TRAPHAGEN INVESTMENT ADVISORS LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 2023380 ORADELL, NJ

Position in PEG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,884,208

+$24,780 QoQ

Shares Held

60,180

+0.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#274

of 1,302 holders

Holding Since

Mar 2020

20 quarters on record

Utilities · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $6,938,539 across 4 Utilities - Regulated Electric names. PEG ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	60,180	$4,884,208
2	ED	Consolidated Edison Inc	11,674	$1,291,494
3	DUK	Duke Energy CORP	3,916	$495,687
4	D	Dominion Energy, Inc	3,912	$267,150

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,884,208	60,180	+0.2%	Shares	Sole	2026-07-16
2026-03-31	$4,859,428	60,030	+3.6%	Shares	Sole	2026-04-22
2025-12-31	$4,650,815	57,918	-1.4%	Shares	Sole	2026-01-27
2025-09-30	$4,901,188	58,725	+2.4%	Shares	Sole	2025-10-07
2025-06-30	$4,827,975	57,353	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$4,792,411	58,231	+1.4%	Shares	Sole	2025-04-17
2024-12-31	$4,852,007	57,427	-1.0%	Shares	Sole	2025-01-17
2024-09-30	$5,173,287	57,990	+2.8%	Shares	Sole	2024-10-21
2024-06-30	$4,155,869	56,389	+2.8%	Shares	Sole	2024-07-23
2024-03-31	$3,663,484	54,859	+4.5%	Shares	Sole	2024-05-15
2023-12-31	$3,209,824	52,491	+1.0%	Shares	Sole	2024-06-17
2023-09-30	$2,957,328	51,965	+2.0%	Shares	Sole	2024-06-17
2023-06-30	$3,189,729	50,946	+25.3%	Shares	Sole	2024-06-17
2023-03-31	$2,540,153	40,675	+0.5%	Shares	Sole	2024-06-17
2022-12-31	$2,478,555	40,453	+2.6%	Shares	Sole	2024-06-17
2022-09-30	$2,217,036	39,428	+0.2%	Shares	Sole	2024-06-17
2022-06-30	$2,489,688	39,344	+2095.5%	Shares	Sole	2024-06-17
2022-03-31	$125,440	1,792	-93.6%	Shares	Sole	2024-06-17
2020-06-30	$1,380,707	28,086	+0.4%	Shares	Sole	2024-06-17
2020-03-31	$1,256,447	27,977	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.