Martin Capital Partners, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1731216 EUGENE, OR

Position in PEG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,498,914

+$2,066,024 QoQ

Shares Held

67,754

+76.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#254

of 1,302 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Jun 30, 2026

Martin Capital Partners, LLC holds $16,904,188 across 4 Utilities - Regulated Electric names. PEG ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POR	Portland General Electric Co /Or/	108,542	$5,625,731
2	PEG	Public Service Enterprise Group Inc This page	67,754	$5,498,914
3	ETR	Entergy Corp /De/	47,551	$5,461,707
4	CNP	Centerpoint Energy Inc	7,217	$317,836

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,498,914	67,754	+76.1%	Shares	Sole	2026-07-07
2024-09-30	$3,432,890	38,481	-57.1%	Shares	Sole	2024-10-15
2024-06-30	$6,616,491	89,776	-2.0%	Shares	Sole	2024-07-15
2024-03-31	$6,115,244	91,573	-1.5%	Shares	Sole	2024-04-05
2023-12-31	$5,685,727	92,980	-0.6%	Shares	Sole	2024-01-08
2023-09-30	$5,325,410	93,576	+0.9%	Shares	Sole	2023-10-13
2023-06-30	$5,805,449	92,724	-1.4%	Shares	Sole	2023-07-17
2023-03-31	$5,874,047	94,060	+2.9%	Shares	Sole	2023-04-05
2022-12-31	$5,601,548	91,424	+4.6%	Shares	Sole	2023-01-05
2022-09-30	$4,914,895	87,407	+3.5%	Shares	Sole	2022-10-06
2022-06-30	$5,343,869	84,448	+1.6%	Shares	Sole	2022-07-08
2022-03-31	$5,816,650	83,095	+3.9%	Shares	Sole	2022-04-06
2021-12-31	$5,337,665	79,989	+0.4%	Shares	Sole	2022-01-07
2021-09-30	$4,853,181	79,691	+0.2%	Shares	Sole	2021-10-06
2021-06-30	$4,751,062	79,529	+0.6%	Shares	Sole	2021-07-06
2021-03-31	$4,761,828	79,087	-0.6%	Shares	Sole	2021-04-14
2020-12-31	$4,636,948	79,536	-0.4%	Shares	Sole	2021-01-07
2020-09-30	$4,386,430	79,884	-1.3%	Shares	Sole	2020-10-08
2020-06-30	$3,980,288	80,966	-0.8%	Shares	Sole	2020-07-07
2020-03-31	$3,663,892	81,583	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.