River Wealth Advisors LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1642570
CAMP HILL, PA
Position in PEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,237,797
+$211,239 QoQ
Shares Held
39,894
+6.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#329
of 1,302 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026River Wealth Advisors LLC holds $5,066,159 across 5 Utilities - Regulated Electric names. PEG ranks #1 (63.9% of the industry book) .
All Filings in PEG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,237,797 | 39,894 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,026,558 | 37,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,642,833 | 32,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,070,475 | 24,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,576,270 | 18,725 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $339,405 | 4,124 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $421,858 | 4,993 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $446,139 | 5,001 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,984 | 4,993 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $333,432 | 4,993 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305,321 | 4,993 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $227,241 | 3,993 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,001 | 3,993 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $249,362 | 3,993 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $203,661 | 3,324 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $210,342 | 3,324 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $232,680 | 3,324 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $223,678 | 3,352 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $202,431 | 3,324 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $200,138 | 3,324 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||