BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1352860 BLUE BELL, PA

Position in PEG

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

Position Value

$56,406

+$146 QoQ

Shares Held

695

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,111

of 1,302 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $589,924 across 3 Utilities - Regulated Electric names. PEG ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	8,976	$418,461
2	AEP	American Electric Power Co Inc	841	$115,057
3	PEG	Public Service Enterprise Group Inc This page	695	$56,406

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,406	695	0.0%	Shares	Sole	2026-08-06
2026-03-31	$56,260	695	0.0%	Shares	Sole	2026-05-11
2025-12-31	$55,808	695	0.0%	Shares	Sole	2026-02-09
2025-09-30	$58,004	695	0.0%	Shares	Sole	2025-10-22
2025-06-30	$58,505	695	0.0%	Shares	Sole	2025-08-11
2025-03-31	$57,198	695	0.0%	Shares	Sole	2025-05-05
2024-12-31	$58,720	695	-4.3%	Shares	Sole	2025-02-07
2024-09-30	$64,766	726	+3.7%	Shares	Sole	2024-10-29
2024-06-30	$51,590	700	0.0%	Shares	Sole	2024-08-05
2024-03-31	$46,746	700	+0.7%	Shares	Sole	2024-04-24
2023-12-31	$42,499	695	+39.0%	Shares	Sole	2024-01-25
2023-09-30	$28,455	500	0.0%	Shares	Sole	2023-10-30
2023-06-30	$31,305	500	0.0%	Shares	Sole	2023-08-08
2023-03-31	$31,225	500	-28.6%	Shares	Sole	2023-05-08
2022-12-31	$42,889	700	0.0%	Shares	Sole	2023-02-03
2022-09-30	$39,361	700	-22.2%	Shares	Sole	2022-11-09
2022-06-30	$56,952	900	0.0%	Shares	Sole	2022-08-02
2022-03-31	$63,000	900	0.0%	Shares	Sole	2022-04-21
2021-12-31	$60,057	900	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.