Cassaday & Co Wealth Management LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1963612 MCLEAN, VA

Position in PEG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$307,271

+$795 QoQ

Shares Held

3,786

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#846

of 1,302 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $8,781,343 across 22 Utilities - Regulated Electric names. PEG ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	29,047	$1,983,619
2	NEE	Nextera Energy Inc	16,440	$1,442,938
3	DUK	Duke Energy CORP	9,450	$1,196,181
4	SO	Southern Co	12,313	$1,178,477
5	AEP	American Electric Power Co Inc	4,829	$660,655
6	OGE	Oge Energy Corp.	7,422	$361,154
7	PEG	Public Service Enterprise Group Inc This page	3,786	$307,271
8	EXC	Exelon Corp	6,167	$287,505

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,271	3,786	0.0%	Shares	Sole	2026-08-10
2026-03-31	$306,476	3,786	0.0%	Shares	Sole	2026-05-07
2025-12-31	$304,015	3,786	0.0%	Shares	Sole	2026-02-03
2025-09-30	$315,979	3,786	0.0%	Shares	Sole	2025-11-07
2025-06-30	$318,705	3,786	0.0%	Shares	Sole	2025-08-05
2025-03-31	$311,587	3,786	-28.4%	Shares	Sole	2025-05-05
2024-12-31	$446,614	5,286	-22.1%	Shares	Sole	2025-02-03
2024-09-30	$605,379	6,786	-3.5%	Shares	Sole	2024-11-07
2024-06-30	$518,479	7,035	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$464,521	6,956	+2.6%	Shares	Sole	2024-05-08
2023-12-31	$414,780	6,783	0.0%	Shares	Sole	2024-02-14
2023-09-30	$386,020	6,783	-4.2%	Shares	Sole	2023-11-06
2023-06-30	$443,466	7,083	+4.4%	Shares	Sole	2023-08-07
2023-03-31	$423,598	6,783	+18.8%	Shares	Sole	2023-05-03
2022-12-31	$349,912	5,711	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.