Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$362,947
+$1,020 QoQ
Shares Held
4,472
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#793
of 1,302 holders
Holding Since
Mar 2022
18 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, 2026Element Wealth, LLC holds $1,772,007 across 4 Utilities - Regulated Electric names. PEG ranks #3 (20.5% of the industry book) .
All Filings in PEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,947 | 4,472 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,927 | 4,471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $427,356 | 5,322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $444,090 | 5,321 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $446,574 | 5,305 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $436,601 | 5,305 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $448,134 | 5,304 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $473,169 | 5,304 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $606,329 | 8,227 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $548,330 | 8,211 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $524,422 | 8,576 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $486,921 | 8,556 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $534,188 | 8,532 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $531,449 | 8,510 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $343,112 | 5,600 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $314,888 | 5,600 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $354,241 | 5,598 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $393,120 | 5,616 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||