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

Alliance Wealth Management Group’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 		$263K Hold
3,252
– – 0.06% 83
2025
Q4 		$261K Hold
3,252
– – 0.06% 84
2025
Q3 		$271K Hold
3,252
– – 0.06% 82
2025
Q2 		$274K Hold
3,252
– – 0.07% 77
2025
Q1 		$268K Hold
3,252
– – 0.07% 73
2024
Q4 		$275K Hold
3,252
– – 0.07% 73
2024
Q3 		$290K Hold
3,252
– – 0.08% 73
2024
Q2 		$240K Hold
3,252
– – 0.07% 76
2024
Q1 		$217K Buy
+3,252
New +$199K 0.06% 77
2023
Q2 		$204K Hold
3,252
– – 0.07% 77
2023
Q1 		$203K Sell
3,252
-32
-1% -$1.94K 0.07% 73
2022
Q4 		$201K Buy
+3,284
New +$191K 0.07% 71
2022
Q3 		– Sell
-3,284
Closed -$208K – 70
2022
Q2 		$208K Hold
3,284
– – 0.08% 70
2022
Q1 		$230K Hold
3,284
– – 0.07% 68
2021
Q4 		$219K Buy
+3,284
New +$208K 0.07% 70
2020
Q1 		– Sell
-3,589
Closed -$212K – 59
2019
Q4 		$212K Buy
+3,589
New +$218K 0.09% 58
2018
Q2 		– Sell
-12,111
Closed -$608K – 68
2018
Q1 		$608K Hold
12,111
– – 0.29% 46
2017
Q4 		$623K Sell
12,111
-12,111
-50% -$610K 0.31% 41
2017
Q3 		$1.12M Buy
24,222
+12,111
+100% +$549K 0.28% 44
2017
Q2 		$520K Buy
12,111
+474
+4% +$20.9K 0.29% 45
2017
Q1 		$520K Hold
11,637
– – 0.3% 46
2016
Q4 		$511K Sell
11,637
-1,000
-8% -$41.7K 0.38% 22
2016
Q3 		$529K Hold
12,637
– – 0.37% 16
2016
Q2 		$590K Sell
12,637
-200
-2% -$9.08K 0.42% 14
2016
Q1 		$605K Hold
12,837
– – 0.51% 14
2015
Q4 		$497K Buy
+12,837
New +$515K 0.47% 22

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

Alliance Wealth Management Group's PEG Position: Q1 2026 in Review

Alliance Wealth Management Group held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 3,252 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #83.

Alliance Wealth Management Group first reported a position in PEG in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.12M in Q3 2017. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Alliance Wealth Management Group held 3,252 shares of Public Service Enterprise Group worth $263K as of Q1 2026.
  • Alliance Wealth Management Group left its Public Service Enterprise Group share count unchanged in Q1 2026.
  • Public Service Enterprise Group made up 0.06% of Alliance Wealth Management Group's portfolio in Q1 2026, its #83 holding.
  • Alliance Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2015 and has held it in 26 quarters since.
  • Alliance Wealth Management Group's Public Service Enterprise Group position peaked at $1.12M in Q3 2017.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.