Allegheny Financial Group
Position in PEG — Public Service Enterprise Group Inc
CIK 1844148
Pittsburgh, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$360,188
+$1,256 QoQ
Shares Held
4,438
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#793
of 1,300 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. PEG ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
This page
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in PEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,188 | 4,438 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $358,932 | 4,434 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $334,128 | 4,161 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $347,110 | 4,159 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $349,767 | 4,155 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $340,968 | 4,143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $349,704 | 4,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $368,972 | 4,136 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||