PDS Planning, Inc

Position in PEG — Public Service Enterprise Group Inc

CIK 838618 DUBLIN, OH

Position in PEG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$425,311

+$23,089 QoQ

Shares Held

5,254

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. PEG ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,664	$1,919,272
2	AEP	American Electric Power Co Inc	8,428	$1,104,742
3	SO	Southern Co	6,319	$609,909
4	DUK	Duke Energy CORP	4,232	$554,138
5	PEG	Public Service Enterprise Group Inc This page	5,254	$425,311
6	KEP	Korea Electric Power Corp	27,947	$398,244
7	NGG	National Grid PLC	4,161	$352,020
8	EXC	Exelon Corp	5,646	$276,766

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$425,311	5,254	+4.9%	Shares	Sole	2026-04-22
2025-12-31	$402,222	5,009	-3.3%	Shares	Sole	2026-01-26
2025-09-30	$432,239	5,179	+4.0%	Shares	Sole	2025-10-21
2025-06-30	$419,216	4,980	+3.9%	Shares	Sole	2025-07-24
2025-03-31	$394,628	4,795	+4.4%	Shares	Sole	2025-04-24
2024-12-31	$388,147	4,594	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$408,760	4,582	-1.3%	Shares	Sole	2024-10-30
2024-06-30	$342,115	4,642	+2.5%	Shares	Sole	2024-08-08
2024-03-31	$302,513	4,530	+4.2%	Shares	Sole	2024-05-01
2023-12-31	$265,941	4,349	-1.5%	Shares	Sole	2024-02-01
2023-09-30	$251,143	4,413	+3.9%	Shares	Sole	2023-10-23
2023-06-30	$265,842	4,246	+12.4%	Shares	Sole	2023-07-21
2023-03-31	$235,936	3,778	+10.1%	Shares	Sole	2023-05-02
2022-12-31	$210,156	3,430	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.