Walser Wealth Management Company, A Ltd Liability Co
Position in PEG — Public Service Enterprise Group Inc
CIK 2112280
TAMPA, FL
Position in PEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$556,270
+$244,694 QoQ
Shares Held
6,854
+78.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#655
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, 2026Walser Wealth Management Company, A Ltd Liability Co holds $1,173,982 across 2 Utilities - Regulated Electric names. PEG ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,454 | $617,712 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
6,854 | $556,270 |
All Filings in PEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,270 | 6,854 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $311,576 | 3,849 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $265,471 | 3,306 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||