Roehl & Yi Investment Advisors, LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 2097566 Eugene, OR

Position in PEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$628,178

New position

Shares Held

7,740

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#630

of 1,302 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,310,140 across 5 Utilities - Regulated Electric names. PEG ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,222	$714,658
2	PEG	Public Service Enterprise Group Inc This page	7,740	$628,178
3	POR	Portland General Electric Co /Or/	11,210	$581,014
4	CNP	Centerpoint Energy Inc	8,265	$363,990
5	NEE	Nextera Energy Inc	15,358	$22,300

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,178	7,740	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.