SteelPeak Wealth, LLC PEG PUBLIC SVC ENTERPRISE GRP IN

Ownership history in SteelPeak Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported PUBLIC SVC ENTERPRISE GRP IN (PEG) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows PEG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in PUBLIC SVC ENTERPRISE GRP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PEG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SteelPeak Wealth, LLC held PEG — position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,303 +753 +29.5% 0.01% $267K 2026-05-05 $79.73
2025 Q3 REDUCED 90.8% -2.5% 2,550 -25,070 -90.8% 0.01% $213K 2025-10-21 $81.80
2024 Q2 ADDED 27,620 +20,056 +265.2% 0.09% $2.0M 2024-07-17 $71.19
2024 Q1 ADDED 7,564 +1,000 +15.2% 0.03% $505K 2024-04-18 $61.17
2023 Q4 REDUCED 25.1% +10.0% 6,564 -2,200 -25.1% 0.02% $401K 2024-01-24 $53.05
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SteelPeak Wealth, LLC and PEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SteelPeak Wealth, LLC reported owning PEG?

SteelPeak Wealth, LLC reported PEG across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEG position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for PEG was 0.09% in 2024 Q2.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2026 Q1, when SteelPeak Wealth, LLC reported 3,303 shares, equal to 0.01% of portfolio, with an estimated market value of $267K.

What does the chart on this PEG ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly PEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SteelPeak Wealth, LLC time their PEG position?

Based on 13F filing dates vs. subsequent PEG price moves, SteelPeak Wealth, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on PEG relative to SPY over the holding period was -14.5%.

← Back to SteelPeak Wealth, LLC Holdings