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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q2 2026 holdings

Shares (Q2 2026)
9,745
Value
$790.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PEG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,745$790.9K<0.1%+7,661+367.6%AddedHolders
Q1 20262,084$168.7K<0.1%−1,398−40.1%ReducedHolders
Q4 20253,482$279.6K<0.1%+898+34.8%AddedHolders
Q3 20252,584$215.6K<0.1%+43+1.7%AddedHolders
Q2 20252,541$213.9K<0.1%+643+33.9%AddedHolders
Q1 20251,898$156.2K<0.1%+67+3.7%AddedHolders
Q4 20241,831$154.7K<0.1%−181−9.0%ReducedHolders
Q3 20242,012$179.5K<0.1%+4+0.2%AddedHolders
Q2 20242,008$148.0K<0.1%+793+65.3%AddedHolders
Q1 20241,215$89.3K<0.1%−39−3.1%ReducedHolders
Q4 20231,254$76.7K<0.1%−27−2.1%ReducedHolders
Q3 20231,281$72.9K<0.1%+801+166.9%AddedHolders
Q2 2023480$30.1K<0.1%+85+21.5%AddedHolders
Q1 2023395$24.7K<0.1%+48+13.8%AddedHolders
Q4 2022347$21.3K<0.1%+28+8.8%AddedHolders
Q3 2022319$18.0K<0.1%−79−19.8%ReducedHolders
Q2 2022398$25.0K<0.1%+21+5.6%AddedHolders
Q1 2022377$26.0K<0.1%+134+55.1%AddedHolders
Q4 2021243$16.0K<0.1%−106−30.4%ReducedHolders
Q3 2021349$21.0K<0.1%+79+29.3%AddedHolders
Q2 2021270$16.0K<0.1%+27+11.1%AddedHolders
Q1 2021243$15.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.