D.B. Root & Company, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1731717
PITTSBURGH, PA
Position in PEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$388,756
-$22,065 QoQ
Shares Held
4,790
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#766
of 1,302 holders
Holding Since
Jun 2024
9 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, 2026D.B. Root & Company, LLC holds $1,218,118 across 3 Utilities - Regulated Electric names. PEG ranks #2 (31.9% of the industry book) .
All Filings in PEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,756 | 4,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $410,821 | 5,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $399,974 | 4,981 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $409,371 | 4,905 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $411,640 | 4,890 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $399,484 | 4,854 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $415,606 | 4,919 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $447,923 | 5,021 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $392,305 | 5,323 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||