Cerro Pacific Wealth Advisors LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1842669 San Luis Obispo, CA

Position in PEG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$737,500

+$25,707 QoQ

Shares Held

9,087

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#586

of 1,302 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,381,902 across 5 Utilities - Regulated Electric names. PEG ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,083	$965,043
2	PEG	Public Service Enterprise Group Inc This page	9,087	$737,500
3	WEC	Wec Energy Group, Inc.	6,085	$710,545
4	NEE	Nextera Energy Inc	7,457	$654,500
5	LNT	Alliant Energy Corp	4,120	$314,314

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,500	9,087	+3.3%	Shares	Sole	2026-07-15
2026-03-31	$711,793	8,793	-7.8%	Shares	Sole	2026-04-13
2025-12-31	$765,419	9,532	-1.3%	Shares	Sole	2026-02-02
2025-09-30	$806,390	9,662	-23.8%	Shares	Sole	2025-10-28
2025-06-30	$1,067,234	12,678	+3.5%	Shares	Sole	2025-07-25
2025-03-31	$1,008,257	12,251	0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,035,086	12,251	-3.7%	Shares	Sole	2025-01-17
2024-09-30	$1,134,483	12,717	0.0%	Shares	Sole	2024-10-09
2024-06-30	$937,242	12,717	+24.1%	Shares	Sole	2024-08-09
2023-03-31	$639,737	10,244	+81.1%	Shares	Sole	2023-05-10
2022-12-31	$346,604	5,657	—	Shares	Other	2023-01-19
No filing history on record for this holder in this stock.