Modera Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1542143
WESTWOOD, NJ
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$946,082
+$23,819 QoQ
Shares Held
11,657
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#532
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. PEG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
54,771 | $4,807,250 | |
| 2 | DUK |
Duke Energy CORP
|
27,848 | $3,524,999 | |
| 3 | SO |
Southern Co
|
11,360 | $1,087,265 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
11,657 | $946,082 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,153 | $704,981 | |
| 6 | D |
Dominion Energy, Inc
|
9,771 | $667,261 | |
| 7 | ES |
Eversource Energy
|
5,986 | $432,608 | |
| 8 | ED |
Consolidated Edison Inc
|
3,375 | $373,376 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,082 | 11,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $922,263 | 11,393 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $962,636 | 11,988 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,019,881 | 12,220 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $998,290 | 11,859 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $975,913 | 11,858 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,046,239 | 12,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,080,600 | 12,113 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $615,247 | 8,348 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $531,101 | 7,953 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $410,377 | 6,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $378,280 | 6,647 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $405,524 | 6,477 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $358,275 | 5,737 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $350,709 | 5,724 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $342,328 | 6,088 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $385,248 | 6,088 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $428,190 | 6,117 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $405,851 | 6,082 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $327,702 | 5,381 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $321,460 | 5,381 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $323,990 | 5,381 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $313,712 | 5,381 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $471,182 | 8,581 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $422,530 | 8,595 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $386,001 | 8,595 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||