Key Client Fiduciary Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1912612 Fairfield, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,146,357

+$4,420 QoQ

Shares Held

26,446

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#401

of 1,302 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $4,286,489 across 4 Utilities - Regulated Electric names. PEG ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	26,446	$2,146,357
2	NEE	Nextera Energy Inc	11,889	$1,043,497
3	ED	Consolidated Edison Inc	6,318	$698,960
4	SO	Southern Co	4,155	$397,675

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,146,357	26,446	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$2,141,937	26,460	+0.0%	Shares	Sole	2026-04-09
2025-12-31	$2,123,694	26,447	-3.6%	Shares	Sole	2026-01-28
2025-09-30	$2,289,725	27,435	-1.4%	Shares	Sole	2025-10-14
2025-06-30	$2,341,550	27,816	-0.3%	Shares	Sole	2025-07-09
2025-03-31	$2,295,264	27,889	-0.7%	Shares	Sole	2025-04-10
2024-12-31	$2,372,310	28,078	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$2,506,354	28,095	-0.3%	Shares	Sole	2024-10-18
2024-06-30	$2,076,129	28,170	-6.6%	Shares	Sole	2024-07-16
2024-03-31	$2,014,485	30,166	-17.6%	Shares	Sole	2024-04-15
2023-12-31	$2,239,496	36,623	-14.4%	Shares	Sole	2024-01-09
2023-09-30	$2,434,666	42,781	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$2,576,401	41,150	+0.7%	Shares	Sole	2023-07-13
2023-03-31	$2,550,957	40,848	+2.5%	Shares	Sole	2023-04-25
2022-12-31	$2,441,364	39,846	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.