RMR Wealth Builders

Position in PEG — Public Service Enterprise Group Inc

CIK 1803848 Montclair, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,285,980

-$32,371 QoQ

Shares Held

15,845

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#479

of 1,302 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RMR Wealth Builders holds $6,852,762 across 4 Utilities - Regulated Electric names. PEG ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	34,288	$4,340,175
2	PEG	Public Service Enterprise Group Inc This page	15,845	$1,285,980
3	NEE	Nextera Energy Inc	7,886	$692,154
4	ED	Consolidated Edison Inc	4,831	$534,453

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,980	15,845	-2.7%	Shares	Sole	2026-07-24
2026-03-31	$1,318,351	16,286	+0.6%	Shares	Sole	2026-04-22
2025-12-31	$1,300,217	16,192	-5.8%	Shares	Sole	2026-01-29
2025-09-30	$1,434,343	17,186	+1.0%	Shares	Sole	2025-11-05
2025-06-30	$1,432,911	17,022	+0.1%	Shares	Sole	2025-07-08
2025-03-31	$1,399,182	17,001	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$1,434,640	16,980	+2.1%	Shares	Sole	2025-01-14
2024-09-30	$1,483,027	16,624	-8.2%	Shares	Sole	2024-10-21
2024-06-30	$1,334,707	18,110	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$1,206,581	18,068	-0.1%	Shares	Sole	2024-04-15
2023-12-31	$1,106,203	18,090	-3.8%	Shares	Sole	2024-02-06
2023-09-30	$1,070,590	18,812	-0.9%	Shares	Sole	2023-10-23
2023-06-30	$1,188,275	18,979	+0.5%	Shares	Sole	2023-07-21
2023-03-31	$1,178,868	18,877	+111.2%	Shares	Sole	2023-04-11
2022-12-31	$547,753	8,940	-10.9%	Shares	Sole	2023-02-15
2022-09-30	$564,324	10,036	-0.6%	Shares	Sole	2022-11-08
2022-06-30	$638,685	10,093	+0.4%	Shares	Sole	2022-08-02
2022-03-31	$703,710	10,053	-10.3%	Shares	Sole	2022-05-13
2021-12-31	$747,976	11,209	+20.2%	Shares	Sole	2022-02-02
2021-09-30	$568,135	9,329	+4.8%	Shares	Sole	2021-10-18
2021-06-30	$531,984	8,905	-48.5%	Shares	Sole	2021-08-16
2021-03-31	$1,041,392	17,296	+290.9%	Shares	Sole	2021-05-13
2020-12-31	$257,977	4,425	-92.5%	Shares	Sole	2021-02-26
2020-09-30	$3,250,836	59,203	+2687.3%	Shares	Sole	2020-11-13
2020-06-30	$104,415	2,124	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.