Signature Wealth Management Partners, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1824694
MONTVALE, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,527,674
-$40,003 QoQ
Shares Held
18,823
-2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#450
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, 2026Signature Wealth Management Partners, LLC holds $3,874,410 across 3 Utilities - Regulated Electric names. PEG ranks #2 (39.4% 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 | $1,527,674 | 18,823 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,567,677 | 19,366 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,537,022 | 19,141 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,306,917 | 27,641 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,326,819 | 27,641 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $620,706 | 7,542 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $690,621 | 8,174 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $729,202 | 8,174 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $648,117 | 8,794 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $587,263 | 8,794 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $543,868 | 8,894 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $506,157 | 8,894 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $550,592 | 8,794 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,785,757 | 28,595 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,751,893 | 28,593 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,607,671 | 28,591 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,809,111 | 28,589 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,001,160 | 28,588 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,907,543 | 28,586 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,740,765 | 28,584 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,688,431 | 28,263 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,701,715 | 28,263 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $506,860 | 8,694 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||