Meridian Wealth Partners, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1781942 EXTON, PA

Position in PEG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$222,703

+$19,438 QoQ

Shares Held

2,744

+9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#973

of 1,300 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 20% None 80%

Utilities · as of Jun 30, 2026

Meridian Wealth Partners, LLC holds $476,622 across 2 Utilities - Regulated Electric names. PEG ranks #2 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP	2,006	$253,919
2	PEG	Public Service Enterprise Group Inc This page	2,744	$222,703

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,703	2,744	+9.3%	Shares	Defined	2026-08-12
2026-03-31	$203,265	2,511	+0.2%	Shares	Defined	2026-05-14
2025-12-31	$201,151	2,505	-2.1%	Shares	Defined	2026-02-13
2025-09-30	$213,574	2,559	+6.0%	Shares	Defined	2025-11-13
2025-06-30	$203,210	2,414	-0.9%	Shares	Defined	2025-08-13
2024-12-31	$205,817	2,436	+0.6%	Shares	Defined	2025-02-11
2024-09-30	$215,977	2,421	+1141.5%	Shares	Defined	2024-11-08
2021-09-30	$11,875	195	-94.6%	Shares	Defined	2021-11-12
2021-06-30	$213,869	3,580	+0.3%	Shares	Defined	2021-08-12
2021-03-31	$214,888	3,569	-11.2%	Shares	Defined	2021-05-17
2020-12-31	$234,424	4,021	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$220,463	4,015	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$197,082	4,009	+0.2%	Shares	Sole	2020-08-12
2020-03-31	$179,729	4,002	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.