Herold Advisors, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1891713
New York, NY
Position in PEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,304,890
+$78,579 QoQ
Shares Held
16,078
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#474
of 1,300 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. PEG ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,346 | $2,400,158 | |
| 2 | ED |
Consolidated Edison Inc
|
17,334 | $1,917,660 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
16,078 | $1,304,890 | |
| 4 | NGG |
National Grid PLC
|
14,125 | $1,170,538 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,678 | $366,377 | |
| 6 | DUK |
Duke Energy CORP
|
2,373 | $300,374 | |
| 7 | D |
Dominion Energy, Inc
|
4,023 | $274,730 |
All Filings in PEG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,304,890 | 16,078 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,226,311 | 15,149 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,155,436 | 14,389 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,200,905 | 14,389 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,238,708 | 14,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,211,044 | 14,715 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,243,270 | 14,715 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,287,657 | 14,434 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,063,785 | 14,434 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $963,902 | 14,434 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $944,889 | 15,452 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $879,373 | 15,452 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $967,449 | 15,452 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $964,977 | 15,452 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $925,667 | 15,108 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $849,522 | 15,108 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $956,034 | 15,108 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,057,560 | 15,108 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,008,156 | 15,108 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $920,077 | 15,108 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||