Rosenberg Matthew Hamilton
Position in PEG — Public Service Enterprise Group Inc
CIK 1812103
GRAND JUNCTION, CO
Position in PEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$301,509
+$8,551 QoQ
Shares Held
3,715
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#851
of 1,302 holders
Holding Since
Dec 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, 2026Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. PEG ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,654 | $445,434 | |
| 2 | DUK |
Duke Energy CORP
|
3,100 | $392,398 | |
| 3 | NEE |
Nextera Energy Inc
|
3,942 | $345,989 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
3,715 | $301,509 | |
| 5 | XEL |
Xcel Energy Inc
|
3,427 | $275,188 | |
| 6 | D |
Dominion Energy, Inc
|
3,208 | $219,074 | |
| 7 | EXC |
Exelon Corp
|
4,580 | $213,519 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,470 | $201,110 |
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,509 | 3,715 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $292,958 | 3,619 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $273,662 | 3,408 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $291,025 | 3,487 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $283,434 | 3,367 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $210,852 | 2,562 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $216,463 | 2,562 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $228,556 | 2,562 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $188,819 | 2,562 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $171,090 | 2,562 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $149,389 | 2,443 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $134,762 | 2,368 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $148,260 | 2,368 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $147,881 | 2,368 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $145,087 | 2,368 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $133,152 | 2,368 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $149,847 | 2,368 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $165,690 | 2,367 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $158,016 | 2,368 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $150,666 | 2,474 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $147,796 | 2,474 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $148,959 | 2,474 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $85,584 | 1,468 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||