Sovereign Financial Group, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1846175
STAMFORD, CT
Position in PEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$817,443
+$6,648 QoQ
Shares Held
10,072
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#556
of 1,302 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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. PEG ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in PEG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,443 | 10,072 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $810,795 | 10,016 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $805,569 | 10,032 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $838,439 | 10,046 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $845,167 | 10,040 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $863,820 | 10,496 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $891,960 | 10,557 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $941,968 | 10,559 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $782,841 | 10,622 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $704,729 | 10,553 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $677,786 | 11,084 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $617,814 | 10,856 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $631,108 | 10,080 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $572,853 | 9,173 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $542,852 | 8,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $446,522 | 7,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $493,330 | 7,796 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $539,350 | 7,705 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $452,295 | 6,778 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $381,051 | 6,257 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $373,434 | 6,251 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $376,372 | 6,251 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $351,607 | 6,031 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||