WEST PACES ADVISORS INC.
Position in PEG — Public Service Enterprise Group Inc
CIK 2004720
ATLANTA, GA
Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$107,131
-$22,326 QoQ
Shares Held
1,320
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,054
of 1,302 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. PEG ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
This page
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in PEG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,131 | 1,320 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $129,457 | 1,573 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $132,902 | 1,573 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $140,327 | 1,573 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $115,930 | 1,573 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $105,044 | 1,573 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $96,800 | 1,583 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $92,990 | 1,634 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $102,304 | 1,634 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $102,043 | 1,634 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $99,502 | 1,624 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $91,317 | 1,624 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $102,766 | 1,624 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $113,680 | 1,624 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $107,835 | 1,616 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $98,414 | 1,616 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $97,734 | 1,636 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $3,070 | 51 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $2,973 | 51 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $2,800 | 51 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $2,507 | 51 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $2,290 | 51 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||