LiftPoint Family Wealth Advisors LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 2110810
FAR HILLS, NJ
Position in PEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,334
-$24,805 QoQ
Shares Held
2,530
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,011
of 1,302 holders
Holding Since
Dec 2025
2 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, 2026LiftPoint Family Wealth Advisors LLC holds $472,934 across 2 Utilities - Regulated Electric names. PEG ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,956 | $267,600 | |
| 2 | PEG |
Public Service Enterprise Group Inc
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|
2,530 | $205,334 |
All Filings in PEG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,334 | 2,530 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $230,139 | 2,866 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||