Capital Planning Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1631941
Roseville, CA
Position in PEG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$356,422
+$2,540 QoQ
Shares Held
4,403
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Capital Planning Advisors, LLC holds $2,651,733 across 4 Utilities - Regulated Electric names. PEG ranks #2 (13.4% of the industry book) .
All Filings in PEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,422 | 4,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $353,882 | 4,407 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $365,554 | 4,380 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $368,708 | 4,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,556 | 4,381 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $371,164 | 4,393 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $390,829 | 4,381 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||