Pine Valley Investments Ltd Liability Co

Position in PEG — Public Service Enterprise Group Inc

CIK 1975417 MARLTON, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$589,221

+$17,067 QoQ

Shares Held

7,260

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#643

of 1,302 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. PEG ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc This page	7,260	$589,221
5	EXC	Exelon Corp	10,539	$491,328
6	AEE	Ameren Corp	4,030	$455,551
7	D	Dominion Energy, Inc	5,757	$393,145
8	WEC	Wec Energy Group, Inc.	2,291	$267,520

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,221	7,260	+2.7%	Shares	Sole	2026-07-24
2026-03-31	$572,154	7,068	+0.1%	Shares	Sole	2026-06-08
2025-12-31	$567,239	7,064	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$586,389	7,026	-14.7%	Shares	Sole	2026-02-17
2025-06-30	$693,727	8,241	-4.1%	Shares	Sole	2026-02-17
2025-03-31	$707,121	8,592	+0.3%	Shares	Sole	2026-02-17
2024-12-31	$723,572	8,564	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$760,693	8,527	+8.5%	Shares	Sole	2024-11-25
2024-06-30	$579,060	7,857	+2.4%	Shares	Sole	2024-07-30
2024-03-31	$512,536	7,675	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$468,042	7,654	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.