Able Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Able Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598K	Buy	8,715 +1,060	+14%	+$84.7K	0.14%	72
2026 Q1	$592K	Sell	7,655 -95	-1%	-$7.79K	0.16%	75
2025 Q4	$579K	Buy	7,750 +182	+2%	+$14.8K	0.18%	65
2025 Q3	$607K	Buy	7,568 +99	+1%	+$8.3K	0.23%	64
2025 Q2	$620K	Buy	7,469 +37	+0.5%	+$2.98K	0.31%	54
2025 Q1	$612K	Buy	7,432 +12	+0.2%	+$1K	0.36%	56
2024 Q4	$627K	Buy	7,420 +6	+0.1%	+$531	0.41%	53
2024 Q3	$661K	Buy	7,414 +1	+0%	+$80	0.5%	46
2024 Q2	$546K	Sell	7,413 -382	-5%	-$27.1K	0.45%	44
2024 Q1	$521K	Buy	7,795 +14	+0.2%	+$857	0.45%	39
2023 Q4	$476K	Buy	+7,781	New	+$478K	0.43%	42

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Able Wealth Management's PEG Position: Q2 2026 in Review

Able Wealth Management increased its Public Service Enterprise Group (PEG) stake by 14% in Q2 2026, buying an estimated $84.7K and bringing the position to 8,715 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #72.

Able Wealth Management first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $661K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Able Wealth Management held 8,715 shares of Public Service Enterprise Group worth $598K as of Q2 2026.
Able Wealth Management bought 1,060 Public Service Enterprise Group shares in Q2 2026, an estimated $84.7K.
Public Service Enterprise Group made up 0.14% of Able Wealth Management's portfolio in Q2 2026, its #72 holding.
Able Wealth Management first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's Public Service Enterprise Group position peaked at $661K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.