Badgley Phelps Wealth Managers, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1895362
SEATTLE, WA
Position in PEG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$495,481
-$8,288,889 QoQ
Shares Held
6,105
-94.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#689
of 1,302 holders
Holding Since
Dec 2021
9 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, 2026Badgley Phelps Wealth Managers, LLC holds $22,149,833 across 5 Utilities - Regulated Electric names. PEG ranks #3 (2.2% of the industry book) .
All Filings in PEG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,481 | 6,105 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,784,370 | 108,516 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,975,155 | 99,317 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,089,562 | 120,891 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,176,941 | 120,895 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,435,283 | 114,645 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,329,000 | 86,744 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $343,636 | 3,852 | Shares | Sole | 2024-10-18 | |
| 2021-12-31 | $205,661 | 3,082 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||