VALLEY WEALTH MANAGERS, INC.

Position in PEG — Public Service Enterprise Group Inc

CIK 924166 PARAMUS, NJ

Position in PEG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,776,347

+$164,464 QoQ

Shares Held

58,851

+3.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#276

of 1,302 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Utilities · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $10,329,307 across 4 Utilities - Regulated Electric names. PEG ranks #2 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	40,328	$5,517,272
2	PEG	Public Service Enterprise Group Inc This page	58,851	$4,776,347
3	DUK	Duke Energy CORP	171	$21,645
4	NEE	Nextera Energy Inc	160	$14,043

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,776,347	58,851	+3.3%	Shares	Defined	2026-08-04
2026-03-31	$4,611,883	56,972	+1.9%	Shares	Defined	2026-05-06
2025-12-31	$4,487,564	55,885	+9.2%	Shares	Defined	2026-02-04
2025-09-30	$4,272,066	51,187	+2.2%	Shares	Defined	2025-11-03
2025-06-30	$4,216,154	50,085	+4.5%	Shares	Defined	2025-08-06
2025-03-31	$3,945,050	47,935	+0.3%	Shares	Defined	2025-05-07
2024-12-31	$4,036,678	47,777	-11.2%	Shares	Defined	2025-01-31
2024-09-30	$4,801,995	53,828	-2.1%	Shares	Sole	2024-11-06
2024-06-30	$4,051,214	54,969	-7.9%	Shares	Defined	2024-08-08
2024-03-31	$3,987,166	59,706	-6.3%	Shares	Defined	2024-05-03
2023-12-31	$3,895,988	63,712	-2.4%	Shares	Defined	2024-02-07
2023-09-30	$3,714,571	65,271	-2.5%	Shares	Defined	2023-11-09
2023-06-30	$4,190,674	66,933	-3.5%	Shares	Defined	2023-07-28
2023-03-31	$4,332,843	69,381	+4.6%	Shares	Sole	2023-05-03
2022-12-31	$4,065,202	66,349	+1.0%	Shares	Defined	2023-02-01
2022-09-30	$3,695,041	65,713	-1.5%	Shares	Defined	2022-11-09
2022-06-30	$4,220,016	66,688	+1.7%	Shares	Defined	2022-11-16
2022-03-31	$4,591,020	65,586	+1.3%	Shares	Other	2022-05-02
2021-12-31	$4,319,899	64,737	-0.5%	Shares	Sole	2022-02-02
2021-09-30	$3,963,615	65,084	+0.8%	Shares	Sole	2021-11-01
2021-06-30	$3,857,112	64,565	+6.2%	Shares	Sole	2021-08-03
2021-03-31	$3,658,841	60,768	+12.1%	Shares	Sole	2021-04-22
2020-12-31	$3,160,792	54,216	+3.6%	Shares	Sole	2021-02-02
2020-09-30	$2,872,670	52,316	-10.3%	Shares	Sole	2020-11-03
2020-06-30	$2,867,158	58,323	-8.9%	Shares	Sole	2020-07-28
2020-03-31	$2,874,688	64,010	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.