Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$61,113
+$320 QoQ
Shares Held
753
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,105
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, 2026PFS Partners, LLC holds $449,648 across 11 Utilities - Regulated Electric names. PEG ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
679 | $85,947 | |
| 2 | ED |
Consolidated Edison Inc
|
745 | $82,419 | |
| 3 | AEP |
American Electric Power Co Inc
|
500 | $68,405 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
753 | $61,113 | |
| 5 | SO |
Southern Co
|
600 | $57,426 | |
| 6 | NEE |
Nextera Energy Inc
|
391 | $34,318 | |
| 7 | ETR |
Entergy Corp /De/
|
250 | $28,715 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
131 | $15,296 |
All Filings in PEG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,113 | 753 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $60,793 | 751 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $60,225 | 750 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $62,511 | 749 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $62,966 | 748 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $49,791 | 605 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $51,116 | 605 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $53,972 | 605 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $46,431 | 630 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $42,071 | 630 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,179 | 330 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $18,780 | 330 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $20,661 | 330 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $20,608 | 330 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $20,219 | 330 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $18,555 | 330 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $20,882 | 330 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $53,550 | 765 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $51,048 | 765 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||