Marion Wealth Management
Position in PEG — Public Service Enterprise Group Inc
CIK 1911097
MONROEVILLE, PA
Position in PEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,016
+$546 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#994
of 1,302 holders
Holding Since
Sep 2024
8 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, 2026Marion Wealth Management holds $3,768,105 across 4 Utilities - Regulated Electric names. PEG ranks #4 (5.6% of the industry book) .
All Filings in PEG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,016 | 2,600 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $210,470 | 2,600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $208,780 | 2,600 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $216,996 | 2,600 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $218,868 | 2,600 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $213,980 | 2,600 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $219,674 | 2,600 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,867 | 2,700 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||