Wealth Quarterback LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1803386
TOMS RIVER, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,262,281
+$285,053 QoQ
Shares Held
15,553
+28.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#483
of 1,302 holders
Holding Since
Mar 2020
23 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, 2026Wealth Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. PEG ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
|
3,526 | $254,824 |
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,281 | 15,553 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $977,228 | 12,072 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $980,382 | 12,209 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,017,293 | 12,189 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $902,998 | 10,727 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $866,042 | 10,523 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $884,441 | 10,468 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $964,092 | 10,807 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $583,409 | 7,916 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $533,972 | 7,996 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $487,426 | 7,971 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $451,182 | 7,928 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $510,709 | 8,157 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $453,199 | 7,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $682,363 | 11,137 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $457,093 | 8,129 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $511,935 | 8,090 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $463,875 | 7,617 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $453,068 | 7,584 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $438,357 | 7,519 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $409,244 | 7,453 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $366,389 | 7,453 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $336,735 | 7,498 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||