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Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Monument Group 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of PEG by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,164−100.0%Sold outHolders
Q2 20253,164$266.3K0.2%+14+0.4%AddedHolders
Q1 20253,150$259.2K0.2%00.0%UnchangedHolders
Q4 20243,150$266.1K0.2%00.0%UnchangedHolders
Q3 20243,150$281.0K0.2%00.0%UnchangedHolders
Q2 20243,150$232.2K0.2%00.0%UnchangedHolders
Q1 20243,150$210.4K0.2%+3,150NewHolders