IAMS WEALTH MANAGEMENT, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1998182
OMAHA, NE
Position in PEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$545,476
+$175,211 QoQ
Shares Held
6,721
+46.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#660
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, 2026IAMS WEALTH MANAGEMENT, LLC holds $2,990,119 across 4 Utilities - Regulated Electric names. PEG ranks #4 (18.2% 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 | $545,476 | 6,721 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $370,265 | 4,574 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $296,547 | 3,693 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $209,484 | 2,510 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||