AWM
PEG icon

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

AE 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
Q1 		$16.7M Buy
206,782
+25,999
+14% +$2.13M 0.09% 232
2025
Q4 		$14.5M Buy
180,783
+8,923
+5% +$728K 0.08% 238
2025
Q3 		$14.3M Buy
171,860
+9,043
+6% +$759K 0.09% 223
2025
Q2 		$13.7M Sell
162,817
-114,667
-41% -$9.25M 0.1% 213
2025
Q1 		$22.8M Buy
277,484
+59,636
+27% +$4.98M 0.19% 121
2024
Q4 		$18.4M Buy
217,848
+3,838
+2% +$340K 0.16% 153
2024
Q3 		$19.1M Sell
214,010
-15,471
-7% -$1.23M 0.17% 136
2024
Q2 		$16.9M Buy
229,481
+3,321
+1% +$236K 0.17% 145
2024
Q1 		$15.1M Sell
226,160
-84,256
-27% -$5.16M 0.17% 164
2023
Q4 		$17.9M Buy
310,416
+26,275
+9% +$1.61M 0.09% 258
2023
Q3 		$16.2M Sell
284,141
-7,905
-3% -$486K 0.1% 231
2023
Q2 		$18.3M Sell
292,046
-1,759
-0.6% -$110K 0.11% 218
2023
Q1 		$18.3M Buy
293,805
+65,760
+29% +$3.98M 0.12% 207
2022
Q4 		$14M Buy
228,045
+57,095
+33% +$3.31M 0.1% 238
2022
Q3 		$9.61M Buy
170,950
+144,242
+540% +$9.29M 0.08% 282
2022
Q2 		$1.69M Sell
26,708
-6,412
-19% -$436K 0.01% 718
2022
Q1 		$2.32M Buy
33,120
+913
+3% +$60.4K 0.02% 667
2021
Q4 		$2.15M Buy
32,207
+2,608
+9% +$165K 0.02% 680
2021
Q3 		$1.8M Buy
29,599
+6,856
+30% +$428K 0.01% 678
2021
Q2 		$1.36M Sell
22,743
-457
-2% -$28.2K 0.01% 738
2021
Q1 		$1.4M Sell
23,200
-1,247
-5% -$71.9K 0.01% 676
2020
Q4 		$1.43M Sell
24,447
-645
-3% -$37.6K 0.02% 593
2020
Q3 		$1.38M Sell
25,092
-16,720
-40% -$885K 0.02% 537
2020
Q2 		$2.06M Buy
41,812
+26,594
+175% +$1.33M 0.03% 403
2020
Q1 		$683K Sell
15,218
-2,579
-14% -$139K 0.02% 586
2019
Q4 		$1.05M Buy
17,797
+278
+2% +$16.9K 0.02% 522
2019
Q3 		$1.09M Buy
17,519
+1,324
+8% +$79.1K 0.03% 426
2019
Q2 		$953K Buy
16,195
+6,105
+61% +$364K 0.03% 420
2019
Q1 		$599K Sell
10,090
-973
-9% -$54.4K 0.04% 308
2018
Q4 		$576K Sell
11,063
-7,642
-41% -$411K 0.1% 225
2018
Q3 		$987K Buy
18,705
+5,505
+42% +$288K 0.05% 218
2018
Q2 		$715K Buy
13,200
+808
+7% +$41.5K 0.05% 214
2018
Q1 		$623K Sell
12,392
-575
-4% -$28.2K 0.05% 229
2017
Q4 		$668K Buy
12,967
+869
+7% +$43.8K 0.06% 211
2017
Q3 		$560K Buy
12,098
+214
+2% +$9.69K 0.05% 221
2017
Q2 		$511K Buy
+11,884
New +$525K 0.06% 228

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AE Wealth Management's PEG Position: Q1 2026 in Review

AE Wealth Management increased its Public Service Enterprise Group (PEG) stake by 14% in Q1 2026, buying an estimated $2.13M and bringing the position to 206,782 shares worth $16.7M. The position accounts for 0.09% of the portfolio, ranked #232.

AE Wealth Management first reported a position in PEG in Q2 2017 and has held it in 36 quarters since. The position peaked at $22.8M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • AE Wealth Management held 206,782 shares of Public Service Enterprise Group worth $16.7M as of Q1 2026.
  • AE Wealth Management bought 25,999 Public Service Enterprise Group shares in Q1 2026, an estimated $2.13M.
  • Public Service Enterprise Group made up 0.09% of AE Wealth Management's portfolio in Q1 2026, its #232 holding.
  • AE Wealth Management first reported a position in Public Service Enterprise Group in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's Public Service Enterprise Group position peaked at $22.8M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.