Robertson Stephens Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1767307
San Francisco, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$231,468
-$100,171 QoQ
Shares Held
2,852
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#956
of 1,302 holders
Holding Since
Sep 2024
7 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, 2026Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. PEG ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,604 | $1,545,103 | |
| 2 | SO |
Southern Co
|
5,270 | $504,391 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,160 | $485,763 | |
| 4 | IDA |
Idacorp Inc
|
1,913 | $289,436 | |
| 5 | DUK |
Duke Energy CORP
|
2,253 | $285,184 | |
| 6 | PEG |
Public Service Enterprise Group Inc
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|
2,852 | $231,468 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,496 | $204,667 |
All Filings in PEG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,468 | 2,852 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $331,639 | 4,130 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $350,949 | 4,205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $207,335 | 2,463 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $202,211 | 2,457 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $209,788 | 2,483 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $481,466 | 5,397 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||