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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by IVC 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)
8,324
Value
$675.6K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PEG by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,324$675.6K0.3%−305−3.5%ReducedHolders
Q1 20268,629$698.6K0.3%−324−3.6%ReducedHolders
Q4 20258,953$718.9K0.3%−194−2.1%ReducedHolders
Q3 20259,147$763.4K0.3%−1,704−15.7%ReducedHolders
Q2 202510,851$913.4K0.4%−44−0.4%ReducedHolders
Q1 202510,895$896.6K0.5%−357−3.2%ReducedHolders
Q4 202411,252$950.6K0.5%−163−1.4%ReducedHolders
Q3 202411,415$1.02M0.6%−1,499−11.6%ReducedHolders
Q2 202412,914$951.7K0.5%−351−2.6%ReducedHolders
Q1 202413,265$885.9K0.5%−334−2.5%ReducedHolders
Q4 202313,599$831.6K0.5%+12+0.1%AddedHolders
Q3 202313,587$773.2K0.5%00.0%UnchangedHolders
Q2 202313,587$850.7K0.5%−354−2.5%ReducedHolders
Q1 202313,941$870.6K0.6%−872−5.9%ReducedHolders
Q4 202214,813$907.6K0.7%−57−0.4%ReducedHolders
Q3 202214,870$836.0K0.7%+21+0.1%AddedHolders
Q2 202214,849$940.0K0.7%−159−1.1%ReducedHolders
Q1 202215,008$1.05M0.7%−112−0.7%ReducedHolders
Q4 202115,120$1.01M0.7%−1,100−6.8%ReducedHolders
Q3 202116,220$988.0K0.7%+1,001+6.6%AddedHolders
Q2 202115,219$909.0K0.6%−248−1.6%ReducedHolders
Q1 202115,467$931.0K0.7%––Holders

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