Bernardo Wealth Planning LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1765595
HARLEYSVILLE, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$227,816
-$463 QoQ
Shares Held
2,807
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#966
of 1,302 holders
Holding Since
Mar 2022
10 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, 2026Bernardo Wealth Planning LLC holds $434,538 across 2 Utilities - Regulated Electric names. PEG ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
2,807 | $227,816 | |
| 2 | PPL |
PPL Corp
|
5,687 | $206,722 |
All Filings in PEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,816 | 2,807 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $228,279 | 2,820 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $226,526 | 2,821 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $233,938 | 2,803 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $234,693 | 2,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $228,464 | 2,776 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $233,614 | 2,765 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $246,219 | 2,760 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $203,412 | 2,760 | Shares | Sole | 2024-07-10 | |
| 2022-03-31 | $200,970 | 2,871 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||