Roundview Capital LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1476804 PRINCETON, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$430,878

+$135,897 QoQ

Shares Held

5,309

+45.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#730

of 1,300 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. PEG ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,576	$1,367,105
2	DUK	Duke Energy CORP	6,901	$873,528
3	SO	Southern Co	8,524	$815,832
4	PEG	Public Service Enterprise Group Inc This page	5,309	$430,878
5	AEP	American Electric Power Co Inc	2,548	$348,591
6	ETR	Entergy Corp /De/	1,910	$219,382
7	ED	Consolidated Edison Inc	1,960	$216,834

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,878	5,309	+45.7%	Shares	Sole	2026-07-30
2026-03-31	$294,981	3,644	-14.7%	Shares	Sole	2026-05-08
2025-12-31	$343,202	4,274	-2.8%	Shares	Sole	2026-02-09
2025-09-30	$366,806	4,395	0.0%	Shares	Sole	2025-11-12
2025-06-30	$369,971	4,395	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$362,037	4,399	-4.9%	Shares	Sole	2025-05-06
2024-12-31	$390,681	4,624	+16.3%	Shares	Sole	2025-02-12
2024-09-30	$354,788	3,977	0.0%	Shares	Sole	2024-11-14
2024-06-30	$293,104	3,977	+1.0%	Shares	Sole	2024-08-09
2024-03-31	$262,979	3,938	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.