Strategies Wealth Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1976435 GRAND RAPIDS, MI

Position in PEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$400,605

+$17,712 QoQ

Shares Held

4,936

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#753

of 1,300 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $2,664,576 across 4 Utilities - Regulated Electric names. PEG ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,109	$1,413,886
2	SO	Southern Co	6,787	$649,583
3	PEG	Public Service Enterprise Group Inc This page	4,936	$400,605
4	DUK	Duke Energy CORP	1,584	$200,502

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,605	4,936	+4.4%	Shares	Sole	2026-08-14
2026-03-31	$382,893	4,730	-9.2%	Shares	Sole	2026-05-15
2025-12-31	$418,363	5,210	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.