Skip to main content
Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by EPG 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)
11,480
Value
$931.7K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PEG by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,480$931.7K0.2%−1,965−14.6%ReducedHolders
Q1 202613,445$1.09M0.3%+461+3.6%AddedHolders
Q4 202512,984$1.04M0.3%+546+4.4%AddedHolders
Q3 202512,438$1.04M0.3%+237+1.9%AddedHolders
Q2 202512,201$1.03M0.3%+105+0.9%AddedHolders
Q1 202512,096$995.5K0.3%+306+2.6%AddedHolders
Q4 202411,790$996.2K0.3%−108−0.9%ReducedHolders
Q3 202411,898$1.06M0.3%+11,898AddedHolders
Q2 20240$989.7K0.2%−13,305−100.0%ReducedHolders
Q1 202413,305$888.5K0.2%+164+1.2%AddedHolders
Q4 202313,141$769.4K0.2%+644+5.2%AddedHolders
Q3 202312,497$711.2K0.2%−1,177−8.6%ReducedHolders
Q2 202313,674$856.1K0.3%−99−0.7%ReducedHolders
Q1 202313,773$860.1K0.3%+6,315+84.7%AddedHolders
Q4 20227,458$457.0K0.2%+425+6.0%AddedHolders
Q3 20227,033$395.0K0.2%+748+11.9%AddedHolders
Q2 20226,285$398.0K0.2%+93+1.5%AddedHolders
Q1 20226,192$433.0K0.1%+915+17.3%AddedHolders
Q4 20215,277$352.0K0.1%+298+6.0%AddedHolders
Q3 20214,979$303.0K0.1%+312+6.7%AddedHolders
Q2 20214,667$279.0K0.1%+843+22.0%AddedHolders
Q1 20213,824$230.0K0.1%––Holders

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