FRG Family Wealth Advisors LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1893327 BELLEVUE, WA

Position in PEG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,127,957

-$299,777 QoQ

Shares Held

13,934

-21.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Utilities · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $2,902,217 across 4 Utilities - Regulated Electric names. PEG ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	13,934	$1,127,957
2	EXC	Exelon Corp	21,880	$1,072,557
3	ETR	Entergy Corp /De/	3,390	$380,900
4	DUK	Duke Energy CORP	2,450	$320,803

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,127,957	13,934	-21.6%	Shares	Sole	2026-04-24
2025-12-31	$1,427,734	17,780	0.0%	Shares	Sole	2026-01-21
2025-09-30	$1,483,918	17,780	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,496,720	17,780	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,463,294	17,780	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,502,232	17,780	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$1,590,614	17,830	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,314,071	17,830	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,190,687	17,830	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,090,304	17,830	+0.3%	Shares	Sole	2024-01-09
2023-09-30	$1,011,859	17,780	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,113,205	17,780	-1.9%	Shares	Sole	2023-07-13
2023-03-31	$1,131,594	18,120	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,110,212	18,120	+2.8%	Shares	Sole	2023-01-25
2022-09-30	$990,772	17,620	0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,114,993	17,620	0.0%	Shares	Sole	2022-07-11
2022-03-31	$1,233,400	17,620	0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,175,782	17,620	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,073,058	17,620	-5.4%	Shares	Sole	2022-03-02
2021-06-30	$1,112,358	18,620	0.0%	Shares	Sole	2022-03-02
2021-03-31	$1,121,110	18,620	-6.4%	Shares	Sole	2022-03-02
2020-12-31	$1,159,820	19,894	0.0%	Shares	Sole	2022-03-02
2020-09-30	$1,092,379	19,894	0.0%	Shares	Sole	2022-03-02
2020-06-30	$977,989	19,894	0.0%	Shares	Sole	2022-03-02
2020-03-31	$893,439	19,894	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.