WOODWARD DIVERSIFIED CAPITAL, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1846177
BAKERSFIELD, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$516,908
-$3,924 QoQ
Shares Held
6,369
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#677
of 1,302 holders
Holding Since
Sep 2021
20 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, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $2,148,612 across 3 Utilities - Regulated Electric names. PEG ranks #3 (24.1% of the industry book) .
All Filings in PEG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,908 | 6,369 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $520,832 | 6,434 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $492,881 | 6,138 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $485,236 | 5,814 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $485,550 | 5,768 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $262,372 | 3,188 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $247,133 | 2,925 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $476,202 | 5,338 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $402,770 | 5,465 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $348,858 | 5,224 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $295,232 | 4,828 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $278,688 | 4,897 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $263,212 | 4,204 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $269,221 | 4,311 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $263,154 | 4,295 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $254,103 | 4,519 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $303,364 | 4,794 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $322,910 | 4,613 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $279,732 | 4,192 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $221,797 | 3,642 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||