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Public Service Enterprise shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $33k 404 81.16

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Public Service Enterprise

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Geode Capital Management
Capital Research Global Investors
Invesco
Morgan Stanley
Legal & General Group
Ubs Global Asset Management Americas
Capital World Investors
Northern Trust
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Public Service Enterprise