SAX WEALTH ADVISORS, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1846150
PARSIPPANY, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$812,330
+$212,653 QoQ
Shares Held
10,009
+35.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#558
of 1,300 holders
Holding Since
Dec 2020
23 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, 2026SAX WEALTH ADVISORS, LLC holds $6,891,098 across 8 Utilities - Regulated Electric names. PEG ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,397 | $2,316,864 | |
| 2 | ED |
Consolidated Edison Inc
|
8,715 | $964,140 | |
| 3 | D |
Dominion Energy, Inc
|
12,180 | $831,772 | |
| 4 | PEG |
Public Service Enterprise Group Inc
This page
|
10,009 | $812,330 | |
| 5 | SO |
Southern Co
|
6,567 | $628,527 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,646 | $498,809 | |
| 7 | DUK |
Duke Energy CORP
|
3,861 | $488,725 | |
| 8 | ES |
Eversource Energy
|
4,842 | $349,931 |
All Filings in PEG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,330 | 10,009 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $599,677 | 7,408 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $597,833 | 7,445 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $554,675 | 6,646 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $565,857 | 6,722 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $513,305 | 6,237 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $463,850 | 5,490 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $517,418 | 5,800 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $618,343 | 8,390 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $545,659 | 8,171 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $546,864 | 8,943 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $481,800 | 8,466 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $579,956 | 9,263 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $528,264 | 8,459 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $521,407 | 8,510 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $726,322 | 12,917 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $836,308 | 13,216 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $925,120 | 13,216 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $895,249 | 13,416 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $682,689 | 11,210 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $706,544 | 11,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $748,410 | 12,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $824,362 | 14,140 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||