LIBERTY WEALTH MANAGEMENT LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1769302
OAKLAND, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$488,502
+$1,264 QoQ
Shares Held
6,019
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#690
of 1,300 holders
Holding Since
Mar 2020
24 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $1,298,273 across 4 Utilities - Regulated Electric names. PEG ranks #1 (37.6% of the industry book) .
All Filings in PEG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,502 | 6,019 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $487,238 | 6,019 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $482,843 | 6,013 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $501,844 | 6,013 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $506,258 | 6,014 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $502,377 | 5,946 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $529,193 | 5,932 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $437,188 | 5,932 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $396,138 | 5,932 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $362,741 | 5,932 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $337,590 | 5,932 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $371,402 | 5,932 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $370,453 | 5,932 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $333,556 | 5,932 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $375,376 | 5,932 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $444,710 | 6,353 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $423,668 | 6,349 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $411,805 | 6,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $378,930 | 6,343 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $374,927 | 6,227 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $363,034 | 6,227 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $423,740 | 7,717 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $385,217 | 7,836 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $350,163 | 7,797 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||