Sound Portfolio Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 2109204
MYSTIC, CT
Position in PEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$531,435
+$1,375 QoQ
Shares Held
6,548
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#669
of 1,302 holders
Holding Since
Mar 2026
2 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, 2026Sound Portfolio Advisors, LLC holds $826,126 across 2 Utilities - Regulated Electric names. PEG ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
6,548 | $531,435 | |
| 2 | SO |
Southern Co
|
3,079 | $294,691 |
All Filings in PEG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,435 | 6,548 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $530,060 | 6,548 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||