MOODY LYNN LIEBERSON & WALKER, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 938592
BOSTON, MA
Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$289,416
-$2,651 QoQ
Shares Held
3,566
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#863
of 1,302 holders
Holding Since
Dec 2021
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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. PEG ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
159,767 | $15,291,299 | |
| 2 | AEP |
American Electric Power Co Inc
|
85,654 | $11,718,323 | |
| 3 | NEE |
Nextera Energy Inc
|
7,902 | $693,558 | |
| 4 | TXNM |
Txnm Energy Inc
|
11,976 | $679,997 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,032 | $470,816 | |
| 6 | D |
Dominion Energy, Inc
|
5,574 | $380,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
This page
|
3,566 | $289,416 |
All Filings in PEG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,416 | 3,566 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $292,067 | 3,608 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $291,408 | 3,629 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $300,539 | 3,601 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $303,132 | 3,601 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $811,807 | 9,864 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $835,775 | 9,892 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $863,731 | 9,682 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $474,849 | 6,443 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $372,899 | 5,584 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $346,720 | 5,670 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $487,320 | 8,563 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $464,628 | 7,421 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $336,355 | 5,386 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $204,212 | 3,333 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,153,502 | 20,514 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,918,473 | 46,120 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,064,740 | 43,782 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $438,282 | 6,568 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||