WealthPlan Investment Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1929986
OMAHA, NE
Position in PEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$443,863
+$40,652 QoQ
Shares Held
5,469
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#717
of 1,302 holders
Holding Since
Mar 2022
5 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, 2026WealthPlan Investment Management, LLC holds $2,056,950 across 4 Utilities - Regulated Electric names. PEG ranks #3 (21.6% of the industry book) .
All Filings in PEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,863 | 5,469 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $403,211 | 4,981 | Shares | Sole | 2026-04-29 | |
| 2022-12-31 | $299,426 | 4,887 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $263,550 | 4,687 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $328,090 | 4,687 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||