IVC Wealth Advisors LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1842811 SILVERDALE, PA

Position in PEG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$675,575

-$22,942 QoQ

Shares Held

8,324

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#609

of 1,302 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $2,164,797 across 5 Utilities - Regulated Electric names. PEG ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	8,324	$675,575
2	SO	Southern Co	5,626	$538,464
3	AEP	American Electric Power Co Inc	2,493	$341,067
4	ED	Consolidated Edison Inc	3,074	$340,076
5	DUK	Duke Energy CORP	2,130	$269,615

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,575	8,324	-3.5%	Shares	Sole	2026-07-14
2026-03-31	$698,517	8,629	-3.6%	Shares	Sole	2026-04-16
2025-12-31	$718,925	8,953	-2.1%	Shares	Sole	2026-01-16
2025-09-30	$763,408	9,147	-15.7%	Shares	Sole	2025-10-09
2025-06-30	$913,437	10,851	-0.4%	Shares	Sole	2025-07-22
2025-03-31	$896,658	10,895	-3.2%	Shares	Sole	2025-04-08
2024-12-31	$950,681	11,252	-1.4%	Shares	Sole	2025-01-17
2024-09-30	$1,018,332	11,415	-11.6%	Shares	Sole	2024-10-24
2024-06-30	$951,761	12,914	-2.6%	Shares	Sole	2024-07-16
2024-03-31	$885,836	13,265	-2.5%	Shares	Sole	2024-04-19
2023-12-31	$831,578	13,599	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$773,236	13,587	0.0%	Shares	Sole	2023-10-05
2023-06-30	$850,682	13,587	-2.5%	Shares	Sole	2023-07-13
2023-03-31	$870,615	13,941	-5.9%	Shares	Sole	2023-04-13
2022-12-31	$907,592	14,813	-0.4%	Shares	Sole	2023-01-17
2022-09-30	$836,140	14,870	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$939,644	14,849	-1.1%	Shares	Sole	2022-07-11
2022-03-31	$1,050,560	15,008	-0.7%	Shares	Sole	2022-04-27
2021-12-31	$1,008,957	15,120	-6.8%	Shares	Sole	2022-01-13
2021-09-30	$987,798	16,220	+6.6%	Shares	Sole	2021-10-08
2021-06-30	$909,183	15,219	-1.6%	Shares	Sole	2021-07-13
2021-03-31	$931,268	15,467	-2.3%	Shares	Sole	2021-04-20
2020-12-31	$922,539	15,824	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.