007	12,606	+6.2%	Shares	Sole	2021-04-14
2020-12-31	$692,137	11,872	+0.3%	Shares	Sole	2021-01-15
2020-09-30	$649,914	11,836	-18.6%	Shares	Sole	2020-10-07
2020-06-30	$714,442	14,533	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.