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Public Service Enterprise shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Public Service Enterprise by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $403k 5.0k 80.95
2023-09-30 $267k 4.7k 56.91
2022-12-31 $300k 4.9k 61.31
2022-09-30 $281k 4.7k 59.95
2022-03-31 $326k 4.7k 69.55

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View all positions for WealthPlan Investment Management

Top funds holding Public Service Enterprise

Vanguard Group
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

View all funds holding Public Service Enterprise