KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Position in PEG — Public Service Enterprise Group Inc
CIK 1907480
IRVINE, CA
Position in PEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,316,009
+$44,609 QoQ
Shares Held
16,215
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#473
of 1,302 holders
Holding Since
Sep 2025
4 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $5,725,114 across 4 Utilities - Regulated Electric names. PEG ranks #3 (23.0% of the industry book) .
All Filings in PEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,009 | 16,215 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,271,400 | 15,706 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,148,129 | 14,298 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,092,407 | 13,089 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||