UNIVEST FINANCIAL Corp

Position in PEG — Public Service Enterprise Group Inc

CIK 102212 SOUDERTON, PA

Position in PEG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$251,514

-$726 QoQ

Shares Held

3,099

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#919

of 1,302 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. PEG ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	344,774	$30,260,813
2	ETR	Entergy Corp /De/	14,548	$1,670,983
3	WEC	Wec Energy Group, Inc.	13,746	$1,605,119
4	PPL	PPL Corp	19,529	$709,878
5	DUK	Duke Energy CORP	4,678	$592,141
6	SO	Southern Co	6,174	$590,913
7	EXC	Exelon Corp	9,283	$432,772
8	PEG	Public Service Enterprise Group Inc This page	3,099	$251,514

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,514	3,099	-0.5%	Shares	Defined	2026-08-07
2026-03-31	$252,240	3,116	-0.7%	Shares	Defined	2026-05-01
2025-12-31	$251,981	3,138	0.0%	Shares	Defined	2026-02-04
2025-09-30	$261,897	3,138	-0.8%	Shares	Defined	2025-10-30
2025-06-30	$266,261	3,163	0.0%	Shares	Defined	2025-08-04
2025-03-31	$260,314	3,163	-0.2%	Shares	Other	2025-05-08
2024-12-31	$267,748	3,169	0.0%	Shares	Other	2025-02-12
2024-09-30	$282,706	3,169	-0.2%	Shares	Defined	2024-11-14
2024-06-30	$234,070	3,176	0.0%	Shares	Sole	2024-08-05
2024-03-31	$212,092	3,176	-9.8%	Shares	Sole	2024-05-08
2020-12-31	$205,331	3,522	—	Shares	Other	2021-01-19
No filing history on record for this holder in this stock.