Vision Retirement, LLC

Pension

Position in PEG — Public Service Enterprise Group Inc

CIK 2069023 RIDGEWOOD, NJ

Position in PEG

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

Position Value

$1,421,273

-$29,027 QoQ

Shares Held

17,512

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#462

of 1,302 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Vision Retirement, LLC holds $1,630,257 across 5 Utilities - Regulated Electric names. PEG ranks #1 (87.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	17,512	$1,421,273
2	AEP	American Electric Power Co Inc	1,056	$144,471
3	ED	Consolidated Edison Inc	312	$34,516
4	NEE	Nextera Energy Inc	300	$26,331
5	PCG	PG&E Corp	218	$3,666

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,421,273	17,512	-2.3%	Shares	Sole	2026-07-21
2026-03-31	$1,450,300	17,916	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,458,248	18,160	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.