Legacy Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1720969
PLYMOUTH MEETING, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$420,246
+$10,397 QoQ
Shares Held
5,178
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#739
of 1,300 holders
Holding Since
Mar 2020
23 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, 2026Legacy Advisors, LLC holds $1,464,641 across 5 Utilities - Regulated Electric names. PEG ranks #1 (28.7% of the industry book) .
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,246 | 5,178 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $409,849 | 5,063 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,244 | 4,947 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $395,350 | 4,737 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $495,363 | 6,019 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $498,744 | 5,903 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $514,295 | 5,765 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $412,130 | 5,592 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $368,892 | 5,524 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $340,666 | 5,571 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $299,688 | 5,266 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $312,549 | 4,992 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $309,689 | 4,959 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $299,242 | 4,884 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $273,952 | 4,872 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $309,122 | 4,885 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $344,680 | 4,924 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $311,695 | 4,671 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $284,463 | 4,671 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $279,045 | 4,671 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $281,240 | 4,671 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $208,830 | 3,582 | Shares | Sole | 2021-01-15 | |
| 2020-03-31 | $270,358 | 6,020 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||