Smallwood Wealth Investment Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1921304
RED BANK, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$442,808
+$1,145 QoQ
Shares Held
5,456
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#718
of 1,302 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $952,266 across 10 Utilities - Regulated Electric names. PEG ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
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|
5,456 | $442,808 | |
| 2 | DUK |
Duke Energy CORP
|
1,172 | $148,351 | |
| 3 | SO |
Southern Co
|
1,310 | $125,380 | |
| 4 | AEP |
American Electric Power Co Inc
|
550 | $75,245 | |
| 5 | ED |
Consolidated Edison Inc
|
532 | $58,855 | |
| 6 | CNP |
Centerpoint Energy Inc
|
750 | $33,030 | |
| 7 | NEE |
Nextera Energy Inc
|
316 | $27,735 | |
| 8 | DTE |
Dte Energy Co
|
142 | $21,636 |
All Filings in PEG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,808 | 5,456 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $441,663 | 5,456 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $443,737 | 5,526 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $776,845 | 9,308 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $783,547 | 9,308 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $760,287 | 9,238 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $780,518 | 9,238 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $826,709 | 9,267 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $674,502 | 9,152 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $611,170 | 9,152 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $559,644 | 9,152 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $305,606 | 5,370 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $339,408 | 5,421 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $338,541 | 5,421 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $332,144 | 5,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $304,822 | 5,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $342,344 | 5,410 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $378,700 | 5,410 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $361,943 | 5,424 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||