CSM Advisors, LLC

SEC CIK: 0001863523
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by CSM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overview All 13F holders of PEG Full Q2 2026 holdings

Shares (Q2 2026): 2,670
Value: $217.0K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of PEG by CSM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,670	$217.0K	<0.1%	−9,392−77.9%	Reduced	Holders
Q1 2026	12,062	$975.0K	<0.1%	−572−4.5%	Reduced	Holders
Q4 2025	12,634	$1.01M	<0.1%	−17,200−57.7%	Reduced	Holders
Q3 2025	29,834	$2.49M	0.1%	−58,775−66.3%	Reduced	Holders
Q2 2025	88,609	$7.46M	0.2%	+1,410+1.6%	Added	Holders
Q1 2025	87,199	$7.18M	0.4%	−1,780−2.0%	Reduced	Holders
Q4 2024	88,979	$7.52M	0.4%	−385−0.4%	Reduced	Holders
Q3 2024	89,364	$7.97M	0.5%	−9,635−9.7%	Reduced	Holders
Q2 2024	98,999	$7.29M	0.5%	−500−0.5%	Reduced	Holders
Q1 2024	99,499	$6.64M	0.4%	+7,950+8.7%	Added	Holders
Q4 2023	91,549	$5.60M	0.4%	−2,779−2.9%	Reduced	Holders
Q3 2023	94,328	$5.37M	0.5%	−2,550−2.6%	Reduced	Holders
Q2 2023	96,878	$6.07M	0.5%	−2,045−2.1%	Reduced	Holders
Q1 2023	98,923	$6.18M	0.5%	+9,400+10.5%	Added	Holders
Q4 2022	89,523	$5.49M	0.5%	+900+1.0%	Added	Holders
Q3 2022	88,623	$4.98M	0.6%	−12,160−12.1%	Reduced	Holders
Q2 2022	100,783	$6.38M	0.6%	+180+0.2%	Added	Holders
Q1 2022	100,603	$7.04M	0.5%	−10,400−9.4%	Reduced	Holders
Q4 2021	111,003	$7.41M	0.5%	+810+0.7%	Added	Holders
Q3 2021	110,193	$6.71M	0.5%	−170−0.2%	Reduced	Holders
Q2 2021	110,363	$6.60M	0.4%	−9,350−7.8%	Reduced	Holders
Q1 2021	119,713	$7.21M	1.0%	–	–	Holders

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