CRA Financial Services, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1765594
NORTHFIELD, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,067,903
+$749,203 QoQ
Shares Held
13,158
+234.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#505
of 1,302 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. PEG ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in PEG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,903 | 13,158 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $318,700 | 3,937 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $309,636 | 3,856 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $346,275 | 4,149 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $349,347 | 4,150 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $344,672 | 4,188 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $349,619 | 4,138 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $344,618 | 3,863 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $299,443 | 4,063 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $271,327 | 4,063 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $275,847 | 4,511 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $279,485 | 4,911 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $271,226 | 4,332 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $212,454 | 3,402 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $208,440 | 3,402 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $223,062 | 3,525 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $246,750 | 3,525 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $561,199 | 8,410 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $224,355 | 3,684 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $203,713 | 3,410 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $205,316 | 3,410 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||