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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Liberty Wealth Management 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)
6,019
Value
$487.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PEG by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,019$487.2K0.1%00.0%UnchangedHolders
Q1 20266,019$487.2K0.1%+6+0.1%AddedHolders
Q4 20256,013$482.9K0.1%00.0%UnchangedHolders
Q3 20256,013$501.9K0.1%−10.0%ReducedHolders
Q2 20256,014$506.3K0.1%+6,014NewHolders
Q1 20250$00.0%−5,946−100.0%Sold outHolders
Q4 20245,946$502.4K0.1%+14+0.2%AddedHolders
Q3 20245,932$529.0K0.1%00.0%UnchangedHolders
Q2 20245,932$437.0K0.1%00.0%UnchangedHolders
Q1 20245,932$396.0K0.1%00.0%UnchangedHolders
Q4 20235,932$363.0K0.1%00.0%UnchangedHolders
Q3 20235,932$338.0K0.1%00.0%UnchangedHolders
Q2 20235,932$371.4K0.1%00.0%UnchangedHolders
Q1 20235,932$370.5K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20225,932$333.0K0.1%00.0%UnchangedHolders
Q2 20225,932$375.0K0.2%−421−6.6%ReducedHolders
Q1 20226,353$444.0K0.2%+4+0.1%AddedHolders
Q4 20216,349$423.0K0.2%−413−6.1%ReducedHolders
Q3 20216,762$413.0K0.1%+419+6.6%AddedHolders
Q2 20216,343$379.0K0.1%+116+1.9%AddedHolders
Q1 20216,227$355.0K0.2%––Holders

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