McGlone Suttner Wealth Management, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 1964819
APPLETON, WI
Position in PEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$664,619
+$41,466 QoQ
Shares Held
8,189
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#613
of 1,302 holders
Holding Since
Dec 2023
11 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, 2026McGlone Suttner Wealth Management, Inc. holds $4,083,344 across 5 Utilities - Regulated Electric names. PEG ranks #4 (16.3% of the industry book) .
All Filings in PEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,619 | 8,189 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $623,153 | 7,698 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $581,532 | 7,242 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $565,942 | 6,781 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $545,065 | 6,475 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $496,351 | 6,031 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $452,443 | 5,355 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $446,942 | 5,010 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $274,532 | 3,725 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $301,444 | 4,514 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $227,783 | 3,725 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||