JPL Wealth Management, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in PEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,387,158
-$99,383 QoQ
Shares Held
29,413
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#379
of 1,300 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $6,997,009 across 28 Utilities - Regulated Electric names. PEG ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,423 | $3,486,044 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
29,413 | $2,387,158 | |
| 3 | XEL |
Xcel Energy Inc
|
3,716 | $298,394 | |
| 4 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 | |
| 5 | DUK |
Duke Energy CORP
|
1,009 | $127,718 | |
| 6 | ED |
Consolidated Edison Inc
|
552 | $61,067 | |
| 7 | D |
Dominion Energy, Inc
|
844 | $57,636 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
462 | $53,946 |
All Filings in PEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,387,158 | 29,413 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,486,541 | 30,717 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,489,219 | 30,999 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,733,982 | 32,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,747,298 | 32,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,655,985 | 32,272 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,715,677 | 32,142 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||