Sterling Financial Planning, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1844278
SPARTA, NJ
Position in PEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$268,964
-$680 QoQ
Shares Held
3,314
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#895
of 1,302 holders
Holding Since
Dec 2020
10 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, 2026Sterling Financial Planning, Inc. holds $518,440 across 2 Utilities - Regulated Electric names. PEG ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
3,314 | $268,964 | |
| 2 | ES |
Eversource Energy
|
3,452 | $249,476 |
All Filings in PEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,964 | 3,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $269,644 | 3,331 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $267,479 | 3,331 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $278,005 | 3,331 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $280,403 | 3,331 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $283,029 | 3,439 | Shares | Sole | 2025-04-29 | |
| 2021-09-30 | $80,631 | 1,324 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $79,095 | 1,324 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $120,781 | 2,006 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $184,519 | 3,165 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||