WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1812177
HIGHLAND PARK, IL
Position in PEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$261,497
-$7,499 QoQ
Shares Held
3,222
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#903
of 1,302 holders
Holding Since
Sep 2024
8 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $811,011 across 3 Utilities - Regulated Electric names. PEG ranks #3 (32.2% of the industry book) .
All Filings in PEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,497 | 3,222 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $268,996 | 3,323 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $264,668 | 3,296 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $272,914 | 3,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $273,248 | 3,246 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $524,086 | 6,368 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $537,947 | 6,367 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $567,910 | 6,366 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||