Premier Path Wealth Partners, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1999925 MADISON, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$976,922

-$4,030 QoQ

Shares Held

12,037

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#525

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

Premier Path Wealth Partners, LLC holds $8,743,787 across 13 Utilities - Regulated Electric names. PEG ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,587	$1,982,460
2	AEP	American Electric Power Co Inc	9,195	$1,257,967
3	PEG	Public Service Enterprise Group Inc This page	12,037	$976,922
4	ETR	Entergy Corp /De/	6,620	$760,373
5	DUK	Duke Energy CORP	5,745	$727,202
6	D	Dominion Energy, Inc	9,795	$668,900
7	SO	Southern Co	5,875	$562,296
8	ES	Eversource Energy	6,493	$469,249

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,922	12,037	-0.7%	Shares	Sole	2026-07-21
2026-03-31	$980,952	12,118	-12.7%	Shares	Sole	2026-04-23
2025-12-31	$1,114,564	13,880	+2.2%	Shares	Sole	2026-01-22
2025-09-30	$1,133,971	13,587	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$1,150,403	13,666	-5.9%	Shares	Sole	2025-08-04
2025-03-31	$1,195,572	14,527	-2.4%	Shares	Sole	2025-04-21
2024-12-31	$1,257,549	14,884	+5.0%	Shares	Sole	2025-01-15
2024-09-30	$1,264,016	14,169	0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,044,255	14,169	-0.1%	Shares	Sole	2024-07-24
2024-03-31	$947,007	14,181	-1.5%	Shares	Sole	2024-04-24
2023-12-31	$880,560	14,400	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.