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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by RMR Wealth Builders, 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)
15,845
Value
$1.29M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEG by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,845$1.29M0.1%−441−2.7%ReducedHolders
Q1 202616,286$1.32M0.1%+94+0.6%AddedHolders
Q4 202516,192$1.30M0.1%−994−5.8%ReducedHolders
Q3 202517,186$1.43M0.1%+164+1.0%AddedHolders
Q2 202517,022$1.43M0.1%+21+0.1%AddedHolders
Q1 202517,001$1.40M0.1%+21+0.1%AddedHolders
Q4 202416,980$1.43M0.1%+356+2.1%AddedHolders
Q3 202416,624$1.48M0.2%−1,486−8.2%ReducedHolders
Q2 202418,110$1.33M0.2%+42+0.2%AddedHolders
Q1 202418,068$1.22M0.1%−22−0.1%ReducedHolders
Q4 202318,090$1.11M0.2%−722−3.8%ReducedHolders
Q3 202318,812$1.07M0.2%−167−0.9%ReducedHolders
Q2 202318,979$1.19M0.2%+102+0.5%AddedHolders
Q1 202318,877$1.18M0.2%+9,937+111.2%AddedHolders
Q4 20228,940$547.7K0.1%−1,096−10.9%ReducedHolders
Q3 202210,036$564.0K0.1%−57−0.6%ReducedHolders
Q2 202210,093$639.0K0.2%+40+0.4%AddedHolders
Q1 202210,053$704.0K0.2%−1,156−10.3%ReducedHolders
Q4 202111,209$748.0K0.2%+1,880+20.2%AddedHolders
Q3 20219,329$568.0K0.2%+424+4.8%AddedHolders
Q2 20218,905$532.0K0.2%−8,391−48.5%ReducedHolders
Q1 202117,296$1.04M0.3%––Holders

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