CALTON & ASSOCIATES, INC.
Position in PEG — Public Service Enterprise Group Inc
CIK 822648
Tampa, FL
Position in PEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$484,606
-$66,906 QoQ
Shares Held
5,971
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#697
of 1,302 holders
Holding Since
Mar 2020
25 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, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. PEG ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in PEG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,606 | 5,971 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $551,512 | 6,813 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $549,814 | 6,847 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $595,236 | 7,132 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $592,543 | 7,039 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $632,969 | 7,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $545,720 | 6,459 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $580,221 | 6,504 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $474,849 | 6,443 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $426,657 | 6,389 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $488,649 | 7,991 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $527,802 | 8,430 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $459,382 | 7,356 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $359,838 | 5,873 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $437,694 | 7,784 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $501,240 | 7,921 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $664,790 | 9,497 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $632,867 | 9,484 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $589,268 | 9,676 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $551,519 | 9,232 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $680,975 | 11,310 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $787,866 | 13,514 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $711,304 | 12,954 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $657,072 | 13,366 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $693,275 | 15,437 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||