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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q2 2026 holdings

Shares (Q2 2026)
9,720
Value
$788.9K
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of PEG by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,720$788.9K0.1%+10.0%AddedHolders
Q1 20269,719$791.6K0.1%−84−0.9%ReducedHolders
Q4 20259,803$801.3K0.1%−45−0.5%ReducedHolders
Q3 20259,848$801.8K0.1%−81−0.8%ReducedHolders
Q2 20259,929$874.7K0.2%−1,063−9.7%ReducedHolders
Q1 202510,992$904.6K0.2%−23−0.2%ReducedHolders
Q4 202411,015$930.7K0.2%−130−1.2%ReducedHolders
Q3 202411,145$994.2K0.2%−28−0.3%ReducedHolders
Q2 202411,173$823.5K0.2%−385−3.3%ReducedHolders
Q1 202411,558$771.9K0.1%−3,900−25.2%ReducedHolders
Q4 202315,458$955.5K0.2%+3,777+32.3%AddedHolders
Q3 202311,681$708.6K0.2%+3,717+46.7%AddedHolders
Q2 20237,964$498.6K0.1%+60+0.8%AddedHolders
Q1 20237,904$499.5K0.2%–No prior filingHolders