PEG — PUBLIC SVC ENTERPRISE GRP IN

Ownership history in WealthShield Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC 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
0.31% (2024 Q3)
Avg. % of fund
0.2%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 27,881 +704 +2.6% 0.26% $2.3M $82.14
2025 Q2 ADDED 27,177 +477 +1.8% 0.28% $2.3M $82.19
2025 Q1 ADDED 26,700 +2,242 +9.2% 0.28% $2.2M $79.73
2024 Q4 REDUCED 24,458 -1,446 -5.6% 0.29% $2.1M $81.20
4 older quarters 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%
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