OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in PEG — Public Service Enterprise Group Inc
CIK 714364
WILLIAMSVILLE, NY
Position in PEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,487
+$74 QoQ
Shares Held
351
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,157
of 1,302 holders
Holding Since
Mar 2020
19 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $509,325 across 21 Utilities - Regulated Electric names. PEG ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,159 | $277,265 | |
| 2 | ED |
Consolidated Edison Inc
|
570 | $63,059 | |
| 3 | EXC |
Exelon Corp
|
981 | $45,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
241 | $32,971 | |
| 5 | PEG |
Public Service Enterprise Group Inc
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|
351 | $28,487 | |
| 6 | EIX |
Edison International
|
329 | $24,494 | |
| 7 | ES |
Eversource Energy
|
323 | $23,343 | |
| 8 | DUK |
Duke Energy CORP
|
52 | $6,582 |
All Filings in PEG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,487 | 351 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,413 | 351 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,046 | 287 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,693 | 212 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,613 | 233 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,410 | 248 | Shares | Sole | 2025-05-09 | |
| 2023-03-31 | $4 | 77 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4 | 77 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,329 | 77 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,872 | 77 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,390 | 77 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,138 | 77 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,689 | 77 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,599 | 77 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,636 | 77 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,489 | 77 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $4,228 | 77 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,785 | 77 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,458 | 77 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||