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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Herold Advisors, Inc., 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)
16,078
Value
$1.30M
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of PEG by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,078$1.30M0.3%+929+6.1%AddedHolders
Q1 202615,149$1.23M0.3%+760+5.3%AddedHolders
Q4 202514,389$1.16M0.3%00.0%UnchangedHolders
Q3 202514,389$1.20M0.3%−326−2.2%ReducedHolders
Q2 202514,715$1.24M0.3%00.0%UnchangedHolders
Q1 202514,715$1.21M0.3%00.0%UnchangedHolders
Q4 202414,715$1.24M0.3%+281+1.9%AddedHolders
Q3 202414,434$1.29M0.3%00.0%UnchangedHolders
Q2 202414,434$1.06M0.2%00.0%UnchangedHolders
Q1 202414,434$963.9K0.2%−1,018−6.6%ReducedHolders
Q4 202315,452$944.9K0.3%00.0%UnchangedHolders
Q3 202315,452$879.4K0.3%00.0%UnchangedHolders
Q2 202315,452$967.5K0.3%00.0%UnchangedHolders
Q1 202315,452$965.0K0.3%+344+2.3%AddedHolders
Q4 202215,108$925.7K0.4%00.0%UnchangedHolders
Q3 202215,108$849.0K0.4%00.0%UnchangedHolders
Q2 202215,108$956.0K0.4%00.0%UnchangedHolders
Q1 202215,108$1.06M0.4%00.0%UnchangedHolders
Q4 202115,108$1.01M0.4%00.0%UnchangedHolders
Q3 202115,108$920.0K0.4%–No prior filingHolders