CFS Investment Advisory Services, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1845688
TOTOWA, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,100,773
+$31,343 QoQ
Shares Held
13,563
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#499
of 1,302 holders
Holding Since
Dec 2020
15 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, 2026CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. PEG ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,473 | $3,025,695 | |
| 2 | DUK |
Duke Energy CORP
|
10,565 | $1,337,317 | |
| 3 | SO |
Southern Co
|
13,138 | $1,257,437 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,312 | $1,137,164 | |
| 5 | PEG |
Public Service Enterprise Group Inc
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|
13,563 | $1,100,773 | |
| 6 | ETR |
Entergy Corp /De/
|
4,947 | $568,212 | |
| 7 | XEL |
Xcel Energy Inc
|
5,375 | $431,612 | |
| 8 | ED |
Consolidated Edison Inc
|
3,617 | $400,148 |
All Filings in PEG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,773 | 13,563 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,069,430 | 13,211 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,067,668 | 13,296 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,098,166 | 13,158 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,087,773 | 12,922 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,055,415 | 12,824 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,085,696 | 12,850 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,177,125 | 13,195 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $840,769 | 11,408 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $856,379 | 13,678 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $704,369 | 11,131 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $12,000 | 806,627 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $778,672 | 11,669 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $796,084 | 13,072 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $854,678 | 14,660 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||