Tulsa Wealth Advisors, INC

Position in PEG — Public Service Enterprise Group Inc

CIK 2114442 TULSA, OK

Position in PEG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$632,561

-$150,711 QoQ

Shares Held

7,794

-19.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#629

of 1,302 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tulsa Wealth Advisors, INC holds $7,085,494 across 5 Utilities - Regulated Electric names. PEG ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,262	$3,094,945
2	ETR	Entergy Corp /De/	22,042	$2,531,744
3	PEG	Public Service Enterprise Group Inc This page	7,794	$632,561
4	AEP	American Electric Power Co Inc	3,253	$445,042
5	OGE	Oge Energy Corp.	7,834	$381,202

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,561	7,794	-19.5%	Shares	Sole	2026-08-06
2026-03-31	$783,272	9,676	-31.0%	Shares	Sole	2026-05-11
2025-12-31	$1,125,404	14,015	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.