Beaumont Financial Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1957394
NEEDHAM, MA
Position in PEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$211,016
+$2,489 QoQ
Shares Held
2,600
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#993
of 1,302 holders
Holding Since
Dec 2025
3 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, 2026Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. PEG ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
58,993 | $8,070,832 | |
| 2 | NEE |
Nextera Energy Inc
|
45,541 | $3,997,133 | |
| 3 | SO |
Southern Co
|
8,647 | $827,604 | |
| 4 | ES |
Eversource Energy
|
4,256 | $307,581 | |
| 5 | DUK |
Duke Energy CORP
|
2,043 | $258,602 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
2,600 | $211,016 |
All Filings in PEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,016 | 2,600 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $208,527 | 2,576 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $218,737 | 2,724 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||