Accurate Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in PEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$737,419
+$119,042 QoQ
Shares Held
9,086
+18.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#587
of 1,302 holders
Holding Since
Dec 2022
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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. PEG ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in PEG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,419 | 9,086 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $618,377 | 7,639 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $564,348 | 7,028 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $554,591 | 6,645 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $518,885 | 6,164 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $490,014 | 5,954 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $438,756 | 5,193 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $434,541 | 4,871 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $307,402 | 4,171 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $277,404 | 4,154 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $246,679 | 4,034 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $245,851 | 4,320 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $231,343 | 3,695 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $217,138 | 3,477 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $186,322 | 3,041 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||