BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PEG holding history

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

PEG overview All 13F holders of PEG Full Q2 2026 holdings

Shares (Q2 2026): 47,273
Value: $3.84M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PEG by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,273	$3.84M	0.1%	+627+1.3%	Added	Holders
Q1 2026	46,646	$3.78M	0.1%	+380+0.8%	Added	Holders
Q4 2025	46,266	$3.72M	0.1%	+1,233+2.7%	Added	Holders
Q3 2025	45,033	$3.76M	0.1%	−886−1.9%	Reduced	Holders
Q2 2025	45,919	$3.87M	0.1%	−663−1.4%	Reduced	Holders
Q1 2025	46,582	$3.83M	0.1%	+2,668+6.1%	Added	Holders
Q4 2024	43,914	$3.71M	0.1%	−1,026−2.3%	Reduced	Holders
Q3 2024	44,940	$4.01M	0.1%	−576−1.3%	Reduced	Holders
Q2 2024	45,516	$3.35M	0.1%	+140+0.3%	Added	Holders
Q1 2024	45,376	$3.03M	0.1%	+1,208+2.7%	Added	Holders
Q4 2023	44,168	$2.70M	0.1%	−1,155−2.5%	Reduced	Holders
Q3 2023	45,323	$2.58M	0.1%	−16,159−26.3%	Reduced	Holders
Q2 2023	61,482	$3.85M	0.1%	+15,234+32.9%	Added	Holders
Q1 2023	46,248	$2.89M	0.1%	+991+2.2%	Added	Holders
Q4 2022	45,257	$2.77M	0.1%	+2,724+6.4%	Added	Holders
Q3 2022	42,533	$2.39M	0.1%	+868+2.1%	Added	Holders
Q2 2022	41,665	$2.64M	0.1%	+16,017+62.4%	Added	Holders
Q1 2022	25,648	$1.79M	0.1%	+1,260+5.2%	Added	Holders
Q4 2021	24,388	$1.63M	0.1%	+1,191+5.1%	Added	Holders
Q3 2021	23,197	$1.41M	0.1%	+1,131+5.1%	Added	Holders
Q2 2021	22,066	$1.32M	0.1%	+1,356+6.5%	Added	Holders
Q1 2021	20,710	$1.25M	0.1%	–	–	Holders

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