Paragon Private Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1922684
LEXINGTON, KY
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$727,760
+$54,176 QoQ
Shares Held
8,967
+7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#591
of 1,302 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,674,031 across 6 Utilities - Regulated Electric names. PEG ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,640 | $1,021,642 | |
| 2 | SO |
Southern Co
|
8,121 | $777,260 | |
| 3 | PEG |
Public Service Enterprise Group Inc
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|
8,967 | $727,760 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,131 | $599,146 | |
| 5 | DTE |
Dte Energy Co
|
2,235 | $340,546 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,518 | $207,677 |
All Filings in PEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,760 | 8,967 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $673,584 | 8,321 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $595,022 | 7,410 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $586,640 | 7,029 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $557,271 | 6,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,096 | 5,068 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $373,783 | 4,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $323,207 | 3,623 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $240,777 | 3,267 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $217,302 | 3,254 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||