EPG Wealth Management LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1803058
ATLANTA, GA
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$931,716
-$156,656 QoQ
Shares Held
11,480
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#534
of 1,302 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EPG Wealth Management LLC holds $3,505,075 across 3 Utilities - Regulated Electric names. PEG ranks #3 (26.6% of the industry book) .
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,716 | 11,480 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,088,372 | 13,445 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,042,615 | 12,984 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,038,075 | 12,438 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,027,080 | 12,201 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $995,500 | 12,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $996,137 | 11,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,061,420 | 11,898 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $989,748 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $888,507 | 13,305 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $803,572 | 13,141 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $711,204 | 12,497 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $856,129 | 13,674 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $860,123 | 13,773 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $456,951 | 7,458 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $395,465 | 7,033 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $397,714 | 6,285 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $433,440 | 6,192 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $352,134 | 5,277 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $303,221 | 4,979 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $278,806 | 4,667 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $230,243 | 3,824 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $79,805 | 1,777 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||