STONERIDGE INVESTMENT PARTNERS LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1108831 RADNOR, PA

Position in PEG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$439,968

-$1,365,605 QoQ

Shares Held

5,421

-74.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#721

of 1,302 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $3,214,021 across 6 Utilities - Regulated Electric names. PEG ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	19,589	$913,239
2	NEE	Nextera Energy Inc	6,707	$588,673
3	PPL	PPL Corp	14,824	$538,852
4	PEG	Public Service Enterprise Group Inc This page	5,421	$439,968
5	DTE	Dte Energy Co	2,460	$374,830
6	ES	Eversource Energy	4,960	$358,459

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,968	5,421	-74.9%	Shares	Sole	2026-08-06
2025-09-30	$1,805,573	21,634	+35.1%	Shares	Sole	2025-10-31
2020-06-30	$787,346	16,016	-8.6%	Shares	Sole	2020-08-05
2020-03-31	$786,643	17,516	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.