AMPWP
PEG icon

Alvarez & Marsal Private Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$219K Sell
2,696
-124
-4% -$9.9K 0.03% 97
2026
Q1 		$228K Sell
2,820
-1,245
-31% -$102K 0.03% 165
2025
Q4 		$326K Buy
+4,065
New +$332K 0.06% 70

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's PEG Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 4.4% in Q2 2026, selling an estimated $9.9K and leaving 2,696 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #97.

Alvarez & Marsal Private Wealth Partners first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,696 shares of Public Service Enterprise Group worth $219K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 124 Public Service Enterprise Group shares in Q2 2026, an estimated $9.9K.
  • Public Service Enterprise Group made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Public Service Enterprise Group position peaked at $326K in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.