Clear Trail Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 2097856
HOUSTON, TX
Position in PEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,331,916
-$289,674 QoQ
Shares Held
16,411
-18.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#469
of 1,302 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clear Trail Advisors, LLC holds $8,313,955 across 4 Utilities - Regulated Electric names. PEG ranks #3 (16.0% of the industry book) .
All Filings in PEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,916 | 16,411 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,621,590 | 20,032 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,008,865 | 25,017 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||