Kestra Advisory Services, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1830819
AUSTIN, TX
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,933,607
+$340,853 QoQ
Shares Held
73,110
+5.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#247
of 1,302 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. PEG ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
73,110 | $5,933,607 |
All Filings in PEG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,933,607 | 73,110 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,592,754 | 69,089 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,391,044 | 54,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,894,744 | 46,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,817,983 | 45,355 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,813,123 | 46,332 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,902,424 | 46,188 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,007,848 | 44,926 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,508,930 | 47,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,120,429 | 46,727 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,881,326 | 47,119 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,517,641 | 44,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,640,451 | 42,173 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,614,781 | 41,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,825,098 | 46,109 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,636,287 | 46,884 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,327,768 | 52,588 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,065,720 | 43,796 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,082,592 | 46,195 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,856,758 | 46,909 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,821,520 | 47,230 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,496,427 | 41,462 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,626,881 | 45,058 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,667,616 | 30,370 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||