BELLEVUE ASSET MANAGEMENT, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1801619
BELLEVUE, WA
Position in PEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,898
+$90 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,145
of 1,302 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. PEG ranks #3 (15.7% of the industry book) .
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,898 | 430 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $34,808 | 430 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,368 | 428 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $35,637 | 427 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,692 | 424 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $34,812 | 423 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $35,654 | 422 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,646 | 422 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $30,954 | 420 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,914 | 418 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $25,438 | 416 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,560 | 414 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $25,857 | 413 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $25,666 | 411 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,120 | 410 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $22,998 | 409 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,754 | 407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,420 | 406 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $27,025 | 405 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $24,542 | 403 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $24,075 | 403 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $24,144 | 401 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $23,378 | 401 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,964 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,664 | 400 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $17,964 | 400 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||