Palumbo Wealth Management LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1846310
GREAT NECK, NY
Position in PEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$462,043
-$4,390 QoQ
Shares Held
5,693
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#709
of 1,302 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Palumbo Wealth Management LLC holds $7,863,512 across 6 Utilities - Regulated Electric names. PEG ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
50,507 | $5,801,234 | |
| 2 | NEE |
Nextera Energy Inc
|
6,878 | $603,682 | |
| 3 | PEG |
Public Service Enterprise Group Inc
This page
|
5,693 | $462,043 | |
| 4 | SO |
Southern Co
|
4,437 | $424,665 | |
| 5 | ED |
Consolidated Edison Inc
|
3,233 | $357,666 | |
| 6 | LNT |
Alliant Energy Corp
|
2,808 | $214,222 |
All Filings in PEG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,043 | 5,693 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $466,433 | 5,762 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $459,958 | 5,728 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $475,805 | 5,701 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $477,721 | 5,675 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $452,320 | 5,496 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $456,246 | 5,400 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $479,592 | 5,376 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $394,516 | 5,353 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $355,670 | 5,326 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $323,850 | 5,296 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $299,688 | 5,266 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $327,700 | 5,234 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $325,052 | 5,205 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $317,072 | 5,175 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $289,415 | 5,147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $431,506 | 6,819 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $474,460 | 6,778 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $449,826 | 6,741 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $500,049 | 8,211 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $487,478 | 8,160 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $488,182 | 8,108 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $469,664 | 8,056 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||