Wealth Management Associates, Inc.
Position in PEG — Public Service Enterprise Group Inc
CIK 2067339
Cherry Hill, NJ
Position in PEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,982,819
-$3,370 QoQ
Shares Held
24,431
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#414
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. PEG ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in PEG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,819 | 24,431 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,986,189 | 24,536 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,969,357 | 24,525 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,144,588 | 25,696 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,162,163 | 25,685 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,162,514 | 26,276 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,245,490 | 26,577 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $2,363,351 | 26,492 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $1,918,779 | 26,035 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,738,617 | 26,035 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,745,465 | 28,544 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $1,626,089 | 28,573 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $1,854,257 | 29,616 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $1,851,892 | 29,654 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $1,827,745 | 29,831 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $1,667,163 | 29,649 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $1,876,758 | 29,658 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $2,123,030 | 30,329 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $2,018,048 | 30,242 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $1,567,992 | 25,747 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $1,850,924 | 30,983 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $1,738,925 | 28,881 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $1,678,690 | 28,794 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $1,607,270 | 29,271 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $1,360,847 | 27,682 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $1,225,369 | 27,285 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||