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Public Service Enterprise shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 3.7k 80.31
2025-09-30 $210k 2.5k 83.46

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Amazon (AMZN)
United Parcel Service CL B (UPS)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Public Service Enterprise

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Legal & General Group
Norges Bank Investment Management
Invesco
Capital World Investors
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Ubs Global Asset Management Americas
Massachusetts Financial Services

View all funds holding Public Service Enterprise