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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Creative Planning, 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)
212,041
Value
$17.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PEG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026212,041$17.2M<0.1%+43,550+25.8%AddedHolders
Q1 2026168,491$13.6M<0.1%+12,308+7.9%AddedHolders
Q4 2025156,183$12.5M<0.1%+23,232+17.5%AddedHolders
Q3 2025132,951$11.1M<0.1%+2,273+1.7%AddedHolders
Q2 2025130,678$11.0M<0.1%−2,719−2.0%ReducedHolders
Q1 2025133,397$11.0M<0.1%+33,610+33.7%AddedHolders
Q4 202499,787$8.43M<0.1%+4,092+4.3%AddedHolders
Q3 202495,695$8.54M<0.1%+4,710+5.2%AddedHolders
Q2 202490,985$6.71M<0.1%+13,559+17.5%AddedHolders
Q1 202477,426$5.17M<0.1%−3,104−3.9%ReducedHolders
Q4 202380,530$4.92M<0.1%+3,467+4.5%AddedHolders
Q3 202377,063$4.39M<0.1%+526+0.7%AddedHolders
Q2 202376,537$4.79M<0.1%+3,587+4.9%AddedHolders
Q1 202372,950$4.56M<0.1%+3,554+5.1%AddedHolders
Q4 202269,396$4.25M<0.1%+2,266+3.4%AddedHolders
Q3 202267,130$3.77M<0.1%+3,787+6.0%AddedHolders
Q2 202263,343$4.01M<0.1%+7,345+13.1%AddedHolders
Q1 202255,998$3.92M<0.1%+2,922+5.5%AddedHolders
Q4 202153,076$3.54M<0.1%−1,332−2.4%ReducedHolders
Q3 202154,408$3.31M<0.1%−1,288−2.3%ReducedHolders
Q2 202155,696$3.33M<0.1%−2,367−4.1%ReducedHolders
Q1 202158,063$3.50M<0.1%––Holders

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