PEG — PUBLIC SVC ENTERPRISE GRP IN

Ownership history in Cannon Financial Strategists, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Cannon Financial Strategists, Inc. reported a position in PUBLIC SVC ENTERPRISE GRP IN (PEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2024 Q4)
Avg. % of fund
0.06%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,410 -2,310 -48.9% 0.03% $201K $82.14
2025 Q2 UNCHANGED 4,720 — 0% 0.06% $397K $82.19
2025 Q1 UNCHANGED 4,720 — 0% 0.07% $388K $79.73
2024 Q4 UNCHANGED 4,720 — 0% 0.07% $399K $81.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEG price (monthly, adj. close)

Other funds also holding PEG

As of 2025 Q4 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 11.74% Alta Fundamental Advisers LLC 3Y 7Y 4.48% Hamlin Capital Management, LLC 3Y 7Y 4.4% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 3.93% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 3.48% Ausbil Investment Management Ltd 3Y 3.44% Aventail Capital Group, LP 3Y 3.3% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 3.14% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.29% Westwood Wealth Management 3Y 1.72%
← Back to Cannon Financial Strategists, Inc. Holdings