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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by River 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 overviewAll 13F holders of PEGFull Q2 2026 holdings

Shares (Q2 2026)
39,894
Value
$3.24M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of PEG by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,894$3.24M0.3%+2,506+6.7%AddedHolders
Q1 202637,388$3.03M0.3%+4,476+13.6%AddedHolders
Q4 202532,912$2.64M0.3%+8,104+32.7%AddedHolders
Q3 202524,808$2.07M0.2%+6,083+32.5%AddedHolders
Q2 202518,725$1.58M0.2%+14,601+354.0%AddedHolders
Q1 20254,124$339.4K<0.1%−869−17.4%ReducedHolders
Q4 20244,993$421.9K0.1%−8−0.2%ReducedHolders
Q3 20245,001$446.1K0.1%+8+0.2%AddedHolders
Q2 20244,993$368.0K0.1%00.0%UnchangedHolders
Q1 20244,993$333.4K<0.1%00.0%UnchangedHolders
Q4 20234,993$305.3K<0.1%+1,000+25.0%AddedHolders
Q3 20233,993$227.2K<0.1%00.0%UnchangedHolders
Q2 20233,993$250.0K<0.1%00.0%UnchangedHolders
Q1 20233,993$249.4K<0.1%+669+20.1%AddedHolders
Q4 20223,324$203.7K<0.1%+3,324NewHolders
Q3 20220$00.0%−3,324−100.0%Sold outHolders
Q2 20223,324$210.0K<0.1%00.0%UnchangedHolders
Q1 20223,324$233.0K<0.1%−28−0.8%ReducedHolders
Q4 20213,352$224.0K<0.1%+28+0.8%AddedHolders
Q3 20213,324$202.0K<0.1%+3,324NewHolders
Q2 20210$00.0%−3,324−100.0%Sold outHolders
Q1 20213,324$200.0K<0.1%––Holders

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